HDV - iShares Trust - iShares Core High Dividend ETF Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre (SNSE)

iShares Trust - iShares Core High Dividend ETF
CL ˙ SNSE ˙ US46429B6636
Basisstatistiken
Institutionelle Eigentümer 796 total, 793 long only, 2 short only, 1 long/short - change of 4,44% MRQ
Durchschnittliche Portfolioallokation 0.2845 % - change of -0,39% MRQ
Institutionelle Aktien (Long) 40.782.874 (ex 13D/G) - change of 1,87MM shares 4,82% MRQ
Institutioneller Wert (Long) $ 4.690.732 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

iShares Trust - iShares Core High Dividend ETF (CL:HDV) hat 796 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 40,783,158 Aktien. Die größten Aktionäre sind Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Royal Bank Of Canada, Raymond James Financial Inc, Janney Montgomery Scott LLC, and Securian Asset Management, Inc .

iShares Trust - iShares Core High Dividend ETF (SNSE:HDV) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.

CL:HDV / iShares Trust - iShares Core High Dividend ETF Institutional Ownership
Fondsstimmung-Score

Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.

Aktualisierungshäufigkeit: Täglich

Siehe Ownership Explorer, der eine Liste der am höchsten bewerteten Unternehmen enthält.

AI+ Ask Fintel’s AI assistant about iShares Trust - iShares Core High Dividend ETF.

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
13F und NPORT Einreichungen

Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.

Upgrade um Prämiendaten freizuschalten und nach Excel zu exportieren .

Important Note

In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.

In this first test, we will deliver only the most recent 750 transactions (out of 892 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.

Load All
Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2025-10-27 13F Versant Capital Management, Inc 58 0,00 7 16,67
2025-11-20 13F Asset Dedication, LLC 100 -85,61 12 -85,19
2025-11-07 13F Synovus Financial Corp 15.021 15,00 1.840 20,20
2025-11-13 13F Renaissance Technologies Llc 36.100 4.420
2025-11-14 13F Bank Of America Corp /de/ 4.446.872 -1,22 544.519 3,23
2025-08-14 13F Gordian Capital Singapore Pte Ltd 0 -100,00 0
2025-11-10 13F Jfs Wealth Advisors, Llc 2.761 0,77 338 5,30
2025-10-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100,00 0
2025-11-04 13F Jones Financial Companies Lllp 741.637 13,47 90.674 18,88
2025-11-12 13F Soltis Investment Advisors LLC 7.261 -8,05 889 -3,89
2025-10-22 13F Abacus Planning Group, Inc. 1.661 203
2025-11-13 13F Jaffetilchin Investment Partners, LLC 14.908 0,58 1.825 5,13
2025-10-15 13F Independent Wealth Network Inc. 4.492 5,08 550 10,00
2025-11-13 13F Franklin Resources Inc 58.250 1,45 7.133 6,02
2025-11-20 13F Wbi Investments, Inc. 2.061 252
2025-11-07 13F Pnc Financial Services Group, Inc. 55.416 -0,90 6.786 3,56
2025-11-05 13F Envestnet Asset Management Inc 733.147 -4,89 89.774 -0,61
2025-11-13 13F Private Advisor Group, LLC 107.188 5,85 13.125 10,62
2025-11-14 13F Equitable Holdings, Inc. 39.706 9,72 4.862 14,67
2025-10-31 13F Patten & Patten Inc/tn 7.459 -3,10 913 1,22
2025-10-29 13F Grey Fox Wealth Advisors, LLC 3 0
2025-11-03 13F Federated Hermes, Inc. 14.858 2,05 1.819 6,69
2025-10-29 13F Valued Wealth Advisors LLC 1.709 -0,93 209 3,47
2025-10-28 13F First National Corp /ma/ /adv 11.486 -10,38 1.410 -6,06
2025-10-08 13F Fiduciary Alliance LLC 1.822 -7,14 223 -2,62
2025-11-12 13F AIMZ Investment Advisors, LLC 0 -100,00 0
2025-11-12 13F Smith Chas P & Associates Pa Cpas 2.525 -15,44 309 -11,46
2025-10-29 13F Courier Capital Llc 81.859 12,44 10.024 17,50
2025-10-23 13F Foundry Financial Group, Inc. 46.606 1,97 5.707 6,55
2025-11-12 13F Interchange Capital Partners, LLC 3.206 2,59 393 7,10
2025-11-14 13F Federation des caisses Desjardins du Quebec 9.499 0,00 1.163 4,50
2025-11-14 13F NorthRock Partners, LLC 4.862 4,85 595 9,58
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-10-20 13F Chemistry Wealth Management LLC 2.176 0,00 266 4,72
2025-11-04 13F Cornerstone Advisors Asset Management, Inc 12.092 -0,89 1.481 3,57
2025-11-10 13F Signature Securities Group Corporation 4.600 -12,41 563 -8,46
2025-11-12 13F Bear Mountain Capital, Inc. 153 0,66 19 0,00
2025-10-24 13F Valmark Advisers, Inc. 16.388 85,78 2.007 94,19
2025-11-13 13F BTG Pactual Asset Management US LLC 1.672 -21,21 196 -21,37
2025-10-30 13F Rakuten Investment Management, Inc. 16.628 -1,99 2.026 0,00
2025-11-07 13F Rothschild Investment Llc 710 0,00 87 3,61
2025-11-12 13F Rsm Us Wealth Management Llc 16.676 0,01 2.042 4,51
2025-10-31 13F PMG Wealth Management, Inc. 4.550 0,00 557 4,50
2025-11-14 13F Creative Planning 178.533 -1,86 21.861 2,57
2025-11-13 13F Natixis Advisors, L.p. 27.060 25,20 3 50,00
2025-11-07 13F Icapital Wealth Llc 3.495 0,00 428 4,40
2025-10-29 13F Verdence Capital Advisors LLC 2.194 -6,32 268 -2,55
2025-11-13 13F Johnson Financial Group, Inc. 112 0,00 14 0,00
2025-08-11 13F Synergy Investment Management, LLC 0 -100,00 0
2025-11-12 13F Hohimer Wealth Management, Llc 8.118 -0,26 994 4,20
2025-11-13 13F Banque Cantonale Vaudoise 320 0,00 0
2025-11-14 13F Manchester Capital Management LLC 1.166 0,00 143 4,41
2025-10-21 13F Fountainhead AM, LLC 4.626 -0,19 567 4,24
2025-11-17 13F Palisade Asset Management, LLC 1.589 195
2025-11-07 13F/A Merit Financial Group, LLC 43.025 -3,10 5.268 1,27
2025-11-03 13F Patton Albertson Miller Group, Llc 2.577 -7,20 316 -3,08
2025-11-14 13F STAR Financial Bank 28.731 0,30 3.518 4,83
2025-11-19 13F/A Regions Financial Corp 69.763 -0,11 8.542 4,39
2025-11-13 13F Mark Sheptoff Financial Planning, Llc 165 0,00 20 5,26
2025-11-12 13F Hurley Capital, LLC 5 0,00 1
2025-10-16 13F Carnegie Capital Asset Management, LLC 0 -100,00 0
2025-11-06 13F Western Wealth Management, LLC 16.651 -1,77 2.039 2,62
2025-10-23 13F Kingswood Wealth Advisors, Llc 16.494 277,61 2.020 295,11
2025-11-04 13F Woodmont Investment Counsel Llc 5.474 -0,91 670 3,55
2025-10-08 13F Armstrong Advisory Group, Inc 8.355 0,25 1.023 4,82
2025-11-03 13F Coastal Bridge Advisors, LLC 4.080 0,07 500 4,61
2025-10-09 13F U.S. Capital Wealth Advisors, LLC 4.667 0,00 571 4,58
2025-11-12 13F Montag A & Associates Inc 501 0,00 61 5,17
2025-10-15 13F Stephens Consulting, LLC 474 0,00 58 5,45
2025-07-15 13F Graypoint LLC 98.876 6,34 11.585 2,88
2025-11-12 13F BlackRock, Inc. 679.683 2,42 83.227 7,03
2025-11-14 13F SRS Capital Advisors, Inc. 0 -100,00 0 -100,00
2025-10-23 13F Beaumont Financial Advisors, LLC 78.819 -1,34 9.651 3,11
2025-11-13 13F Jefferies Financial Group Inc. 32.447 0,92 3.973 5,47
2025-11-14 13F Anchor Investment Management, LLC 10.521 1,39 1.288 6,01
2025-11-14 13F Mariner, LLC 455.940 0,31 55.823 4,82
2025-11-13 13F RMB Capital Management, LLC 8.803 10,09 1.078 15,06
2025-10-09 13F Toth Financial Advisory Corp 566 0,00 69 4,55
2025-11-12 13F Steward Partners Investment Advisory, Llc 292.238 1,75 35.785 6,34
2025-10-31 13F NWF Advisory Services Inc. 2.167 -32,03 265 -28,95
2025-11-14 13F Ancora Advisors, LLC 11.053 -13,04 1.353 -9,13
2025-10-24 13F Godsey & Gibb Associates 30.226 5,11 3.701 9,85
2025-10-22 13F Crews Bank & Trust 17.162 -2,14 2.101 2,29
2025-11-07 13F Clear Investment Research, Llc 509 2,41 62 6,90
2025-11-03 13F Cloud Capital Management, LLC 3 0
2025-11-12 13F Consolidated Portfolio Review Corp 2.693 1,16 330 5,79
2025-11-13 13F Meiji Yasuda Life Insurance Co 166.097 0,00 20.339 4,51
2025-10-03 13F HCR Wealth Advisors 4.080 0,00 497 3,97
2025-11-12 13F Integrated Advisors Network LLC 6.158 -1,20 754 3,29
2025-10-30 13F Flagship Wealth Advisors, Llc 3.325 0,36 407 4,90
2025-11-12 13F Buckingham Strategic Partners 0 -100,00 0
2025-11-12 13F Blair William & Co/il 37.625 0,29 4.607 4,82
2025-11-21 13F Watts Gwilliam & Co., LLC 1.755 0,00 215 0,47
2025-10-22 13F Nottingham Advisors, Inc. 24.000 5,31 2.939 10,04
2025-10-21 13F Romano Brothers And Company 7.790 -9,31 954 -5,27
2025-11-12 13F Creekmur Asset Management LLC 4.534 0,67 555 5,31
2025-10-15 13F Hanson & Doremus Investment Management 164 0,00 0
2025-11-06 13F Prospera Financial Services Inc 9.207 -4,24 1.129 0,09
2025-11-12 13F Madison Wealth Partners, Inc 3.827 0,21 469 4,70
2025-11-07 13F Calton & Associates, Inc. 1.836 -4,97 225 -0,88
2025-11-04 13F Holistic Planning, LLC 1.709 209
2025-10-28 13F Global Trust Asset Management, LLC 159 0,00 19 5,56
2025-11-10 13F Cary Street Partners Financial Llc 2.123 -6,80 260 -2,63
2025-11-06 13F Krilogy Financial LLC 11.296 0,17 1.336 1,06
2025-11-10 13F Cowa, Llc 55.702 2,43 6.821 7,05
2025-11-07 13F Kapstone Financial Advisors LLC 100.730 0,98 12.334 5,54
2025-11-14 13F Ameriprise Financial Inc 707.868 11,01 86.621 16,10
2025-10-22 13F Cerity Partners LLC 48.444 39,35 5.932 45,62
2025-11-12 13F HFG Advisors, Inc. 17.391 1,12 2.130 5,66
2025-10-24 13F We Are One Seven, LLC 3.689 2,19 452 6,62
2025-11-06 13F Liberty Square Wealth Partners Llc 17.674 -2,62 2.164 1,79
2025-11-07 13F Fifth Third Bancorp 2.979 4,38 365 8,98
2025-11-13 13F New England Private Wealth Advisors LLC 3.077 0,00 377 2,45
2025-07-31 13F Moser Wealth Advisors, LLC 1.450 0,00 170 -3,43
2025-10-08 13F Genesis Private Wealth, Llc 10.270 26,84 1.258 32,59
2025-11-14 13F Gallagher Fiduciary Advisors, LLC 40.730 -46,74 4.987 -44,34
2025-10-22 13F Milestone Asset Management Group, LLC 2.029 -0,39 248 4,20
2025-11-14 13F Kestra Advisory Services, LLC 173.131 0,01 21.200 4,52
2025-10-15 13F Private Trust Co Na 6.712 -0,70 822 3,79
2025-07-14 13F Acropolis Investment Management, LLC 0 -100,00 0
2025-11-10 13F Avalon Trust Co 300 0,00 37 2,86
2025-11-10 13F Tableaux Llc 0 -100,00 0 -100,00
2025-10-20 13F YANKCOM Partnership 400 0,00 49 6,52
2025-10-20 13F Sax Wealth Advisors, Llc 3.891 -40,96 477 -38,34
2025-10-09 13F Bartlett & Co. Wealth Management Llc 116 0,00 14 7,69
2025-11-12 13F Argent Trust Co 12.833 -1,47 1.571 2,95
2025-11-12 13F Advisor OS, LLC 57.147 7,50 6.998 12,35
2025-11-12 13F Per Stirling Capital Management, LLC. 12.290 0,63 1.505 5,17
2025-10-28 13F Nbt Bank N A /ny 8.513 -12,00 1.185 4,50
2025-10-23 13F Vision Capital Management, Inc. 0 -100,00 0
2025-10-23 13F Apex Wealth Management, LLC 16.463 0,77 2.016 5,28
2025-11-04 13F Atlantic Union Bankshares Corp 750 0,00 92 4,60
2025-11-18 13F Vertex Planning Partners, LLC 2.497 -3,89 306 0,33
2025-10-24 13F TFC Financial Management 12 2
2025-11-14 13F Prosperity Consulting Group, LLC 9.514 0,37 1.165 4,95
2025-11-14 13F Snowden Capital Advisors LLC 12.399 5,63 1.518 10,40
2025-10-31 13F Grand Wealth Management, Llc 918 0,00 112 4,67
2025-11-21 13F Forefront Analytics, LLC 39.889 -5,02 4.885 -0,75
2025-10-07 13F Salem Investment Counselors Inc 683 2,71 84 7,79
2025-11-04 13F Thrivent Financial For Lutherans 134.948 1.455,96 17 1.500,00
2025-11-07 13F King Luther Capital Management Corp 2.010 5,29
2025-12-01 13F Investment Research Partners LLC 18.882 2.260
2025-10-14 13F McCarthy & Cox 2.432 0,04 298 4,58
2025-08-18 13F Tyler-Stone Wealth Management 3.590 20,19 421 16,34
2025-10-22 13F BCS Wealth Management 2.736 -2,25 335
2025-11-07 13F Perfromance Wealth Partners, LLC 2.244 4,47 275 9,16
2025-11-03 13F JSF Financial, LLC 7.019 0,76 859 5,27
2025-11-06 13F Atria Investments Llc 88.834 -1,77 10.878 2,66
2025-10-06 13F Grove Bank & Trust 120 -80,33 15 -80,28
2025-10-24 13F Aspiriant, Llc 6.139 143,90 752 155,44
2025-11-04 13F UMA Financial Services, Inc. 64 0,00 8 0,00
2025-08-11 13F Angeles Investment Advisors, LLC 0 -100,00 0 -100,00
2025-11-14 13F Susquehanna International Group, Llp Call 59.100 -8,23 7.237 -4,10
2025-11-14 13F Susquehanna International Group, Llp Put 17.300 47,86 2.118 54,60
2025-10-17 13F Everpar Advisors Llc 3.646 39,75 446 46,23
2025-11-14 13F Susquehanna International Group, Llp 68.899 -6,49 8.437 -2,27
2025-11-14 13F Moors & Cabot, Inc. 1.819 -12,92 223 -9,02
2025-11-03 13F Private Wealth Asset Management, LLC 2 0,00 0
2025-10-08 13F Teamwork Financial Advisors, LLC 8.629 -10,30 1.057 -6,30
2025-10-17 13F Monticello Wealth Management, Llc 10.561 -0,37 1.293 4,19
2025-07-22 13F Iron Horse Wealth Management, LLC 168 1.580,00 20 1.800,00
2025-10-16 13F Litman Gregory Asset Management LLC 10.177 0,00 1.246 4,53
2025-11-04 13F Umb Bank N A/mo 605 -70,91 74 -69,55
2025-11-12 13F Clifford Swan Investment Counsel Llc 10.523 0,00 1.289 4,55
2025-11-13 13F Wells Fargo & Company/mn 1.372.418 7,04 168.053 11,87
2025-12-02 13F Allworth Financial LP 30.540 -1,62 3.740 2,80
2025-10-06 13F Heartwood Wealth Advisors LLC 444 54
2025-08-07 13F CSM Advisors, LLC 0 -100,00 0
2025-10-14 13F J2 Capital Management Inc 33.035 0,54 4.045 5,09
2025-11-13 13F Russell Investments Group, Ltd. 303 15,21 37 23,33
2025-11-10 13F Strategic Family Wealth Counselors, L.L.C. 36.907 1,67 4.519 6,25
2025-10-23 13F Vermillion Wealth Management, Inc. 407 0,74 50 4,26
2025-11-14 13F Larson Financial Group LLC 1.729 83,16 212 91,82
2025-11-24 13F CIBC Private Wealth Group, LLC 5.761 -6,37 705 -2,08
2025-11-10 13F Marshall & Sterling Wealth Advisors Inc. 482 0,84 59 5,45
2025-11-12 13F Cambridge Investment Research Advisors, Inc. 176.950 12,75 22 16,67
2025-07-08 13F Little House Capital Llc 0 -100,00 0
2025-11-18 13F/A San Luis Wealth Advisors LLC 1.879 0,80 230
2025-10-17 13F Mayflower Financial Advisors, LLC 25.217 0,13 3.088 4,64
2025-11-14 13F Brown Advisory Inc 8.967 0,11 1.098 4,67
2025-11-17 13F Financial Engines Advisors L.L.C. 1.765 0,00 216 4,35
2025-08-06 13F Adviser Investments LLC 0 -100,00 0
2025-10-30 13F Rossmore Private Capital 350 43
2025-11-10 13F Glassman Wealth Services 606 0,66 74 5,71
2025-10-15 13F Pensionmark Financial Group, Llc 23.262 -10,29 2.848 -6,25
2025-10-30 13F Covenant Asset Management, LLC 1.758 0,00 215 4,88
2025-11-12 13F American Wealth Advisors, LLC 6.101 747
2025-10-23 13F Caldwell Trust Co 7.889 0,00 966 4,55
2025-10-31 13F Y-Intercept (Hong Kong) Ltd 4.652 -12,29 570 -8,37
2025-10-23 13F Zullo Investment Group, Inc. 3.750 0,00 459 4,56
2025-10-17 13F Shulman DeMeo Asset Management LLC 34.138 -0,09 4.180 4,42
2025-10-27 13F Gray Private Wealth, LLC 50.123 1,80 6.138 6,38
2025-11-12 13F Perennial Investment Advisors, LLC 3.378 0,00 414 4,56
2025-10-29 13F Root Financial Partners, LLC 104 13
2025-10-10 13F Kmg Fiduciary Partners, Llc 2.720 0,93 333 5,71
2025-11-14 13F Kitching Partners, Llc 2.007 0,80 246 5,15
2025-11-07 13F Founders Financial Alliance, LLC 783 511,72 96 578,57
2025-10-21 13F PDS Planning, Inc 1.691 207
2025-10-27 13F PBMares Wealth Management LLC 2.586 48,19 317 54,90
2025-10-22 13F Geneos Wealth Management Inc. 3.611 -0,36 442 4,25
2025-10-10 13F Sound Income Strategies, LLC 178 -92,47 22 -92,42
2025-08-08 13F Mv Capital Management, Inc. 10.526 -1,61 1.233 -4,79
2025-10-21 13F Eagle Strategies LLC 4.152 -0,12 508 4,31
2025-11-12 13F LOM Asset Management Ltd 17.259 0,94 2.113 5,44
2025-11-04 13F Essex Savings Bank 2.427 0,00 297 4,58
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0
2025-10-22 13F Cresta Advisors, Ltd. 7.214 -21,17 883 -17,63
2025-11-07 13F Mjp Associates Inc /adv 54.593 1,19 6.685 5,74
2025-11-14 13F Destination Wealth Management 4.878 25,21 597 30,92
2025-10-17 13F Valley National Advisers Inc 3.283 0,37 0
2025-11-12 13F Weaver Consulting Group 9.771 -1,42 1.197 3,01
2025-11-04 13F Chung Wu Investment Group, LLC 0 -100,00 0
2025-11-12 13F Dunhill Financial, LLC 3.143 -45,32 385 -42,94
2025-10-21 13F Amplius Wealth Advisors, LLC 6.674 -1,35 817 3,16
2025-10-27 13F Bogart Wealth, LLC 7.341 362,28 899 382,80
2025-11-13 13F Bnp Paribas Arbitrage, Sa 200.411 21.062,72 24.540 22.209,09
2025-11-06 13F Stratos Wealth Advisors, LLC 3.812 4,87 467 9,65
2025-10-24 13F Vicus Capital 4.591 18,91 562 24,34
2025-11-20 13F/A BRYN MAWR TRUST Co 2.024 -14,60 248 -10,83
2025-09-26 NP SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 3.347 -25,64 396 -23,30
2025-11-05 13F Concord Wealth Partners 15.286 -4,84 1.872 -0,58
2025-10-31 13F PFG Investments, LLC 11.638 -0,39 1.425 4,17
2025-11-07 13F Wealth Alliance 2.547 312
2025-11-03 13F Meridian Management Co 4.000 0,00 490 3,38
2025-11-24 13F Cherry Tree Wealth Management, LLC 33 4
2025-10-14 13F Bernard Wealth Management Corp. 26 0,00 3 0,00
2025-10-23 13F Independent Solutions Wealth Management, LLC 30.665 2,92 3.755 7,53
2025-10-22 13F Daymark Wealth Partners, Llc 5.117 -0,39 627 4,16
2025-11-14 13F Flow Traders U.s. Llc 4.735 1
2025-11-13 13F Fmr Llc 507.555 -3,46 62.150 0,89
2025-10-10 13F FC Advisory LLC 23.797 -0,99 2.914 3,48
2025-10-20 13F Pinnacle Wealth Management Advisory Group, LLC 2.495 0,00 306 4,45
2025-11-10 13F Citigroup Inc 15 -81,25 2 -88,89
2025-11-14 13F Tower Research Capital LLC (TRC) 13.835 -2,16 1.694 2,29
2025-10-06 13F Trust Co 4.130 18,85 506 24,08
2025-10-28 13F Oversea-Chinese Banking CORP Ltd 12.581 0,00 1.541 4,48
2025-11-13 13F Pettyjohn, Wood & White, Inc 10.261 -0,15 1.256 4,32
2025-11-12 13F Wealthstar Advisors, Llc 3.070 0,00 376 4,46
2025-11-14 13F Transamerica Financial Advisors, Inc. 4 0
2025-11-12 13F Aviso Financial Inc. 52 0,00 6 0,00
2025-10-22 13F Spirepoint Private Client, Llc 2.864 351
2025-10-17 13F VAUGHAN & Co SECURITIES, INC. 173.894 3,80 21.293 8,48
2025-11-13 13F Wellspring Financial Advisors, LLC 11.996 0,76 1.469 5,31
2025-10-21 13F Steel Peak Wealth Management LLC 0 -100,00 0
2025-11-12 13F Aptus Capital Advisors, LLC 1.478 0,00 181 4,05
2025-10-23 13F Family Capital Trust Co 0 -100,00 0
2025-10-23 13F Coastal Investment Advisors, Inc. 1.883 2,06 231 6,48
2025-11-14 13F Integrated Wealth Concepts LLC 28.074 7,39 3.438 12,21
2025-11-04 13F Ashton Thomas Private Wealth, LLC 4.373 27,90 535 33,75
2025-11-04 13F Tsfg, Llc 3.270 -1,86 0
2025-10-14 13F Cliftonlarsonallen Wealth Advisors, Llc 16.769 -0,50 2.053 4,00
2025-11-13 13F Edmond De Rothschild Holding S.a. 44 0,00 5 0,00
2025-10-27 13F Ashton Thomas Securities, Llc 15.850 1.941
2025-11-13 13F Fort Sheridan Advisors Llc 4.078 0,44 499 5,05
2025-07-09 13F Clarus Wealth Advisors 0 -100,00 0
2025-10-14 13F Ridgecrest Wealth Partners, Llc 20.278 1,19 2.483 5,79
2025-10-20 13F JB Capital LLC 8.878 2,77 1.087 7,41
2025-11-12 13F Us Bancorp \de\ 11.943 -1,70 1.462 2,74
2025-11-06 13F Onyx Bridge Wealth Group LLC 16.294 -0,12 1.995 4,40
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-10-20 13F Albion Financial Group /ut 7.247 4,21 887 8,97
2025-11-17 13F Triumph Capital Management 1.131 138
2025-11-10 13F Sigma Planning Corp 56.979 3,95 6.977 8,64
2025-11-10 13F Ameritas Investment Partners, Inc. 645 -5,15 79 -1,27
2025-11-03 13F Hollencrest Capital Management 650 0,00 80 3,95
2025-10-10 13F Rydar Equities, Inc. 1.855 -0,75 228 4,13
2025-11-14 13F Financial Network Wealth Management LLC 4.322 0,00 1
2025-10-28 13F Csenge Advisory Group 18.094 5,34 2.216 10,92
2025-11-07 13F Maridea Wealth Management LLC 2.038 250
2025-11-14 13F Quantinno Capital Management LP 4.174 7,97 511 13,05
2025-10-23 13F Spire Wealth Management 4.463 0,00 546 4,60
2025-10-03 13F KFA Private Wealth Group, LLC 6.620 -0,88 811 3,58
2025-10-29 13F Walkner Condon Financial Advisors LLC 9.899 -6,34 1.212 -2,10
2025-11-06 13F Gateway Wealth Partners, LLC 3.646 -1,57 446 2,76
2025-10-29 13F/A Live Oak Investment Partners 6.354 89,39 778 97,96
2025-11-14 13F Jane Street Group, Llc 6.003 735
2025-11-17 13F Silicon Valley Capital Partners 31 0,00 4 0,00
2025-10-15 13F Cypress Wealth Services, LLC 3.222 0,06 395 4,51
2025-11-10 13F Patten Group, Inc. 9.099 -1,95 1.114 2,48
2025-11-14 13F Lido Advisors, LLC 72.188 -5,58 8.840 -1,33
2025-08-13 13F Quadrature Capital Ltd 0 -100,00 0
2025-10-10 13F Red Door Wealth Management, LLC 0 -100,00 0
2025-11-14 13F Midwestern Financial, LLC /IA 2.985 0,78 366 5,19
2025-11-14 13F Note Advisors, LLC 2.508 -0,12 307 4,42
2025-10-17 13F Fortitude Family Office, LLC 490 0,00 60 5,26
2025-11-04 13F Hazlett, Burt & Watson, Inc. 77 0,00 0
2025-11-04 13F Ogorek Anthony Joseph /ny/ /adv 0 -100,00 0
2025-11-04 13F Westside Investment Management, Inc. 395 -2,71 48 2,13
2025-10-08 13F Keystone Financial Planning, Inc. 29.604 -1,79 3.625 2,63
2025-11-07 13F Burke & Herbert Bank & Trust Co 32.239 -1,23 3.948 3,22
2025-11-04 13F Tyche Wealth Partners LLC 2.253 4,99 276 9,56
2025-10-21 13F Kerntke Otto McGlone Wealth Management Group 26.912 0,72 3.295 5,27
2025-11-19 13F/A Auto-Owners Insurance Co 23.800 0,00 2.914 4,52
2025-10-17 13F Apollon Financial, LLC 6.860 -5,64 840 -1,29
2025-11-13 13F Quadrant Capital Group Llc 500 61
2025-11-13 13F Sage Financial Group Inc 8.021 0,00 982 4,58
2025-11-13 13F Deutsche Bank Ag\ 6.234 0,78 763 5,39
2025-11-10 13F Thoroughbred Financial Services, Llc 2.135 -6,89 0
2025-11-14 13F Nbc Securities, Inc. 9.314 -22,40 1.140 113.900,00
2025-11-10 13F First Heartland Consultants, Inc. 8.414 -0,48 1.030 4,04
2025-11-10 13F Resources Investment Advisors, LLC. 10.410 0,48 1.275 5,03
2025-10-17 13F Perigon Wealth Management, LLC 2.382 0,04 292 4,68
2025-10-20 13F Continuum Advisory, LLC 3.419 -8,24 419 -4,13
2025-10-28 13F Jackson Hole Capital Partners, LLC 2.028 0,00 248 4,64
2025-11-04 13F Syntax Research, Inc. 165 0,00 20 5,26
2025-10-31 13F CFS Investment Advisory Services, LLC 8.603 -3,75 1.048 104.600,00
2025-11-06 13F REAP Financial Group, LLC 75 0,00 9 12,50
2025-10-29 13F High Net Worth Advisory Group LLC 23.152 0,25 2.835 4,77
2025-11-12 13F Integrity Advisory Solutions, LLC 2.401 294
2025-11-13 13F Pathway Financial Advisers, LLC 55 7
2025-10-27 13F Janney Capital Management LLC 43.593 0,46 5 0,00
2025-11-06 13F Wesbanco Bank Inc 2.204 0,00 270 4,26
2025-10-21 13F Cascade Financial Partners, LLC 1.780 0,00 218 4,33
2025-10-16 13F Beacon Investment Advisory Services, Inc. 2.095 4,28 257 8,94
2025-11-14 13F ICONIQ Capital, LLC 11.565 0,00 1.416 4,50
2025-11-12 13F Strategies Wealth Advisors, LLC 0 -100,00 0
2025-11-12 13F Legacy Wealth Managment, LLC/ID 542 0,00 66 4,76
2025-10-06 13F Inspirion Wealth Advisors, Llc 6.347 8,55 747 8,91
2025-10-08 13F Retirement Wealth Solutions LLC 461 -7,98 56 -3,45
2025-11-10 13F Vestmark Advisory Solutions, Inc. 2.572 0,86 315 5,37
2025-11-04 13F Cornerstone Wealth Management, LLC 6.109 -0,15 748 4,47
2025-11-06 13F Gables Capital Management Inc. 415 0,00 51 4,17
2025-11-13 13F Philadelphia Trust Co 6.417 0,00 1
2025-10-01 13F Roxbury Financial LLC 356 0,56 44 4,88
2025-11-13 13F Kayne Anderson Rudnick Investment Management Llc 87.418 -1,23 10.704 3,21
2025-11-14 13F Mml Investors Services, Llc 324.358 -0,92 39.718 104.418,42
2025-10-08 13F Patriot Financial Group Insurance Agency, LLC 0 -100,00 0
2025-10-09 13F Princeton Global Asset Management LLC 32 0,00 4 0,00
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 8.530 0,00 1.044 4,50
2025-11-06 13F Allen Investment Management LLC 29.195 0,00 3.575 4,50
2025-10-07 13F Cooper Financial Group 17.911 -13,53 2.193 -9,64
2025-11-14 13F/A Clear Harbor Asset Management, LLC 2.005 0,00 246 4,70
2025-11-04 13F Summit Wealth & Retirement Planning, Inc. 4.040 0,42 495 4,88
2025-11-03 13F Farrow Financial Inc. 38.542 0,51 4.719 5,03
2025-11-07 13F NewEdge Wealth, LLC 3.797 449
2025-10-15 13F Founders Financial Securities Llc 3.417 -8,56 418 -4,35
2025-11-12 13F Huntington National Bank 27 3,85
2025-07-29 13F Smithbridge Asset Management Inc/de 0 -100,00 0
2025-11-05 13F Howe & Rusling Inc 11.676 -12,92 1.430 -9,04
2025-11-14 13F Aqr Capital Management Llc 3.380 3,05 414 7,55
2025-08-12 13F Inscription Capital, LLC 0 -100,00 0
2025-11-03 13F Valeo Financial Advisors, LLC 27.465 1,93 3.363 6,53
2025-10-20 13F Forefront Wealth Partners, LLC 38.137 4.670
2025-10-07 13F Nova Wealth Management, Inc. 708 0,71 87 4,88
2025-11-07 13F Cora Capital Advisors Llc 26.226 1,64 3.211 6,22
2025-11-12 13F IFG Advisory, LLC 28.001 1,49 3.429 6,06
2025-10-21 13F Noble Family Wealth, LLC 8.125 62,86 995 70,21
2025-11-13 13F Connecticut Wealth Management, LLC 29.780 -0,35 3.647 4,14
2025-11-14 13F Horizon Investments, LLC 1.076 0,00 132 3,97
2025-11-13 13F Diversify Advisory Services, LLC 20.655 509,29 2.442 498,28
2025-11-13 13F Pinnacle Wealth Planning Services, Inc. 7.013 859
2025-11-12 13F Eley Financial Management, Inc 3.543 0,88 434 5,35
2025-11-10 13F Kovack Advisors, Inc. 9.920 -9,72 1.215 -5,67
2025-11-06 13F Johnson Investment Counsel Inc 12.436 20,50 1.523 25,89
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 0 -100,00 0
2025-10-07 13F Lbmc Investment Advisors, Llc 455.280 -0,73 55.749 3,74
2025-11-12 13F Level Four Advisory Services, Llc 54.279 -1,52 6.647 2,91
2025-10-16 13F Comprehensive Financial Consultants Institutional, Inc. 2.232 -4,29 273 0,00
2025-10-21 13F McElhenny Sheffield Capital Management, LLC 0 -100,00 0 -100,00
2025-11-12 13F Principal Securities, Inc. 42.829 2,39 5.244 7,02
2025-07-14 13F Clayton Financial Group LLC 0 -100,00 0
2025-10-16 13F 180 Wealth Advisors, Llc 11.713 -2,29 1.434 2,14
2025-10-07 13F Quintet Private Bank (Europe) S.A. 2.450 300
2025-11-10 13F White Pine Capital Llc 9.168 -2,52 1.123 1,91
2025-10-27 13F Retirement Planning Group 2.853 349
2025-10-29 13F Sigma Investment Counselors Inc 2.547 -6,60 312 -2,51
2025-10-29 13F Beacon Financial Advisory LLC 1.876 -1,47 230 2,69
2025-11-07 13F Smithfield Trust Co 67.033 -0,65 8 14,29
2025-11-13 13F United Financial Planning Group LLC 2.026 90
2025-08-06 13F Legacy Investment Solutions, LLC 542 0,00 64 1,61
2025-10-14 13F ADG Wealth Management Group, LLC 7.655 -1,29 937 3,19
2025-11-12 13F Tiaa Trust, National Association 4.093 31,23 501 37,26
2025-10-15 13F Mb, Levis & Associates, Llc 224 0,45 27 3,85
2025-11-14 13F Raymond James Financial Inc 906.078 -1,35 110.949 3,09
2025-10-08 13F Tompkins Financial Corp 450 0,00 55 5,77
2025-11-14 13F United Capital Financial Advisers, Llc 14.400 2,20 1.763 6,85
2025-08-08 13F Tortoise Investment Management, LLC 0 -100,00 0
2025-11-14 13F Scotia Capital Inc. 21.353 -2,58 2.615 1,83
2025-11-13 13F Catalytic Wealth RIA, LLC 3.911 105,09 479 114,35
2025-11-14 13F VestGen Advisors, LLC 9.458 8,75 1.158 11,88
2025-10-29 13F Sterling Investment Advisors Llc /adv 2.365 -63,84 290 -22,52
2025-07-18 13F Centricity Wealth Management, LLC 622 0,00 73 -4,00
2025-10-10 13F Focus Financial Network, Inc. 5.359 -0,13 656 4,46
2025-11-13 13F Magnolia Capital Advisors Llc 2.420 7,17 296 12,12
2025-07-22 13F Cedar Mountain Advisors, LLC 0 0
2025-10-17 13F Sovereign Financial Group, Inc. 5.446 -1,73 667 2,62
2025-10-27 13F Clarity Asset Management, Inc. 130 0,78 16 0,00
2025-10-30 13F Brandywine Oak Private Wealth Llc 37.464 -0,47 4.587 4,01
2025-11-14 13F Evelyn Partners Asset Management Ltd 3.304 0,00 405 4,39
2025-11-05 13F Plante Moran Financial Advisors, LLC 150 18
2025-07-28 13F Allianz Asset Management GmbH 0 -100,00 0
2025-10-22 13F Bernardo Wealth Planning LLC 20.095 -0,10 2.461 122.900,00
2025-11-04 13F Mutual Advisors, LLC 14.384 -12,32 1.755 -10,73
2025-11-13 13F Regal Investment Advisors LLC 14.876 -0,42 1.822 4,06
2025-10-20 13F Diversified Trust Co 3.011 369
2025-10-29 13F Wealth Enhancement Advisory Services, Llc 259.160 3,82 31.680 6,47
2025-08-18 13F N.E.W. Advisory Services LLC 0 -100,00 0
2025-11-06 13F Providence Capital Advisors, LLC 105 377,27 13 500,00
2025-07-11 13F Kingstone Capital Partners Texas, LLC 12.054 1
2025-10-17 13F Harbor Asset Planning, Inc. 439 0,92 54 3,92
2025-11-07 13F Sageworth Trust Co 3.321 0,00 407 4,37
2025-08-15 13F Northeast Financial Consultants Inc 28.556 -0,59 3.346 -3,85
2025-10-21 13F Penobscot Investment Management Company, Inc. 4.500 0,00 551 4,55
2025-11-06 13F Wedbush Securities Inc 6.572 0,05 1
2025-08-18 13F Wolverine Trading, Llc Put 0 -100,00 0 -100,00
2025-11-05 13F Vantage Financial Partners, LLC 3.071 -0,42 376 4,16
2025-10-30 13F Naples Global Advisors, Llc 3.617 0,00 443 4,49
2025-10-22 13F Financial Perspectives, Inc 73.115 1,76 8.953 6,34
2025-11-13 13F Baird Financial Group, Inc. 25.790 0,38 3.158 4,88
2025-11-07 13F Wealthbridge Capital Management, Llc 2.583 -1,49 316 2,93
2025-11-14 13F Wiley Bros.-aintree Capital, Llc 42.038 7,34 5.145 12,14
2025-11-12 13F Brinker Capital Investments, LLC 140.383 56,19 17.190 63,22
2025-11-10 13F Novem Group 1.775 -15,36 217 -11,43
2025-11-03 13F TD Waterhouse Canada Inc. 9.178 -25,08 1.128 -22,33
2025-11-07 13F Investment Partners, Ltd. 6.614 0,23 810 4,66
2025-08-07 13F Brio Consultants, LLC 0 -100,00 0 -100,00
2025-10-31 13F Barrett & Company, Inc. 3.002 0,33 368 4,86
2025-11-04 13F Cornerstone Planning Group LLC 745 0,68 89 1,14
2025-11-14 13F Ausdal Financial Partners, Inc. 3.012 369
2025-08-12 13F Nemes Rush Group LLC 0 -100,00 0
2025-11-14 13F Quadcap Wealth Management, LLC 10.546 0,28 1.291 4,79
2025-11-13 13F Helium Advisors LLC 5.343 0,47 654 4,98
2025-11-05 13F SBI Securities Co., Ltd. 242.755 -0,06 29.725 4,44
2025-11-17 13F Front Row Advisors LLC 80 0,00 10 0,00
2025-10-24 13F Roble, Belko & Company, Inc 60 0,00 0
2025-10-20 13F Shum Financial Group, Inc. 3.378 2,80 414 3,77
2025-11-10 13F Atomi Financial Group, Inc. 4.134 -6,43 506 -2,13
2025-10-06 13F Collective Family Office Llc 12.969 -1,74 1.588 2,72
2025-10-22 13F Keystone Wealth Services, LLC 1.714 210
2025-10-09 13F Embree Financial Group 34.656 -9,17 4.244 -5,08
2025-07-10 13F Peoples Bank/KS 0 -100,00 0
2025-11-12 13F Biondo Investment Advisors, LLC 11.699 -0,47 1.432 3,99
2025-11-14 13F Evoke Wealth, Llc 6.430 787
2025-11-07 13F Schwarz Dygos Wheeler Investment Advisors Llc 2.077 0,00 254 4,53
2025-11-17 13F Gould Capital, LLC 18 0,00 2 0,00
2025-10-15 13F Financial Management Professionals, Inc. 250 -7,06 31 -3,23
2025-11-05 13F MCF Advisors LLC 13.205 0,69 1.617 5,21
2025-11-12 13F Stifel Financial Corp 179.277 4,08 21.953 8,76
2025-11-14 13F Wealthspire Advisors, LLC 97.295 5,32 11.914 10,06
2025-11-10 13F Equitable Trust Co 3.738 0,00 458 4,58
2025-11-10 13F Washington Trust Advisors, Inc. 3.182 0,00 390 4,57
2025-10-27 13F Bangor Savings Bank 138 0,00 17 0,00
2025-07-22 NP DGEFX - Destinations Equity Income Fund Class I 92.095 4.681,67 10.710 5.596,28
2025-11-13 13F Sfmg, Llc 3.004 0,60 368 5,16
2025-10-17 13F Sowell Financial Services LLC 19.148 0,58 2.345 5,11
2025-10-28 13F Birchcreek Wealth Management, LLC 3.591 3,40 440 8,13
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100,00 0
2025-11-03 13F Truist Financial Corp 591.739 -7,02 72.458 -2,83
2025-11-13 13F Dorsey & Whitney Trust CO LLC 1.775 0,00 217 4,83
2025-10-29 13F Parsons Capital Management Inc/ri 9.110 0,00 1.116 4,50
2025-10-24 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5.313 9,89 651 14,84
2025-11-13 13F SNS Financial Group, LLC 3.615 -12,38 443 -8,49
2025-11-10 13F Hartland & Co., LLC 5.985 3,12 733 7,65
2025-10-23 13F Steinberganna Wealth Management 3.803 466
2025-11-06 13F Assetmark, Inc 861 42,08 105 47,89
2025-10-09 13F Baker Tilly Financial, Llc 1.710 0,00 209 4,50
2025-11-05 13F Key FInancial Inc 573 0,00 70 4,48
2025-08-13 13F Coco Enterprises, LLC 0 -100,00 0
2025-10-09 13F Sowa Financial Group, Inc. 22.663 -0,78 3 0,00
2025-11-03 13F Marino, Stram & Associates Llc 1.948 0,10 238 4,85
2025-11-03 13F EPG Wealth Management LLC 323 40
2025-11-10 13F Frisch Financial Group, Inc. 21.032 0,94 2.575 128.650,00
2025-10-22 13F City Holding Co 225 0,00 28 3,85
2025-11-05 13F Firestone Capital Management 3.600 0,00 441 4,51
2025-11-14 13F Qube Research & Technologies Ltd 39.847 -7,33 4.879 -3,16
2025-10-29 13F Arkadios Wealth Advisors 30.630 3,75 3.751 8,41
2025-11-14 13F Morgan Stanley 3.320.934 0,64 406.649 5,18
2025-11-14 13F Talisman Wealth Advisors LLC 9.510 0,08 1.164 4,58
2025-10-29 13F Formidable Asset Management, LLC 25.488 -1,97 2.986 -5,18
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 0 -100,00 0
2025-10-06 13F Gradient Investments LLC 2.264 0,00 277 4,53
2025-11-03 13F Cahill Financial Advisors Inc 32.825 0,03 4.019 4,55
2025-11-03 13F Golden State Wealth Management, LLC 1.434 1,56 176 6,06
2025-11-14 13F Rockefeller Capital Management L.P. 195.289 -2,51 23.913 1,89
2025-11-04 13F Mission Wealth Management, Lp 3.442 1,24 421 5,78
2025-11-07 13F Southeast Asset Advisors Inc. 1.790 0,00 219 4,78
2025-10-21 13F Morton Brown Family Wealth, LLC 23.207 -1,05 2.842 3,38
2025-10-22 13F/A Alpha Omega Wealth Management LLC 3.280 -4,71 402 -0,50
2025-10-29 13F HHM Wealth Advisors, LLC 820 0,00 100 4,17
2025-11-06 13F Gallagher Capital Advisors, LLC 30.600 65,28 3.619 63,02
2025-08-05 13F NewSquare Capital LLC 0 0
2025-11-12 13F Arete Wealth Advisors, LLC 5.322 0,02 1
2025-10-31 13F Cheviot Value Management, LLC 929 0,00 112 0,90
2025-11-10 13F EverSource Wealth Advisors, LLC 326 0,00 40 2,63
2025-10-20 13F American Financial & Tax Strategies Inc 32.663 6,03 4.000 10,81
2025-10-23 13F Atwater Malick LLC 98.779 898,57 12.095 943,57
2025-08-19 NP Securian Funds Trust - SFT Managed Volatility Equity Fund 379.802 -14,42 44.501 -17,21
2025-11-07 13F Zions Bancorporation, National Association /ut/ 2.615 0,00 320 4,58
2025-11-14 13F Beacon Pointe Advisors, LLC 0 -100,00 0
2025-10-21 13F GSG Advisors LLC 23.086 0,63 2.835 5,43
2025-11-14 13F Royal Bank Of Canada 1.151.769 -2,69 141.033 1,69
2025-10-28 13F Eq Wealth Advisors, Llc 0 -100,00 0
2025-11-04 13F Atlas Private Wealth Advisors 18.988 -47,43 2.325 -45,06
2025-11-03 13F Pines Wealth Management, LLC 1.824 -3,08 223 -0,45
2025-11-12 13F MGB Wealth Management, LLC 400 0,00 49 4,35
2025-11-05 13F Moloney Securities Asset Management, LLC 16.795 3,13 2.057 7,76
2025-11-12 13F Mosaic Family Wealth Partners, Llc 6.719 0,10 819 4,07
2025-11-04 13F Meridian Wealth Management, LLC 3.354 0,45 411 4,86
2025-11-07 13F Collaborative Wealth Managment Inc. 9.795 0,72 1.199 5,27
2025-11-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2025-10-15 13F Chatham Capital Group, Inc. 40.783 6,13 4.994 10,91
2025-11-17 13F GWM Advisors LLC 32.030 5,32 3.922 10,08
2025-10-22 13F D.a. Davidson & Co. 28.073 -0,16 3.438 4,34
2025-10-21 13F True Wealth Design, LLC 482 0,00 59 5,36
2025-10-16 13F CRA Financial Services, LLC 25.091 -2,32 3.072 2,09
2025-11-12 13F Diversify Wealth Management, Llc 0 -100,00 0
2025-08-06 13F Climber Capital SA 6.500 0,00 757 16,64
2025-11-06 13F Means Investment Co., Inc. 2.760 -4,83 338 -0,59
2025-11-10 13F Optiver Holding B.V. 804 98
2025-11-14 13F Jane Street Group, Llc Call 83.200 3,61 10.188 8,28
2025-10-31 13F Whittier Trust Co Of Nevada Inc 19.078 -1,18 2.334 3,18
2025-11-10 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.486 4,45 304 9,35
2025-10-16 13F Signature Resources Capital Management, LLC 1.219 -2,71 149 2,05
2025-11-10 13F Colonial Trust Advisors 0 -100,00 0
2025-10-27 13F Stephens Inc /ar/ 19.358 -4,08 2.370 0,25
2025-10-22 13F Ellis Investment Partners, LLC 19.354 -0,43 2.370 4,04
2025-11-17 13F Pin Oak Investment Advisors Inc 92 0,00 11
2025-11-07 13F Shepherd Financial Partners LLC 3.700 53,65 453 60,64
2025-11-13 13F Sweeney & Michel, Llc 148.001 0,17 17.862 0,92
2025-11-14 13F High Falls Advisors, Inc 2.076 0,78 254 5,39
2025-11-14 13F Peapack Gladstone Financial Corp 3.154 57,39 0
2025-11-10 13F D'Orazio & Associates, Inc. 0 -100,00 0
2025-11-13 13F South Plains Financial, Inc. 2.805 0,00 343 4,57
2025-11-10 13F Rosenberg Matthew Hamilton 948 0,00 116 4,50
2025-11-14 13F IHT Wealth Management, LLC 31.847 -4,62 3.900 -0,33
2025-10-09 13F Dynamic Advisor Solutions LLC 3.025 -4,39 370 0,00
2025-10-27 13F Janney Montgomery Scott LLC 790.501 1,53 97 5,49
2025-10-30 13F Cornerstone Wealth Group, LLC 2.354 11,88 288 17,07
2025-11-12 13F Crossmark Global Holdings, Inc. 5.390 31,82 660 37,79
2025-11-12 13F Headlands Technologies LLC 0 -100,00 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-25 13F Atria Wealth Solutions, Inc. 42.221 -53,51 5.020 -54,37
2025-08-11 13F Retirement Capital Strategies 0 -100,00 0
2025-11-14 13F Cubist Systematic Strategies, LLC 10.276 1.258
2025-10-31 13F Emerald Investment Partners, Llc 6.467 0,00 792 4,49
2025-11-13 13F Brown Brothers Harriman & Co 1.948 1,04 239 5,78
2025-10-27 13F Cornell Pochily Investment Advisors, Inc. 9.743 -0,35 1.193 4,19
2025-11-14 13F Evercore Wealth Management, LLC 14.764 -9,55 1.808 -5,49
2025-11-14 13F Gts Securities Llc 6.154 754
2025-10-28 13F Forefront Wealth Management Inc. 7.304 1,35 894 5,92
2025-11-13 13F Rehmann Capital Advisory Group 17.395 11,36 2.076 13,44
2025-11-14 13F Gotham Asset Management, LLC 2.328 285
2025-10-20 13F Calamos Wealth Management LLC 16.719 121,30 2.047 131,30
2025-10-21 13F Fifth Third Wealth Advisors LLC 5.273 4,56 646 9,32
2025-11-17 13F Kestra Private Wealth Services, Llc 10.619 -6,86 1.300 -2,62
2025-10-17 13F Indiana Trust & Investment Management CO 1.841 0,00 225 4,65
2025-10-20 13F Bravias Capital Group, LLC 3.348 410
2025-11-14 13F Wolverine Trading, Llc Call 0 -100,00 0
2025-11-14 13F Northwest Bancshares, Inc. 7.295 -3,07 893 1,36
2025-08-08 13F Avantax Advisory Services, Inc. 138.386 10,15 16.215 6,56
2025-07-10 13F NorthCrest Asset Manangement, LLC 0 -100,00 0
2025-11-14 13F Integrity Alliance, Llc. 3.592 43,22 440 49,83
2025-10-30 13F Chicago Partners Investment Group LLC 16.390 -15,63 1.982 -15,01
2025-11-14 13F Ieq Capital, Llc 6.618 24,94 810 30,65
2025-07-25 13F Alpha Financial Partners, LLC 0 -100,00 0
2025-10-27 13F Gwn Securities Inc. 4.458 67,15 549 74,84
2025-11-10 13F Verus Capital Partners, Llc 4.624 0,00 566 4,62
2025-11-17 13F FSA Wealth Management LLC 901 0,90 92 5,75
2025-11-06 13F Stratos Wealth Partners, LTD. 16.673 -1,76 2.042 2,67
2025-10-22 13F North Star Investment Management Corp. 700 0,00 86 3,66
2025-11-14 13F Summit Financial, LLC 2.374 291
2025-08-19 13F Cape Investment Advisory, Inc. 67 0,00 8 -12,50
2025-09-26 13F Capital A Wealth Management, LLC 0 -100,00 0
2025-11-12 13F Provenance Wealth Advisors, LLC 11.191 -14,38 1.370 -10,52
2025-11-20 13F Centaurus Financial, Inc. 1.333 -10,90 0
2025-11-12 13F Kingsview Wealth Management, LLC 27.229 5,97 3.334 10,76
2025-08-06 13F First Horizon Advisors, Inc. 1.599 -1,30 187 -4,59
2025-08-14 13F Sig Brokerage, Lp Call 0 -100,00 0
2025-11-17 13F Greenline Partners, LLC 3.496 0,00 428 4,65
2025-10-14 13F Trust Co Of Vermont 2.514 8,64 308 13,28
2025-11-12 13F IAG Wealth Partners, LLC 200 0,00 24 4,35
2025-11-14 13F Capital Analysts, Inc. 4.723 33,49 1
2025-10-08 13F Accel Wealth Management 1.750 -1,13 214 3,38
2025-11-04 13F Money Concepts Capital Corp 5.724 -2,47 701 1,89
2025-11-04 13F Bellevue Asset Management, Llc 250 0,00 31 3,45
2025-10-15 13F Valued Retirements, Inc. 2.294 0,00 269 0,00
2025-11-13 13F Oxford Financial Group Ltd 835 0,00 102 5,15
2025-10-30 13F Shared Vision Wealth Group LLC 1.721 0,06 211 3,45
2025-11-06 13F Sunesis Advisors, LLC 7.859 -3,19 962 -2,14
2025-10-29 13F Element Wealth, LLC 7.612 9,84 932 14,92
2025-11-03 13F Straight Path Wealth Management 9.019 0,77 1.104 5,34
2025-08-14 13F EP Wealth Advisors, Inc. 13.094 -1,33 1.534 -4,54
2025-11-14 13F NCM Capital Management, LLC 13.406 0,03 1.642 4,52
2025-10-29 13F Dudley Capital Management, Llc 5.661 -3,00 693 1,46
2025-11-14 13F Advisor Group Holdings, Inc. 348.515 4,89 42.889 10,11
2025-10-16 13F Capital Advisors, Ltd. LLC 36.935 1,72 5 0,00
2025-11-10 13F Jackson, Grant Investment Advisers, Inc. 13.721 0,77 1.680 5,33
2025-11-14 13F Columbia River Financial Group, LLC 118.394 2,48 14 7,69
2025-11-14 13F Citadel Advisors Llc Put 0 -100,00 0 -100,00
2025-12-02 13F IFP Advisors, Inc 144.010 103,34 17.634 112,51
2025-10-07 13F First Community Trust Na 435 0,00 53 6,00
2025-11-14 13F Seneschal Advisors, LLC 130 16
2025-10-09 13F AdvisorNet Financial, Inc 1.763 -2,49 216 1,90
2025-10-24 13F Maltin Wealth Management, Inc. 53.398 4,96 6.539 9,68
2025-08-13 13F Walleye Trading LLC Call 0 -100,00 0
2025-08-08 13F Compass Wealth Management LLC 0 -100,00 0
2025-10-14 13F Salvus Wealth Management, LLC 1.795 0,00 220 4,29
2025-10-17 13F Apollon Wealth Management, LLC 2.096 -6,14 257 -1,92
2025-10-28 13F Nations Financial Group Inc, /ia/ /adv 17.412 -3,54 2.132 0,80
2025-11-12 13F Claro Advisors LLC 8.822 9,14 1.080 14,04
2025-10-31 13F Sagespring Wealth Partners, Llc 19.296 0,64 2.363 5,16
2025-11-05 13F Flagship Harbor Advisors, Llc 35.438 -25,82 4.339 -22,48
2025-11-14 13F Glen Eagle Advisors, LLC 2.474 0,00 303 4,50
2025-11-12 13F AlphaCore Capital LLC 1.541 0,26 189 4,44
2025-08-05 13F BEAM Asset Management, LLC 0 -100,00 0
2025-08-13 13F Allie Family Office LLC 0 -100,00 0
2025-11-25 13F Court Place Advisors, LLC 12.514 0,04 1.532 4,57
2025-10-14 13F LongView Wealth Management 6.771 13,44 829 18,60
2025-10-10 13F Trust Point Inc. 4.622 -0,69 566 3,67
2025-10-21 13F Summit Wealth Partners, LLC 48.010 -1,39 5.879 3,05
2025-08-01 13F Financial Counselors Inc 0 -100,00 0
2025-10-21 13F Salomon & Ludwin, LLC 625 76
2025-11-13 13F Visionary Wealth Advisors 2.212 -8,37 271 -4,26
2025-11-04 13F Transcend Wealth Collective, Llc 18.061 0,00 2.212 4,49
2025-11-13 13F Intrepid Financial Planning Group LLC 12.941 -0,09 1.585 4,42
2025-11-13 13F Van Hulzen Asset Management, LLC 7.084 -9,20 867 -5,14
2025-10-21 13F Signaturefd, Llc 61 0,00 8 0,00
2025-11-13 13F Mission Creek Capital Partners, Inc. 4.410 -1,61 540 2,67
2025-11-12 13F Armis Advisers, LLC 1.732 0,00 205 -1,45
2025-11-03 13F GPS Wealth Strategies Group, LLC 5.431 5,07 665 9,75
2025-11-19 13F Captrust Financial Advisors 90.613 -1,35 11.096 3,09
2025-11-07 13F Axxcess Wealth Management, Llc 5.112 0,16 626 4,69
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-10-07 13F Woodstock Corp 16.180 0,00 1.981 4,54
2025-10-28 13F Lodestar Private Asset Management Llc 3.987 11,40 488 16,47
2025-11-05 13F Capital Investment Advisory Services, LLC 1.076 10,59 132 15,93
2025-10-30 13F Envestnet Portfolio Solutions, Inc. 3.294 -18,10 403 -14,44
2025-11-10 13F Concentrum Wealth Management 3.111 -12,14 381 -8,21
2025-11-12 13F LPL Financial LLC 2.820.114 2,06 345.323 6,65
2025-10-27 13F Concurrent Investment Advisors, LLC 6.619 -37,81 810 -35,04
2025-11-05 13F Bessemer Group Inc 22.390 68,03 3 100,00
2025-08-14 13F Great Valley Advisor Group, Inc. 0 -100,00 0
2025-10-27 13F Klingman & Associates, LLC 20.674 0,03 2.532 4,54
2025-11-14 13F Bank Of Nova Scotia 4.690 0,00 574 4,55
2025-11-17 13F Turning Point Benefit Group, Inc. 1 0
2025-07-18 13F Woodward Diversified Capital, Llc 0 -100,00 0
2025-11-06 13F Plan A Wealth LLC 1.808 0,00 221 4,74
2025-11-05 13F Black Diamond Financial, LLC 5.865 0,00 718 4,51
2025-10-31 13F Cullen/frost Bankers, Inc. 267 1,14 33 6,67
2025-11-03 13F Bank of New York Mellon Corp 6.069 0,00 743 4,50
2025-11-03 13F Tidemark, LLC 534 0,00 65 4,84
2025-10-15 13F Norden Group Llc 21.267 1,43 2.604 6,03
2025-10-24 13F Citizens Financial Group Inc/ri 65.077 3,28 7.969 7,94
2025-11-06 13F Hanover Advisors Inc 3.199 0,00 392 4,55
2025-10-21 13F Townsend & Associates, Inc 302.295 -15,00 36.922 -13,41
2025-10-28 13F Silverlake Wealth Management Llc 4.173 0,31 511 4,72
2025-11-10 13F Wharton Business Group, LLC 190.163 -2,65 23.285 105.740,91
2025-11-06 13F Gunma Bank,Ltd. 65.000 0,00 8 0,00
2025-11-14 13F Warren Averett Asset Management, LLC 169.619 -3,36 20.770 1,00
2025-10-30 13F Register Financial Advisors LLC 1.811 61,70 222 68,70
2025-10-24 13F Pinnacle Bancorp, Inc. 250 0,00 31 3,45
2025-11-14 13F Goldman Sachs Group Inc 175.421 22,63 21.480 28,15
2025-11-19 13F Coldstream Capital Management Inc 14.271 291,20 1.748 309,13
2025-11-04 13F Simmons Bank 202.002 0,54 24.735 5,07
2025-10-10 13F Financial Connections Group, Inc. 715 44,44 0
2025-10-24 13F Members Capital Advisors Inc 27.053 3.313
2025-11-13 13F Pinnacle Associates Ltd 7.856 -2,54 962 1,80
2025-10-09 13F Garrett Investment Advisors LLC 4.478 -4,99 548 -0,72
2025-10-06 13F Pps&v Asset Management Consultants, Inc. 5.319 0,00 651 4,49
2025-11-10 13F AMG National Trust Bank 19.216 3,90 2.353 8,58
2025-10-23 13F Citizens National Bank Trust Department 3.025 0,00 370 4,52
2025-10-03 13F Jackson Wealth Management, LLC 27.944 4,82 3.422 9,54
2025-10-21 13F Wealth Management Associates, Inc. 22.825 5,15 2.795 9,87
2025-11-03 13F Impact Partnership Wealth, LLC 0 -100,00 0
2025-11-13 13F Kohmann Bosshard Financial Services, LLC 157.585 -0,82 19.297 3,65
2025-11-13 13F Glenmede Investment Management, LP 89.055 3,88 10.905 8,55
2025-11-05 13F Smartleaf Asset Management LLC 30.776 234,70 3.751 249,81
2025-11-14 13F Cetera Investment Advisers 508.953 41,38 62.321 47,76
2025-11-06 13F CIBC World Markets Inc. 44.563 2,04 5.457 6,65
2025-10-17 13F Client 1st Advisory Group, Llc 0 -100,00 0 -100,00
2025-11-05 13F Concord Asset Management, LLC/VA 0 -100,00 0
2025-10-16 13F/A HBK Sorce Advisory LLC 2.535 -0,78 308 2,68
2025-10-22 13F Kelly Financial Group Llc 1.862 0,00 228 4,59
2025-08-14 13F Boston Private Wealth Llc 0 -100,00 0 -100,00
2025-10-31 13F First Command Advisory Services, Inc. 390 48
2025-10-31 13F National Asset Management, Inc. 4.170 -15,26 511 -11,46
2025-11-05 13F SOUTH STATE Corp 7.454 30,82 913 36,73
2025-10-21 13F Mather Group, Llc. 2.053 0,00 251 4,58
2025-11-14 13F Mercer Global Advisors Inc /adv 67.604 -36,28 8.278 -33,40
2025-10-20 13F Shira Ridge Wealth Management 2.832 -12,48 347 -8,71
2025-08-13 13F Parkworth Wealth Management, Inc. 167 0,00 20 -5,00
2025-10-24 13F Madden Advisory Services, Inc. 13.939 -4,94 1.707 -0,70
2025-10-23 13F Securian Asset Management, Inc 778.802 1,96 95.364 6,56
2025-11-13 13F SageView Advisory Group, LLC 2.703 47,30 331 51,83
2025-11-14 13F Hilltop Holdings Inc. 1.779 -67,21 218 -65,83
2025-10-16 13F Capital Advisors Wealth Management, LLC 25.018 -75,96 3.063 -74,88
2025-11-12 13F Cresset Asset Management, LLC 16.999 6,74 2.082 11,52
2025-10-02 13F GAMMA Investing LLC 146 0,00 18 0,00
2025-10-27 13F Harbor Investment Advisory, Llc 15.127 -0,16 1.852 4,34
2025-08-13 13F Congress Wealth Management LLC / DE / 12.760 110,32 1.495 103,68
2025-08-12 13F Armor Investment Advisors, LLC 0 -100,00 0
2025-10-27 13F David J Yvars Group 4.812 -1,86 589 2,61
2025-10-06 13F Baring Financial LLC 4.619 -12,02 566 -8,13
2025-11-12 13F Becker Capital Management Inc 3.611 442
2025-11-13 13F WCG Wealth Advisors LLC 20.634 -2,78 2.527 1,61
2025-10-21 13F SOA Wealth Advisors, LLC. 13.108 -0,62 1.605 3,88
2025-11-14 13F First Manhattan Co 5.843 -2,09 715 2,29
2025-11-10 13F Lion Street Advisors, LLC 0 -100,00 0 -100,00
2025-08-12 13F Park Square Financial Group, LLC 0 -100,00 0
2025-11-14 13F Coppell Advisory Solutions LLC 4.677 26,13 570 31,71
2025-10-21 13F Christensen, King & Associates Investment Services, Inc. 2.846 0,04 349 4,50
2025-11-14 13F Citadel Advisors Llc Call 687.500 -3,85 84.184 0,49
2025-11-14 13F Citadel Advisors Llc 20.160 -49,50 2.469 -47,23
2025-11-10 13F Global Strategic Investment Solutions, LLC 94.696 0,54 11.596 5,07
2025-11-14 13F Main Street Financial Solutions, LLC 2.123 260
2025-11-13 13F Change Path, LLC 2.372 -0,29 290 4,32
2025-08-27 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity Short -178 -11,88 -21 -16,67
2025-11-14 13F Sykon Capital Llc 2.242 275
2025-11-06 13F CENTRAL TRUST Co 133 0,00 16 6,67
2025-11-06 13F Ameritas Advisory Services, LLC 3.553 -25,76 435 -22,32
2025-10-28 13F Baron Silver Stevens Financial Advisors, Llc 27.331 -0,81 3.347 3,66
2025-11-04 13F Raelipskie Partnership 15.745 1,16 1.928 5,70
2025-11-14 13F Evelyn Partners Investment Management LLP 80 10
2025-10-14 13F Old National Bancorp /in/ 54.620 8,24 6.688 13,13
2025-11-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 76.504 -10,38 9.368 -6,35
2025-08-07 13F HC Advisors, LLC 0 -100,00 0
2025-10-23 13F HB Wealth Management, LLC 161.637 0,46 19.792 4,99
2025-11-14 13F Lazard Asset Management Llc 5.300 0,00 649
2025-11-14 13F Round Rock Advisors, LLC 2.227 0,00 273 4,62
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0
2025-11-05 13F Savant Capital, LLC 4.959 3,48 607 8,20
2025-10-20 13F Base Wealth Management LLC 62.999 -14,10 7.714 -10,23
2025-11-14 13F Hrt Financial Lp 7.932 210,57 1
2025-11-12 13F POM Investment Strategies, LLC 750 92
2025-10-29 13F Financial Advisory Service, Inc. 84.426 0,69 10.338 5,22
2025-11-05 13F Eukles Asset Management 113 0,00 14 0,00
2025-10-27 13F New Republic Capital, LLC 1.000 0,00 122 4,27
2025-11-06 13F RFG Advisory, LLC 4.229 8,91 518 13,88
2025-10-14 13F Hixon Zuercher, LLC 3.993 0,60 489 5,17
2025-10-08 13F RDA Financial Network 13.243 0,23 1.622 4,72
2025-11-12 13F Fiduciary Group LLC 17.700 0,00 2.167 4,53
2025-11-13 13F ProVise Management Group, LLC 14.332 0,97 1.755 5,47
2025-11-05 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2025-10-16 13F Richwood Investment Advisors, LLC 3.953 -0,88 484 3,64
2025-11-12 13F CIBC Bancorp USA Inc. 5.211 638
2025-11-03 13F Cfm Wealth Partners Llc 3.014 0,00 369 4,53
2025-11-10 13F Choate Investment Advisors 0 -100,00 0
2025-10-31 13F International Assets Investment Management, Llc 1.772 0,00 210 0,97
2025-11-06 13F Cove Private Wealth, LLC 3.451 0,00 423 4,46
2025-10-23 13F Invested Advisors 9.389 1.052
2025-11-14 13F Colony Group, LLC 20.757 -2,04 2.542 2,38
2025-10-17 13F Goldstone Financial Group, LLC 20.857 2,54 2.554 5,32
2025-10-30 13F CVA Family Office, LLC 885 0,00 108 4,85
2025-11-12 13F Harbour Investments, Inc. 18.016 -1,99 2.206 2,46
2025-10-09 13F Chapin Davis, Inc. 5.486 0,00 672 4,52
2025-11-13 13F UBS Group AG 1.398.225 -1,49 171.213 2,95
2025-08-12 13F Prudential Plc 0 -100,00 0
2025-08-01 13F Centerpoint Advisors, LLC 0 -100,00 0
2025-11-10 13F Colonial Trust Co / SC 1.479 13,42 181 19,08
2025-11-04 13F Rik Saylor Financial, Inc. 3.622 -0,41 444 3,99
Other Listings
US:HDV 121,24 $
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista