Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in VanEck ETF Trust - VanEck Morningstar Wide Moat ETF eröffnet haben, gehören Financial Solutions Advisory Group, Inc., Philadelphia Investment Partners, LLC, Tulsa Wealth Advisors, INC, Commerce Advisors, LLC, Stillwater Private Wealth, LLC, Baer Investment Advisory LLC, Point72 Asset Management, L.P., Quantbot Technologies LP, Hunter Perkins Capital Management, LLC, Vestmark Advisory Solutions, Inc., Kapstone Financial Advisors LLC, Holos Integrated Wealth LLC, Oak Barrel Wealth Advisory LLC, Baron Wealth Management LLC, Diversify Wealth Management, Llc, Segall Bryant & Hamill, Llc, Sterling Investment Counsel, LLC, Nalls Sherbakoff Group, Llc, Avalon Trust Co, und Vanguard Advisers Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 13F | Empowered Funds, LLC | 309 | 32 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 65 | 6 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 19.436 | 150,88 | 1.879 | 134,29 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 262 | 25 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2.923 | 292 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 2.145 | 7,73 | 207 | 0,49 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.670 | 258 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 290 | 2,11 | 28 | -3,45 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 8.038 | 1,41 | 777 | -7,06 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 29 | 0 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 234.293 | 13,03 | 22.656 | 5,54 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 35.492 | 3 | ||||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 3.053 | 295 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 45.757 | 915.040,00 | 4.425 | |||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 75 | 0 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 7.107 | 687 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 20.941 | 3,97 | 2.025 | -2,88 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 45.873 | 4.436 | ||||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 829 | 207,04 | 80 | 196,30 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 35.697 | 1,77 | 3.452 | -4,98 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 182.613 | 5,57 | 17.659 | -1,43 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 6.684 | 5,93 | 646 | -1,07 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 21.506 | 1,46 | 2.080 | -5,28 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2.675.294 | 34,81 | 258.703 | 25,88 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 7.208 | 33,04 | 697 | 24,24 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 8.667 | 0,73 | 898 | 5,40 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 97.895 | 3,57 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 20.949 | 656,83 | 2.026 | 608,04 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 7.834 | 8,41 | 758 | 1,20 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 4.268 | 92,77 | 413 | 79,91 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 683 | 130,74 | 66 | 120,00 | ||||
| 2026-05-13 | 13F | Boulay Financial Advisors, LLC | 2.220.212 | 4,10 | 214.695 | -2,79 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 129 | 12 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.378.573 | 11,28 | 129.986 | 1,31 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 400 | 39 | ||||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 191.550 | 7,74 | 18.523 | 0,60 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 3.833 | 38,73 | 371 | 29,37 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 60.696 | 10,55 | 5.869 | 3,24 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 2.611 | 7,63 | 252 | 0,40 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 5.491 | 5,27 | 531 | -1,85 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 2.400 | 0,21 | 232 | -6,45 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 31.893 | 14,70 | 3.084 | 152,17 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.444 | 0,29 | 430 | -6,33 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 2.883 | 279 | ||||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 136.439 | 1,87 | 13.194 | -4,88 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 11.158 | 4,20 | 1 | 0,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 26.962 | 4,83 | 2.607 | -2,10 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 215.439 | 1,60 | 20.833 | -5,13 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 220.334 | 187,70 | 21.866 | 175,70 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 35.033 | 3.388 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2.057 | 104,88 | 0 | |||||
| 2026-05-13 | 13F/A | Atlas Wealth LLC | 41.404 | 7,28 | 4.004 | 0,18 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.020 | 99 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 5.009 | 3,77 | 484 | -3,01 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 2.115 | 205 | ||||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 91.115 | 8.811 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 481 | 47 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 285.066 | 1,99 | 27.566 | -4,77 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 92.047 | 113,59 | 9.532 | 123,18 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.815 | 1,38 | 369 | -5,40 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 215.158 | 1,20 | 20.806 | -5,51 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5.368 | 2,35 | 519 | -4,42 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 351.201 | 3,06 | 33.961 | -3,77 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 1.726 | 2.476,12 | 167 | 2.666,67 | ||||
| 2026-05-14 | 13F | Betterment LLC | 51.423 | 7,15 | 5 | 0,00 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3.520 | 11,50 | 340 | 4,29 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5.107 | 23,06 | 494 | 14,92 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 225 | 22 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 11.834 | 0,85 | 1.144 | -5,84 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 16.062 | 13,42 | 1.553 | 5,93 | ||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 203.944 | 4,27 | 19.721 | -2,64 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 5.043 | 522 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 18.498 | 198,93 | 1.789 | 191,68 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 219.384 | 2,62 | 21.214 | -4,18 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 68.751 | 5,48 | 6.648 | -1,51 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 7.006 | 0,33 | 678 | -6,36 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 6.903 | 212,49 | 667 | 192,54 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 19.759 | 0,05 | 1.911 | -6,60 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 6.020 | 67,36 | 582 | 56,45 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 4.537 | 0,22 | 439 | -6,41 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5.493 | 103,14 | 531 | 89,64 | ||||
| 2026-05-12 | 13F | Creative Planning | 232.406 | 8,30 | 22.474 | 1,12 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 40.263 | 63,21 | 3.893 | 52,43 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 33.800 | 3.268 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 30.280 | 21,35 | 2.928 | 13,31 | ||||
| 2026-04-22 | 13F | Boomfish Wealth Group, LLC | 73.381 | 1,65 | 7.096 | -5,10 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 6.554 | 634 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.670 | 118,02 | 742 | 103,57 | ||||
| 2026-04-23 | 13F | Bell Bank | 2.734 | 9,76 | 264 | 2,72 | ||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 13.342 | 14,87 | 1.290 | 7,32 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 391.354 | 10,19 | 37.844 | 2,89 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 44.436 | 2,41 | 4.297 | -4,38 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 16.550 | 15,24 | 1.714 | 20,38 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 56.328 | 33,14 | 5.447 | 24,31 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 84 | 55,56 | 8 | 60,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 12.294 | 1.189 | ||||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 8.706 | 0,23 | 842 | -6,45 | ||||
| 2026-05-05 | 13F | PFG Advisors | 7.145 | 46,00 | 691 | 36,36 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 5.690 | 1,16 | 550 | -5,50 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.864 | 0,03 | 277 | -6,76 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 12.884 | 1,97 | 1.246 | -4,82 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 15.657 | 4,11 | 1.514 | -2,76 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 39.479 | 3.818 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 102 | 10 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 4.036 | 82,21 | 390 | 70,31 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 404.482 | 1,20 | 39.113 | -5,51 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2.194 | 212 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 2.105 | 218 | ||||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 8.005 | 0,04 | 814 | -1,81 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 124.658 | 0,82 | 12.054 | -5,86 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 484.623 | 2,70 | 46.863 | -4,10 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 213.756 | 1,21 | 20.670 | -5,49 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 196.074 | 4,38 | 18.960 | -2,53 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 832 | 80 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 235.842 | 2,52 | 22.806 | -4,27 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15.076 | 102,23 | 1.458 | 88,98 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 42.994 | 4,74 | 4.158 | -2,19 | ||||
| 2026-05-15 | 13F | Cutler Capital Management, LLC | 36.753 | 20,12 | 3.554 | 12,18 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 611.351 | 2,51 | 59.130 | -4,24 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 105.767 | 3,57 | 10.228 | -3,29 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 54 | 5 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 130.935 | 5,73 | 12.397 | -3,34 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 91.787 | 8.876 | ||||||
| 2026-05-07 | 13F | Bard Associates Inc | 1.472 | 4,62 | 142 | -2,07 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 126.878 | 2,28 | 12.269 | -4,49 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 205.801 | 1,13 | 19.902 | -5,57 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 57.686 | 1,36 | 5.578 | -5,36 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 66.093 | 6.391 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 3.690 | 1,74 | 357 | -5,07 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 27.442 | 92,10 | 3 | 100,00 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 9.000 | 870 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 39.306 | 34,52 | 3.801 | 25,62 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 40 | 4 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 126.782 | 8,28 | 12.262 | 1,15 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 264 | 592,11 | ||||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 386.988 | 1,29 | 37.422 | -5,42 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 8.010 | 775 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 52.963 | 1,15 | 5.121 | -5,55 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 2.886 | 2,78 | 279 | -3,79 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.200 | 228 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 11.307 | 0,02 | 1.093 | 109.200,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 4.919 | 2,03 | 476 | -4,81 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 14.463 | 1,40 | 1.399 | -5,35 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 130.752 | 3,90 | 12.644 | -2,98 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 11.678 | 3,57 | 1.129 | -3,26 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3.943 | 381 | ||||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 35.631 | 12,40 | 3.446 | 4,97 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 48.166 | 1,89 | 4.658 | -4,86 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 779 | 115,79 | 81 | 158,06 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 25.815 | 6,19 | 2.496 | -0,83 | ||||
| 2026-02-13 | 13F | Barclays Plc | 8.906 | 1.369,64 | 922 | 1.436,67 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 6.891 | 4,39 | 666 | -2,49 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 85 | 8 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 3.900 | 377 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 4.137 | 10,29 | 400 | 3,09 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 42.452 | 5,50 | 4.105 | -1,46 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 511.612 | 4,11 | 49.473 | -2,79 | ||||
| 2026-04-13 | 13F | Ayalon Holdings Ltd. | 42.115 | 3,77 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 9.799 | 1,58 | 948 | -5,21 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 4.079 | 14,00 | 394 | 11,30 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 8.363 | 0,01 | 809 | -6,59 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 38.282 | 5,05 | 3.702 | -1,93 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 405 | 38 | ||||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 6.959 | 12,06 | 673 | 4,67 | ||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 8.575 | 1 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 750 | 73 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 94 | 9 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 38.521 | 36,48 | 3.725 | 27,45 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 8.129 | 124,93 | 786 | 110,16 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 58.277 | 0,83 | 5.635 | -5,85 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 58.956 | 1,14 | 5.701 | -5,55 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 46.457 | 9,66 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 31.133 | 0,01 | 3.011 | -6,61 | ||||
| 2026-05-11 | 13F | Collier Financial | 507 | 0,20 | 49 | -7,69 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 170.373 | 16.475 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 638.646 | 9,49 | 61.776 | 2,23 | ||||
| 2026-05-15 | 13F | Fmr Llc | 46.592 | 2,94 | 4.505 | -3,88 | ||||
| 2026-04-24 | 13F | Randolph Co Inc | 2.440 | 11,47 | 236 | 3,98 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 67.241 | 1,14 | 6.502 | -5,55 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 53 | 1.411 | ||||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 50 | 5 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.947 | 285 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 4.299 | 26,11 | 416 | 17,56 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 45.984 | 4 | ||||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 2.823 | 0,71 | 273 | -6,21 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 4.318 | 24,87 | 418 | 16,48 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 22.541 | 2,19 | 2.180 | -4,60 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 3.033 | 0,13 | 293 | -6,39 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 16.533 | 6,17 | 1.599 | -0,87 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 52.079 | 0,14 | 4.932 | -8,41 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 36.357 | 3.516 | ||||||
| 2026-05-13 | 13F | LM Advisors LLC | 265 | 9,05 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 335 | 32 | ||||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 31.675 | 0,39 | 3.063 | -6,27 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 196.364 | 2,65 | 18.988 | -4,15 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 96.364 | 201,83 | 9.629 | 191,23 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 46.892 | 57.791,36 | 4.535 | 56.575,00 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 18.363 | 53,09 | 1.776 | 42,91 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 88.990 | 8.605 | ||||||
| 2026-04-17 | 13F | Verde Capital Management | 658.249 | 5,10 | 63.653 | -1,86 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 482.403 | 1,42 | 46.648 | -5,30 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 55 | 5 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 4.367 | 435,83 | 422 | 402,38 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 7.107 | 687 | ||||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 94.614 | 6,51 | 9.149 | -0,54 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 33.801 | 1,10 | 3.269 | -5,60 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.695 | 148,15 | 357 | 131,82 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 56 | 5 | ||||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 405.471 | 2,48 | 39.209 | -4,31 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 93.899 | 20,22 | 9.080 | 12,27 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 67.155 | 1,45 | 6 | 0,00 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 107.093 | 26,60 | 10.356 | 18,21 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 561.025 | 0,90 | 54.251 | -5,78 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 3.025 | 293 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 246.468 | 5.136,20 | 23.834 | 4.793,84 | ||||
| 2026-05-01 | 13F | 46 Peaks LLC | 96.548 | 3,16 | 9.336 | -3,66 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 33.821 | 0,22 | 3.271 | -6,41 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 6.196 | 598 | ||||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 206.304 | 3,10 | 19.950 | -3,73 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 5.462 | 2,61 | 528 | -4,17 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 67.292 | 4,62 | 6.507 | -2,31 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 75.751 | 18,11 | 7.325 | 10,30 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 20.706 | 4,71 | 2.002 | -2,20 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 730 | 62,22 | 70 | 50,00 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 12.976 | 9,69 | 1.255 | 2,37 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 48.805 | 0,72 | 4.719 | -5,96 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 833.825 | 10,84 | 80.630 | 3,50 | ||||
| 2026-04-13 | 13F | Trust Co | 272 | 26 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 137.663 | 20,41 | 13.312 | 12,43 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 91.450 | 8.843 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 672.286 | 4,91 | 65.010 | -2,04 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 14.668 | 8,02 | 1.418 | 0,85 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 2.922 | 295 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 3.490 | 4,40 | 337 | -2,60 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 542.530 | 5,71 | 52.463 | -1,30 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 552.588 | 12,08 | 53.435 | 4,66 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 6.739 | 6,82 | 652 | -0,31 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 278.667 | 63,12 | 26.947 | 52,29 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 20.640 | 2,78 | 1.996 | -4,04 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 601 | 97,70 | 58 | 87,10 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 43.185 | 6,69 | 4.176 | -0,38 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2.422 | 234 | ||||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 2.257 | 2,50 | 218 | -4,39 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 1.200 | 116 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 302.917 | 2,35 | 29.292 | -4,43 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 111.293 | 10.762 | ||||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 850 | 82 | ||||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 17.407 | 1.683 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 3.039 | 4,47 | 294 | -2,66 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 23.279 | 78,82 | 2.016 | 72,16 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 918 | 58,55 | 89 | 44,26 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 125 | 12 | ||||||
| 2026-04-21 | 13F | Creekside Partners | 28.102 | 2,10 | 2.717 | -4,67 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 89 | 9 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 398 | 85,98 | 39 | 72,73 |