机构持股
持有者
持有份额
持股比例
份额变化
变化率
报告日期
Raymond James Finl Svs Advisors, Inc.
11420
0.30%
-3921
-25.56%
2022-03-31
Albion Financial Group (Utah)
27970
0.74%
1050
3.90%
2022-03-31
HARVEST GROUP WEALTH MANAGEMENT, LLC
35890
0.94%
-20640
-36.51%
2022-03-31
Commonwealth Equity Services Inc
37924
1.00%
1110
3.02%
2022-03-31
Citadel Advisors Llc
44693
1.18%
44693
--
2022-03-31
Financial Engines Advisors L.l.c.
47017
1.24%
47017
--
2022-03-31
UBS Group AG
111268
2.93%
1941
1.78%
2022-03-31
RGP Investments
175665
4.62%
-19000
-9.76%
2022-05-31
Clean Yield Group Inc
361853
9.52%
-74657
-17.10%
2022-03-31
Neumann Capital Management, LLC
27200
0.72%
3300
13.81%
2022-03-31
Raymond James & Associates
25937
0.68%
8287
46.95%
2021-12-31
LPL Financial Corp
23495
0.62%
2297
10.84%
2022-03-31
Morgan Stanley - Brokerage Accounts
11468
0.30%
7236
170.98%
2022-03-31
Mercer Global Advisors Inc.
12914
0.34%
--
--
2022-03-31
Advisor Group Holdings, Inc.
13734
0.36%
-42
-0.30%
2022-03-31
Hand Benefits & Trust, a BPAS Co
13900
0.37%
--
--
2022-05-31
Elias Asset Management Inc
16171
0.43%
1095
7.26%
2021-12-31
Royal Bank of Canada
17234
0.45%
-481
-2.72%
2022-03-31
WesBanco Bank Inc
19394
0.51%
--
--
2022-03-31
UBS Wealth Management AG
22563
0.59%
7134
46.24%
2021-12-31
CAMBRIDGE Invest RESEARCH ADVISORS, INC.
54548
1.44%
-7941
-12.71%
2021-12-31
REGATTA CAPITAL GROUP LLC
20608
0.54%
20608
--
2021-12-31
Fairview Capital Investment Management
9125
0.23%
--
--
2021-12-31
Rehmann Capital Advisory Group, LLC
11362
0.30%
349
3.17%
2021-09-30
R.E.G.A.R. Investment Management Inc
175665
4.62%
-19000
-9.76%
2022-03-31
First Pacific Financial
13251
0.34%
13251
--
2021-12-31
JANE STREET GROUP, LLC
28344
0.75%
-77065
-73.11%
2021-09-30
Ashford Capital Management Inc
85019
2.24%
18471
27.76%
2021-09-30
Envestnet Asset Management Inc
12109
0.31%
-1418
-10.48%
2021-09-30
Epstein & White Financial LLC
12754
0.62%
61
0.48%
2021-06-30
FedGroup Management Company
9018
0.44%
9018
--
2021-10-31
CapTrust Financial Advisors
12226
0.60%
12226
--
2021-03-31
Genovese Burford & Brothers Wealth & Retirement Plan Mgmt Inc
15352
0.75%
15352
--
2020-12-31
R.E.G.A.R. Investment Management
19000
0.58%
--
--
2021-05-31
Kestra Advisory Services, LLC
10115
0.49%
10115
--
2020-12-31
Stifel Financial Corp
8553
0.42%
8553
--
2020-12-31
Stifel Nicolaus Investment Advisors
8553
0.42%
8553
--
2020-12-31
Adalta Capital Management LLC
8250
0.40%
--
--
2020-12-31
Prime Investment Management Services (Pty) Ltd
7205
0.35%
--
--
2021-03-31
Securities America Advisors Inc
4027
0.20%
1579
64.50%
2020-09-30
Cetera Advisors LLC
7450
0.36%
7450
--
2020-09-30
Fsc Securities Corporation
3800
0.17%
40
1.06%
2020-09-30
BTIM Corp
8029
0.39%
8029
--
2020-09-30
Van Eck Associates Corporation
--
--
-100000
-100.00%
2020-09-30
Bank of America Corp
--
--
-28312
-100.00%
2020-09-30
U.S. Bancorp
--
--
-835
-100.00%
2020-06-30
Adirondack Trust Co
385
--
--
--
2020-09-30
Financial Architects, Inc
--
--
-148
-100.00%
2020-09-30
AIG Financial Advisors Inc
--
--
-1490
-100.00%
2020-09-30
FAF Advisors Inc
--
--
-835
-100.00%
2020-06-30
Morgan Stanley Smith Barney LLC
2332
--
--
--
2020-09-30
Enterprise Financial Services Corp
2000
--
--
--
2020-09-30
Advisory Services Network, LLC
--
--
-1137
-100.00%
2020-06-30
Investacorp Advisory Services Inc
3551
--
14
0.40%
2020-06-30
Hand Benefits & Trust, a BPAS Co
14480
0.88%
--
--
2020-11-30
Carroll Financial Associates Inc
2806
0.16%
--
--
2020-06-30
Private Advisor Group, LLC
1499
--
1499
--
2020-06-30
Royal Alliance Associates Inc
53
--
--
--
2020-06-30
AdvisorNet Financial, Inc
114
--
114
--
2020-06-30
Creative Planning Inc
--
--
-8233
-100.00%
2020-03-31
Global Retirement Partners, LLC.
465
--
--
--
2020-06-30
Susquehanna Financial Group, LLLP
--
--
-19806
-100.00%
2019-12-31
Susquehanna International Group, LLP
--
--
-19806
-100.00%
2019-12-31
Ladenburg Thalmann FI Services Inc
6211
--
15
0.24%
2019-12-31
Advisor Group, Inc.
3455
--
-1224
-26.16%
2019-12-31
Advantage Investment Management, LLC
561
--
--
--
2019-09-30
Mascoma Wealth Management LLC
--
--
-200
-100.00%
2019-06-30
Bank of America Corporation
36433
--
453
1.26%
2019-06-30
VanEck Associates Corporation
250000
--
-40000
-13.79%
2019-06-30
Advocacy Wealth Management Services, LLC
--
--
-1164
-100.00%
2019-03-31
CWM, LLC duplicate
--
--
-300
-100.00%
2019-03-31
Honkamp Krueger Financial Services Inc
--
--
-5166
-100.00%
2018-12-31
Wilbanks, Smith & Thomas Asset Mgmt, LLC
--
--
-338
-100.00%
2018-12-31
Retirement Capital Strategies, INC.
--
--
-16087
-100.00%
2018-12-31
Virtu Financial LLC
--
--
-30356
-100.00%
2018-09-30
Merrill Lynch & Co Inc
36207
--
7647
26.78%
2018-06-30
Ladenburg Thalmann Asset Management Inc
2150
--
--
--
2018-06-30
UBS Securities LLC
334
--
305
1051.72%
2018-03-31
Managed Account Advisors LLC
706
--
-795
-52.96%
2018-06-30
KCG AMERICAS LLC
26846
--
26846
--
2017-06-30
共同基金持股
持有者
持有份额
持股比例
份额变化
变化率
报告日期
GreenWise Growth Portfolio
--
--
-19000
-100.00%
2021-08-31
GreenWise Balanced Portfolio
--
--
-75585
-100.00%
2021-08-31
GreenWise Conservative Portfolio
--
--
-117000
-100.00%
2021-08-31
WisdomTree ESG Aggressive Allocation
16
--
--
--
2022-03-31
WisdomTree ESG Moderate Allocation
25
--
--
--
2022-03-31
Prime Global Flexible Income Fund
7205
0.19%
--
--
2022-05-31
RGP Impact Fixed Income Portfolio
175665
4.62%
--
--
2022-05-31
Nottingham ESG Global All Asset CIF
4830
0.13%
--
--
2021-06-30
Nottingham ESG Global Balanced CIF
9070
0.24%
--
--
2021-06-30
Prime Global Balanced Flexible Fund
7205
0.19%
--
--
2021-03-31
FedGroup Worldwide Flexible Fund
9018
0.24%
9018
--
2021-03-31
}