Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund eröffnet haben, gehören Wealth Alliance Advisory Group, LLC, Redhawk Wealth Advisors, Inc., Financial Discovery Group Inc, Navis Wealth Advisors, LLC, TRB Wealth Management, LLC, Triad Wealth Partners, LLC, Boomfish Wealth Group, LLC, Fjell Capital, LLC, Natixis Advisors, L.p., Summitpoint Capital Management, Helium Advisors LLC, Sherrill & Hutchins Financial Advisory, Inc, VestGen Advisors, LLC, Modera Wealth Management, LLC, Advyzon Investment Management, LLC, Signature Estate & Investment Advisors Llc, BancorpSouth Bank, Opus Financial Solutions LLC, Pinnacle Financial Partners, Inc., und Armis Advisers, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | AlphaCore Capital LLC | 305 | 25,51 | 28 | 27,27 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 149.746 | 5,93 | 13.819 | 5,02 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 12.051 | 0,46 | 1.112 | -0,36 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.837 | 0,07 | 262 | -0,76 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 3.704 | 37,29 | 342 | 35,86 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 10.883 | 0,15 | 1.004 | -0,69 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 39.033 | 3.602 | ||||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 4.621 | 10,55 | 426 | 9,51 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.347 | 5,23 | 124 | 4,20 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 58.273 | 3,95 | 5.377 | 3,07 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 16.669 | 1.538 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 10.246 | 4,79 | 946 | 3,85 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3.954 | 83,31 | 365 | 82,00 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 5.345 | 0,02 | 493 | -0,80 | ||||
| 2026-05-01 | 13F | Smart Portfolios, LLC | 108.036 | 6,19 | 9.970 | 5,28 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 346.903 | 30,34 | 32.012 | 29,22 | ||||
| 2026-05-14 | 13F | Artemis Wealth Advisors, LLC | 3.066 | 1,29 | 283 | 0,36 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 49.030 | 13,01 | 4.525 | 12,04 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 192.244 | 25,52 | 17.740 | 23,92 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 100.384 | 12,38 | 9.263 | 11,41 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 249 | 23 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 127.455 | 29,22 | 12 | 22,22 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 11.805 | 269,14 | 1 | |||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 9.543 | 38,75 | 878 | 37,19 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 239.201 | 16,65 | 22.073 | 15,65 | ||||
| 2026-05-14 | 13F | Betterment LLC | 9.797 | 15,93 | 1 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 116.320 | 12,66 | 10.734 | 11,70 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 1.623.692 | 2,34 | 149.834 | 1,46 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 4.686 | 11,94 | 432 | 11,05 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 225 | 21 | ||||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 12.526 | 1,35 | 1.156 | 0,43 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 4.200 | 0 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 68.365 | 6.309 | ||||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 81.124 | 4,94 | 7 | 0,00 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 537.942 | 27,98 | 49.641 | 26,88 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 80.866 | 3,17 | 7.462 | 2,29 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 441.013 | 5,29 | 40.697 | 4,38 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 38.260 | 27,82 | 3.531 | 26,70 | ||||
| 2026-05-05 | 13F | PFG Advisors | 33.273 | 175,30 | 3.070 | 173,13 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 152.271 | 2,10 | 14.052 | 1,22 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 917 | 84 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7.716 | 28,51 | 712 | 27,60 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 92.112 | 188,44 | 8 | 300,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 20.900 | 409,76 | 1.929 | 406,04 | |||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 2.816 | 260 | ||||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 73.653 | 3,27 | 6.797 | 2,38 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 136.024 | 9,39 | 12.552 | 8,45 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 4.110 | 379 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 13.269 | 5,25 | 1.224 | 4,35 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 4.702 | 10,17 | 434 | 9,07 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 27.541 | 12,77 | 2.541 | 11,79 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 16.539 | 2,63 | 1.526 | 1,80 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 4.545 | 423 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.614.444 | 24,46 | 241.261 | 23,39 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 297 | 102,04 | 27 | 107,69 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 478.511 | 7,17 | 44.157 | 6,25 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 55.466 | 9,12 | 5.118 | 8,18 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 1.101 | 24,41 | 102 | 23,17 | ||||
| 2026-04-21 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 5.624 | 519 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 77.814 | 6,76 | 7.181 | 5,84 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 14.968 | 8,51 | 1.393 | 8,24 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 1.019.618 | 107,32 | 94.090 | 105,54 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 258.144 | 0,78 | 24 | 0,00 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 5.954 | 0,03 | 549 | -0,90 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 48.832 | 4.506 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 4.545 | 942 | 372,86 | |||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 58.526 | 2,54 | 5.401 | 1,66 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 35.489 | 8,66 | 3.275 | 7,70 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 194.918 | 4,52 | 17.987 | 3,18 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 38.622 | 4,77 | 3.585 | 4,49 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2.824 | 7,09 | 261 | 6,12 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 9.946 | 0,19 | 918 | -0,65 | ||||
| 2026-05-12 | 13F | Creative Planning | 27.334 | 2,58 | 2.522 | 1,69 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 218.818 | 7,58 | 20.193 | 6,65 | ||||
| 2026-05-04 | 13F | First Growth Capital LLC | 11.815 | 13,47 | 1.087 | 11,60 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 92.281 | 9,58 | 8.516 | 8,64 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 66 | 10,00 | 6 | 20,00 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 106.584 | 1,21 | 9.836 | 0,34 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 17.334 | 203,41 | 1.600 | 201,13 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 3.190 | 16,00 | 294 | 14,84 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.892.589 | 27,70 | 174.648 | 26,60 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 35.646 | 3.289 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 240.823 | 1.042,91 | 22.223 | 1.033,25 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 492.905 | 2,77 | 45 | 2,27 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 201.455 | 60,06 | 18.590 | 58,69 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 48.346 | 31,51 | 4.461 | 30,40 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.698.166 | 2,79 | 156.517 | 1,78 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 71.458 | 2,16 | 6.594 | 1,29 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 60.205 | 1,81 | 5.556 | 0,93 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 26.000 | 2.399 | ||||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 238.621 | 0,33 | 22.020 | -0,54 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 540.783 | 134,84 | 49.903 | 132,82 | ||||
| 2026-05-08 | 13F | Christian Investment Advisors, Inc. | 345.997 | 32.378 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 88.837 | 5,67 | 8.198 | 4,75 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 2.765 | 21,91 | 255 | 20,85 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 428.534 | 8,40 | 39.545 | 7,47 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 2.964 | 1,30 | 274 | 0,37 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 372.845 | 34.406 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 5.310 | 490 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 17.852 | 17,11 | 1.647 | 16,15 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 74.026 | 5,95 | 6.814 | 4,78 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 48.393 | 4.466 | 25,53 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 893.415 | 16,64 | 82.239 | 15,35 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 3.380 | 18,60 | 312 | 17,36 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 24.291 | 10,01 | 2.235 | 8,71 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 112.338 | 169,07 | 10.367 | 166,75 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 9.181 | 0,39 | 847 | -0,47 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 35.589 | 13,02 | 3.284 | 12,04 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 5.425 | 501 | ||||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 28.884 | 76,75 | 2.665 | 75,21 | ||||
| 2026-04-23 | 13F | Fortitude Financial, LLC | 24.008 | 2,35 | 2.215 | 1,47 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 5.237 | 0,63 | 483 | -0,21 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 14.946 | 37,21 | 1.379 | 36,13 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 9.854 | 5,95 | 909 | 4,97 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10.190 | 31,16 | 940 | 30,01 | ||||
| 2026-05-15 | 13F | Fmr Llc | 198 | 18 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 56.923 | 43,76 | 5.253 | 42,52 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 635.255 | 46,54 | 59.130 | 147.722,50 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 50.727 | 12,51 | 4.681 | 11,56 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 6.118 | 38,92 | 565 | 37,90 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 40.275 | 7,18 | 3.717 | 6,26 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 74.210 | 0,13 | 6.848 | -0,72 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 379 | 0,53 | 35 | -2,86 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 59.764 | 5.515 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5.433 | 32,29 | 501 | 31,15 | ||||
| 2026-04-22 | 13F | Boomfish Wealth Group, LLC | 12.594 | 1.162 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 380.841 | 0,07 | 35.144 | -0,79 | ||||
| 2026-05-07 | 13F | Financial Discovery Group Inc | 55.956 | 5.164 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 2.322 | 214 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 558.121 | 10,51 | 51.950 | 10,19 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 282.970 | 47,76 | 26.113 | 46,49 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 116.458 | 7,76 | 10.747 | 6,83 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 77.325 | 3,20 | 7.136 | 2,31 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 358 | 33 | ||||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 97.316 | 35,58 | 8.980 | 34,41 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 38.890 | 0,79 | 3.589 | -0,08 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 526.533 | 12,85 | 48.588 | 11,40 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 72.814 | 8,74 | 6.778 | 8,43 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 15.020 | 0,74 | 1.386 | -0,07 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 125.987 | 4,11 | 11.626 | 3,22 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 12.474 | 1.151 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 103.918 | 8,86 | 9.590 | 7,92 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 3.464 | 1,20 | 320 | 0,31 | ||||
| 2026-05-11 | 13F | Fairway Financial, LLC | 33.458 | 7,51 | 3.087 | 6,60 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 12.124 | 8,30 | 1.119 | 7,29 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 5.482 | 503 | ||||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 192.337 | 4,80 | 17.749 | 3,89 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 70.998 | 263,25 | 6.552 | 260,14 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 49.444 | 1.525,91 | 4.606 | 1.527,56 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 68.131 | 6,35 | 6.287 | 5,50 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 58.412 | 25,81 | 5.390 | 24,74 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 4.121 | 0,12 | 380 | -0,78 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 94.582 | 31,40 | 8.728 | 30,27 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 4.455 | 411 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 15.980 | 580,29 | 1.475 | 576,15 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 38 | 4 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3.601 | 8,33 | 332 | 7,10 | ||||
| 2026-05-06 | 13F | Gs Investments, Inc. | 26 | 2 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 281.894 | 7,32 | 26.013 | 6,40 | ||||
| 2026-05-14 | 13F | Menard Financial Group LLC | 24.984 | 1,03 | 2.306 | 0,17 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 14.957 | 24,34 | 1.354 | 21,00 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 48.865 | 13,38 | 4.498 | 12,14 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.420.959 | 18,13 | 315.686 | 17,11 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 634 | 1,28 | 58 | 0,00 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 6.766 | 50,62 | 624 | 48,93 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 16.561 | 15,92 | 1.528 | 14,97 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5.022 | 463 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 343 | 32 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 9.455 | 8,84 | 873 | 7,92 | ||||
| 2026-05-06 | 13F | Eq Llc | 3.481 | 4,25 | 321 | 3,55 | ||||
| 2026-05-05 | 13F | UBS Group AG | 911.703 | 2,53 | 84.132 | 1,65 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 2.265 | 1,03 | 209 | 0,48 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 56.948 | 1.055,37 | 5.255 | 1.047,38 | ||||
| 2026-01-29 | 13F | Comerica Bank | 48.141 | 25,88 | 4.481 | 25,49 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 19.659 | 54,91 | 1.814 | 53,60 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 2.461 | 227 | ||||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 4.779 | 19,59 | 441 | 18,23 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 134.601 | 13,91 | 12.421 | 12,93 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 396.395 | 1.119,75 | 36.579 | 1.109,62 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.793.866 | 76,36 | 165.538 | 74,84 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 153 | 14 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 81.707 | 5,14 | 7.540 | 4,23 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 835.724 | 8,25 | 77.121 | 7,32 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 16.134 | 23,57 | 1.489 | 21,67 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 7.632 | 11,91 | 704 | 11,04 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 102.180 | 15,49 | 9.429 | 14,50 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 6.085 | 15,14 | 562 | 14,26 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 11.450 | 43,57 | 1.057 | 42,32 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 2.222 | 205 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37.742 | 3.483 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 380 | 804,76 | 35 | 1.066,67 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 69.770 | 4,02 | 6.438 | 3,12 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 126.066 | 8,46 | 11.633 | 7,53 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 31.950 | 4,48 | 2.948 | 3,58 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 184.929 | 6.122,38 | 17.065 | 6.082,97 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 5.277 | 86,40 | 487 | 84,79 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 67.175 | 0,90 | 6.199 | 0,03 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 29.441 | 3,76 | 2.717 | 1,88 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3.797 | 8,58 | 350 | 7,69 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 32 | 3 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.542 | 235 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 502.485 | 139,91 | 46.369 | 137,85 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 50.802 | 119,30 | 4.395 | 103,85 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 239.469 | 2,97 | 22.290 | 2,68 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 57.609 | 144,19 | 5.358 | 143,61 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15.993 | 26,32 | 1.476 | 25,21 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 161.029 | 35,37 | 14.860 | 34,20 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 643.160 | 180,90 | 59.351 | 178,49 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 4.709 | 0,19 | 435 | -1,14 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 141.683 | 6,31 | 13.075 | 5,40 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 194.553 | 4,33 | 17.953 | 3,44 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.233.642 | 12,59 | 206.121 | 11,63 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 13.779 | 0,41 | 1.272 | -0,47 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 26.622 | 223,00 | 2.457 | 220,21 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 24.388 | 13,44 | 2.251 | 12,44 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 281.501 | 4,64 | 25.977 | 3,74 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 49.572 | 41,25 | 4.575 | 40,05 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 5.290 | 3,81 | 488 | 2,95 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 19.810 | 21,15 | 1.790 | 17,61 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 36.315 | 7,60 | 3.351 | 6,69 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 5.015 | 157,84 | 463 | 155,25 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 11.863 | 185,72 | 1.095 | 183,42 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 23.508 | 3,49 | 2.169 | 2,60 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 37.621 | 401,01 | 3.472 | 397,28 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 45.809 | 4,05 | 4.227 | 3,17 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 1.022.276 | 59,51 | 94.336 | 58,14 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 66.155 | 25,47 | 6.105 | 24,39 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 5.759 | 89,63 | 532 | 88,30 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 608.209 | 2.437,38 | 56.126 | 2.415,69 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 92 | 0 | ||||||
| 2026-04-10 | 13F | Novem Group | 233.987 | 1,50 | 21.592 | 0,62 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 159.687 | 18,19 | 14.736 | 17,18 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 130.209 | 3,90 | 12.016 | 3,01 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 2.677 | 4,20 | 247 | 3,35 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 20.267 | 15,16 | 1.870 | 14,16 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 5.713 | 18,65 | 527 | 17,37 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 6.371 | 1,14 | 588 | 0,17 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 27.804 | 6,74 | 2.566 | 5,82 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 14.558 | 9,20 | 1.343 | 8,31 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 7.992 | 6,99 | 737 | 5,29 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 22.446 | 99,36 | 2.071 | 97,61 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 202.176 | 5,82 | 18.657 | 4,91 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 27 | 2 | ||||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 9.036 | 20,51 | 834 | 19,00 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 13.445 | 6,21 | 1.241 | 5,26 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 2.515 | 231 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 1.045 | 0,77 | 96 | 0,00 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 5.864 | 0,38 | 541 | -0,37 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 144.944 | 11,95 | 13.375 | 10,99 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 632 | 20,38 | 58 | 20,83 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 5.711 | 0,09 | 527 | -0,75 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 10.218 | 37,99 | 943 | 36,72 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 799 | 1,40 | 74 | 0,00 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 77.900 | 1,48 | 7.189 | 0,60 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.625.567 | 11,81 | 150.007 | 10,85 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1.750.925 | 12,79 | 161.575 | 11,82 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 12.243 | 1 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 25.941 | 1,85 | 2.394 | 0,97 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 161.549 | 4,61 | 14.787 | 2,87 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 857 | 52,49 | 79 | 51,92 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 233 | -0,43 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 510 | 47 | ||||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 628.413 | 8,08 | 57.990 | 7,15 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 176.533 | 6,23 | 16.290 | 5,32 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 1.144 | 0,09 | 106 | -0,94 | ||||
| 2026-05-11 | 13F | Womack Financial LLC | 32.497 | 13,72 | 2.999 | 12,75 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 1.065.087 | 70,55 | 98.286 | 69,09 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2.660 | 0 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 69.318 | 431,29 | 6.397 | 426,94 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2.686 | 61,71 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 6.610 | 8,77 | 610 | 7,79 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 149.441 | 4,04 | 13.790 | 3,15 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 47.029 | 5,13 | 4 | 0,00 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 5.632 | 2,21 | 520 | 1,37 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 6.798 | 44,03 | 627 | 42,82 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 260.671 | 62,10 | 23.867 | 59,46 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 50.953 | 2,32 | 4.702 | 1,42 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 513 | 0,59 | 47 | 0,00 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 8.277 | 96,60 | 764 | 95,14 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 19.446 | 91,04 | 1.794 | 89,44 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 5.522 | 99,71 | 510 | 98,05 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 195.474 | 2.422,90 | 18.038 | 2.401,80 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 46.503 | 468,64 | 4.291 | 463,86 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 6.403 | 19,48 | 589 | 18,27 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.113.996 | 18,01 | 102.800 | 16,99 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.762.269 | 11,29 | 347.182 | 10,33 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 2.624 | 24,54 | 242 | 23,47 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 43.452 | 4.010 | ||||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 38.562 | 4,12 | 3.559 | 3,22 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 2.255 | 208 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 12.666 | 1.169 | ||||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 17.341 | 1.600 | ||||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 142.364 | 1,77 | 13.137 | 0,90 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 3.383 | 51,77 | 312 | 50,72 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 41.068 | 93,87 | 3.790 | 92,24 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 24.890 | 8,86 | 2.297 | 7,89 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 14.654 | 1,56 | 1.352 | 0,67 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 112.917 | 10.420 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 37.751 | 696,43 | 3.484 | 689,80 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 7.007 | 8,30 | 647 | 7,31 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 4.000 | 369 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8.965 | 827 | ||||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 81.918 | 7.559 | ||||||
| 2026-05-05 | 13F | Helium Advisors LLC | 6.315 | 583 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 200 | 18 | ||||||
| 2026-04-22 | 13F | Romano Brothers And Company | 17.118 | 4,33 | 1.580 | 3,41 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 318.700 | 119,85 | 29.410 | 117,96 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 138 | 5,34 | 13 | 0,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 100.807 | 10,32 | 9.302 | 9,37 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 23.558 | 115,02 | 2.174 | 113,25 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 262.289 | 0,77 | 24.204 | -0,09 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 269.954 | 0,71 | 24.911 | -0,15 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 6.668 | 6,47 | 1 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 3.406 | 0,21 | 314 | -0,63 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 545.719 | 32,88 | 50.359 | 31,74 | ||||
| 2026-04-22 | 13F | Vicus Capital | 144.662 | 2,62 | 13.349 | 1,74 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 288.621 | 1,30 | 26.634 | 0,43 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 5.615 | 107,66 | 518 | 106,37 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 10.876 | 1.012 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 447 | 40,57 | 41 | 37,93 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 3.038 | 280 | ||||||
| 2026-04-27 | 13F | Vavra Capital Management, LLC | 140.103 | 0,37 | 12.929 | -0,49 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 818 | 1,24 | 76 | 0,00 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 109.129 | 3,08 | 10.070 | 2,20 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 46.192 | 627,66 | 4.263 | 622,37 | ||||
| 2026-05-04 | 13F | Del-Sette Capital Management, LLC | 46.034 | 4,28 | 4.248 | 3,38 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 54.959 | 8,66 | 5.072 | 7,73 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 59.552 | 230,18 | 5.495 | 227,47 | ||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 5.299 | 6,83 | 489 | 5,86 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 126.136 | 11.640 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 109.716 | 3,11 | 10 | 11,11 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3.437 | 3,90 | 318 | 3,58 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 641.859 | 1,10 | 59.230 | 0,23 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 38.494 | 3,68 | 3.552 | 2,81 |
