Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF eröffnet haben, gehören Clear Trail Advisors, LLC, Clarity Asset Management, Inc., Evergreen Wealth Solutions, LLC, Fifth Third Bancorp, National Asset Management, Inc., Vestmark Advisory Solutions, Inc., Diversify Wealth Management, Llc, Barnes Wealth Management Group, Inc, January Capital Advisors LLC, Centaurus Financial, Inc., Moors & Cabot, Inc., IFS Group,LLC, Qube Research & Technologies Ltd, Visionary Wealth Advisors, Vantus Wealth LLC, Financial Strategies Group, Inc., First Heartland Consultants, Inc., Beverly Hills Private Wealth, LLC, Westside Investment Management, Inc., und AE Wealth Management 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 | IFP Advisors, Inc | 4.378 | 1,67 | 119 | 0,85 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 32.147 | 20,10 | 875 | 18,40 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 210.458 | 7,54 | 5.731 | 6,01 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 22.029 | 2,91 | 600 | 1,35 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 96.200 | 0,80 | 2.620 | -0,61 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 60.423 | 35,71 | 1.645 | 33,85 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 29.291 | 798 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 20.751 | 1,19 | 565 | -0,18 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 76.722 | 1,70 | 2.089 | 0,29 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 49.098 | 27,83 | 1.337 | 26,04 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 9.689 | 264 | ||||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 837.226 | 7,44 | 22.798 | 5,92 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 16.568 | 27,05 | 451 | 25,28 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 36.006 | 2,77 | 980 | 1,34 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 59.201 | 5,76 | 1.626 | 5,17 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 31.629 | 1,12 | 861 | -0,23 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 9.814 | 32,37 | 267 | 30,24 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 10.346 | 282 | ||||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 296.215 | 1,65 | 8.066 | 0,21 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 19.626 | 52,68 | 534 | 50,42 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 211.730 | 20,76 | 5.765 | 19,06 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 69.565 | 5,92 | 1.894 | 4,47 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 132.952 | 3,41 | 3.620 | 1,97 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 39 | 1 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 621.055 | 102,40 | 17 | 100,00 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 201.513 | 2,19 | 5.487 | 0,61 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 129.941 | 4,89 | 3.593 | 5,00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 145.964 | 20,40 | 3.975 | 18,70 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.363.172 | 9,42 | 37.119 | 7,88 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 413.626 | 8,64 | 11.263 | 7,10 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 779.954 | 1,02 | 21.238 | -0,40 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 200.348 | 0,58 | 5.455 | -0,84 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 17.150 | 42,60 | 467 | 40,36 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.786.838 | 19,46 | 48.656 | 17,77 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 16.006 | 25,22 | 436 | 23,23 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 90.868 | 1,04 | 2.474 | -0,40 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 96.924 | 37,66 | 2.639 | 35,75 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 11.700 | 9,29 | 319 | 7,80 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1.052.298 | 18,24 | 28.654 | 16,57 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 32.112 | 27,21 | 874 | 25,39 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 39.932 | 1.087 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 14.992 | 52,26 | 414 | 33,98 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 8.222 | 224 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 40.963 | 103,50 | 1.115 | 100,90 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 64 | 2 | ||||||
| 2026-05-13 | 13F | BNB Wealth Management, LLC | 338.717 | 6,86 | 9.223 | 5,36 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 16.347 | 1,76 | 445 | 0,45 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 13.142 | 25,60 | 358 | 23,53 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 343.822 | 9,83 | 9.362 | 8,28 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 39.177 | 31,86 | 1.067 | 30,00 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 276.997 | 1.649,27 | 7.543 | 1.625,86 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3.124.086 | 13,25 | 86.287 | 113.435,53 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.352 | 91 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 14.450 | 30,91 | 393 | 29,28 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 205.205 | 60,44 | 5.588 | 58,18 | ||||
| 2026-04-10 | 13F | Novem Group | 165.832 | 12,57 | 4.516 | 10,99 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 6.768 | 0,74 | 184 | -0,54 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 42.277 | 1.142 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 30.586 | 833 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 62.146 | 18,40 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 59.783 | 8,32 | 2 | 0,00 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 102.520 | 29,28 | 2.792 | 27,44 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 20.519 | 24,46 | 559 | 22,64 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 19.799 | 12,31 | 540 | 11,11 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 414.296 | 0,03 | 11.281 | -1,37 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 54.537 | 63,43 | 1.485 | 61,24 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 30.721 | 9,42 | 837 | 7,18 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 24.163 | 38,01 | 658 | 36,02 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 15.667 | 99,81 | 427 | 97,22 | ||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 16.981 | 7,95 | 462 | 6,45 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 638.390 | 7,40 | 17.383 | 5,88 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 34.406 | 29,53 | 937 | 27,69 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 3.644 | 1,19 | 99 | 0,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 121.886 | 852,38 | 3.319 | 839,94 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 242.354 | 4,85 | 6.599 | 3,37 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 134 | 4 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 21.209 | 20,08 | 578 | 18,48 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 12.548 | 29,59 | 342 | 27,72 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 376.386 | 663,71 | 10.396 | 660,42 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 75.211 | 7,78 | 2.048 | 6,28 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 7.181.175 | 7,19 | 195.543 | 5,68 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 870.241 | 12,16 | 23.697 | 10,58 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 31.641 | 872 | ||||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 453.756 | 99,50 | 12.356 | 96,70 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 11.062 | 19,50 | 301 | 18,04 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.311 | 32,83 | 36 | 29,63 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4.296.149 | 17,72 | 116.984 | 16,05 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 19.162 | 3,28 | 522 | 1,76 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 404.251 | 19,48 | 11.008 | 17,78 | ||||
| 2026-05-05 | 13F | UBS Group AG | 5.618.936 | 27,32 | 153.004 | 25,52 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 12.621 | 8,77 | 344 | 7,19 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.994 | 3,80 | 54 | 1,89 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 46.357 | 47,10 | 1.262 | 45,06 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 10.102 | 0,53 | 275 | -0,72 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8.983 | 245 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 280.434 | 126,19 | 7.683 | 124,39 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 34.842 | 66,29 | 949 | 64,01 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 693.961 | 3,55 | 18.897 | 2,09 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 451.606 | 165,33 | 12.297 | 161,58 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 271.950 | 2,39 | 7.405 | 0,94 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 17.411 | 93,37 | 0 | |||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 207.948 | 5,14 | 5.662 | 3,66 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 10.603 | 2,39 | 0 | |||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 357.224 | 9.727 | ||||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 69.964 | 2,40 | 1.905 | 0,95 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 788.795 | 22,25 | 21.479 | 20,53 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 24.649 | 1,15 | 671 | -0,30 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 64.761 | 19,16 | 1.763 | 17,46 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 85.923 | 1,09 | 2.340 | -0,34 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 457.239 | 92,95 | 12.629 | 92,03 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 68.245 | 44,20 | 1.862 | 42,46 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 331.940 | 484,94 | 9.039 | 476,77 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 516.085 | 19,76 | 14.053 | 18,07 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 30.463 | 14,82 | 830 | 13,25 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 139.058 | 5,10 | 3.787 | 3,61 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.731.263 | 19,63 | 47 | 20,51 | ||||
| 2026-05-15 | 13F | Fmr Llc | 643 | 18 | ||||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 56.156 | 6,46 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8.424 | 229 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 3.375 | 92 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 188.059 | 6,28 | 5.121 | 4,77 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 510.734 | 4.233,76 | 13.907 | 4.179,08 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 216.147 | 13,73 | 5.970 | 13,72 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 69.538 | 20,24 | 1.894 | 18,53 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 455.538 | 5,55 | 12.309 | 3,11 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 9.126 | 249 | ||||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 8.561 | 6,75 | 233 | 5,43 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 40.989 | 22,41 | 1.116 | 20,78 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 46.076 | 1.255 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 144.255 | 25,23 | 4 | 0,00 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 8.889 | 37,56 | 242 | 35,96 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 2.498.780 | 8,26 | 68.042 | 6,73 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 9.187 | 254 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 110.996 | 0,44 | 3.022 | -0,98 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 123.067 | 14,24 | 3.351 | 12,64 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 55.769 | 5,53 | 1.519 | 4,04 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1.525.745 | 135,93 | 41.546 | 132,61 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 316.978 | 0,12 | 8.631 | -1,29 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6.998.730 | 34,53 | 190.575 | 32,63 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.687.676 | 9,87 | 73.187 | 8,32 | ||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 116.265 | 3,56 | 3.166 | 2,10 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 20.907 | 0,76 | 571 | -0,52 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 226.350 | 18,18 | 6.164 | 16,52 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 9.982 | 272 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 11.003 | 0 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 14.451 | 1.172,10 | 393 | 1.167,74 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 703.100 | 3,01 | 19.145 | 1,56 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 614 | 484,76 | 17 | 700,00 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 82.451 | 65,84 | 2.262 | 64,75 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 12.726 | 0,52 | 347 | -0,86 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 543 | 15 | ||||||
| 2026-05-18 | 13F | IFS Group,LLC | 10.098 | 275 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 184.881 | 5,12 | 5.034 | 3,50 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 35.004 | 14,11 | 953 | 12,51 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 609.326 | 14,56 | 16.592 | 12,95 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 5.849 | 159 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 24.575 | 40,66 | 679 | 40,08 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 12.307 | 41,35 | 335 | 39,58 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 131.035 | 3,73 | 3.568 | 2,26 | ||||
| 2026-05-15 | 13F | 9823 Capital, L.P. | 60.536 | 19,00 | 1.648 | 17,30 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 724.301 | 22,96 | 19.723 | 21,22 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.825.470 | 38,80 | 49.361 | 35,88 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 11.539 | 314 | ||||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 176.317 | 5,44 | 4.801 | 3,96 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 9.683 | 267 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 987.033 | 18,23 | 26.877 | 16,56 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 398.120 | 5,00 | 10.841 | 3,51 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 84.439 | 7,15 | 2.299 | 5,65 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.561.288 | 1,15 | 42.514 | -0,28 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 30.956 | 1,36 | 843 | -0,12 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 854.690 | 10,46 | 23.273 | 8,91 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 107.169 | 3,35 | 2.918 | 1,89 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.816.803 | 24,16 | 212.852 | 22,41 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 17.180 | 132,79 | 468 | 130,05 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 29 | 1 | ||||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 24.490 | 0,82 | 667 | -0,60 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 59.592 | 285,66 | 1.623 | 280,75 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 23.922 | 651 | ||||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 104.556 | 50,63 | 2.847 | 48,51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 124.447 | 20,39 | 3.437 | 19,84 | ||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 139.358 | 10,10 | 3.795 | 8,56 | ||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 16.638 | 78,73 | 453 | 76,26 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 7.614 | 0,95 | 207 | -0,48 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.904.613 | 36,86 | 51.863 | 34,93 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 707.785 | 16,47 | 19.273 | 14,82 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 91 | 2 | ||||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 35.178 | 12,91 | 958 | 11,28 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 53.038 | 1.444 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 11.350 | 1,23 | 309 | 0,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 38.241 | 1.041 | ||||||
| 2026-04-29 | 13F | Capital Planning LLC | 15.514 | 60,37 | 422 | 58,05 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 158.364 | 16,55 | 4.323 | 15,16 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 10.468 | 8,60 | 285 | 7,14 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 52.689 | 42,58 | 1.435 | 40,59 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 73.970 | 7,24 | 2.014 | 5,72 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 49.081 | 4,81 | 1.336 | 3,33 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 49.908 | 1.012,53 | 1.359 | 1.004,07 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 90.829 | 15,77 | 2.473 | 14,12 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 19.855 | 41,12 | 541 | 39,18 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 49.610 | 3,36 | 1.351 | 1,89 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 277.457 | 11,99 | 7.555 | 10,42 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 17.966 | 489 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 18.902.820 | 23,01 | 514.724 | 21,27 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 17.952 | 11,94 | 489 | 9,66 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 | 0 | ||||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 703.687 | 14,11 | 19.198 | 12,72 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 66.116 | 82,31 | 1.800 | 79,82 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 109.576 | 9,71 | 2.984 | 8,16 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 7.364.503 | 36,26 | 200.535 | 34,33 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5.840 | 8,29 | 159 | 7,43 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 344.287 | 17,19 | 9.375 | 15,53 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 395.509 | 6,68 | 10.770 | 5,18 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 20.216 | 12,95 | 550 | 11,34 | ||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 262.108 | 1,78 | 7.137 | 0,35 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 108.545 | 61,46 | 2.956 | 59,21 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 140.916 | 6,91 | 3.837 | 5,41 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 133.435 | 4,68 | 3.692 | 4,56 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 2.226 | 13,57 | 61 | 11,11 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 278.148 | 97,99 | 7.574 | 95,18 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 15.370 | 22,31 | 419 | 20,46 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 296.946 | 8.086 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 57.078 | 1,65 | 1.554 | 0,26 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 75.087 | 314,16 | 2.045 | 308,80 | ||||
| 2026-05-14 | 13F | Clg Llc | 91.958 | 21,89 | 2.504 | 20,21 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 377.176 | 23,77 | 10.270 | 22,01 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 124.865 | 1,73 | 3.400 | 0,29 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 566.123 | 17,97 | 15.419 | 16,20 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 30.224 | 11,38 | 823 | 9,88 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 36.471 | 116,59 | 993 | 113,55 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 10.978 | 25,25 | 299 | 23,14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 146.513 | 3.990 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 770.450 | 10,60 | 20.979 | 9,04 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 55.267 | 25,19 | 1.505 | 23,38 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 23.107 | 172,42 | 629 | 168,80 | ||||
| 2026-04-22 | 13F | Vicus Capital | 497.504 | 42,35 | 13.547 | 40,34 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 189.137 | 17,46 | 5.150 | 15,81 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 10.007 | 7,03 | 272 | 5,43 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 27.029 | 8,18 | 736 | 6,67 | ||||
| 2026-05-08 | 13F | Entruity Wealth, LLC | 395.401 | 16,51 | 10.767 | 14,86 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 41.208 | 23,07 | 1.122 | 21,43 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 21.739 | 14,10 | 592 | 12,36 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 372.971 | 8,24 | 10.156 | 6,71 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 428.985 | 5,62 | 11.681 | 4,14 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.130.597 | 18,42 | 30.786 | 118.307,69 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 116.324 | 34,31 | 3.168 | 32,40 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 4.088 | 52,54 | 111 | 50,00 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 95.469 | 103,61 | 3 | 100,00 |
