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Basic Stats
| Institutional Owners | 188 total, 188 long only, 0 short only, 0 long/short - change of 6.82% MRQ |
| Average Portfolio Allocation | 0.2878 % - change of -16.54% MRQ |
| Institutional Shares (Long) | 9,427,776 (ex 13D/G) - change of 0.11MM shares 1.22% MRQ |
| Institutional Value (Long) | $ 455,791 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.
| Source | Owners | Shares | Value | % Shares |
|---|---|---|---|---|
| 13F Institutions | 201 | 9,427,776 | 455,879.19 | 100.00% |
No reported option positions.
Institutional Ownership and Shareholders
Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF (US:DFSE) has 188 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 9,427,776 shares. Largest shareholders include Awm Capital, Llc, Pathstone Holdings, LLC, Maseco Llp, Colony Group, LLC, Quantum Financial Advisors, LLC, Five Oceans Advisors, Forum Financial Management, LP, Citrine Capital LLC, Abacus Wealth Partners, LLC, and EP Wealth Advisors, Inc. .
Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF (ARCA:DFSE) 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 50.04 / share. Previously, on September 8, 2025, the share price was 40.34 / share. This represents an increase of 24.04% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-11 | 13F | Beacon Hill Wealth Management Ltd. | 24,539 | 1,199 | ||||||
| 2026-08-12 | 13F | Smartleaf Asset Management LLC | 777 | 0.00 | 37 | 19.35 | ||||
| 2026-07-30 | 13F | Asset Dedication, LLC | 62,293 | -4.95 | 3,045 | 9.65 | ||||
| 2026-09-02 | 13F | MLG Wealth Management DBA Pine Grove Financial Group | 9,500 | 0.40 | 464 | 16.00 | ||||
| 2026-08-05 | 13F | Bridgewater Advisors Inc. | 5,793 | -11.11 | 270 | -15.62 | ||||
| 2026-08-13 | 13F | Fmr Llc | 281 | 0.00 | 14 | 18.18 | ||||
| 2026-08-12 | 13F | GWM Advisors LLC | 10,868 | -7.55 | 531 | 4,727.27 | ||||
| 2026-08-07 | 13F | Perigon Wealth Management, LLC | 59,449 | -0.14 | 2,906 | 15.19 | ||||
| 2026-08-11 | 13F | Wealthspire Advisors, LLC | 191,799 | 9,375 | ||||||
| 2026-07-09 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 20,467 | 0.93 | 1,000 | 16.41 | ||||
| 2026-07-23 | 13F | Tanager Wealth Management LLP | 5,845 | -1.37 | 286 | 13.55 | ||||
| 2026-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1,447 | 70 | ||||||
| 2026-07-10 | 13F | Heck Capital Advisors, LLC | 10,323 | -2.52 | 505 | 12.50 | ||||
| 2026-08-14 | 13F | Larson Financial Group LLC | 2,033 | 42.77 | 99 | 65.00 | ||||
| 2026-07-14 | 13F | McGrath & Associates, Inc. | 6,604 | 1.80 | 323 | 29.32 | ||||
| 2026-07-29 | 13F | TCI Wealth Advisors, Inc. | 84,357 | -0.76 | 4,123 | 14.50 | ||||
| 2026-07-15 | 13F | Cordant, Inc. | 38,343 | 9.66 | 1,874 | 26.54 | ||||
| 2026-08-10 | 13F | Vestia Personal Wealth Advisors | 5,403 | 264 | ||||||
| 2026-08-11 | 13F | Allworth Financial LP | 3,984 | 0.56 | 195 | 16.17 | ||||
| 2026-08-07 | 13F | Curio Wealth, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-27 | 13F | Quarry Hill Advisors, Llc | 52,268 | 4.47 | 2,555 | 7.54 | ||||
| 2026-08-27 | 13F/A | CI Private Wealth, LLC | 53,535 | -1.58 | 2,617 | 34.78 | ||||
| 2026-07-21 | 13F | Foundation Wealth Management, LLC\PA | 6,430 | 0.45 | 314 | 15.87 | ||||
| 2026-08-07 | 13F | Triune Financial Partners, LLC | 44,576 | -1.61 | 2,179 | 13.50 | ||||
| 2026-08-14 | 13F | Goldman Sachs Group Inc | 59,016 | 18.03 | 2,885 | 36.17 | ||||
| 2026-08-11 | 13F | Grand Wealth Management, Llc | 10,693 | 20.82 | 523 | 39.57 | ||||
| 2026-07-24 | 13F/A | Larry Mathis Financial Planning, LLC | 4,414 | 216 | ||||||
| 2026-07-29 | 13F | Planning Center, Inc. | 35,784 | -1.62 | 1,749 | 13.50 | ||||
| 2026-08-07 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 8,737 | 0.00 | 427 | 15.41 | ||||
| 2026-08-14 | 13F | Babb Wealth Advisors LLC | 10,008 | -9.87 | 489 | 4.04 | ||||
| 2026-07-08 | 13F | Quantum Financial Advisors, LLC | 528,686 | -3.21 | 25,842 | 11.65 | ||||
| 2026-08-13 | 13F | Modern Wealth Management, LLC | 10,534 | 38.93 | 515 | 59.13 | ||||
| 2026-07-20 | 13F | UMA Financial Services, Inc. | 4,228 | 0.00 | 207 | 15.08 | ||||
| 2026-07-27 | 13F | EnRich Financial Partners LLC | 6,319 | -20.25 | 309 | -8.06 | ||||
| 2026-07-29 | 13F | Washington Trust Advisors, Inc. | 2,457 | 0.57 | 120 | 16.50 | ||||
| 2026-08-12 | 13F | EP Wealth Advisors, Inc. | 307,473 | 0.08 | 15,029 | 15.46 | ||||
| 2026-07-29 | 13F | Equita Financial Network, Inc. | 52,655 | 18.79 | 2,574 | 37.01 | ||||
| 2026-08-12 | 13F | Coston, McIsaac & Partners | 454 | 0.00 | 0 | |||||
| 2026-08-07 | 13F | Professional Financial Solutions Llc /adv | 8,295 | 7.74 | 405 | 24.23 | ||||
| 2026-08-07 | 13F | LPL Financial LLC | 14,638 | 13.88 | 715 | 31.43 | ||||
| 2026-07-07 | 13F | Foster Group, Inc. | 13,685 | -4.73 | 669 | 9.87 | ||||
| 2026-07-27 | 13F | Concord Wealth Partners | 544 | 27 | ||||||
| 2026-07-22 | 13F | Abacus Wealth Partners, LLC | 317,897 | -6.62 | 15,534 | 7.70 | ||||
| 2026-08-07 | 13F | Resources Investment Advisors, LLC. | 68,228 | 5.50 | 3,335 | 21.68 | ||||
| 2026-07-10 | 13F | Jfs Wealth Advisors, Llc | 475 | 0.00 | 23 | 15.00 | ||||
| 2026-07-29 | 13F | Root Financial Partners, LLC | 13,960 | 7.79 | 682 | 24.45 | ||||
| 2026-08-10 | 13F | Cassaday & Co Wealth Management LLC | 4,648 | -3.45 | 227 | 11.82 | ||||
| 2026-08-18 | 13F | Orion Capital Management LLC | 1,893 | -0.11 | 93 | 15.00 | ||||
| 2026-07-31 | 13F | Navigoe, LLC | 54,019 | -2.02 | 3 | 0.00 | ||||
| 2026-07-14 | 13F | Elser Financial Planning, Inc | 126,249 | -0.37 | 6,171 | 15.89 | ||||
| 2026-07-13 | 13F | Kennebec Savings Bank | 1,167 | 57 | ||||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 13,057 | -0.98 | 553 | 1.28 | ||||
| 2026-08-14 | 13F | Financial Plan, Inc. | 5,853 | 9.59 | 286 | 26.55 | ||||
| 2026-08-12 | 13F | Us Bancorp \de\ | 824 | 0.00 | 40 | 17.65 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 15,526 | 12.26 | 658 | 14.66 | ||||
| 2026-07-15 | 13F | Wealth Enhancement Advisory Services, Llc | 66,534 | -8.87 | 3,219 | 4.21 | ||||
| 2026-08-10 | 13F | Addison Advisors LLC | 10,971 | -59.86 | 536 | -53.67 | ||||
| 2026-07-10 | 13F | DiNuzzo Private Wealth, Inc. | 4,941 | -1.20 | 242 | 14.22 | ||||
| 2026-08-11 | 13F | Schoolcraft Capital LLC | 123,011 | -9.61 | 6,013 | 4.27 | ||||
| 2026-08-03 | 13F | Envestnet Asset Management Inc | 6,414 | 20.34 | 314 | 39.11 | ||||
| 2026-08-13 | 13F | Seven Mile Advisory | 19,663 | -3.98 | 961 | 10.84 | ||||
| 2026-07-17 | 13F | Farther Finance Advisors, LLC | 13,698 | -4.13 | 670 | 9.67 | ||||
| 2026-07-30 | 13F | Glass Jacobson Investment Advisors llc | 367 | 0.55 | 18 | 13.33 | ||||
| 2026-07-27 | 13F | Private Advisor Group, LLC | 5,874 | 5.95 | 287 | 22.65 | ||||
| 2026-08-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-14 | 13F | Wealth Advisors Northwest LLC | 6,674 | 0.59 | 326 | 16.01 | ||||
| 2026-08-03 | 13F | Modera Wealth Management, LLC | 20,133 | 22.58 | 984 | 41.58 | ||||
| 2026-07-27 | 13F | Blume Capital Management, Inc. | 800 | 0.00 | 39 | 18.18 | ||||
| 2026-08-12 | 13F | SeedSafe Financial LLC | 20,711 | 0.00 | 1,012 | 15.39 | ||||
| 2026-07-24 | 13F | MBE Wealth Management, LLC | 4,241 | 207 | ||||||
| 2026-08-12 | 13F | Colony Group, LLC | 569,426 | 6.74 | 27,833 | 25.78 | ||||
| 2026-07-15 | 13F | Trellis Wealth Advisors LLC | 12,889 | 0.14 | 630 | 15.60 | ||||
| 2026-07-23 | 13F | JNBA Financial Advisors | 287 | -15.34 | 14 | 0.00 | ||||
| 2026-08-13 | 13F | Pathstone Holdings, LLC | 673,453 | 18.07 | 32,918 | 36.21 | ||||
| 2026-08-04 | 13F | Midwest Trust Co | 10,205 | 19.26 | 499 | 37.57 | ||||
| 2026-08-14 | 13F | Pure Financial Advisors, Inc. | 104,452 | -3.13 | 5,106 | 11.76 | ||||
| 2026-08-13 | 13F | Mariner, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-14 | 13F | Cambridge Financial Group, LLC | 28,925 | 12.50 | 1,414 | 29.75 | ||||
| 2026-07-23 | 13F | Nwam Llc | 18,260 | 1.64 | 893 | 17.21 | ||||
| 2026-07-30 | 13F | Sensible Money, LLC | 5,054 | 0.00 | 247 | 15.42 | ||||
| 2026-08-05 | 13F | HighTower Advisors, LLC | 22,640 | 2.24 | 1,107 | 17.91 | ||||
| 2026-07-06 | 13F | Garrett Investment Advisors LLC | 8,173 | -1.68 | 399 | 13.35 | ||||
| 2026-08-10 | 13F | WPWealth LLP | 4,884 | 0.49 | 239 | 16.10 | ||||
| 2026-08-12 | 13F | Hill Investment Group Partners, LLC | 9,335 | -2.17 | 456 | 12.87 | ||||
| 2026-08-14 | 13F | Betterment LLC | 28,191 | -8.77 | 1 | 0.00 | ||||
| 2026-08-14 | 13F | Laird Norton Trust Company, Llc | 49,725 | 2,431 | ||||||
| 2026-08-06 | 13F | Simplicity Wealth,LLC | 37,709 | 8.75 | 1,843 | 25.46 | ||||
| 2026-07-27 | 13F | CAPROCK Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-07-31 | 13F | TCG Advisory Services, LLC | 7,991 | 391 | ||||||
| 2026-08-14 | 13F | Cardiff Park Advisors, Llc | 2,377 | 5.50 | 116 | 22.11 | ||||
| 2026-07-21 | 13F | Northland Capital Management LLC | 14,439 | -16.82 | 706 | -4.08 | ||||
| 2026-08-18 | 13F | Beacon Pointe Advisors, LLC | 50,694 | 1.82 | 2,478 | 17.45 | ||||
| 2026-07-23 | 13F | AdvisorNet Financial, Inc | 9,317 | 4.56 | 455 | 20.69 | ||||
| 2026-07-08 | 13F | Zrc Wealth Management, Llc | 468 | 0.43 | 23 | 15.79 | ||||
| 2026-08-12 | 13F | Broadhurst Jeffrey B | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-10 | 13F | WealthCollab, LLC | 1,467 | 0.00 | 72 | 14.52 | ||||
| 2026-07-08 | 13F | Strategic Investment Solutions, Inc. /IL | 119 | 52.56 | 6 | 66.67 | ||||
| 2026-08-13 | 13F | Compass Capital Corp /ma/ /adv | 6,567 | 0.61 | 315 | -2.18 | ||||
| 2026-08-06 | 13F | Syverson Strege & Co | 13,363 | -0.16 | 653 | 15.17 | ||||
| 2026-07-21 | 13F | Flagstone Financial Management | 11,545 | -1.43 | 564 | 13.71 | ||||
| 2026-05-05 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2026-07-14 | 13F | Allodium Investment Consultants, LLC | 77,097 | -0.44 | 3,768 | 14.84 | ||||
| 2026-07-22 | 13F | Miracle Mile Advisors, LLC | 8,334 | 407 | ||||||
| 2026-08-12 | 13F | Burk Holdings LLC | 369 | -40.39 | 18 | -30.77 | ||||
| 2026-07-28 | 13F | Sellwood Investment Partners LLC | 6,619 | -13.86 | 324 | -0.62 | ||||
| 2026-07-29 | 13F | RAM Investment Partners, LLC | 78,545 | 10.56 | 3,839 | 27.54 | ||||
| 2026-07-22 | 13F | Drive Wealth Management, Llc | 72,657 | -2.33 | 3,551 | 12.69 | ||||
| 2026-07-15 | 13F | Klaas Financial Asset Advisors, LLC | 47,886 | -0.40 | 2,341 | 14.87 | ||||
| 2026-08-11 | 13F | Greenspring Advisors, LLC | 91,141 | -39.40 | 4,455 | -30.10 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-08-11 | 13F | C M Bidwell & Associates Ltd | 800 | 0.00 | 39 | 18.18 | ||||
| 2026-07-23 | 13F | Apollon Wealth Management, LLC | 6,890 | 0.00 | 337 | 15.46 | ||||
| 2026-08-14 | 13F | Royal Bank Of Canada | 2,799 | 9.55 | 137 | 26.85 | ||||
| 2026-08-14 | 13F | Cerity Partners LLC | 65,090 | 132.12 | 3,182 | 167.76 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 6,147 | 20.60 | 260 | 23.22 | ||||
| 2026-08-11 | 13F | Hill Island Financial Llc | 55,204 | 0.00 | 2,698 | 15.40 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 0 | -100.00 | 0 | |||||
| 2026-07-29 | 13F | Commonwealth Equity Services, Llc | 11,839 | 2.03 | 579 | 20.17 | ||||
| 2026-08-06 | 13F | Donalies Financial Planning, LLC | 5,640 | 0.91 | 276 | 16.53 | ||||
| 2026-08-19 | 13F/A | Mercer Global Advisors Inc /adv | 84,065 | 16.75 | 4,109 | 34.72 | ||||
| 2026-08-06 | 13F | Joel Adams & Associates, Inc. | 5,408 | -0.42 | 264 | 14.78 | ||||
| 2026-07-10 | 13F | Fiduciary Financial Group, Llc | 12,550 | 13.33 | 613 | 30.70 | ||||
| 2026-07-13 | 13F | Signature Resources Capital Management, LLC | 1,411 | 0.57 | 69 | 15.25 | ||||
| 2026-07-17 | 13F | Petersen Hastings Wealth Advisors Inc. | 5,651 | -2.75 | 276 | 12.20 | ||||
| 2026-07-31 | 13F | MB Generational Wealth, LLC | 18,883 | -4.36 | 923 | 10.29 | ||||
| 2026-08-06 | 13F | Three Arch Wealth Management LLC | 12,329 | 54.17 | 603 | 78.11 | ||||
| 2026-07-15 | 13F | Five Oceans Advisors | 442,368 | 0.93 | 21,623 | 16.44 | ||||
| 2026-08-11 | 13F | Geometric Wealth Advisors | 4,145 | 203 | ||||||
| 2026-07-14 | 13F | Longview Financial Advisors LLC | 34,136 | -8.93 | 1,669 | 5.04 | ||||
| 2026-08-13 | 13F | Quantinno Capital Management LP | 5,539 | 0.00 | 271 | 15.38 | ||||
| 2026-08-06 | 13F | AlphaCore Capital LLC | 47 | 0.00 | 2 | 100.00 | ||||
| 2026-07-27 | 13F | Wheels Up Wealth, Inc. | 16,198 | -3.43 | 792 | 11.41 | ||||
| 2026-07-17 | 13F | Sequoia Financial Advisors, LLC | 17,942 | 11.48 | 877 | 28.63 | ||||
| 2026-08-13 | 13F | Action Point Financial Planning, Llc | 2,733 | 134 | ||||||
| 2026-07-23 | 13F | Forum Financial Management, LP | 365,681 | -2.37 | 17,874 | 12.63 | ||||
| 2026-08-10 | 13F | NewEdge Wealth, LLC | 15,513 | 0.00 | 758 | 15.37 | ||||
| 2026-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-14 | 13F | Jane Street Group, Llc | 14,977 | -82.68 | 732 | -80.02 | ||||
| 2026-08-10 | 13F | Savant Capital, LLC | 262,183 | 22.16 | 12,802 | 40.79 | ||||
| 2026-08-14 | 13F | Envision Financial Planning, LLC | 4,341 | 212 | ||||||
| 2026-07-15 | 13F | Level Financial Advisors, Inc. | 8,715 | 1.09 | 426 | 16.44 | ||||
| 2026-08-12 | 13F | Harbour Investments, Inc. | 19,359 | -3.75 | 946 | 11.03 | ||||
| 2026-07-14 | 13F | Cardinal Point Capital Management, ULC | 19,898 | -0.39 | 973 | 14.89 | ||||
| 2026-07-17 | 13F | Sensenig Capital Advisors, Inc | 11,942 | -7.28 | 584 | 6.97 | ||||
| 2026-07-23 | 13F | United Wealth Management, LLC | 5,336 | -0.85 | 261 | 14.04 | ||||
| 2026-08-12 | 13F | Jpmorgan Chase & Co | 1,797 | -0.55 | 87 | 16.22 | ||||
| 2026-07-31 | 13F | Truepoint, Inc. | 29,629 | -7.33 | 1,448 | 6.94 | ||||
| 2026-08-12 | 13F | Bank Of Montreal /can/ | 420 | 0.00 | 21 | 17.65 | ||||
| 2026-08-07 | 13F | Pinney & Scofield, Inc. | 1,771 | -18.80 | 87 | -6.52 | ||||
| 2026-08-14 | 13F | Rockbridge Investment Management, LCC | 21,269 | -11.87 | 1,040 | 1.66 | ||||
| 2026-08-13 | 13F | Morgan Stanley | 26 | 0.00 | 1 | 0.00 | ||||
| 2026-08-20 | 13F | Rehmann Capital Advisory Group | 10,455 | 6.09 | 511 | 22.54 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-08-04 | 13F | Aspen Capital Management, LLC | 19,473 | -3.06 | 952 | 11.75 | ||||
| 2026-08-11 | 13F | Retirement Solution Inc. | 256,769 | -1.41 | 12,551 | 13.73 | ||||
| 2026-07-23 | 13F | Citrine Capital LLC | 323,640 | -1.53 | 15,819 | 13.61 | ||||
| 2026-08-06 | 13F | RW Investment Management LLC | 34,137 | 3.57 | 1,669 | 19.48 | ||||
| 2026-07-24 | 13F | Creative Capital Management Investments LLC | 15,143 | 0.00 | 740 | 15.44 | ||||
| 2026-07-27 | 13F | Mather Group, Llc. | 1,003 | 49 | ||||||
| 2026-07-31 | 13F | Awm Capital, Llc | 821,857 | 8.04 | 40,172 | 24.64 | ||||
| 2026-08-14 | 13F | Balanced Rock Investment Advisor | 81,686 | -8.12 | 3,993 | 6.00 | ||||
| 2026-08-10 | 13F | Francis Financial, Inc. | 109,210 | 4.02 | 5,338 | 20.01 | ||||
| 2026-08-05 | 13F | Maseco Llp | 594,139 | 0.97 | 29,030 | 16.54 | ||||
| 2026-08-17 | 13F | Wealth Management Strategies, Inc. | 8,982 | 0.56 | 439 | 16.14 | ||||
| 2026-07-27 | 13F | Monument Group Wealth Advisors, LLC | 5,250 | 0.00 | 257 | 15.32 | ||||
| 2026-07-08 | 13F | Apella Capital, LLC | 102,996 | 7.80 | 4,884 | 7.70 | ||||
| 2026-07-20 | 13F | Bridge Generations Wealth Management Llc | 5,199 | 0.00 | 254 | 15.45 | ||||
| 2026-08-06 | 13F | Morling Financial Advisors, LLC | 18,361 | -0.65 | 897 | 14.56 | ||||
| 2026-07-21 | 13F | BetterWealth, LLC | 13,068 | 5.75 | 639 | 21.99 | ||||
| 2026-07-14 | 13F | XY Planning Network, Inc. | 13,537 | 149.21 | 662 | 184.91 | ||||
| 2026-07-29 | 13F | Chicago Partners Investment Group LLC | 8,115 | 0.48 | 379 | -0.79 | ||||
| 2026-07-07 | 13F | Mills Wealth Advisors LLC | 8,635 | 7.32 | 422 | 24.12 | ||||
| 2026-07-21 | 13F | Keystone Financial Group, Inc. | 1,656 | 0.55 | 81 | 15.94 | ||||
| 2026-08-14 | 13F | Seneschal Advisors, LLC | 228 | 11 | ||||||
| 2026-08-06 | 13F | Freedom Financial Partners LLC | 9,323 | -14.25 | 456 | -1.09 | ||||
| 2026-07-29 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2026-07-21 | 13F | Meritas Wealth Management, LLC | 19,139 | -5.38 | 936 | 9.10 | ||||
| 2026-07-28 | 13F | American Capital Advisory, LLC | 1,867 | 0.00 | 91 | 15.19 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1,663 | -10.16 | 70 | -7.89 | ||||
| 2026-07-27 | 13F | Parcion Private Wealth LLC | 10,580 | 0.09 | 517 | 15.66 | ||||
| 2026-08-06 | 13F | Buckingham Strategic Partners | 63,340 | 14.87 | 3,096 | 32.53 | ||||
| 2026-08-11 | 13F | Momentous Wealth Management, Inc. | 19,979 | -1.12 | 977 | 14.02 | ||||
| 2026-08-13 | 13F | Captrust Financial Advisors | 7,022 | 0.17 | 343 | 15.49 | ||||
| 2026-08-11 | 13F | Brighton Jones Llc | 91,148 | 10.98 | 4,455 | 28.05 | ||||
| 2026-08-14 | 13F | Brown Advisory Inc | 24,647 | 48.08 | 1,205 | 70.78 | ||||
| 2026-07-27 | 13F | Clarity Wealth Development LLC | 33,627 | 1,644 | ||||||
| 2026-08-10 | 13F | Vise Technologies, Inc. | 13,960 | 100.20 | 682 | 135.99 | ||||
| 2026-08-03 | 13F | Old Peak Finance LLC | 4,917 | 240 | ||||||
| 2026-08-13 | 13F | von Borstel & Associates, Inc. | 8,466 | 56.63 | 0 | |||||
| 2026-07-17 | 13F | Burton Enright Welch | 25,287 | -5.68 | 1,236 | 8.90 | ||||
| 2026-07-14 | 13F | New Capital Management LP | 67,834 | -0.65 | 3,316 | 14.63 | ||||
| 2026-07-16 | 13F | Vermillion Wealth Management, Inc. | 4,126 | 0.56 | 202 | 16.18 | ||||
| 2026-08-07 | 13F | RHS Financial, LLC | 6,285 | -32.29 | 307 | -21.88 | ||||
| 2026-08-12 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-08-13 | 13F | Creative Planning | 4,757 | 233 | ||||||
| 2026-07-29 | 13F | Ruedi Wealth Management, Inc. | 4,117 | 201 | ||||||
| 2026-08-14 | 13F | Advisor Group Holdings, Inc. | 3,111 | 22.92 | 152 | 42.06 | ||||
| 2026-07-23 | 13F | Wealth Architects, LLC | 154,990 | -0.74 | 7,576 | 14.50 | ||||
| 2026-07-20 | 13F | IFP Advisors, Inc | 279 | 0.00 | 14 | 18.18 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1,137 | 0.00 | 48 |