0IO2 - First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
GB ˙ LSE ˙ US33734X8469
53,97 $ ↑0,40 (0,75%)
2023-12-18
AKTIENPREIS
Basisstatistiken
Institutionelle Eigentümer 754 total, 749 long only, 0 short only, 5 long/short - change of -3,94% MRQ
Durchschnittliche Portfolioallokation 0.2353 % - change of -3,60% MRQ
Institutionelle Aktien (Long) 82.845.160 (ex 13D/G) - change of -1,42MM shares -1,69% MRQ
Institutioneller Wert (Long) $ 5.080.914 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF (GB:0IO2) hat 754 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 82,845,160 Aktien. Die größten Aktionäre sind Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, Raymond James Financial Inc, Royal Bank Of Canada, Ameriprise Financial Inc, First Trust Advisors Lp, and Cetera Investment Advisers .

First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF (LSE:0IO2) 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.

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 First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity 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 911 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
(%)
2026-04-17 13F PMG Wealth Management, Inc. 12.646 -18,24 793 -28,33
2026-04-27 13F Vivid Wealth Management, LLC 52.406 5,63 3.285 -7,34
2026-04-28 13F SBI Securities Co., Ltd. 1.280 4,75 80 -8,05
2026-05-04 13F Rps Advisory Solutions Llc 0 -100,00 0
2026-05-27 13F Alpine Woods Capital Investors, Llc 3.600 0,00 226 -12,45
2026-04-23 13F Emerald Advisors, LLC 15.894 -10,79 996 -21,70
2026-04-29 13F Meitav Dash Investments Ltd 60.346 268,28 3.782 223,25
2026-05-05 13F HighTower Advisors, LLC 787.385 59,80 49.359 40,21
2026-02-17 13F Snowden Capital Advisors LLC 38.930 32,05 2.782 24,15
2026-04-10 13F Armstrong Advisory Group, Inc 542 0,18 34 -13,16
2026-01-29 13F Quadcap Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Rockefeller Capital Management L.P. 562.513 -12,21 35.258 -22,99
2026-05-15 13F Huntington National Bank 329 112,99
2026-05-14 13F Fortis Advisors, LLC 9.052 -3,89 567 -15,62
2026-05-15 13F Flow Traders U.s. Llc 19.614 -45,40 1 -50,00
2026-04-22 13F Continuum Advisory, LLC 5.983 375
2026-04-24 13F Private Advisor Group, LLC 547.102 -0,35 34.292 -12,59
2026-05-05 13F Rockport Wealth LLC 369.306 29,13 23.161 13,34
2026-04-30 13F Acorn Wealth Advisors, LLC 4.671 -5,90 293 -17,51
2026-05-14 13F Coastal Bridge Advisors, LLC 37.820 30,41 2.371 14,38
2026-02-12 13F Groupe la Francaise 0 -100,00 0
2026-05-13 13F Fusion Capital, LLC 4.920 16,07 308 1,99
2026-05-13 13F Wealth Management Associates, Inc. 5.970 18,03 374 3,60
2026-05-14 13F Ieq Capital, Llc 7.255 -9,37 455 -20,49
2026-04-10 13F IAM Advisory, LLC 102.844 -1,22 6.446 -13,34
2026-02-17 13F Glenmede Trust Co Na 7.359 -8,50 526 3,75
2026-05-15 13F Sun Financial Inc 9.662 12,98 757 23,90
2026-05-13 13F Adviser Investments LLC 4.329 0,19 271 -12,01
2026-04-06 13F CX Institutional 85.744 737,02 5
2026-05-15 13F Mercer Global Advisors Inc /adv 26.756 58,60 1.677 39,17
2026-05-14 13F Tempo Wealth, LLC 5.871 0,17 368 -11,96
2026-04-27 13F Quantum Private Wealth, LLC 6.423 -9,83 403 -20,87
2026-04-13 13F Plan Group Financial, LLC 6.595 -16,33 413 -26,64
2026-05-07 13F Bearing Point Capital, Llc 0 -100,00 0
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 30.909 -21,11 1.933 96.550,00
2026-04-23 13F SageGuard Financial Group, LLC 43.852 223,39 2.749 183,88
2026-04-28 13F Astoria Portfolio Advisors LLC. 6.208 66,48 419 83,77
2026-05-11 13F SCS Capital Management LLC 27.494 -5,86 1.723 -17,40
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-06 13F Assetmark, Inc 59.706 22,65 3.742 7,59
2026-04-17 13F Hanson & Doremus Investment Management 1.710 0,00 0
2026-01-06 13F Ransom Advisory, Ltd 400 29
2026-02-17 13F Riverview Capital Advisers, LLC 0 -100,00 0
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 14.684 3,40 920 -9,27
2026-05-05 13F LFA - Lugano Financial Advisors SA 40.680 10,16 2.550 -3,37
2026-05-13 13F Truvestments Capital Llc 391 -3,69 25 -17,24
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 0 -100,00 0
2026-04-29 13F Richmond Investment Services, LLC 13.236 -15,25 830 -25,65
2026-05-08 13F Russell Investments Group, Ltd. 1.937 -47,12 121 -53,64
2026-05-15 13F Fmr Llc 35.521 2,02 2.226 -10,49
2026-05-08 13F Joseph Group Capital Management 8.058 -94,48 505 -95,16
2026-04-15 13F Archford Capital Strategies, LLC 4.557 0,09 286 -12,31
2026-05-12 13F Benjamin Edwards Inc 75.037 -15,96 4.705 -26,28
2026-05-11 13F REAP Financial Group, LLC 3.788 0,13 237 -12,22
2026-02-11 13F Parallel Advisors, LLC 32.050 2,15 2.290 -3,94
2026-01-16 13F Birchcreek Wealth Management, LLC 0 -100,00 0
2026-04-22 13F tru Independence LLC 3.642 0,14 228 -11,97
2026-04-28 13F Stephens Inc /ar/ 88.895 -2,17 5.572 -14,19
2026-04-27 13F Tsfg, Llc 0 -100,00 0
2026-05-15 13F EFG International AG 48.665 -63,47 3.050 -67,96
2026-02-10 13F Savant Capital, LLC 0 -100,00 0
2026-05-06 13F Bartlett & Co. Wealth Management Llc 0 -100,00 0
2026-04-07 13F Hobart Private Capital, LLC 104.671 2,09 6.561 -10,44
2026-05-07 13F Greykasell Wealth Strategies, Inc. 1.883 0,21 118 -11,94
2026-04-22 13F Janney Montgomery Scott LLC 276.687 -26,48 17 -34,62
2026-04-28 13F Tempus Wealth Planning, LLC 3.460 -14,38 217 -25,00
2026-02-12 13F FineMark National Bank & Trust 9.348 4,47 668 -1,91
2026-04-20 13F Banque Cantonale Vaudoise 4.595 0,00 288 -12,46
2026-05-05 13F Capital Investment Advisory Services, LLC 37.590 9,00 2.356 -4,34
2026-05-11 13F Daymark Wealth Partners, Llc 31.713 20,25 1.988 5,47
2026-05-01 13F Arq Wealth Advisors, Llc 0 -100,00 0
2026-05-08 13F Moors & Cabot, Inc. 58.131 9,96 3.644 -3,55
2026-04-30 13F BRYN MAWR TRUST Co 86 5
2026-05-12 13F Omega Financial Group, LLC 3.626 0,17 227 -12,02
2026-04-20 13F Ronald Blue Trust, Inc. 1.039 1.108,14 65 983,33
2026-04-08 13F Ptm Wealth Management, Llc 118.989 7.634
2026-05-06 13F Main Street Group, LTD 102 6
2026-05-04 13F Y.D. More Investments Ltd 11.273 -52,68 702 -58,89
2026-05-14 13F RMG Wealth Management LLC 358 -27,38 27 -78,91
2026-05-15 13F Bank Of America Corp /de/ 14.451.187 -6,51 905.800 -17,99
2026-05-01 13F Midwest Trust Co 8.680 -5,91 544 -17,45
2026-05-01 13F Thrivent Financial For Lutherans 25.211 13,13 2 0,00
2026-04-01 13F Bangor Savings Bank 1.100 0,00 69 -12,82
2026-05-04 13F Sigma Planning Corp 76.980 -28,46 4.825 -37,23
2026-05-13 13F Ankerstar Wealth, LLC 536 0,00 34 -13,16
2026-05-11 13F Viawealth, Llc 0 -100,00 0
2026-02-17 13F GeoWealth Management, LLC 0 -100,00 0
2026-05-05 13F PFG Advisors 15.022 -29,15 942 -37,85
2026-05-11 13F Foundations Investment Advisors, LLC 11.238 99,40 704 75,12
2026-05-12 13F Americana Partners, LLC 3.700 -39,89 232 -47,38
2026-04-21 13F Financial Consulate, Inc 268 37,44 17 23,08
2026-04-17 13F Wealthbridge Capital Management, Llc 15.339 -5,68 961 -17,30
2026-05-14 13F Peak6 Llc Call 10.500 25,00 658 9,67
2026-05-13 13F American Financial Advisors, LLC 200.392 0,18 12.561 -12,12
2026-05-14 13F Peak6 Llc Put 200 13
2026-05-14 13F Capital Fund Management S.a. 25.800 -1,15 1.617 -13,25
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 0 -100,00 0
2026-05-08 13F Vontobel Holding Ltd. 28.400 -10,27 1.780 -21,27
2026-05-14 13F Institute for Wealth Management, LLC. 8.923 -71,03 559 -74,59
2026-04-22 13F JNBA Financial Advisors 125 0,00 8 -12,50
2026-05-11 13F Collier Financial 2.931 0,03 184 -12,44
2026-05-11 13F Phoenix Holdings Ltd. 81.875 -36,43 5.394 -25,67
2026-05-14 13F Brown Brothers Harriman & Co 1.973 -4,64 124 -16,33
2026-02-05 13F Tucker Asset Management Llc 482 34
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 192 0,00 12 -7,69
2026-05-11 13F Founders Financial Alliance, LLC 4.926 0,12 309 -12,25
2026-04-15 13F Purus Wealth Management, LLC 29.069 0,36 1.822 -11,94
2026-05-14 13F Guardian Asset Advisors, LLC 0 -100,00 0
2026-04-10 13F McCollum Christoferson Group LLC 53.390 3.346
2026-05-14 13F Providence Capital Advisors, LLC 0 -100,00 0
2026-04-20 13F Investment Research & Advisory Group, Inc. 840 0,00 53 -13,33
2026-05-07 13F EPG Wealth Management LLC 46.342 4,61 2.905 -8,25
2026-05-11 13F Godfrey Financial Associates, Inc. 507 0,00 32 -13,89
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 74.503 6,53 4.670 -2,30
2026-05-15 13F CI Private Wealth, LLC 39.414 0,23 1.826 -34,99
2026-05-13 13F Visionary Wealth Advisors 15.493 82,31 971 59,97
2026-02-17 13F Main Street Financial Solutions, LLC 30.958 -12,00 2.212 -17,28
2026-04-20 13F Sowell Financial Services LLC 22.392 -11,05 1.404 -21,97
2026-05-04 13F Retirement Planning Group 10.062 133,08 631 104,55
2026-05-20 13F Norris Financial Group, LLC 0 0
2026-04-13 13F IFP Advisors, Inc 28.285 0,72 1.773 -11,67
2026-01-13 13F Stephens Consulting, LLC 540 0,00 39 -7,32
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 19.275 18,99 1.208 4,41
2026-01-20 13F J2 Capital Management Inc 0 -100,00 0
2026-05-11 13F RWM Asset Management, LLC 170.016 2,72 10.657 -10,69
2026-05-05 13F Prosperity Consulting Group, LLC 22.618 0,86 1.418 -11,55
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 17.031 -1,08 1.068 -13,25
2026-05-06 13F Bessemer Group Inc 0 -100,00 0
2026-05-14 13F Harvest Investment Services, LLC 11.717 5,56 734 -7,44
2026-04-08 13F JBR Co Financial Management Inc 3.802 0,00 272 0,00
2026-05-15 13F United Capital Financial Advisers, Llc 7.215 -25,47 452 -34,59
2026-04-21 13F Moseley Investment Management Inc 3.761 0,00 236 -12,31
2026-04-15 13F Redhawk Wealth Advisors, Inc. 13.714 -61,54 860 -66,29
2026-05-15 13F Rehmann Capital Advisory Group 7.096 9,12 445 -4,31
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 107.192 -28,29 6.881 -36,24
2026-05-15 13F Beck Capital Management, Llc 67.894 1,27 4.256 -11,17
2026-05-01 13F Advisors Capital Management, LLC 3.320 -20,56 208 -30,20
2026-05-12 13F Colonial Trust Co / SC 66 0,00 4 0,00
2026-05-05 13F D.a. Davidson & Co. 133.216 -29,79 8.350 -38,41
2026-02-17 13F Summit Trail Advisors, Llc 0 -100,00 0
2026-04-28 13F Howe & Rusling Inc 45 462,50 3
2026-04-30 13F Csenge Advisory Group 0 -100,00 0
2026-05-13 13F Callan Family Office, LLC 26.229 7,06 1.644 -6,06
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 0 0
2026-05-27 13F Westshore Wealth, LLC 6.686 -13,85 419 -24,37
2026-04-24 13F James Investment Research Inc 14.633 -2,79 917 -14,70
2026-05-14 13F Solstein Capital, LLC 856 0,00 54 -13,11
2026-04-21 13F Worthington Financial Partners, LLC 8.628 2,65 541 -10,00
2026-04-21 13F Huntleigh Advisors, Inc. 0 -100,00 0
2026-05-06 13F HighMark Wealth Management LLC 136 0,00 9 -11,11
2026-05-13 13F Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 226.000 14.166
2026-05-01 13F Hantz Financial Services, Inc. 26 0,00 0
2026-05-13 13F Marex Group plc 4.649 291
2026-05-06 13F Meridian Wealth Management, LLC 0 -100,00 0
2026-05-11 13F Blue Bell Private Wealth Management, Llc 2.148 0,00 135 -12,42
2026-04-08 13F Miracle Mile Advisors, LLC 6.920 -4,45 434 -16,25
2026-04-27 13F Koshinski Asset Management, Inc. 16.638 10,52 1.043 -3,07
2026-05-13 13F/A Jpmorgan Chase & Co 828.008 -1,95 50.335 -16,58
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6.933 -3,91 435 -15,73
2026-04-20 13F Balance Wealth, LLC 8.056 0,37 505 -12,04
2026-05-13 13F Avestar Capital, LLC 0 -100,00 0
2026-04-09 13F Pacifica Partners Inc. 50 0,00 3 0,00
2026-05-20 13F Leigh Baldwin & Co., Llc 4.297 -10,40 269 -21,57
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-05-13 13F/A MWA Asset Management 3.456 3,13 217 -9,62
2026-04-15 13F Silverlake Wealth Management Llc 3.321 5,40 208 -7,56
2026-05-01 13F Valmark Advisers, Inc. 0 -100,00 0
2026-05-08 13F Darden Wealth Group Inc 0 -100,00 0
2026-05-12 13F BOK Financial Private Wealth, Inc. 830 0,00 52 -11,86
2026-05-06 13F LPL Financial LLC 6.099.024 4,97 382.287 -7,91
2026-04-23 13F Fortune Financial Group, Inc. 0 -100,00 0
2026-05-13 13F Cetera Investment Advisers 910.185 1,61 57.050 -10,86
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 211.764 4,46 1.583 -89,07
2026-05-14 13F Level Four Advisory Services, Llc 29.000 -23,99 1.818 -33,35
2026-05-12 13F Rathbone Brothers plc 51.024 1,30 3.198 -11,12
2026-05-05 13F Sanctuary Advisors, LLC 131.413 0,95 8.237 -11,45
2026-04-30 13F Accredited Investors Inc. 0 -100,00 0
2026-05-01 13F International Assets Investment Management, Llc 32.179 3,88 2.032 -8,18
2026-05-14 13F Regal Investment Advisors LLC 0 -100,00 0
2026-04-27 13F Apeiron RIA LLC 0 -100,00 0
2026-04-28 13F Bogart Wealth, LLC 46.106 11,53 2.890 -2,17
2026-05-01 13F Triton Wealth Management, PLLC 7.407 0,00 470 -4,47
2026-04-24 13F Capital Asset Advisory Services LLC 667.303 -4,16 44.743 -10,98
2026-05-04 13F Fagan Associates, Inc. 81.175 279,85 5.088 233,42
2026-02-03 13F/A Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-05-12 13F Thoroughbred Financial Services, Llc 4.598 -39,99 0
2026-05-11 13F Aptus Capital Advisors, LLC 4.879 5,63 306 -7,58
2026-04-27 13F Sound Income Strategies, LLC 3.804 -2,19 240 -13,98
2026-04-29 13F WealthPlan Investment Management, LLC 11.726 735
2026-05-15 13F Integrated Wealth Concepts LLC 86.338 46,05 5.412 28,13
2026-05-13 13F Aster Capital Management (DIFC) Ltd 18.653 1.175
2026-05-01 13F Emerald Investment Partners, Llc 1.866 1,47 117 -11,45
2026-04-08 13F RoundAngle Advisors LLC 13.131 10,63 823 -2,95
2026-04-24 13F Kropog Financial Group, LLC 20.445 1,06 1.281 -11,35
2026-05-14 13F Baird Financial Group, Inc. 106.226 -6,08 6.658 -17,60
2026-05-04 13F Bank Hapoalim Bm 24.685 -88,55 2 -93,33
2026-05-12 13F Innovative Asset Advisors Group, LLC 660 41
2026-04-14 13F Nova Wealth Management, Inc. 45 -76,92 3 -84,62
2026-05-14 13F Natixis 828 58,32 51 37,84
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 0 -100,00 0
2026-05-05 13F Smith, Moore & Co. 33.265 9,40 2.085 -4,01
2026-05-12 13F/A Signature Securities Group Corporation 32.032 15,78 2.008 1,57
2026-05-18 13F Genesis Financial Group, LLC 30.257 0,72 1.896 -11,65
2026-04-14 13F Cornerstone National Bank & Trust Co 51 0,00 3 0,00
2026-04-27 13F HB Wealth Management, LLC 16.097 -29,02 1.009 -37,78
2026-05-13 13F Crews Bank & Trust 555 0,00 35 -12,82
2026-05-15 13F Jones Financial Companies Lllp 319.355 15,51 19.408 -1,80
2026-04-27 13F DeDora Capital, Inc. 10.257 0,22 643 -12,18
2026-05-14 13F Renaissance Technologies Llc 31.300 -8,75 1.962 -19,96
2026-05-11 13F High Note Wealth, LLC 30 2
2026-04-17 13F Forefront Wealth Partners, LLC 31.487 -20,56 1.974 -30,31
2026-05-15 13F Trask Adam Roland 1.758 110
2026-04-24 13F Northwest Financial Advisors 6.468 -18,05 405 -28,06
2026-05-05 13F Williams Jones Wealth Management, LLC. 38.295 -20,23 2.400 -30,01
2026-04-15 13F Activest Wealth Management 74 -73,76 5 -80,00
2026-05-04 13F Wellington Shields Capital Management, LLC 7.300 -23,96 458 -33,28
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-04-08 13F StoneCrest Wealth Management, Inc. 79.013 1,47 4.953 -10,98
2026-05-13 13F Bank Of Montreal /can/ 99.624 -3,49 6.244 -15,34
2026-04-21 13F Maseco Llp 0 -100,00 0
2026-04-22 13F TPG Advisors LLC 20.237 4,40 1.268 -8,38
2026-05-11 13F TD Capital Management LLC 18.040 2,83 1.131 -9,82
2026-04-13 13F Arwa Llc 5.597 87,44 353 65,73
2026-05-11 13F Nomura Asset Management Co Ltd 0 -100,00 0
2026-05-13 13F AE Wealth Management LLC 35.204 19,27 2.207 4,60
2026-05-11 13F Strengthening Families & Communities, LLC 65 0,00 4 0,00
2026-02-18 13F Financial Advisory Service, Inc. 105 0,96 7 0,00
2026-05-19 13F Western Wealth Management, LLC 20.093 2,36 1.259 -10,20
2026-05-13 13F Principal Securities, Inc. 74.256 22,67 4.654 7,63
2026-05-13 13F Mpwm Advisory Solutions, Llc 29.508 -1,96 1.850 -14,00
2026-01-28 13F M&t Bank Corp 0 -100,00 0
2026-05-15 13F Ameriflex Group, Inc. 2.028 141,72 127 115,25
2026-05-14 13F Integrity Wealth Advisors, Inc. 40.625 15,18 2.546 1,03
2026-05-13 13F Buckingham Strategic Partners 0 -100,00 0
2026-04-09 13F DHJJ Financial Advisors, Ltd. 445 -11,18 28 -22,86
2026-04-20 13F Kfg Wealth Management, Llc 9.571 25,82 600 10,31
2026-04-08 13F First Heartland Consultants, Inc. 3.743 -78,85 235 -81,49
2026-05-07 13F Hollencrest Capital Management 88 6
2026-04-30 13F Private Trust Co Na 5.575 25,42 349 10,09
2026-04-24 13F Goldstone Financial Group, LLC 22.246 -3,19 1.394 -15,05
2026-05-08 13F Pnc Financial Services Group, Inc. 162.282 -31,47 10.172 -39,89
2026-04-21 13F Trilogy Capital Inc. 0 -100,00 0
2026-05-15 13F Trexquant Investment LP 3.425 215
2026-04-23 13F Interchange Capital Partners, LLC 7.333 3,22 462 -9,07
2026-05-06 13F Kiker Wealth Management, LLC 129.012 8.086
2026-02-12 13F CIBC Private Wealth Group, LLC 431 -5,90 31 -11,76
2026-04-28 13F ORG Wealth Partners, LLC 130 -43,48 8 -50,00
2026-04-30 13F Granite Investment Partners, LLC 70.045 -1,55 4.390 -13,63
2026-05-13 13F GW&K Investment Management, LLC 101 0,00 0
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 80.630 -9,83 5.054 -20,91
2026-05-01 13F Gables Capital Management Inc. 50 0,00 3 0,00
2026-04-07 13F Signaturefd, Llc 90 12,50 6 0,00
2026-05-11 13F Grantvest Financial Group LLC 7.081 444
2026-05-14 13F Claudia M.p. Batlle, Crp (r) Llc 17.693 10,44 1.109 -3,15
2026-05-11 13F BankPlus Trust Department 340 0,00 21 -12,50
2026-05-06 13F Spectrum Wealth Advisory Group, LLC 39.303 -3,03 2.464 -14,92
2026-04-07 13F Central Pacific Bank - Trust Division 400 25
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-17 13F Webster Bank, N. A. 300 0,00 19 -14,29
2026-04-21 13F Narus Financial Partners, LLC 0 -100,00 0
2026-04-30 13F Mason & Associates Inc 6.256 0,00 380 -14,80
2026-05-11 13F Wells Fargo & Company/mn 4.484.649 -4,75 281.098 -16,44
2026-04-30 13F Hsbc Holdings Plc 7.200 0,00 451 -12,26
2026-05-05 13F Plante Moran Financial Advisors, LLC 940 59
2026-04-22 13F Clear Creek Financial Management, LLC 26.308 12,13 1.649 -1,67
2026-04-13 13F Wolff Wiese Magana Llc 213 88,50 13 62,50
2026-05-19 13F McIlrath & Eck, LLC 42 0,00 3 -33,33
2026-04-16 13F CPR Investments Inc. 3.879 243
2026-05-15 13F Perennial Investment Advisors, LLC 4.166 2,61 261 -10,00
2026-04-15 13F Fifth Third Securities, Inc. 23.597 -0,65 1.479 -12,85
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 17.154 203,56 1.075 166,75
2026-04-23 13F Glass Jacobson Investment Advisors llc 8.750 18,29 548 3,79
2026-04-09 13F Herbst Group, Llc 5.100 320
2026-04-24 13F Crux Wealth Advisors 0 -100,00 0
2026-04-08 13F Arlington Trust Co LLC 695 44
2026-05-11 13F Condor Capital Management 34.752 53,63 2.178 34,78
2026-04-17 13F James J. Burns & Company, LLC 14.840 15,49 930 1,31
2026-05-13 13F PKS Advisory Services, LLC 15.867 7,49 995 -5,69
2026-05-04 13F Envestnet Asset Management Inc 783.087 9,81 49.084 -3,67
2026-05-15 13F Briggs Wealth Management, Inc 3.872 2,43 243 -10,37
2026-02-13 13F Pine Valley Investments Ltd Liability Co 102.549 3,03 7.327 -3,15
2026-04-14 13F Corecam Pte. Ltd. 3.400 213
2026-04-14 13F Opal Wealth Advisors, LLC 3.457 17,79 217 3,35
2026-02-20 13F/A Prestige Wealth Management Group LLC 0 -100,00 0
2026-05-12 13F Colonial Trust Advisors 245 -24,62 15 -34,78
2026-05-14 13F Strategic Advisors LLC 8.877 556
2026-04-27 13F FSM Wealth Advisors, LLC 13.937 27,59 874 11,92
2026-02-17 13F Berkshire Bank 0 -100,00 0
2026-05-08 13F Addison Advisors LLC 40 3
2026-04-21 13F Maridea Wealth Management LLC 5.150 -31,51 323 -40,04
2026-04-09 13F Elmwood Wealth Management, Inc. 5.066 318
2026-05-11 13F Savvy Advisors, Inc. 8.635 29,21 541 13,42
2026-04-23 13F O'Connor Financial Group LLC 86.640 3,66 5.431 -8,25
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-05-05 13F Ethos Financial Group, LLC 34.597 29,93 2.169 13,99
2026-05-15 13F Goldman Sachs Group Inc 30.158 11,62 1.890 -2,07
2026-05-04 13F Procyon Private Wealth Partners, LLC 206.860 24,44 12.966 9,16
2026-04-06 13F Highline Wealth Partners Llc 68 1,49 4 0,00
2026-04-10 13F Pure Financial Advisors, Inc. 4.453 -0,51 279 -12,54
2026-04-23 13F Oppenheimer & Co Inc 85.469 -30,66 5.357 -39,17
2026-05-26 13F Summit Financial Wealth Advisors, LLC 0 -100,00 0
2026-04-21 13F OneAscent Financial Services LLC 17.277 4,25 1.083 -8,61
2026-05-19 13F Sonoma Allocations LLC 4.540 296
2026-04-10 13F Magnus Financial Group LLC 21.307 1,97 1.336 -10,52
2026-05-13 13F Protective Life Corp 265 17
2026-05-01 13F Kaizen Financial Strategies 8.384 0,07 553 -7,69
2026-05-18 13F Arkadios Wealth Advisors 146.207 -3,79 9.164 -15,59
2026-05-13 13F/A Atlas Wealth LLC 4.518 283
2026-04-22 13F Bravera Wealth 29.078 18,25 1.823 3,70
2026-04-21 13F Fullerton Advisors, LLC 11.467 -2,60 719 -14,63
2026-05-16 13F Sunbelt Securities, Inc. 49.024 10,19 3.073 -3,34
2026-04-14 13F Nbc Securities, Inc. 42.272 -39,38 2.650 -46,83
2026-04-20 13F Hilton Head Capital Partners, LLC 0 -100,00 0
2026-04-16 13F SG Americas Securities, LLC 28.590 147,88 2
2026-05-14 13F Vivaldi Capital Management, LLC 8.035 7,88 504 -5,45
2026-04-17 13F Ignite Planners, LLC 17.628 -0,65 1.105 -9,80
2026-05-08 13F SHP Wealth Management 35.305 23,78 2.213 8,54
2026-04-22 13F Apollon Financial, LLC 33.132 -19,04 2.077 -29,00
2026-05-06 13F Avalon Trust Co 475 -85,11 30 -87,28
2026-04-14 13F Beacon Investment Advisory Services, Inc. 179 11
2026-05-13 13F Federation des caisses Desjardins du Quebec 120.249 6,29 7.537 -6,74
2026-05-13 13F LM Advisors LLC 781 -16,65 12 -7,69
2026-04-20 13F ABLE Financial Group, LLC 73.242 4.591
2026-05-04 13F N.E.W. Advisory Services LLC 1.003 -33,31 63 -42,06
2026-04-27 13F Evolution Wealth Management Inc. 1.258 -2,78 79 -15,22
2026-04-27 13F Proathlete Wealth Management Llc 89 30,88 6 25,00
2026-05-14 13F Capital Analysts, Inc. 6.371 27,52 0
2026-05-15 13F Quadrature Capital Ltd 613.656 38.464
2026-04-30 13F Stablepoint Partners, LLC 4.121 -3,29 258 -15,13
2026-03-27 13F Prosperity Wealth Management, Inc. 5.257 92,71 376 81,16
2026-05-13 13F Jaffetilchin Investment Partners, LLC 85.861 9,23 5.382 -4,18
2026-05-14 13F VestGen Advisors, LLC 42.973 18,53 3.216 24,17
2026-05-13 13F Ameritas Investment Partners, Inc. 5.988 -29,85 375 -38,42
2026-04-28 13F Ntv Asset Management Llc 94.809 -2,49 5.943 -14,45
2026-05-13 13F Natixis Advisors, L.p. 14.930 15,41 1
2026-05-15 13F Strive Financial Group ,LLC 49 11,36 3 0,00
2026-05-11 13F Sava Penzisko Drushtvo A.d. Skopje 229.770 17,95 14.402 3,47
2026-05-15 13F Fairview Capital Investment Management, Llc 13.100 0,00 821 -12,19
2026-04-06 13F Rosenberg Matthew Hamilton 79 0,00 5 -20,00
2026-04-24 13F Medallion Wealth Advisors, LLC 10.428 -0,24 654 -12,45
2026-05-05 13F Advantage Trust Co 29.774 -0,01 1.866 -12,27
2026-05-15 13F Walsh & Associates, LLC 1.852 0,00 116 -12,12
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 5.373 22,98 337 7,69
2026-04-27 13F DB Fitzpatrick & Co, Inc 0 -100,00 0
2026-05-15 13F Smartleaf Asset Management LLC 950 0,32 58 -16,18
2026-05-14 13F CIBC World Markets Inc. 93.851 -1,40 5.883 -13,50
2026-04-29 13F/A True Link Financial Advisors, LLC 763 48
2026-05-13 13F Cascade Investment Group, Inc. 56.880 -3,77 3.565 -15,58
2026-05-08 13F Banco Santander, S.A. 0 -100,00 0
2026-02-13 13F Barclays Plc 14.792 104,14 1.057 92,00
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 876 0,00 55 -12,90
2026-04-16 13F Brookstone Capital Management 14.736 11,70 924 -2,02
2026-05-12 13F Resurgent Financial Advisors LLC 0 -100,00 0
2026-05-12 13F Ally Invest Advisors Inc. 5.098 9,80 320 -3,63
2026-04-30 13F Financial Freedom, LLC 0 -100,00 0
2026-05-12 13F Pacific Center for Financial Services 81 5
2026-05-15 13F Quantinno Capital Management LP 4.004 19,49 251 4,60
2026-05-15 13F IHT Wealth Management, LLC 58.900 13,91 3.692 1,18
2026-02-11 13F Prudential Plc 0 -100,00 0 -100,00
2026-05-08 13F Private Advisory Group LLC 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 30.948 14,38 1.936 0,00
2026-05-13 13F Signature Equity Partners, LLC 1.318 108,54 83 82,22
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 65.967 -12,95 4.135 -23,64
2026-04-17 13F BCS Wealth Management 4.750 -50,00 298 -56,19
2026-05-06 13F MTM Investment Management, LLC 4.600 0,00 288 -12,20
2026-04-13 13F Kmg Fiduciary Partners, Llc 3.462 0,00 217 -12,55
2026-04-14 13F William Mack & Associates, Inc. 0 -100,00 0
2026-05-13 13F WealthCollab, LLC 0 -100,00 0
2026-05-08 13F Macroview Investment Management Llc 3.587 13,01 225 -0,88
2026-05-12 13F Atlantic Union Bankshares Corp 541 34
2026-04-02 13F Silverleafe Capital Partners, LLC 4.104 -97,14 257 -97,50
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-23 13F SJS Investment Consulting Inc. 0 -100,00 0
2026-05-12 13F Rsm Us Wealth Management Llc 5.407 4,18 339 -10,11
2026-05-15 13F Summit Financial, LLC 35.665 -11,00 2.235 -21,94
2026-05-15 13F Magnolia Capital Advisors Llc 3.242 203
2026-04-07 13F Eastern Bank 665 1,99 42 -10,87
2026-05-12 13F Benson Wealth Management INC 1.714 0,00 107 -12,30
2026-05-13 13F BlackRock, Inc. 7.395 0,00 464 -12,31
2026-04-23 13F Moss Adams Wealth Advisors LLC 60.917 3.818
2026-04-29 13F Proactive Wealth Strategies LLC 54.409 91,22 3.410 67,73
2026-05-15 13F Advisory Services Network, LLC 17.940 -6,46 1.125 -17,96
2026-05-01 13F Symphony Financial, Ltd. Co. 10.092 3,37 633 -9,33
2026-05-15 13F Barnes Wealth Management Group, Inc 6.631 16,15 416 1,97
2026-05-13 13F Lloyd Advisory Services, LLC. 2.383 149
2026-05-13 13F First Trust Advisors Lp 1.184.040 12,41 74.189 -1,45
2026-04-09 13F Key Client Fiduciary Advisors, LLC 152.412 9.553
2026-01-14 13F ORG Partners LLC 2.998 -39,63 214 -43,24
2026-05-15 13F Glen Eagle Advisors, LLC 8.776 2,45 550 -10,13
2026-02-05 13F Florin Court Capital LLP 0 -100,00 0
2026-04-08 13F Afg Fiduciary Services Limited Partnership 8.327 31,74 534 19,73
2026-05-08 13F Stonebridge Financial Planning Group, LLC 7.956 34,48 499 18,01
2026-05-12 13F Kingsview Wealth Management, LLC 50.297 18,82 3.153 4,23
2026-05-15 13F Keating Financial Advisory Services, Inc. 2.598 163
2026-05-27 13F/A Maripau Wealth Management Llc 3.613 16,29 226 2,26
2026-04-21 13F Sunpointe, LLC 6.283 0,08 394 -12,28
2026-04-28 13F WESPAC Advisors, LLC 0 -100,00 0
2026-04-16 13F Aurora Private Wealth, Inc. 11.202 -12,44 1
2026-05-08 13F Valeo Financial Advisors, LLC 12.080 0,00 757 -12,28
2026-05-13 13F Abbot Financial Management, Inc. 43.845 0,16 2.748 -12,12
2026-05-14 13F Missouri Trust & Investment Co 110 0,00 7 -14,29
2026-05-04 13F LJI Wealth Management, LLC 9.653 156,73 605 125,75
2026-04-16 13F Balboa Wealth Partners 7.519 8,05 471 -5,23
2026-05-04 13F Westside Investment Management, Inc. 858 0,00 54 -13,11
2026-05-11 13F Great Valley Advisor Group, Inc. 19.739 -48,73 1.237 -55,03
2026-04-22 13F Caldwell Trust Co 6.223 -5,25 390 -16,84
2026-04-29 13F KERR FINANCIAL PLANNING Corp 1.353 0,22 91 2,27
2026-04-30 13F First Horizon Corp 0 -100,00 0
2026-05-13 13F Scotia Capital Inc. 121.601 238,76 7.622 197,23
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1.545 -78,99 97 -81,71
2026-05-12 13F Strategic Wealth Partners, Ltd. 560 0,00 35 -12,50
2026-04-27 13F Byrne Financial Freedom, Llc 4.545 34,19 285 17,84
2026-05-11 13F Capital Square, LLC 5.502 370
2026-05-04 13F Roberts Glore & Co Inc /il/ 0 -100,00 0
2026-05-13 13F Calton & Associates, Inc. 8.648 -31,47 542 -39,84
2026-05-15 13F Cresset Asset Management, LLC 75.797 56,85 4.751 37,60
2026-05-12 13F Bnp Paribas Arbitrage, Sa 74.402 86,97 4.664 64,02
2026-04-24 13F Essex Financial Services, Inc. 19.354 -28,43 1.213 -37,22
2026-04-28 13F Whittier Trust Co 600 0,00 38 -11,63
2026-04-08 13F Sandbox Financial Partners, LLC 44.073 -10,74 2.763 -21,71
2026-05-14 13F EP Wealth Advisors, Inc. 7.018 -1,21 440 -13,41
2026-05-05 13F Kickstand Ventures, Llc. 8.718 35,33 546 18,70
2026-05-05 13F Solutions 4 Wealth, Ltd 17.521 102,32 1.098 77,67
2026-04-30 13F Simplicity Wealth,LLC 9.772 93,20 613 69,53
2026-05-14 13F HighPoint Advisor Group LLC 12.663 8,78 794 -4,57
2026-05-15 13F Peterson Wealth Management 131.061 8.215
2026-04-21 13F MBE Wealth Management, LLC 4.104 20,56 257 5,76
2026-05-07 13F Intellus Advisors LLC 0 -100,00 0
2026-04-07 13F CoreCap Advisors, LLC 14.408 1,06 903 -11,30
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 270 58,82 17 33,33
2026-05-11 13F Commerce Bank 15.570 113,32 976 87,14
2026-04-28 13F Kingswood Wealth Advisors, Llc 66.430 -5,73 4.164 -17,30
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 9.294 144,51 583 114,76
2026-04-21 13F Chapin Davis, Inc. 4.348 0,00 273 -12,26
2026-05-14 13F Captrust Financial Advisors 70.516 3,11 4.420 -9,56
2026-04-29 13F Warner Group LLC 60.086 -9,10 3.766 -20,26
2026-05-05 13F Atria Investments Llc 13.761 60,80 863 41,08
2026-05-07 13F Key Capital Management, INC 114 0,00 7 -12,50
2026-04-30 13F Titleist Asset Management, Llc 6.816 0,15 427 -12,14
2026-04-27 13F Trademark Financial Management, LLC 0 -100,00 0
2026-05-07 13F Legacy Wealth Managment, LLC/ID 15.589 5,50 977 -7,39
2026-05-11 13F Ashton Thomas Private Wealth, LLC 157.780 0,47 9.890 -11,87
2026-05-06 13F Hartland & Co., LLC 34.551 2.304,38 2.166 2.022,55
2026-05-15 13F New England Asset Management Inc 0 -100,00 0
2026-05-12 13F Moneta Group Investment Advisors Llc 4.167 -3,34 261 -15,26
2026-05-13 13F Valued Retirements, Inc. 4.871 3,51 305 -9,23
2026-04-30 13F Hyposwiss Advisors SA 300 0,00 19 -14,29
2026-05-08 13F Smithfield Trust Co 1.275 0,00 0
2026-04-09 13F Stewardship Concepts Financial Services Llc 0 -100,00 0
2026-04-15 13F Register Financial Advisors LLC 1.213 0,00 76 -11,63
2026-05-11 13F Rossby Financial, LCC 595 13,77 38 0,00
2026-04-23 13F Cornerstone Wealth Management, LLC 19.105 7,86 1.197 -5,38
2026-05-11 13F/A GFS Advisors, LLC 6.769 1,53 424 -10,92
2026-05-15 13F Maniro Ltd 104.780 6.568
2026-04-28 13F Stratos Wealth Partners, LTD. 72.820 -17,10 4.564 -27,27
2026-01-23 13F Transcend Wealth Collective, Llc 0 -100,00 0
2026-04-21 13F Meridian Financial, LLC 0 -100,00 0
2026-05-15 13F Intesa Sanpaolo Wealth Management 4.620 0,00 290 -12,42
2026-04-08 13F Choice Wealth Advisors, LLC 4.387 0,00 275 -12,46
2026-04-22 13F SFG Wealth Management, LLC. 9.733 -5,59 610 -17,12
2026-05-13 13F Edmond De Rothschild Holding S.a. 418.922 2,51 26.258 -10,07
2026-05-12 13F TIAA Wealth Investment Management LLC 500 30
2026-04-29 13F Nilsine Partners, LLC 4.836 -11,70 327 -16,62
2026-05-06 13F Juno Financial Group LLC 8.642 0,10 542 -12,18
2026-05-14 13F Boreal Capital Management LLC 6.875 0,00 431 -12,42
2026-05-15 13F Larson Financial Group LLC 821 -71,24 51 -74,88
2026-04-28 13F Bfsg, Llc 750 0,00 47 -11,32
2026-04-21 13F Merkkuri Wealth Advisors LLC 26.188 4,14 1.641 -8,63
2026-04-22 13F Coastal Investment Advisors, Inc. 100 -71,01 6 -75,00
2026-05-08 13F Marshall Investment Management, Llc 184 -99,27 12 -99,39
2026-05-14 13F Morse Asset Management, Inc 75 0,00 5 -20,00
2026-04-24 13F Stegent Equity Advisors, Inc. 6.271 -72,93 393 -76,25
2026-05-04 13F HBW Advisory Services LLC 0 -100,00 0
2026-05-15 13F Imprint Wealth LLC 176 0,00 11 -8,33
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-04-21 13F Gilpin Wealth Management, Llc 1.039 163,04 65 132,14
2026-05-05 13F Newbridge Financial Services Group, Inc. 664 17,94 42 2,50
2026-04-23 13F North Star Investment Management Corp. 1.058 66
2026-04-30 13F Corrado Advisors, Llc 0 -100,00 0
2026-05-15 13F MAI Capital Management 9.689 -1,67 607 -13,78
2026-01-27 13F Tranquilli Financial Advisor LLC 0 -100,00 0
2026-04-03 13F Coastline Trust Co 168 0,00 11 -16,67
2026-05-11 13F Integrity Alliance, Llc. 13.869 5,29 869 -7,65
2026-02-02 13F Balentine LLC 0 -100,00 0
2026-05-14 13F Raymond James Financial Inc 2.327.262 -4,68 145.873 -16,38
2026-04-27 13F Truist Financial Corp 312.704 13,14 19.600 -0,75
2026-04-21 13F Rooted Wealth Advisors, Inc. 92.840 5,87 6.225 6,68
2026-04-15 13F Valley National Advisers Inc 21.673 -16,32 1 0,00
2026-04-28 13F Robertson Stephens Wealth Management, LLC 36.776 -51,13 2.305 -57,12
2026-04-17 13F RFG Advisory, LLC 37.080 21,31 2.324 6,41
2026-05-11 13F Manchester Capital Management LLC 0 -100,00 0
2026-05-13 13F Triumph Capital Management 46.860 3,06 2.937 -9,58
2026-05-14 13F Pinnacle Financial Partners, Inc. 41.970 56,22 2.632 37,01
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 5.476 343
2026-04-08 13F Melone Private Wealth, LLC 24.153 0,09 1.514 -12,24
2026-04-21 13F Wealth Effects Llc 4.663 0,00 292 -12,31
2026-04-21 13F Pallas Capital Advisors LLC 0 -100,00 0
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 579 -31,07 36 -40,00
2026-05-29 13F Keel Point, LLC 0 -100,00 0
2026-01-14 13F Clarius Group, LLC 16.581 0,29 1.185 -5,73
2026-04-13 13F Trust Co 92 0,00 6 -16,67
2026-04-24 13F Horizon Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Wealth Watch Advisors, INC 30.990 3,75 1.942 -9,00
2026-05-15 13F/A Prepared Retirement Institute LLC 11.200 11,20 702 -2,36
2026-05-06 13F Crescent Grove Advisors, LLC 28.071 -14,83 1.760 -25,28
2026-04-23 13F Northstar Asset Management Llc 56.327 -1,37 3.531 -13,48
2026-05-08 13F Burke & Herbert Bank & Trust Co 8.136 -0,85 510 -13,14
2026-05-04 13F Geneos Wealth Management Inc. 37.094 -2,35 2.325 -14,33
2026-05-13 13F Richard W. Paul & Associates, LLC 14.529 2,98 911 -9,72
2026-04-20 13F GSB Wealth Management, LLC 63.068 3,31 3.953 -9,36
2026-05-06 13F Dunhill Financial, LLC 117.655 13,97 7.375 -1,02
2026-05-15 13F Pin Oak Investment Advisors Inc 206 0,00 0
2026-05-01 13F Sovran Advisors, LLC 23.067 -16,21 1.556 -21,66
2026-05-11 13F Biltmore Family Office, LLC 1.077 0,00 68 -11,84
2026-05-11 13F Ironsides Asset Advisors, LLC 30.432 11,30 1.907 -2,36
2026-04-08 13F Gilman Hill Asset Management, LLC 5.325 16,39 334 2,15
2026-04-23 13F Ameliora Wealth Management Ltd. 319 0,00 20 -13,64
2026-05-15 13F Armis Advisers, LLC 34.224 10,87 2.596 31,33
2026-04-08 13F Mirador Capital Partners LP 10.895 -1,42 683 -13,56
2026-06-01 13F Dala Group, LLC 76.684 4.809
2026-04-17 13F FFG Partners, LLC 6.284 -2,09 394 -14,19
2026-04-15 13F Curran Financial Partners, LLC 12.413 29,19 778 13,41
2026-05-13 13F Brinker Capital Investments, LLC 13.638 -27,90 855 -36,79
2026-05-27 13F Allen Capital Group, LLC 3.992 -7,81 250 -19,09
2026-04-27 13F Pensionmark Financial Group, Llc 10.277 -5,16 644 -16,80
2026-05-15 13F Cerity Partners LLC 55.142 108,65 3.456 83,05
2026-05-06 13F Quest 10 Wealth Builders, Inc. 130 -2,99 8 -11,11
2026-05-12 13F Insigneo Advisory Services, Llc 12.998 -0,77 815 -12,94
2026-05-15 13F Ancora Advisors, LLC 587 10,75 37 -2,70
2026-05-01 13F Pittenger & Anderson Inc 0 -100,00 0
2026-04-13 13F Buska Wealth Management, LLC 0 -100,00 0
2026-05-01 13F Wealthspire Advisors, LLC 10.008 6,62 627 -6,42
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 131.216 5,16 8.225 -7,75
2026-04-28 13F Flagship Harbor Advisors, Llc 19.474 6,51 1.221 -6,58
2026-05-14 13F Betterment LLC 7.785 12,53 0
2026-04-28 13F Investment Advisory Services Group LLC 36.170 11,12 2.267 -2,49
2026-04-08 13F Wisconsin Wealth Advisors, LLC 15.886 5,31 996 -7,61
2026-05-11 13F Fairscale Capital, LLC 1.728 0,00 108 -12,20
2026-05-12 13F Ameritas Advisory Services, LLC 44.113 -2,24 2.765 -14,27
2026-05-15 13F Evelyn Partners Investment Management (Europe) Ltd 40.824 -4,38 2.559 -16,13
2026-05-18 13F Unconventional Investor, LLC 6.073 0,00 381 -12,24
2026-05-14 13F Modern Wealth Management, LLC 268.661 6,27 16.966 -6,08
2026-05-13 13F Garden State Investment Advisory Services LLC 15.350 0,46 963 -11,90
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-05 13F Sharpepoint Llc 4.683 0,15 294 -12,28
2026-05-15 13F Toroso Investments, LLC 0 -100,00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 45.113 -2,82 2.828 -14,75
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-05-14 13F Global Endowment Management, LP 8.000 100,00 501 75,17
2026-05-05 13F Wealthfront Advisers Llc 58.725 11,12 3.681 -2,52
2026-02-17 13F SageView Advisory Group, LLC 1.036 74
2026-05-18 13F Centaurus Financial, Inc. 13.856 4,44 1
2026-05-15 13F Change Path, LLC 12.224 102,96 766 78,14
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 44.491 -0,28 2.789 -12,52
2026-05-04 13F Wellington Shields & Co., LLC 500 0,00 31 -11,43
2026-04-29 13F Strategic Blueprint, LLC 5.089 12,71 319 -1,24
2026-04-22 13F Pinnacle Bancorp, Inc. 3.010 7,42 189 -6,00
2026-04-23 13F Mayflower Financial Advisors, LLC 19.882 -0,67 1.246 -12,87
2026-04-15 13F Mainsail Financial Group, LLC 57.328 20,29 3.593 5,52
2026-01-08 13F Signet Financial Management, Llc 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 3.435 -37,08 215 -44,87
2026-05-08 13F Endowment Wealth Management, Inc. 8.789 21,58 551 6,59
2026-05-11 13F Pecaut & Co. 0 -100,00 0
2026-05-15 13F London & Capital Asset Management Ltd 3.831 29,64 240 13,74
2026-04-29 13F Koa Wealth Management, LLC 12.317 -2,47 772 -14,41
2026-04-13 13F Ayalon Holdings Ltd. 16.350 1
2026-05-12 13F Sfmg, Llc 45.090 7,45 2.826 -5,74
2026-04-22 13F Onyx Bridge Wealth Group LLC 3.456 13,98 217 0,00
2026-05-11 13F Plotkin Financial Advisors, LLC 119.904 1,31 7.516 -11,13
2026-05-11 13F Umb Bank N A/mo 0 -100,00 0
2026-05-28 13F Cozad Asset Management Inc 7.288 0,01 457 -12,31
2026-04-27 13F Altus Wealth Group LLC 10.875 11,34 682 -2,30
2026-05-08 13F Blair William & Co/il 78.663 2,96 4.931 -9,67
2026-04-27 13F PFG Investments, LLC 24.799 3,44 1.554 -9,28
2026-02-02 13F Pines Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Jacobi Capital Management LLC 18.388 12,21 1.153 -1,54
2026-02-06 13F Global Retirement Partners, LLC 18.079 24,77 1.292 17,26
2026-05-13 13F Prosperity Financial Group, Inc. 17.726 -56,24 1.111 -61,61
2026-04-13 13F Cyndeo Wealth Partners, LLC 5.376 337
2026-05-13 13F First Citizens Bank & Trust Co 4.541 -4,70 285 -16,47
2026-02-11 13F Group One Trading, L.p. 5.229 -41,60 374 -45,15
2026-05-15 13F Brevan Howard Capital Management LP 0 -100,00 0
2026-01-29 13F Comerica Bank 79.712 13,71 5.695 6,89
2026-05-12 13F WCG Wealth Advisors LLC 28.409 -38,12 1.781 -45,73
2026-05-15 13F Ameriprise Financial Inc 1.904.033 6,44 119.385 -6,58
2026-04-30 13F Kestra Advisory Services, LLC 402.837 21,87 25.250 6,91
2026-04-22 13F Midwest Financial Group LLC 19.894 7,43 1.247 -5,82
2026-04-20 13F SILVER OAK SECURITIES, Inc 9.469 -42,15 594 -49,83
2026-04-21 13F Beaumont Asset Management, L.L.C. 12.569 3,49 788 -9,23
2026-05-14 13F Evoke Wealth, Llc 3.600 0,00 226 -12,45
2026-05-12 13F Independent Advisor Alliance 135.261 240,30 8.478 198,63
2026-05-15 13F Two Sigma Securities, Llc 7.006 439
2026-05-06 13F Deutsche Bank Ag\ 1.527 -19,63 96 -29,63
2026-04-21 13F Claro Advisors LLC 5.636 -5,04 353 -16,75
2026-05-19 13F Front Row Advisors LLC 1.851 0,00 116 -12,12
2026-04-30 13F Mv Capital Management, Inc. 300 0,00 19 -14,29
2026-04-15 13F DAVENPORT & Co LLC 21.685 9,81 1.359 -3,62
2026-05-04 13F Glassman Wealth Services 12 0,00 1
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-05-12 13F LeConte Wealth Management, LLC 46.752 -1,51 2.930 -13,59
2026-05-12 13F One Capital Management, LLC 18.129 1,77 1.136 -10,69
2026-04-22 13F Apollon Wealth Management, LLC 33.344 154,07 2.090 123,05
2026-04-10 13F Abound Wealth Management 109 0,00 7 -14,29
2026-05-15 13F Harbour Investments, Inc. 73.492 -0,37 4.607 -12,60
2026-05-11 13F HBK Sorce Advisory LLC 26.767 -0,37 2.016 11,81
2026-04-21 13F Mesirow Financial Investment Management, Inc. 23.401 49,40 1.467 31,01
2026-04-13 13F Creative Financial Designs Inc /adv 2.676 -7,79 168 -19,32
2026-04-17 13F Bell Investment Advisors, Inc 850 0,00 53 -11,67
2026-04-29 13F Rye Brook Capital LLC 8.000 0,00 1
2026-05-15 13F Alliancebernstein L.p. 6.453 5,79 461 5,98
2026-04-10 13F Perigon Wealth Management, LLC 13.169 -14,06 825 -24,59
2026-04-20 13F Fiduciary Alliance LLC 4.125 -92,52 266 -93,25
2026-04-23 13F Harbor Investment Advisory, Llc 15.305 -4,84 959 -16,54
2026-05-01 13F Citizens Financial Group Inc/ri 24.999 -14,03 1.567 -24,60
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 125 0,00 8 -12,50
2026-04-08 13F DiNuzzo Private Wealth, Inc. 235 0,00 15 -12,50
2026-05-01 13F Bensler, LLC 9.280 -14,69 582 -25,23
2026-05-15 13F Gotham Asset Management, LLC 24.248 1,95 1.520 -10,59
2026-05-01 13F Mutual Advisors, LLC 158.614 2,46 9.942 -10,12
2026-04-30 13F Whipplewood Advisors, LLC 1.491 39,87 93 22,37
2026-05-06 13F 71 West Capital Partners 4.982 0,00 312 -12,11
2026-05-12 13F Ellis Investment Partners, LLC 16.060 0,42 1.007 -11,91
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-30 13F LRI Investments, LLC 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-05-13 13F Keystone Wealth Services, LLC 13.553 94,34 849 70,48
2026-05-13 13F Keystone Financial Group 6.625 6,70 415 -6,32
2026-05-15 13F Gateway Wealth Partners, LLC 87.929 104,21 5.511 79,16
2026-05-14 13F Atomi Financial Group, Inc. 7.335 0,45 460 -11,90
2026-05-15 13F Private Capital Management, LLC 3.100 0,00 194 -12,22
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 257.130 -20,26 16.179 -29,59
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 46 0,00 3 -33,33
2026-04-21 13F Nemes Rush Group LLC 3.410 849,86 214 752,00
2026-05-13 13F Lido Advisors, LLC 13.566 -26,47 850 -36,80
2026-05-08 13F Evolution Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F Bernard Wealth Management Corp. 2.707 -9,53 170 -20,66
2026-05-14 13F O'ROURKE & COMPANY, Inc 20.652 -1,88 1.294 -13,91
2026-04-21 13F Pinnacle Associates Ltd 336.826 3,41 21.112 -9,28
2026-05-11 13F Financial Perspectives, Inc 145 0,00 9 -10,00
2026-04-15 13F APS Management Group, Inc. 9.323 2,11 584 -10,43
2026-05-01 13F Fifth Third Bancorp 65.260 5.342,87 4.091 4.711,76
2026-04-21 13F Laurel Oak Wealth Management, Llc 27.969 3,96 1.753 -8,79
2026-05-08 13F Prime Capital Investment Advisors, LLC 72.347 2,99 4.535 -9,66
2026-05-14 13F We Are One Seven, LLC 177.366 145,40 11.117 115,28
2026-05-15 13F Advisor Group Holdings, Inc. 726.052 -13,98 45.522 -24,54
2026-01-16 13F Crewe Advisors LLC 0 -100,00 0
2026-05-15 13F Aqr Capital Management Llc 16.408 171,52 1.028 138,52
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 2.595 163
2026-05-12 13F Community Bank, N.A. 728 46
2026-04-21 13F Wedbush Securities Inc 70.413 5,12 4 0,00
2026-05-05 13F Gaddis Premier Wealth Advisors LLC 67.667 5,77 4.241 -7,20
2026-05-15 13F Tradition Wealth Management, LLC 7.883 -30,73 494 -39,24
2026-05-05 13F UBS Group AG Call 14.056 881
2026-02-17 13F Fountainhead AM, LLC 0 -100,00 0
2026-04-09 13F Wedmont Private Capital 3.900 -2,55 256 -12,63
2026-05-05 13F UBS Group AG 5.677.864 1,35 355.889 -11,09
2026-04-15 13F WESPAC Advisors SoCal, LLC 51.076 -40,96 3.201 -48,20
2026-05-15 13F Qube Research & Technologies Ltd 72.685 -15,34 4.556 -25,74
2026-04-24 13F National Asset Management, Inc. 4.973 17,93 302 0,33
2026-04-27 13F Moran Wealth Management, LLC 53.201 49,64 3.335 31,26
2026-05-15 13F Evergreen Wealth Solutions, LLC 6.919 434
2026-05-15 13F Evelyn Partners Asset Management Ltd 3.758 0,00 236 -12,31
2026-05-15 13F TCG Advisory Services, LLC 3.728 16,61 234 2,19
2026-04-02 13F Hilltop National Bank 585 0,00 37 -12,20
2026-05-05 13F Crestwood Advisors Group LLC 3.962 -0,68 248 -12,98
2026-04-24 13F Floyd Financial Group Llc 46.513 0,54 3.001 1,52
2026-04-15 13F Sage Capital Management, LLC 32.804 0,13 2.057 -12,17
2026-04-28 13F Belpointe Asset Management LLC 26.904 -3,26 1.686 -15,15
2026-04-22 13F Princeton Global Asset Management LLC 4.221 0,00 265 -12,29
2026-04-28 13F Appleton Partners Inc/ma 163.495 0,62 10 -9,09
2026-01-29 13F Concurrent Investment Advisors, LLC 54.946 10,76 3.926 4,11
2026-04-21 13F Unique Wealth, Llc 12.017 0,44 753 -11,83
2026-04-01 13F Neville Rodie & Shaw Inc 66.365 -6,23 4 -20,00
2026-05-15 13F Citadel Advisors Llc 18.033 255,96 1.130 213,02
2026-04-17 13F Signal Advisors Wealth, LLC 12.744 799
2026-05-15 13F Citadel Advisors Llc Call 84.400 102,88 5.290 77,99
2026-05-04 13F Chicago Partners Investment Group LLC 9.775 -31,33 674 -33,23
2026-05-15 13F Citadel Advisors Llc Put 11.000 205,56 689 168,09
2026-05-06 13F Alteri Wealth LLC 11.721 4,92 735 -8,02
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 32.939 -5,22 2.334 -6,00
2026-05-11 13F Granville Capital, Inc. 3.651 0,08 229 -12,31
2026-04-07 13F Park Avenue Securities Llc 8.859 3,67 1
2026-04-30 13F Sequoia Financial Advisors, LLC 6.919 -1,93 434 -14,09
2026-04-24 13F Bayban 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 1.103 93,17 69 72,50
2026-05-04 13F Mml Investors Services, Llc 283.088 -11,83 17.744 -22,65
2026-05-13 13F NewEdge Wealth, LLC 21.639 -5,58 1.356 -17,17
2026-05-15 13F Navis Wealth Advisors, LLC 4.353 9,02 273 -4,56
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 390 0,00 0
2026-04-29 13F BEAM Asset Management, LLC 11.199 0,05 702 -12,27
2026-04-07 13F Farther Finance Advisors, LLC 32.041 4,07 2.023 -8,00
2026-04-24 13F Key FInancial Inc 1.239 0,00 78 -12,50
2026-05-15 13F Fiduciary Trust Co 8.186 0,00 513 -12,16
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-05-13 13F Caitlin John, LLC 34 0,00 2 0,00
2026-05-01 13F Castleview Partners, Llc 7.532 4,79 472 -7,99
2026-04-23 13F J.w. Cole Advisors, Inc. 97.806 -3,59 6.130 -14,52
2026-05-15 13F Tower Research Capital LLC (TRC) 19 1
2026-05-19 13F Cornerstone Wealth, LLC/TN 10.722 720
2026-05-07 13F Northwestern Mutual Wealth Management Co 453.724 0,95 28.439 -11,44
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-05-21 13F JDM Financial Group LLC 220 0,00 14 -13,33
2026-05-22 13F WNY Asset Management, LLC 0 -100,00 0
2026-05-15 13F Equitable Holdings, Inc. 241.711 8,50 17.231 8,26
2026-04-15 13F Signature Estate & Investment Advisors Llc 23.825 14,92 1.493 0,81
2026-05-14 13F Kilter Group LLC 137 0,00 9 -11,11
2026-05-07 13F Symphony Financial Services, Inc. 7.356 3,52 461 -9,07
2026-04-28 13F Golden State Wealth Management, LLC 34.314 147,52 2.151 117,17
2026-02-04 13F/A Nwam Llc 0 -100,00 0 -100,00
2026-04-27 13F Beacon Financial Advisory LLC 14.975 -16,87 939 -27,12
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 3.016 0,00 189 -12,09
2026-04-24 13F KPP Advisory Services LLC 7.207 6,19 452 -6,82
2026-04-28 13F Nbt Bank N A /ny 2.400 0,00 150 -12,28
2026-04-14 13F Wealthcare Advisory Partners LLC 34.164 -3,51 2.141 -15,34
2026-04-14 13F Prospera Financial Services Inc 124.670 4,16 7.822 -8,62
2026-05-11 13F Salomon & Ludwin, LLC 90 0,00 6 -16,67
2026-05-05 13F Bluedoor Private Wealth, Llc 14.115 -26,85 885 -35,85
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-04-17 13F Roxbury Financial LLC 494 0,00 31 -14,29
2026-04-22 13F Smallwood Wealth Investment Management, LLC 385 0,00 24 -11,11
2026-04-15 13F Hengehold Capital Management Llc 117.991 28,92 7.396 13,09
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-04-22 13F Advocate Investing Services LLC 2.902 -21,74 182 -31,44
2026-05-11 13F Sargent Investment Group, LLC 185.266 -3,01 11.612 -14,92
2026-02-06 13F Prospect Financial Services LLC 0 -100,00 0
2026-05-12 13F Jane Street Group, Llc Call 18.500 60,87 1.160 41,17
2026-05-12 13F Jane Street Group, Llc Put 11.800 268,75 740 224,12
2026-05-12 13F Jane Street Group, Llc 30.757 1.928
2026-05-15 13F Millennium Management Llc 4.164 -75,44 261 -78,45
2026-04-13 13F Newman Dignan & Sheerar, Inc. 11.932 89,58 748 66,37
2026-04-06 13F Versant Capital Management, Inc 200 0,00 13 -14,29
2026-05-14 13F Investors Portfolio Services LLC 1.857 -19,65 116 -29,70
2026-05-13 13F Kraematon Investment Advisors, Inc 9.353 0,07 586 -12,14
2026-05-13 13F Fortress Private Ledger, Llc 0 -100,00 0
2026-04-15 13F Trust Co Of Toledo Na /oh/ 2.020 0,00 127 -12,50
2026-05-14 13F Traction Financial Partners, LLC 0 -100,00 0
2026-04-22 13F Spire Wealth Management 7.208 0,43 452 -11,91
2026-04-13 13F Enclave Advisors LLC 0 -100,00 0
2026-04-29 13F/A Salem Investment Counselors Inc 43 3
2026-04-28 13F GM Advisory Group, Inc. 12.735 8,72 798 -4,55
2026-04-28 13F Golden State Equity Partners 60 4
2026-05-15 13F Two Sigma Investments, Lp 175.500 11.000
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-01-12 13F World Equity Group, Inc. 0 -100,00 0 -100,00
2026-05-08 13F Steward Partners Investment Advisory, Llc 122.508 -6,20 7.679 -17,72
2026-05-12 13F Laurel Wealth Advisors LLC 60.227 1,49 4.536 7,01
2026-05-15 13F Brown Advisory Inc 4.512 4,86 283 -8,14
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
US:CIBR 86,70 $
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