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Basic Stats
| Institutional Owners | 383 total, 383 long only, 0 short only, 0 long/short - change of 7.58% MRQ |
| Average Portfolio Allocation | 0.2301 % - change of 42.48% MRQ |
| Institutional Shares (Long) | 49,442,655 (ex 13D/G) - change of 0.28MM shares 0.56% MRQ |
| Institutional Value (Long) | $ 2,638,191 USD ($1000) |
Institutional Activity Summary
Based on the latest reported and disclosed 13F, NPORT and beneficial-ownership filings. Regulatory filings are delayed, so these figures reflect reporting lag and are not real-time ownership.
Ownership Flow
Buyers Increase 187
Sellers Decrease 127
Unchanged68
Newly reported46
Exited / no longer reported43
Net shares changed
Increase
448,916
Net value changed
Decrease
-7,736,383.17
New / Exited
Newly reported46
New shares1,446,123
New value76,365.24
Exited / no longer reported43
Prior shares exited1,565,654
Prior value exited8,067,971.00
Concentration
Total disclosed shares49,442,655
Top 5 concentration50.98%
Top 10 concentration65.99%
Based on disclosed shares.
Filing Freshness
Latest report dateJ 30
Latest file dateS 04
Avg reporting lag
34 days
Stale holders0
Fresh filings100.00%
No newer filing in more than 180 days
Stale means no newer filing has been observed for the holder.
Source Breakdown
| Source | Owners | Shares | Value | % Shares |
|---|---|---|---|---|
| 13F Institutions | 417 | 49,285,354 | 2,630,172.88 | 99.68% |
| NPORT Funds | 8 | 157,301 | 8,199.95 | 0.32% |
13F: quarterly institutional holdings. NPORT: fund portfolio holdings. Activist (13D/G): beneficial-ownership filings above 5%.
Reported Institutional Options Exposure
| Metric | Calls | Puts |
|---|---|---|
| Holders | 1 | 1 |
| Reported value | 215.16 | 0.00 |
| Largest holder | SUSQUEHANNA INTERNATIONAL GROUP, LLP | SUSQUEHANNA INTERNATIONAL GROUP, LLP |
Institutional Ownership and Shareholders
WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund (US:DEM) has 383 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 49,442,655 shares. Largest shareholders include Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, LPL Financial LLC, Creative Planning, UBS Group AG, Kestra Investment Management, LLC, Ameriprise Financial Inc, Envestnet Asset Management Inc, and Mercer Global Advisors Inc /adv .
WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund (ARCA:DEM) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
The share price as of September 4, 2026 is 57.10 / share. Previously, on September 5, 2025, the share price was 46.40 / share. This represents an increase of 23.06% over that period.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
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Institutional Put/Call Ratio
In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.
Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-28 | 13F | WealthPlan Investment Management, LLC | 39,870 | 4.37 | 2,145 | 12.96 | ||||
| 2026-07-15 | 13F | Barnes Dennig Private Wealth Management LLC | 60 | 0.00 | 3 | 50.00 | ||||
| 2026-08-11 | 13F | VestGen Advisors, LLC | 23,448 | 17.97 | 1,261 | 17.63 | ||||
| 2026-08-14 | 13F | Lazard Asset Management Llc | 13,297 | 5,916.74 | 715 | 8,837.50 | ||||
| 2026-07-15 | 13F | Montecito Bank & Trust | 11,411 | 0.00 | 614 | 8.11 | ||||
| 2026-07-16 | 13F | Brandywine Oak Private Wealth Llc | 15,883 | 0.00 | 854 | 8.24 | ||||
| 2026-06-01 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 501 | 35.41 | 25 | 41.18 | ||||
| 2026-08-05 | 13F | Caldwell Securities, Inc | 955 | 51 | ||||||
| 2026-08-19 | 13F/A | Mercer Global Advisors Inc /adv | 810,959 | 2.47 | 43,621 | 10.92 | ||||
| 2026-08-14 | 13F | Avos Capital Management, LLC | 19,315 | -14.61 | 1,039 | -7.65 | ||||
| 2026-07-31 | 13F | Avion Wealth | 4,881 | 0.10 | 0 | |||||
| 2026-08-07 | 13F | Perigon Wealth Management, LLC | 8,189 | 1.95 | 440 | 10.28 | ||||
| 2026-07-30 | 13F/A | Cambridge Investment Research Advisors, Inc. | 27,536 | -3.22 | 1 | 0.00 | ||||
| 2026-07-20 | 13F | Aspiriant, Llc | 360,842 | -6.31 | 19,410 | 1.42 | ||||
| 2026-04-29 | NP | AVTM - Avantis Total Equity Markets ETF | 448 | 23 | ||||||
| 2026-07-23 | 13F | JNBA Financial Advisors | 14,615 | -0.25 | 786 | 7.97 | ||||
| 2026-07-24 | 13F | Pine Valley Investments Ltd Liability Co | 5,375 | 4.78 | 289 | 13.78 | ||||
| 2026-07-28 | 13F | Kovack Advisors, Inc. | 4,907 | 0.04 | 261 | 7.44 | ||||
| 2026-08-05 | 13F | Endowment Wealth Management, Inc. | 74,809 | 6.71 | 4,024 | 15.53 | ||||
| 2026-08-11 | 13F | Rialto Wealth Management, LLC | 54 | 3 | ||||||
| 2026-08-05 | 13F | Collaborative Wealth Managment Inc. | 40,420 | 15.03 | 2,174 | 24.51 | ||||
| 2026-08-14 | 13F | Insigneo Advisory Services, Llc | 11,558 | 5.43 | 622 | 14.15 | ||||
| 2026-07-10 | 13F | Pathfinder Wealth Consulting, Inc. | 0 | -100.00 | 0 | |||||
| 2026-08-13 | 13F | Huntington National Bank | 13,089 | 0.00 | 7,369 | 5.23 | ||||
| 2026-07-28 | 13F | Baker Avenue Asset Management, LP | 229,674 | -3.05 | 12,354 | 4.95 | ||||
| 2026-08-03 | 13F | Oppenheimer & Co Inc | 10,593 | 12.46 | 570 | 21.58 | ||||
| 2026-08-13 | 13F | Vanguard Advisers Inc | 148 | 8 | ||||||
| 2026-08-05 | 13F | HighTower Advisors, LLC | 53,647 | -0.38 | 2,886 | 7.85 | ||||
| 2026-08-10 | 13F | Cassaday & Co Wealth Management LLC | 2,822 | 0.00 | 152 | 7.86 | ||||
| 2026-08-14 | 13F | Pinnacle Financial Partners, Inc. | 4,174 | 0.89 | 225 | 9.27 | ||||
| 2026-08-14 | 13F | Index Technologies Group LLC | 19,020 | 4.80 | 1,023 | 13.54 | ||||
| 2026-07-27 | 13F | Raffa Wealth Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-07 | 13F | Mml Investors Services, Llc | 67,565 | 36.28 | 3,634 | 47.54 | ||||
| 2026-07-27 | 13F | Ashton Thomas Securities, Llc | 75 | 0.00 | 4 | 33.33 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 259,477 | 12,893 | ||||||
| 2026-08-14 | 13F | Evergreen Wealth Solutions, LLC | 6,623 | 3.96 | 363 | 14.56 | ||||
| 2026-07-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,990 | -1.77 | 268 | 6.35 | ||||
| 2026-08-10 | 13F | Pasadena Private Wealth, LLC | 19,215 | 6.93 | 1,034 | 15.81 | ||||
| 2026-08-12 | 13F | GWM Advisors LLC | 7,508 | 404 | ||||||
| 2026-08-11 | 13F | Blair William & Co/il | 1,706 | -10.16 | 92 | -3.19 | ||||
| 2026-07-23 | 13F | SBI Securities Co., Ltd. | 16,931 | 0.20 | 911 | 8.46 | ||||
| 2026-08-03 | 13F | Summit Wealth Partners, LLC | 12,881 | -1.67 | 693 | 6.46 | ||||
| 2026-08-13 | 13F | Fmr Llc | 50,270 | 0.69 | 2,704 | 9.03 | ||||
| 2026-07-13 | 13F | Breachway Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-07-16 | 13F | Coastwise Capital Group, LLC | 7,441 | 0.80 | 400 | 9.29 | ||||
| 2026-07-16 | 13F | Courier Capital Llc | 5,088 | -5.02 | 274 | 2.63 | ||||
| 2026-07-21 | 13F | Nbc Securities, Inc. | 25,277 | -3.60 | 1,360 | 4.38 | ||||
| 2026-07-23 | 13F | TFC Financial Management | 1,678 | 0.72 | 90 | 9.76 | ||||
| 2026-08-14 | 13F | Thrivent Financial For Lutherans | 12,476 | 7.77 | 1 | |||||
| 2026-07-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2026-07-13 | 13F | Rockingstone Advisors LLC | 11,200 | 0.00 | 602 | 8.27 | ||||
| 2026-06-01 | NP | DGS - WisdomTree Emerging Markets SmallCap Dividend Fund N/A | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | MAI Capital Management | 8,958 | 44.44 | 482 | 56.17 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-04 | 13F | Chilton Capital Management Llc | 296 | 16 | ||||||
| 2026-07-22 | 13F | McNamara Financial Services, Inc. | 4,769 | -3.54 | 257 | 4.49 | ||||
| 2026-07-24 | 13F | Avidian Wealth Solutions, LLC | 17,866 | 2.58 | 961 | 11.10 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 18,581 | 10.59 | 923 | 17.73 | ||||
| 2026-09-04 | 13F | Parkside Financial Bank & Trust | 552 | 0.00 | 30 | 7.41 | ||||
| 2026-08-05 | 13F | Maseco Llp | 1,749 | -2.13 | 94 | 6.82 | ||||
| 2026-08-14 | 13F | State Of Wisconsin Investment Board | 311,419 | 0.00 | 16,751 | 8.25 | ||||
| 2026-07-23 | 13F | Apollon Wealth Management, LLC | 12,312 | 61.47 | 662 | 75.13 | ||||
| 2026-08-04 | 13F | New England Private Wealth Advisors LLC | 6,258 | 0.10 | 334 | 7.74 | ||||
| 2026-07-28 | 13F | Truist Financial Corp | 4,762 | 0.98 | 256 | 9.40 | ||||
| 2026-07-20 | 13F | Clayton Financial Group LLC | 3,793 | 0.61 | 204 | 9.09 | ||||
| 2026-07-09 | 13F | Next Level Private LLC | 19,145 | 1.34 | 1,030 | 9.70 | ||||
| 2026-08-06 | 13F | Private Wealth Advisors, LLC | 160,714 | -6.65 | 8,645 | 1.04 | ||||
| 2026-08-14 | 13F | Financial Engines Advisors L.L.C. | 14,486 | -10.23 | 779 | -2.75 | ||||
| 2026-08-07 | 13F | MidFirst Bank | 2,101 | 0.00 | 113 | 8.65 | ||||
| 2026-08-10 | 13F | Portland Financial Advisors Inc | 10,450 | -2.33 | 562 | 5.84 | ||||
| 2026-08-14 | 13F | Synergy Investment Management, LLC | 3,386 | -44.33 | 182 | -39.74 | ||||
| 2026-07-21 | 13F | Vision Retirement, LLC | 111 | 0.00 | 6 | 0.00 | ||||
| 2026-07-10 | 13F | Investors Research Corp | 88,578 | 8.36 | 4,765 | 17.31 | ||||
| 2026-08-12 | 13F | Advisory Services Network, LLC | 49,009 | 6.24 | 2,636 | 15.01 | ||||
| 2026-08-11 | 13F | Wealth Alliance | 15,495 | 48.15 | 833 | 60.50 | ||||
| 2026-08-06 | 13F | Bell Investment Advisors, Inc | 12 | 0.00 | 1 | |||||
| 2026-07-07 | 13F | Mirador Capital Partners LP | 24,375 | -5.91 | 1,311 | 1.86 | ||||
| 2026-08-14 | 13F | Royal Bank Of Canada | 733,891 | 5.63 | 39,476 | 14.34 | ||||
| 2026-07-08 | 13F | Zrc Wealth Management, Llc | 6,480 | -4.06 | 349 | 3.88 | ||||
| 2026-07-30 | 13F | Diversify Wealth Management, Llc | 5,203 | 277 | ||||||
| 2026-08-15 | 13F/A | Strive Financial Group ,LLC | 270 | 3.45 | 15 | 7.69 | ||||
| 2026-08-14 | 13F | Wells Fargo & Company/mn | 3,246,246 | 0.62 | 174,616 | 8.93 | ||||
| 2026-07-07 | 13F | Harbor Investment Advisory, Llc | 321 | 0.00 | 17 | 13.33 | ||||
| 2026-08-06 | 13F | Continuum Advisory, LLC | 2,555 | 137 | ||||||
| 2026-08-12 | 13F | Cetera Investment Advisers | 595,293 | -1.68 | 32,021 | 6.43 | ||||
| 2026-07-27 | 13F | Private Advisor Group, LLC | 399,296 | 2,192.17 | 21,478 | 2,383.01 | ||||
| 2026-07-14 | 13F | TopTier Wealth Management, LLC | 5,401 | 0.41 | 291 | 8.61 | ||||
| 2026-08-05 | 13F | Bleakley Financial Group, LLC | 12,831 | 10.55 | 690 | 19.79 | ||||
| 2026-08-10 | 13F | AssuredPartners Investment Advisors, LLC | 172,446 | 1.26 | 9,276 | 9.79 | ||||
| 2026-08-10 | 13F | National Bank Of Canada /fi/ | 23,604 | 1.87 | 1,269 | 10.26 | ||||
| 2026-08-14 | 13F | Hrt Financial Lp | 3,789 | 0 | ||||||
| 2026-08-14 | 13F | Glen Eagle Advisors, LLC | 18 | 5.88 | 1 | |||||
| 2026-08-14 | 13F | Hancock Whitney Corp | 6,450 | 0.00 | 347 | 8.13 | ||||
| 2026-07-29 | 13F | Ashton Thomas Private Wealth, LLC | 17,821 | 27.47 | 959 | 38.04 | ||||
| 2026-08-14 | 13F | Logan Capital Management Inc | 2,000 | 108 | ||||||
| 2026-07-10 | 13F | Abound Wealth Management | 123 | 7 | ||||||
| 2026-08-12 | 13F | Bank Of Montreal /can/ | 35,265 | -1.57 | 1,897 | 6.52 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-07-24 | 13F | D.a. Davidson & Co. | 196,235 | 5.61 | 10,556 | 14.32 | ||||
| 2026-08-18 | 13F | Beacon Pointe Advisors, LLC | 62,843 | -2.92 | 3,380 | 5.10 | ||||
| 2026-08-06 | 13F | Valmark Advisers, Inc. | 250,218 | 0.32 | 13,459 | 8.60 | ||||
| 2026-08-05 | 13F | Montag A & Associates Inc | 347 | 0.00 | 19 | 5.88 | ||||
| 2026-09-01 | 13F/A | Citadel Advisors Llc | 183,814 | 9,887 | ||||||
| 2026-07-08 | 13F | Beacon Investment Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-07-01 | 13F | Noble Wealth Management PBC | 800 | 0.00 | 43 | 10.26 | ||||
| 2026-08-07 | 13F | Argyle Capital Partners, LLC | 8,224 | 28.54 | 442 | 39.43 | ||||
| 2026-07-21 | 13F | Fearless Solutions, LLC dba Best Invest | 16,251 | -0.01 | 874 | 8.30 | ||||
| 2026-07-14 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 123,112 | -1.66 | 6,622 | 6.46 | ||||
| 2026-08-14 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-22 | 13F/A | Wealth Enhancement Trust Services, Inc. | 1,180 | -21.18 | 63 | -14.86 | ||||
| 2026-07-01 | 13F | CX Institutional | 35,940 | 2.13 | 2 | 0.00 | ||||
| 2026-08-06 | 13F | Global Retirement Partners, LLC | 5,958 | 20.41 | 320 | 38.53 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-07-13 | 13F | First City Capital Management, Inc. | 35,039 | 3.85 | 1,885 | 12.41 | ||||
| 2026-07-30 | 13F | Altfest L J & Co Inc | 11,671 | 2.55 | 628 | 10.97 | ||||
| 2026-08-14 | 13F | Element Wealth, LLC | 20,953 | -0.44 | 1,127 | 7.85 | ||||
| 2026-08-12 | 13F | Summit Financial, LLC | 22,130 | -1.48 | 1,190 | 6.63 | ||||
| 2026-08-14 | 13F | Warren Averett Asset Management, LLC | 71,178 | -3.48 | 3,829 | 4.48 | ||||
| 2026-07-21 | 13F | Founders Capital Management | 93 | 5 | ||||||
| 2026-08-13 | 13F | Captrust Financial Advisors | 70,357 | -2.39 | 3,784 | 5.70 | ||||
| 2026-08-04 | 13F | LOM Asset Management Ltd | 1,585 | 0.00 | 85 | 8.97 | ||||
| 2026-07-23 | 13F | Capital Investment Advisory Services, LLC | 7,875 | 353.89 | 424 | 391.86 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 39,552 | -7.37 | 1,965 | -1.45 | ||||
| 2026-07-28 | 13F | NewSquare Capital LLC | 35,653 | 2.42 | 1,918 | 10.87 | ||||
| 2026-08-04 | 13F | Viewpoint Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-08-04 | 13F | Cascade Financial Partners, LLC | 129,281 | 1.53 | 6,954 | 9.91 | ||||
| 2026-08-04 | 13F | Invested Advisors | 7,372 | -22.40 | 397 | -16.10 | ||||
| 2026-08-11 | 13F | Allworth Financial LP | 86 | -59.81 | 5 | -60.00 | ||||
| 2026-08-12 | 13F | Northwestern Mutual Wealth Management Co | 228,855 | 5.01 | 12,310 | 13.68 | ||||
| 2026-07-16 | 13F | Princeton Global Asset Management LLC | 126 | 0.00 | 7 | 0.00 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-07-06 | 13F | CoreCap Advisors, LLC | 1,667 | -2.63 | 90 | 4.71 | ||||
| 2026-07-30 | 13F | Acorn Wealth Advisors, LLC | 6,682 | 3.29 | 359 | 11.84 | ||||
| 2026-08-17 | 13F | Equitable Holdings, Inc. | 116,249 | -12.00 | 6,253 | 1.30 | ||||
| 2026-08-14 | 13F | Cerity Partners LLC | 6,280 | 26.82 | 338 | 36.99 | ||||
| 2026-08-13 | 13F | Creative Planning | 2,144,092 | -0.98 | 115,331 | 7.19 | ||||
| 2026-07-29 | 13F | Elgethun Capital Management | 6,495 | 0.00 | 349 | 8.39 | ||||
| 2026-07-31 | 13F | B&D White Capital Company, LLC | 3,760 | 202 | ||||||
| 2026-07-28 | 13F | McKinley Carter Wealth Services, Inc. | 32,257 | 4.92 | 1,735 | 13.62 | ||||
| 2026-07-17 | 13F | Farther Finance Advisors, LLC | 15,160 | -3.56 | 815 | 4.89 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 11,429 | -4.14 | 568 | 1.98 | ||||
| 2026-08-06 | 13F | Bank of New York Mellon Corp | 21,561 | -5.70 | 1,160 | 2.02 | ||||
| 2026-07-22 | 13F | International Assets Investment Management, Llc | 2,330 | 0.17 | 124 | 6.96 | ||||
| 2026-08-05 | 13F | Norris Financial Group, LLC | 5,379 | -5.66 | 289 | 2.12 | ||||
| 2026-08-04 | 13F | Rossby Financial, LCC | 1,340 | -58.93 | 72 | -55.28 | ||||
| 2026-07-20 | 13F | Titleist Asset Management, Llc | 10,336 | 9.67 | 556 | 18.59 | ||||
| 2026-07-24 | 13F | Kraematon Investment Advisors, Inc | 15,913 | -2.91 | 856 | 5.04 | ||||
| 2026-08-07 | 13F | Lido Advisors, LLC | 18,074 | -4.88 | 972 | 2.97 | ||||
| 2026-08-12 | 13F | Smartleaf Asset Management LLC | 363 | 0.00 | 19 | 11.76 | ||||
| 2026-07-20 | 13F | IFP Advisors, Inc | 30,419 | -22.36 | 1,636 | -15.93 | ||||
| 2026-07-17 | 13F | Aspen Investment Management Inc | 7,370 | 0.00 | 0 | |||||
| 2026-07-20 | 13F | Triumph Capital Management | 1,417 | 0.00 | 76 | 8.57 | ||||
| 2026-08-11 | 13F | Atlantic Union Bankshares Corp | 8,735 | 0.00 | 470 | 8.06 | ||||
| 2026-08-13 | 13F | Hantz Financial Services, Inc. | 646 | 0.00 | 0 | |||||
| 2026-07-09 | 13F | Wealthcare Advisory Partners LLC | 26,811 | 10.02 | 1,442 | 19.17 | ||||
| 2026-07-07 | 13F | Canandaigua National Bank & Trust Co | 270,844 | 7.65 | 14,569 | 23.96 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 971 | -4.71 | 48 | 2.13 | ||||
| 2026-07-21 | 13F | J.w. Cole Advisors, Inc. | 63,304 | 2.09 | 3,405 | 10.52 | ||||
| 2026-07-09 | 13F | Ffg Retirement Advisors Llc | 42,268 | 0.36 | 2,274 | 8.65 | ||||
| 2026-07-24 | 13F | Opus Financial Solutions LLC | 6,273 | -14.50 | 337 | -7.42 | ||||
| 2026-08-03 | 13F | AE Wealth Management LLC | 860 | -5.91 | 46 | 2.22 | ||||
| 2026-07-17 | 13F | Great Diamond Partners, LLC | 20,525 | 0.25 | 1,104 | 8.55 | ||||
| 2026-07-24 | 13F | Signaturefd, Llc | 3,937 | 1.36 | 212 | 9.33 | ||||
| 2026-08-14 | 13F | Vestmark Advisory Solutions, Inc. | 76,170 | 12.11 | 4,097 | 21.39 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-11 | 13F | Colonial Trust Co / SC | 316 | -6.78 | 17 | 0.00 | ||||
| 2026-07-28 | 13F | Meramec Financial Planners, LLC | 75,590 | -28.70 | 4,030 | -27.40 | ||||
| 2026-08-10 | 13F | Howe & Rusling Inc | 105 | 0.00 | 6 | 0.00 | ||||
| 2026-08-04 | 13F | McAdam, LLC | 6,227 | 5.97 | 335 | 14.78 | ||||
| 2026-07-09 | 13F | Procyon Private Wealth Partners, LLC | 8,653 | -0.57 | 465 | 7.64 | ||||
| 2026-08-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 170,000 | 9,144 | ||||||
| 2026-08-12 | 13F | Jpmorgan Chase & Co | 671,876 | 3.14 | 35,972 | 14.16 | ||||
| 2026-07-28 | 13F | Institute for Wealth Management, LLC. | 505 | 27 | ||||||
| 2026-07-20 | 13F | Park Avenue Securities Llc | 19,528 | 1.90 | 1 | |||||
| 2026-07-27 | 13F | Concurrent Investment Advisors, LLC | 8,394 | 452 | ||||||
| 2026-08-04 | 13F | Gateway Wealth Partners, LLC | 12,638 | -50.04 | 680 | -45.94 | ||||
| 2026-07-20 | 13F | J2 Capital Management Inc | 17,688 | 951 | ||||||
| 2026-08-10 | 13F | Arkadios Wealth Advisors | 12,093 | 8.02 | 650 | 16.91 | ||||
| 2026-08-10 | 13F | Frazier Financial Advisors, LLC | 1,567 | 0.00 | 84 | 9.09 | ||||
| 2026-08-06 | 13F | Geneos Wealth Management Inc. | 3,644 | 91.59 | 196 | 108.51 | ||||
| 2026-08-13 | 13F | Columbia River Financial Group, LLC | 6,125 | 0.00 | 0 | |||||
| 2026-08-07 | 13F | Wealthfront Advisers Llc | 31,212 | 3.58 | 1,679 | 12.09 | ||||
| 2026-08-05 | 13F | Financial Gravity Companies, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-27 | 13F | Mather Group, Llc. | 625 | 0.00 | 34 | 6.45 | ||||
| 2026-07-31 | 13F/A | True Link Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-12 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-29 | 13F | Avestar Capital, LLC | 4,320 | 232 | ||||||
| 2026-07-28 | 13F | Green Square Capital Advisors Llc | 15,665 | 1.11 | 843 | 9.49 | ||||
| 2026-07-21 | 13F | Leavell Investment Management, Inc. | 3,765 | 203 | ||||||
| 2026-07-27 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Highland Investment Advisors LLC | 423 | 23 | ||||||
| 2026-07-21 | 13F | Evolution Wealth Management Inc. | 3,098 | -1.53 | 167 | 6.41 | ||||
| 2026-07-29 | 13F | Galvin, Gaustad & Stein, LLC | 9,521 | 4.53 | 512 | 13.27 | ||||
| 2026-07-22 | 13F | Romano Brothers And Company | 12,550 | 0.00 | 675 | 8.35 | ||||
| 2026-07-29 | 13F | Root Financial Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-22 | 13F | Austin Wealth Management, LLC | 3,843 | 203 | ||||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-07-23 | 13F | Rathbone Brothers plc | 33,322 | -7.10 | 1,792 | 0.56 | ||||
| 2026-07-22 | 13F | Miracle Mile Advisors, LLC | 74,051 | 2.13 | 3,983 | 10.58 | ||||
| 2026-08-14 | 13F | Rockbridge Investment Management, LCC | 4,446 | -1.31 | 239 | 7.17 | ||||
| 2026-08-14 | 13F | Brown Advisory Inc | 7,939 | 0.00 | 427 | 8.38 | ||||
| 2026-06-29 | NP | AVOS - Avos Global Equities ETF | 97,561 | 5,114 | ||||||
| 2026-07-16 | 13F | Capital Advisors, Ltd. LLC | 2,700 | 55.17 | 0 | |||||
| 2026-07-23 | 13F | Financial Consulate, Inc | 926 | 50 | ||||||
| 2026-08-04 | 13F | REAP Financial Group, LLC | 143 | 81.01 | 8 | 133.33 | ||||
| 2026-08-10 | 13F | SageView Advisory Group, LLC | 9,112 | 6.91 | 490 | 15.84 | ||||
| 2026-08-13 | 13F | Purpose Unlimited Inc. | 2,875 | -2.87 | 157 | 8.28 | ||||
| 2026-07-16 | 13F | Stonebridge Wealth Management, LLC | 96,088 | 0.50 | 5,169 | 8.80 | ||||
| 2026-07-28 | 13F | Wesbanco Bank Inc | 3,726 | 200 | ||||||
| 2026-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 180,226 | 0.63 | 9,700 | 9.01 | ||||
| 2026-07-31 | 13F | Belpointe Asset Management LLC | 6,140 | 11.35 | 330 | 20.88 | ||||
| 2026-07-02 | 13F | Kozak & Associates, Inc. | 39 | 0.00 | 2 | 0.00 | ||||
| 2026-08-07 | 13F | BlackRock, Inc. | 1,812 | 26.54 | 97 | 36.62 | ||||
| 2026-08-13 | 13F | Sanctuary Advisors, LLC | 54,025 | 2.53 | 2,906 | 11.00 | ||||
| 2026-08-12 | 13F | Colony Group, LLC | 73,375 | 3,947 | ||||||
| 2026-07-24 | 13F | Fairway Wealth LLC | 2,378 | 1.11 | 128 | 9.48 | ||||
| 2026-07-24 | 13F | EverSource Wealth Advisors, LLC | 22 | 0.00 | 1 | 0.00 | ||||
| 2026-08-11 | 13F | Stratos Wealth Advisors, LLC | 15,674 | -1.05 | 843 | 7.12 | ||||
| 2026-08-03 | 13F | Envestnet Asset Management Inc | 1,407,570 | 3.05 | 75,713 | 11.56 | ||||
| 2026-07-09 | 13F | Three Bearings Fiduciary Advisors, Inc. | 4,541 | -12.01 | 244 | -4.69 | ||||
| 2026-08-13 | 13F | Mariner, LLC | 13,436 | -95.13 | 723 | -94.73 | ||||
| 2026-08-13 | 13F | Silver Grove Financial Group, Inc. | 59 | 3 | ||||||
| 2026-07-08 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,420 | 0.00 | 76 | 8.57 | ||||
| 2026-07-28 | 13F | Kestra Advisory Services, LLC | 435,794 | -2.19 | 23,441 | 5.88 | ||||
| 2026-08-13 | 13F | Change Path, LLC | 9,415 | 0.00 | 506 | 8.35 | ||||
| 2026-08-13 | 13F | Morgan Stanley | 10,363,063 | 5.12 | 557,429 | 13.79 | ||||
| 2026-08-14 | 13F | Susquehanna International Group, Llp | Call | 4,000 | -45.21 | 215 | -40.61 | |||
| 2026-08-10 | 13F | Great Valley Advisor Group, Inc. | 9,904 | 36.10 | 533 | 47.37 | ||||
| 2026-08-13 | 13F | Ameritas Investment Partners, Inc. | 235 | 0.00 | 13 | 9.09 | ||||
| 2026-08-13 | 13F | Legacy Bridge, LLC | 1,600 | 0.00 | 86 | 8.86 | ||||
| 2026-07-24 | 13F | Key FInancial Inc | 9,305 | -0.49 | 501 | 7.76 | ||||
| 2026-07-28 | 13F | Axis Wealth Partners, LLC | 54,925 | -5.34 | 2,954 | 2.46 | ||||
| 2026-08-14 | 13F | WCG Wealth Advisors LLC | 20,599 | -15.61 | 1,108 | -8.58 | ||||
| 2026-08-14 | 13F | Cape Cod Five Cents Savings Bank | 6,332 | 341 | ||||||
| 2026-08-13 | 13F | O'shaughnessy Asset Management, Llc | 487 | -92.63 | 26 | -92.07 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 668,256 | 1.42 | 33,206 | 110,583.33 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2026-07-15 | 13F | Wealth Enhancement Advisory Services, Llc | 434,774 | 10.54 | 23,388 | 22.48 | ||||
| 2026-07-06 | 13F | Sincerus Advisory, LLC | 26,081 | -1.06 | 1,403 | 7.10 | ||||
| 2026-08-06 | 13F | Hamilton Wealth, LLC | 158,988 | 1,660.27 | 8,552 | 1,808.71 | ||||
| 2026-07-15 | 13F | Viewpoint Investment Partners Corp | 65,600 | 6.75 | 3,529 | 57.85 | ||||
| 2026-07-17 | 13F | Good Harbor Advisors, Inc. | 67,232 | 10.60 | 3,616 | 19.74 | ||||
| 2026-08-14 | 13F | Squarepoint Ops LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-31 | 13F | Linscomb & Williams, Inc. | 252,249 | -7.75 | 13,568 | -0.14 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 21,233 | -16.96 | 1,055 | -11.64 | ||||
| 2026-08-11 | 13F | Rhumbline Advisers | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-07 | 13F | Diversify Advisory Services, LLC | 5,203 | 277 | ||||||
| 2026-08-14 | 13F | Brinker Capital Investments, LLC | 90,403 | -7.21 | 4,863 | 0.43 | ||||
| 2026-07-07 | 13F | Dynamic Advisor Solutions LLC | 45,416 | 2.83 | 2,443 | 11.30 | ||||
| 2026-08-05 | 13F | Fifth Third Bancorp | 88,450 | -1.46 | 4,758 | 6.66 | ||||
| 2026-07-24 | 13F | Barnes Wealth Management Group, Inc | 13,214 | -2.81 | 711 | 5.19 | ||||
| 2026-07-30 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-31 | 13F | Soltis Investment Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-27 | 13F | TD Waterhouse Canada Inc. | 881 | 0.00 | 47 | 6.98 | ||||
| 2026-08-14 | 13F | Ameritas Advisory Services, LLC | 1,614 | -73.19 | 87 | -71.24 | ||||
| 2026-07-29 | 13F | Alteri Wealth LLC | 4,000 | 215 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 64,859 | -73.45 | 3 | -72.73 | ||||
| 2026-08-05 | 13F | Your Advocates Ltd., LLP | 4,352 | -3.44 | 234 | 4.93 | ||||
| 2026-08-13 | 13F | Islay Capital Management, Llc | 20,343 | -18.20 | 1,094 | -11.42 | ||||
| 2026-07-28 | 13F | MBA Advisors LLC | 28,730 | -0.75 | 1,545 | 7.44 | ||||
| 2026-08-04 | 13F | Td Private Client Wealth Llc | 164,313 | 2.03 | 8,838 | 10.46 | ||||
| 2026-07-10 | 13F | Jfs Wealth Advisors, Llc | 778 | -19.96 | 42 | -14.58 | ||||
| 2026-07-15 | 13F | Spire Wealth Management | 1,165 | 0.00 | 63 | 8.77 | ||||
| 2026-08-14 | 13F | Jones Financial Companies Lllp | 25,216 | 27.01 | 1,338 | 39.23 | ||||
| 2026-06-01 | NP | WisdomTree Digital Trust - WisdomTree Siegel Moderate Digital Fund | 349 | 34.75 | 17 | 41.67 | ||||
| 2026-07-16 | 13F | Beacon Financial Group | 24,138 | -13.59 | 1,298 | -6.48 | ||||
| 2026-08-13 | 13F | South Plains Financial, Inc. | 11,042 | 0.00 | 594 | 8.21 | ||||
| 2026-08-14 | 13F | Excelsior Advisor Network LLC | 8,044 | 0.00 | 433 | 8.27 | ||||
| 2026-07-21 | 13F | Kondo Wealth Advisors, Inc. | 6,365 | -0.42 | 342 | 7.89 | ||||
| 2026-08-05 | 13F | CoreFirst Bank & Trust | 430 | 0.00 | 23 | 9.52 | ||||
| 2026-07-08 | 13F | Strategic Investment Solutions, Inc. /IL | 2,900 | 0.00 | 156 | 7.64 | ||||
| 2026-07-30 | 13F | Glass Jacobson Investment Advisors llc | 1,047 | 1.36 | 56 | 9.80 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-04 | 13F | Daybright Advisory Services, Inc. | 4,661 | -1.00 | 250 | 7.30 | ||||
| 2026-08-14 | 13F | Thompson David Blair | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-27 | 13F | Krilogy Financial LLC | 10,891 | 1.27 | 586 | 4.84 | ||||
| 2026-08-14 | 13F | Old Mission Capital Llc | 105,628 | -15.64 | 5,682 | -8.68 | ||||
| 2026-08-14 | 13F | Raymond James Financial Inc | 665,509 | -7.05 | 35,798 | 0.62 | ||||
| 2026-08-13 | 13F | Franklin Resources Inc | 216 | 0.00 | 12 | 10.00 | ||||
| 2026-08-07 | 13F | Meeder Advisory Services, Inc. | 4,569 | 0.00 | 246 | 7.93 | ||||
| 2026-07-14 | 13F | Signature Estate & Investment Advisors Llc | 402,722 | -3.83 | 21,662 | 4.10 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 7,203 | -0.11 | 358 | 6.25 | ||||
| 2026-07-14 | 13F | Sunbeam Capital Management, LLC | 15,502 | 834 | ||||||
| 2026-08-07 | 13F | Dunhill Financial, LLC | 650 | 0.00 | 35 | 6.25 | ||||
| 2026-07-31 | 13F | Narus Financial Partners, LLC | 3,956 | 213 | ||||||
| 2026-07-15 | 13F | Waddell & Associates, Llc | 14,478 | 0.00 | 779 | 8.21 | ||||
| 2026-08-12 | 13F | Strategic Wealth Partners, Ltd. | 1,142 | 0.00 | 61 | 8.93 | ||||
| 2026-08-05 | 13F | Janney Montgomery Scott LLC | 133,939 | -0.71 | 7 | 16.67 | ||||
| 2026-07-14 | 13F | Longview Financial Advisors LLC | 555 | 0.00 | 30 | 7.41 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 0 | -100.00 | 0 | |||||
| 2026-07-17 | 13F | Advantage Trust Co | 600 | 32 | ||||||
| 2026-08-03 | 13F | Caldwell Trust Co | 115 | 0.00 | 6 | 20.00 | ||||
| 2026-07-21 | 13F | Greenleaf Trust | 39,374 | 6.65 | 2,118 | 15.43 | ||||
| 2026-07-30 | 13F | REDW Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-08-14 | 13F | Bank Of America Corp /de/ | 7,298,812 | 2.79 | 392,603 | 11.27 | ||||
| 2026-08-10 | 13F | Calton & Associates, Inc. | 4,472 | 5.40 | 241 | 14.29 | ||||
| 2026-07-29 | 13F | Klingman & Associates, LLC | 5,749 | 0.00 | 309 | 8.42 | ||||
| 2026-08-13 | 13F | Ally Invest Advisors Inc. | 7,942 | 10.31 | 427 | 19.61 | ||||
| 2026-07-31 | 13F | CENTRAL TRUST Co | 128 | 0.00 | 7 | 0.00 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 16,596 | -27.60 | 825 | -22.99 | ||||
| 2026-07-14 | 13F | 1620 Investment Advisors, Inc. | 1,168 | 63 | ||||||
| 2026-08-06 | 13F | Cheviot Value Management, LLC | 127,512 | 0.07 | 6,859 | 8.32 | ||||
| 2026-07-27 | 13F | Kingswood Wealth Advisors, Llc | 12,651 | 127.25 | 681 | 146.38 | ||||
| 2026-07-15 | 13F | Moller Financial Services | 5,894 | -3.58 | 317 | 4.62 | ||||
| 2026-08-27 | 13F | Tucker Asset Management Llc | 486 | 26 | ||||||
| 2026-07-23 | 13F | Evergreen Capital Management Llc | 6,686 | 0.00 | 360 | 8.13 | ||||
| 2026-07-10 | 13F | Team Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-13 | 13F | IFG Advisory, LLC | 8,459 | 455 | ||||||
| 2026-07-27 | 13F | Cornerstone Wealth Group, LLC | 121,284 | -0.79 | 6,524 | 2.47 | ||||
| 2026-08-13 | 13F | Northern Trust Corp | 30,504 | 13.93 | 1,641 | 23.31 | ||||
| 2026-07-28 | 13F | EPG Wealth Management LLC | 2,831 | 152 | ||||||
| 2026-08-13 | 13F | Umb Bank N A/mo | 250 | 0.00 | 13 | 8.33 | ||||
| 2026-08-14 | 13F | Cresset Asset Management, LLC | 7,785 | 12.52 | 419 | 21.87 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2026-08-13 | 13F | UBS Group AG | 1,958,981 | -0.47 | 105,374 | 7.74 | ||||
| 2026-08-14 | 13F | Barclays Plc | 1,800 | 97 | ||||||
| 2026-08-07 | 13F | Trust Co Of Vermont | 912 | 45.92 | 49 | 68.97 | ||||
| 2026-07-07 | 13F | GAMMA Investing LLC | 1,634 | 101.73 | 88 | 117.50 | ||||
| 2026-07-21 | 13F | Discipline Wealth Solutions, LLC | 6,127 | 3.20 | 330 | 11.53 | ||||
| 2026-08-13 | 13F | Steward Partners Investment Advisory, Llc | 83,108 | -0.46 | 4,470 | 7.76 | ||||
| 2026-08-12 | 13F | Harbour Investments, Inc. | 2,591 | -3.54 | 139 | 4.51 | ||||
| 2026-06-01 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1,595 | 12.01 | 79 | 19.70 | ||||
| 2026-08-10 | 13F | Savant Capital, LLC | 5,043 | 260 | ||||||
| 2026-08-13 | 13F/A | GFS Advisors, LLC | 27,734 | -1.86 | 8 | -99.50 | ||||
| 2026-08-07 | 13F | LPL Financial LLC | 2,153,138 | -3.84 | 115,817 | 4.09 | ||||
| 2026-07-29 | 13F | Sharpepoint Llc | 26,961 | 7.46 | 1,450 | 16.37 | ||||
| 2026-08-12 | 13F | Evolve Private Wealth, Llc | 37,074 | -4.12 | 1,994 | 3.80 | ||||
| 2026-08-14 | 13F | Newbridge Financial Services Group, Inc. | 14,920 | -2.20 | 803 | 5.80 | ||||
| 2026-08-27 | 13F/A | CI Private Wealth, LLC | 69,343 | 8.66 | 3,730 | 18.72 | ||||
| 2026-06-01 | NP | DNL - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A | 62 | 0.00 | 3 | 50.00 | ||||
| 2026-07-30 | 13F | Mondrian Investment Partners LTD | 50 | 108.33 | 3 | 100.00 | ||||
| 2026-08-06 | 13F | Arbor Trust Wealth Advisors, Llc | 123,876 | -3.71 | 6,663 | 4.24 | ||||
| 2026-08-12 | 13F | Baird Financial Group, Inc. | 287,923 | 7.41 | 15,487 | 16.28 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 43,401 | 62.34 | 2,157 | 72.76 | ||||
| 2026-07-28 | 13F | Atria Investments Llc | 6,764 | -1.89 | 364 | 6.14 | ||||
| 2026-08-10 | 13F | SRS Capital Advisors, Inc. | 585 | 16.77 | 31 | 29.17 | ||||
| 2026-07-24 | 13F | Freedom Day Solutions, LLC | 96,226 | 54.62 | 5,176 | 67.40 | ||||
| 2026-08-04 | 13F | Founders Financial Alliance, LLC | 229 | 0.00 | 12 | 9.09 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 0 | -100.00 | 0 | |||||
| 2026-08-12 | 13F | Independent Advisor Alliance | 25,615 | -20.13 | 1,378 | -13.56 | ||||
| 2026-08-04 | 13F | Berger Financial Group, Inc | 11,005 | -4.79 | 592 | 2.96 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,461 | -92.02 | 73 | -90.28 | ||||
| 2026-08-11 | 13F | Stratos Wealth Partners, LTD. | 4,289 | -2.85 | 231 | 5.02 | ||||
| 2026-08-14 | 13F | Ameriprise Financial Inc | 1,565,592 | -13.09 | 84,463 | -5.64 | ||||
| 2026-08-13 | 13F | Ubs Asset Management Americas Inc | 24,488 | -0.26 | 1,317 | 8.04 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-07-31 | 13F | JTC Employer Solutions Trusteee Ltd | 1,676 | 0.00 | 0 | |||||
| 2026-08-11 | 13F | Fund Advisors of America Inc/FL | 4,529 | 2.37 | 244 | 10.96 | ||||
| 2026-04-28 | NP | GINX - SGI Enhanced Global Income ETF | 56,785 | 2.49 | 2,938 | 13.74 | ||||
| 2026-07-27 | 13F | Koshinski Asset Management, Inc. | 84,539 | 13.17 | 4,547 | 22.53 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-07-16 | 13F | Apeiron RIA LLC | 54,883 | -1.38 | 2,952 | 6.76 | ||||
| 2026-08-18 | 13F | Kingsview Wealth Management, LLC | 5,878 | 3.52 | 316 | 12.06 | ||||
| 2026-08-12 | 13F | EP Wealth Advisors, Inc. | 3,711 | 200 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-07-17 | 13F | Camelot Portfolios, LLC | 13,448 | -3.13 | 723 | 4.93 | ||||
| 2026-08-07 | 13F | CVA Family Office, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Qube Research & Technologies Ltd | 3,725 | -93.02 | 200 | -92.46 | ||||
| 2026-07-28 | 13F | Creative Financial Designs Inc /adv | 3,344 | -2.11 | 180 | 5.92 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-08-11 | 13F | SHP Wealth Management | 15 | 0.00 | 1 | |||||
| 2026-08-14 | 13F | Larson Financial Group LLC | 3,472 | -29.57 | 187 | -23.77 | ||||
| 2026-08-11 | 13F | Keating Financial Advisory Services, Inc. | 112 | 0.00 | 6 | 20.00 | ||||
| 2026-08-13 | 13F | Rockefeller Capital Management L.P. | 294,717 | 0.26 | 15,853 | 8.53 | ||||
| 2026-07-14 | 13F | LRI Investments, LLC | 142 | 0.00 | 8 | 0.00 | ||||
| 2026-07-24 | 13F | DHJJ Financial Advisors, Ltd. | 10 | 0.00 | 1 | |||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2026-08-14 | 13F | Ancora Advisors, LLC | 68 | 0.00 | 4 | 0.00 | ||||
| 2026-07-06 | 13F | Bangor Savings Bank | 125 | 0.00 | 7 | 0.00 | ||||
| 2026-08-12 | 13F | Stifel Financial Corp | 259,407 | 2.87 | 13,954 | 11.36 | ||||
| 2026-07-07 | 13F | Evanson Financial, LLC | 20,695 | 1,113 | ||||||
| 2026-07-21 | 13F | Old Port Advisors | 94,200 | 2.40 | 5,067 | 10.85 | ||||
| 2026-08-10 | 13F | Quartz Partners, LLC | 6,180 | 7.40 | 332 | 16.49 | ||||
| 2026-08-03 | 13F | Osprey Private Wealth LLC | 16,037 | -0.39 | 863 | 7.75 | ||||
| 2026-08-12 | 13F | Integrated Wealth Concepts LLC | 111,450 | 1,040.04 | 5,995 | 1,135.88 | ||||
| 2026-07-23 | 13F | Total Clarity Wealth Management, Inc. | 9,826 | -3.60 | 529 | 4.35 | ||||
| 2026-08-07 | 13F | Pension & Wealth Management Advisors, Inc. | 8,947 | -2.21 | 481 | 5.95 | ||||
| 2026-07-10 | 13F | Bank & Trust Co | 232 | 0.00 | 12 | 9.09 | ||||
| 2026-07-15 | 13F | NorthCrest Asset Manangement, LLC | 5,858 | -18.05 | 316 | -10.76 | ||||
| 2026-08-13 | 13F | Modern Wealth Management, LLC | 6,427 | 1.34 | 346 | 10.22 | ||||
| 2026-07-16 | 13F | Visionary Horizons, LLC | 7,645 | -2.55 | 411 | 5.66 | ||||
| 2026-08-14 | 13F | Advisor Group Holdings, Inc. | 98,830 | 34.41 | 5,317 | 45.51 | ||||
| 2026-08-12 | 13F | Trustmark National Bank Trust Department | 5,237 | -41.03 | 282 | -36.28 | ||||
| 2026-08-07 | 13F | Pnc Financial Services Group, Inc. | 3,638 | 0.00 | 196 | 8.33 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-08-05 | 13F | Kestra Investment Management, LLC | 1,677,279 | -12.21 | 90,221 | -4.97 | ||||
| 2026-07-21 | 13F | Eagle Strategies LLC | 27,633 | -5.48 | 1,486 | 2.34 | ||||
| 2026-08-14 | 13F | Custom Index Systems, Llc | 32,581 | 4.85 | 1,753 | 13.47 | ||||
| 2026-08-04 | 13F | M&t Bank Corp | 217,471 | -0.84 | 11,698 | 7.34 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100.00 | 0 | |||||
| 2026-07-21 | 13F | Halbert Hargrove Global Advisors, Llc | 1,739 | -1.19 | 94 | 6.90 | ||||
| 2026-08-13 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 4,453 | -4.48 | 240 | 3.46 | ||||
| 2026-07-31 | 13F | Integrity Advisory Solutions, LLC | 13,872 | 11.66 | 746 | 20.91 | ||||
| 2026-07-23 | 13F | Financial Partners Group, Inc | 27,224 | 4.24 | 1,464 | 12.88 | ||||
| 2026-07-28 | 13F | Private Trust Co Na | 799 | -90.40 | 43 | -89.83 | ||||
| 2026-08-05 | 13F | AlTi Global, Inc. | 24,565 | 1,321 | ||||||
| 2026-08-12 | 13F | Aptus Capital Advisors, LLC | 3,348 | -20.11 | 180 | -13.46 | ||||
| 2026-08-06 | 13F | AlphaCore Capital LLC | 8,186 | 0.34 | 440 | 8.64 | ||||
| 2026-07-08 | 13F | Breakwater Capital Group | 4,442 | -1.00 | 239 | 7.21 | ||||
| 2026-07-29 | 13F | Stephens Inc /ar/ | 4,181 | 0.00 | 225 | 8.21 | ||||
| 2026-08-13 | 13F | Inspire Advisors, LLC | 167,626 | 1.06 | 9,016 | 9.39 | ||||
| 2026-08-03 | 13F | Summit Global Investments | 58,580 | 0.71 | 3 | 50.00 | ||||
| 2026-09-01 | 13F | Planning Project LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-23 | 13F | GGM Financials LLC | 1,415 | 76 | ||||||
| 2026-08-05 | 13F | Moran Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-11 | 13F | PCM Encore, LLC | 4,976 | -45.77 | 268 | -41.32 | ||||
| 2026-08-13 | 13F | Bnp Paribas | 73 | -67.26 | 4 | -72.73 | ||||
| 2026-08-14 | 13F | Aqr Capital Management Llc | 8,529 | 3.43 | 459 | 11.98 | ||||
| 2026-08-06 | 13F | Hartland & Co., LLC | 325 | 62.50 | 17 | 88.89 | ||||
| 2026-08-11 | 13F | BlueStem Wealth Partners, LLC | 16,772 | 3.99 | 902 | 12.61 | ||||
| 2026-07-14 | 13F | National Asset Management, Inc. | 5,400 | -18.47 | 289 | -9.69 | ||||
| 2026-07-29 | 13F | Commonwealth Equity Services, Llc | 475,803 | 25,593 | ||||||
| 2026-08-10 | 13F | Northcape Wealth Management, Llc | 16,474 | -0.54 | 886 | 7.65 | ||||
| 2026-08-12 | 13F | StoneX Group Inc. | 4,988 | 23.68 | 268 | 34.00 | ||||
| 2026-08-14 | 13F | Regal Investment Advisors LLC | 60,806 | -18.44 | 3,271 | -11.72 | ||||
| 2026-08-14 | 13F | Alliancebernstein L.p. | 245,598 | 1.66 | 12,204 | 8.14 | ||||
| 2026-08-13 | 13F | Snowden Capital Advisors LLC | 9,746 | 524 | ||||||
| 2026-08-12 | 13F | Us Bancorp \de\ | 7,868 | 0.00 | 423 | 8.46 | ||||
| 2026-08-13 | 13F | Asset One Wealth Management LLC | 28,957 | 2.89 | 1,558 | 6.35 | ||||
| 2026-07-23 | 13F | ERn Financial, LLC | 13,595 | -2.17 | 731 | 5.94 | ||||
| 2026-08-20 | 13F | Gill Capital Partners, Llc | 144 | 0.00 | 8 | 0.00 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 36,669 | -4.00 | 1,822 | 2.13 | ||||
| 2026-08-13 | 13F | Pensionmark Financial Group, Llc | 10,630 | -0.87 | 529 | -0.56 | ||||
| 2026-07-07 | 13F | Moody National Bank Trust Division | 39,747 | 0.00 | 2,138 | 8.20 |
