Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares MSCI USA Value Factor ETF eröffnet haben, gehören Mainstay Capital Management Llc /adv, TRB Wealth Management, LLC, Redhawk Wealth Advisors, Inc., Ndwm Llc, Valued Retirements, Inc., Per Stirling Capital Management, LLC., Wbh Advisory Inc, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Westview Management dba Westview Investment Advisors, XTX Topco Ltd, Petra Financial Advisors Inc, Heirloom Wealth Management, Traveka Wealth, LLC, Accredited Investors Inc., VestGen Advisors, LLC, Independent Advisor Alliance, Warren Averett Asset Management, LLC, Inspire Advisors, LLC, Cyndeo Wealth Partners, LLC, und Napier Financial, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | 5T Wealth, LLC | 1.420 | 202 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 13.957 | 12,91 | 1.985 | 17,40 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 1.500 | 213 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 38.221 | 43.332,95 | 5.435 | 45.183,33 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 933 | 133 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 18.632 | 5,68 | 2.649 | 9,92 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 3.004 | 475 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 28.724 | 1.832,97 | 4.084 | 1.911,82 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 267.154 | 37.987 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 2.912 | 12,09 | 414 | 16,62 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 40 | 6 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 5.488 | 0,05 | 780 | 4,14 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 2.327 | 2,96 | 331 | 6,80 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2.515 | 23,89 | 0 | |||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 22.271 | 3.167 | ||||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 19.159 | 2.724 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.009 | 286 | ||||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 361 | 51 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6.073 | 9,52 | 864 | 13,85 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 1.446 | 206 | ||||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 8.940 | 1.271 | ||||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 10.399 | 1.479 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 5.403 | 10,51 | 768 | -4,71 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 33.968 | 35,65 | 4.830 | 41,08 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 1.428 | 203 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 2.386 | 2,80 | 339 | 6,94 | ||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 32.496 | 4.621 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 334 | 0,30 | 48 | 4,44 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 447.061 | 31,50 | 64 | 36,96 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 26.289 | 84,34 | 3.738 | 91,79 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 2.694 | 0,41 | 383 | 4,64 | ||||
| 2026-05-01 | 13F | Marks Wealth, LLC | 305.035 | 20,67 | 43.373 | 25,49 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 5.642 | 1.028 | ||||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 2.408 | 0,42 | 342 | 4,59 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 61.043 | 8.683 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 13.627 | 9,06 | 1.938 | 13,41 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 24.425 | 3.473 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 6.627 | 942 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 289.852 | 24,80 | 41.214 | 132.848,39 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 1.848 | 263 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 942 | 134 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 3.951 | 0,03 | 562 | 3,89 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 7 | 1 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 687 | 98 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 4.658 | 662 | ||||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 15.698 | 2.232 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 560 | 0 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 3.892 | 553 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 260.534 | 32,37 | 37.029 | 37,66 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 1.855 | 0,43 | 264 | 4,37 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 519 | 336,13 | 74 | 356,25 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 145 | 0,69 | 21 | 5,26 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 1.835 | 0,11 | 261 | 4,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.053 | 0,34 | 292 | 4,30 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 135 | 10,66 | 19 | 18,75 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 154.871 | 10.350,13 | 22.021 | 10.801,49 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 3.996 | 16,64 | 568 | 21,37 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1.452 | 206 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.574 | 71,89 | 625 | 88,25 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 1.646 | 12,28 | 236 | 18,00 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 3.380 | 59,28 | 481 | 56,86 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.349 | 476 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 3.991 | 567 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 18.375 | 2.613 | ||||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 7.743 | 1.101 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 194.434 | 87,75 | 27.647 | 95,24 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 45.774 | 420,45 | 6.509 | 441,43 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 3.702 | 0,43 | 526 | 4,57 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 6.654 | 0,12 | 946 | 4,19 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 5.491 | 26,58 | 781 | 31,53 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1.223 | 11,89 | 174 | 16,11 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 277 | 0,73 | 38 | 8,82 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 13.058 | 1.857 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5.556 | 2,87 | 790 | 7,05 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 667 | 0,15 | 95 | 3,30 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 24 | 3 | ||||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 1.585 | 225 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 35 | 20,69 | 5 | 33,33 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 1.906 | 0,47 | 271 | 4,25 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 16.848 | 263,50 | 2.396 | 278,36 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 2.761 | 8,87 | 0 | |||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4.948 | 703 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 1.586 | 0,44 | 225 | -3,02 | ||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 1.927 | 274 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 4.893 | 696 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 50.129 | 364,03 | 7 | 600,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 291 | 41 | ||||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 2.188 | 361 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 46.755 | 83,68 | 6.648 | 91,03 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 4.109 | 584 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 237 | 134,65 | 34 | 153,85 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 2.929 | 45,29 | 417 | 42,96 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 75.231 | 368,47 | 10.697 | 387,33 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 26 | 8,33 | 4 | 33,33 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 6.483 | 2,82 | 922 | 6,84 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 61.199 | 69,29 | 8.702 | 76,06 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5.517 | 9,23 | 785 | 13,62 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 2.270 | 323 | ||||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 13.127 | 2 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.802 | 2.159,68 | 398 | 2.961,54 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6.928 | 0,67 | 986 | 4,79 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 550 | 78 | ||||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 66.489 | 4,59 | 9.454 | 8,77 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 7.879 | 1.120 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 2.821 | 15,33 | 401 | 20,06 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 224 | 124,00 | 32 | 138,46 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 3.195 | 454 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 24 | 3 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 667.457 | 61,30 | 92.430 | 63,36 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 328.961 | 16,11 | 44.979 | 26,95 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 1.547 | 220 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 112 | 4,67 | 16 | 7,14 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 7.526 | 1.070 | ||||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 1.969 | 24,70 | 280 | 29,77 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1.179 | 21,42 | 168 | 26,52 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 511 | 231,82 | 74 | 252,38 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 5.292 | 752 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 40 | 900,00 | 6 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 6.572 | 25,30 | 1 | |||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 1.641 | 233 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 25.147 | 63,69 | 3.576 | 70,24 | ||||
| 2026-04-29 | 13F | Shelter Mutual Insurance Co | 2.657 | 375 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 939.359 | 74,55 | 133.567 | 81,52 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 2.897 | 11,42 | 412 | 9,31 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 1.413 | 201 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4.741 | 674 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1.009 | 16.716,67 | 143 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 113.615 | 72,89 | 16.155 | 79,79 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2.110 | 1,64 | 330 | 9,67 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 11.566 | 24,13 | 1.644 | 29,04 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.286.319 | 883,92 | 182.902 | 923,22 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 34.949 | 4.969 | ||||||
| 2026-04-27 | 13F | Moneywise, Inc. | 3.222 | 458 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 72.724 | 1.622,91 | 10 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 4.634 | 44,32 | 659 | 49,89 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 309.025 | 430,74 | 43.940 | 451,94 | ||||
| 2026-05-07 | 13F | Mason Street Advisors, Llc | 288.200 | 40.979 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 16.895 | 59,28 | 2.402 | 65,66 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 3.773 | 0,43 | 527 | 1,74 | ||||
| 2026-05-14 | 13F | Prudential Plc | 223.800 | 86,50 | 31.822 | 93,95 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 10.898 | 326,54 | 1.550 | 343,84 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 2.759 | 392 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 3.916 | 557 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 21.763 | 0,85 | 3.094 | 4,88 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 4.175 | 594 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7.325 | 7,58 | 1.042 | 11,94 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 1.997 | 0,30 | 284 | 4,04 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 12.425 | 0,02 | 1.767 | 4,00 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 253 | 36 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 607 | 24,39 | 86 | 30,30 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 1.814 | 0,11 | 258 | 4,05 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 2.633 | 3,09 | 374 | 7,16 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9.254 | 1,17 | 1.316 | 5,20 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 18.499 | 88,59 | 2.630 | 96,12 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 2.435 | 48,57 | 346 | 54,46 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 180 | 0,56 | 26 | 4,17 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2 | 0 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9.213 | 13.061,43 | 1.310 | 14.444,44 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.612.286 | 0,35 | 229.251 | 4,35 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 11.853 | 2,65 | 1.685 | 6,78 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 3.991 | 567 | ||||||
| 2026-05-13 | 13F | Invst, LLC | 8.082 | 1.149 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 64.394 | 9.156 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 51.320 | 21,45 | 7.297 | 26,31 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 3.412 | 0,12 | 485 | 4,30 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 3.116 | 443 | ||||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 30.523 | 5,59 | 4.340 | 9,82 | ||||
| 2026-05-12 | 13F | Creative Planning | 27.795 | 71,09 | 3.952 | 77,94 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 244 | 0,41 | 35 | 3,03 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 9.107 | 1.295 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 36 | 2,86 | 5 | 25,00 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 129 | 18 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 11.729 | 0,14 | 1.668 | 166.700,00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.554.109 | 10,57 | 220.979 | 14,98 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2.100 | 287 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 2.604 | 22,89 | 370 | 28,03 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 50.582 | 16,36 | 7 | 40,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 41 | 6 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5.273 | 23,61 | 751 | 28,64 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 305.941 | 75,41 | 43.502 | 82,42 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 13.401 | 1.940 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 558.535 | 1,51 | 79.418 | 5,57 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 21 | 3 | ||||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 758 | 0,40 | 108 | 3,88 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 18.644 | 6,18 | 2.651 | 10,42 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 6.527 | 928 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 17.330 | 24,57 | 2.464 | 29,55 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 16.282 | 7,53 | 2.315 | 11,84 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 1.456 | 207 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 8.856 | 8,15 | 1.259 | 12,51 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 554 | 13,99 | 80 | 14,29 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 21.500 | 3.057 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2.674 | 54,30 | 380 | 60,34 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 127 | 64,94 | 18 | 80,00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 15 | 2 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 12.726 | 31,24 | 1.810 | 36,53 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 1.965 | 22,51 | 279 | 27,40 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10.869 | 18,97 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3.762 | 0,05 | 595 | 15,76 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 6.143 | 0,64 | 977 | 10,40 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 34 | 3,03 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 243.975 | 7,72 | 34.691 | 12,02 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 26.747 | 55,09 | 3.434 | 45,63 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 3.421 | 1,60 | 486 | 5,65 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 6.452 | 72,10 | 917 | 79,10 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 386 | 55 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5.202 | 10,56 | 711 | 20,92 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 25.280 | 3.595 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 108.157 | 89,14 | 15.259 | 95,17 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 755 | 107 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5.595 | 17,22 | 775 | 18,71 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 99 | 14 | ||||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 6 | 1 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 3.968 | 0,28 | 565 | 4,25 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 354 | 50 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 14.388 | 5,45 | 2.083 | 11,64 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 1.300 | 185 | |||||
| 2026-05-15 | 13F | Millennium Management Llc | 12.430 | 300,19 | 1.767 | 316,75 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 92 | 1,10 | 13 | 8,33 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 67.051 | 2,67 | 9.534 | 6,78 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 2.017 | 0,40 | 287 | 4,38 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 2.637 | 0,46 | 375 | 4,47 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 159 | 23 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 220.580 | 177,08 | 31.364 | 188,14 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 32.316 | 11,91 | 4.595 | 16,36 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 1.514 | 215 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 2.069 | 294 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 18.103 | 2.574 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 346 | 49 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 3.513 | 500 | ||||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 130 | 19 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 9.584 | 6,54 | 1.363 | 10,73 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 16.911 | 95,68 | 2.405 | 103,56 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 2.241 | 319 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 23.028.163 | 1,24 | 3.274.375 | 5,28 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 2 | 0 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 45.414 | 0,36 | 6.457 | 4,36 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 39 | 6 | ||||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 4.932 | 0,08 | 701 | -5,01 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 17.556 | 35,35 | 2.496 | 40,78 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5.115 | 22,87 | 727 | 27,77 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 9.256 | 1.316 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 1.518 | 208 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3.644 | 128,75 | 518 | 138,71 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 70.762 | 16,38 | 10.061 | 21,03 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 2.084 | 296 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 2.450 | 13,32 | 348 | 17,97 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 3.052 | 0,03 | 434 | -1,81 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.646 | 1.656 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 2.679 | 6,99 | 381 | 72,73 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 25.991 | 878,21 | 3.696 | 917,91 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.214 | 786,13 | 173 | 265,96 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 9.409 | 25,14 | 1.338 | 30,06 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 3.140 | 0,13 | 446 | -4,50 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 14.834 | 24,61 | 2.109 | 29,63 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 567 | 0,53 | 78 | 10,00 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 1.543 | 219 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1.457 | 211 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 618.258 | 75,00 | 87.910 | 81,99 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 55 | 8 | ||||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 2.685 | 382 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 173 | 25 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 1.835 | 261 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 200 | 25 | ||||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 76.733 | 10.911 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 11 | 2 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 5.443 | 18,69 | 774 | 23,29 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 21.237 | 17,09 | 3.021 | 21,82 | ||||
| 2026-05-05 | 13F | PFG Advisors | 6.523 | 4,97 | 928 | 9,19 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 3.135 | 6,81 | 446 | 10,97 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 3.044 | 433 | ||||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 56.551 | 8.041 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.385 | 189 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2.882 | 410 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1.700 | 242 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1.607 | 0,19 | 228 | 4,11 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 153.176 | 5.453,88 | 21.780 | 5.677,19 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 186.234 | 1,38 | 26.481 | 5,43 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 437 | 52,26 | 60 | 68,57 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 72.474 | 10.305 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 7.266 | 9,38 | 1.033 | 13,77 | ||||
| 2026-05-15 | 13F | Fmr Llc | 721.493 | 18,74 | 102.589 | 23,48 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1 | 0 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.660 | 378 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 1.414 | 201 | ||||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 12.827 | 0,23 | 1.824 | 4,23 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 119 | 17 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 1.751 | 249 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 41.399 | 11,75 | 5.886 | 16,21 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 32.149 | 4,71 | 4.571 | 8,89 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10.510 | 19,96 | 1.494 | 24,81 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 4.852 | 81,59 | 690 | 89,04 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 4.428 | 0,05 | 630 | 3,97 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 9.886 | 26,02 | 1.406 | 31,06 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 24 | 3 | ||||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 1.562 | 222 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.009 | 143 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 354 | 180,95 | 51 | 200,00 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 90 | 52,54 | 13 | 50,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.571 | 10,25 | 223 | 14,95 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 195 | 14,04 | 28 | 17,39 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 32 | 4 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 2.054 | 292 | ||||||
| 2026-04-14 | 13F | Well Done, LLC | 39.520 | 1,29 | 5.619 | 5,34 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 5.490 | 3,94 | 781 | 8,03 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 12.948 | 494,76 | 1.841 | 519,87 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 18.066 | 151,48 | 2.569 | 161,51 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 6.079 | 864 | ||||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 42.511 | 1,99 | 6.045 | 6,05 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 22.826 | 3.246 | ||||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 1.416 | 201 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 927.084 | 10,31 | 131.822 | 14,71 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 154.854 | 115.462,69 | 22.019 | 122.222,22 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 4.794 | 22,14 | 682 | 27,05 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 271 | 6,72 |
