Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares California Muni Bond ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Fifth Third Bancorp, Franklin Resources Inc, Natixis Advisors, L.p., RVW Wealth, LLC, TCG Advisory Services, LLC, CV Advisors LLC, January Capital Advisors LLC, My Portfolio Guide, LLC, M. Kulyk & Associates, LLC, SRS Capital Advisors, Inc., GoalFusion Wealth Management, LLC, Zhang Financial LLC, Peak Retirement Planning, Inc., Kera Capital Partners, Inc., Robertson Stephens Wealth Management, LLC, VestGen Advisors, LLC, Skopos Labs, Inc., Abacus Wealth Partners, LLC, und Truist Financial Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 54.859 | 0,79 | 3.119 | -0,26 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 4.833 | 1,92 | 275 | 0,74 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 62.540 | 15,56 | 3.556 | 14,38 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 13.688 | 778 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 6.154 | 350 | ||||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 6.499 | 37,25 | 370 | 35,66 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 42.915 | 3,69 | 2.440 | 2,61 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 23.103 | 74,89 | 1.314 | 72,99 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 356.431 | 1,44 | 20.267 | 0,38 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 27.003 | 0,11 | 1.535 | -0,90 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 4.246 | 241 | ||||||
| 2026-05-12 | 13F | Creative Planning | 277.418 | 26,21 | 15.774 | 24,89 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 12.137 | 1 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 3.741 | 213 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 14.980 | 852 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 39.097 | 25,94 | 2.223 | 24,68 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 103.080 | 5,61 | 5.852 | 4,65 | ||||
| 2026-04-29 | 13F | Impact Investors, Inc | 20.065 | 24,07 | 1.141 | 22,71 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 21.661 | 6,62 | 1.232 | 5,48 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 86.874 | 11,70 | 4.940 | 10,54 | ||||
| 2026-05-01 | 13F | CV Advisors LLC | 11.300 | 641 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 3.944 | 224 | ||||||
| 2026-05-01 | 13F | FLC Capital Advisors | 10.304 | 132,81 | 586 | 130,31 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1.593 | 6,20 | 91 | 4,65 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 22.960 | 14,49 | 1.303 | 13,11 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 11.106 | 115,65 | 631 | 113,90 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 37.236 | 30,63 | 2.120 | 29,19 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 7.587 | 6,66 | 431 | 5,64 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5.062 | 288 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 7.110 | 18,20 | 404 | 17,10 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 19.414 | 2,84 | 1.104 | 1,75 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 99.861 | 16,89 | 5.678 | 15,69 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3.448 | 0 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 7.758 | 2,11 | 441 | 1,15 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 918.584 | 1,40 | 52.224 | 0,33 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 124.553 | 7,19 | 7.157 | 119.166,67 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 681.794 | 4,50 | 38.671 | 3,15 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 411.658 | 255,51 | 23.407 | 251,81 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 195.635 | 3,36 | 11.124 | 2,28 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 1.180.899 | 0,85 | 67.146 | -0,21 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 5.918 | 0,46 | 336 | -0,59 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 331.806 | 21,19 | 18.867 | 19,92 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 75.771 | 2,53 | 4.308 | 1,46 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 25.917 | 0,31 | 1.489 | 1,09 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 14.212 | 8,18 | 814 | 7,96 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 200.894 | 7,37 | 11.423 | 6,24 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 83.506 | 103,11 | 4.748 | 101,02 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.596 | 91 | ||||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 8.307 | 0,80 | 472 | -0,21 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 13.614 | 0,24 | 774 | -2,27 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 13.446 | 55,14 | 765 | 53,72 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4.110 | 95,71 | 234 | 94,17 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 32.842 | 3,63 | 1.867 | 2,53 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 33.763 | 12,92 | 1.920 | 11,70 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 61.820 | 23,49 | 3.515 | 22,22 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 11.255 | 16,68 | 640 | 15,34 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.021.059 | 88,18 | 58.057 | 86,22 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 6.106 | 19,35 | 347 | 18,43 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 45.483 | 4,40 | 2.586 | 3,32 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 25.547 | 2,71 | 1.453 | 1,61 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 192.029 | 16,02 | 10.919 | 14,81 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 3.708 | 0,49 | 211 | -0,94 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1.793 | 11,92 | 102 | 9,78 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 11.514 | 655 | ||||||
| 2026-05-06 | 13F | Zhang Financial LLC | 6.580 | 374 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 124.682 | 1,25 | 7.089 | 0,20 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 1.352.128 | 17,81 | 76.882 | 16,57 | ||||
| 2026-01-29 | 13F | Comerica Bank | 70.454 | 21,84 | 4.048 | 22,74 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 391.733 | 5,06 | 22.274 | 3,96 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 70.004 | 3.980 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 17.028 | 968 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 7.344 | 4,72 | 418 | 3,73 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 32.379 | 8,61 | 32 | -98,13 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 882.814 | 271,58 | 50.197 | 267,71 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.171 | 0,52 | 67 | 0,00 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 15.960 | 5,09 | 907 | 4,01 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 206.115 | 45,86 | 11.720 | 44,34 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 5.184 | 21,29 | 298 | 20,24 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 95.033 | 8,62 | 5.404 | 7,48 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 331.070 | 31,75 | 18.825 | 30,38 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 29.261 | 27,53 | 1.664 | 26,18 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 3.605 | 207 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 33.299 | 4,21 | 2 | 0,00 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 6.336 | 0,48 | 360 | -0,55 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 663.621 | 37.733 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 352 | 0,28 | 20 | 0,00 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 77.916 | 14,51 | 4.430 | 13,33 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 26.723 | 11,33 | 1.519 | 10,15 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 113.692 | 75,04 | 6.465 | 73,20 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 14.140 | 33,26 | 804 | 32,02 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 258.963 | 33,71 | 14.725 | 32,31 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 10.868 | 10,94 | 618 | 9,79 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 12.415 | 6,07 | 706 | 4,91 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 74.459 | 4.234 | ||||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 245 | 0,41 | 14 | -7,14 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 397.775 | 9,49 | 22.618 | 8,35 | ||||
| 2026-04-08 | 13F | Tlwm | 3.986 | 12,09 | 227 | 10,78 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 6.203 | 353 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 3.527 | 13,96 | 201 | 12,99 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 7.400 | 6,17 | 421 | 5,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.872.723 | 4,59 | 106.483 | 3,50 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 12.264 | 0,06 | 697 | -0,99 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 11.897 | 676 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 84.568 | 110,55 | 4.809 | 108,41 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 26.672 | 132,29 | 1.533 | 134,25 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 7.925 | 451 | ||||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 6.450 | 367 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 41.776 | 2,53 | 2.375 | 1,45 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 46.376 | 5,48 | 2.637 | 4,35 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 162.761 | 32,03 | 9.207 | 29,99 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1.581.074 | 5,56 | 89.900 | 3,80 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 959 | 17 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1.612 | 221,76 | 92 | 225,00 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 2 | |||||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 7.375 | 3,22 | 419 | 2,20 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 33.542 | 0,12 | 1.907 | -0,88 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 25.191 | 331,43 | 1.432 | 327,46 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 366.339 | 8,33 | 21.050 | 8,33 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 33.824 | 6,25 | 1.923 | 5,14 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 27.617 | 30,69 | 1.570 | 29,32 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 306.723 | 4,28 | 17.624 | 5,05 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 2.150 | 122 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 343.954 | 26,67 | 19.764 | 27,60 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.601 | 4,93 | 322 | 5,59 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 38.868 | 13,82 | 2.210 | 12,64 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 55.002 | 15,30 | 3.127 | 14,08 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 88 | 104,65 | 5 | 100,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7.100 | 100,00 | 404 | 98,52 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 4.500 | 256 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 48.612 | 11,07 | 2.764 | 9,94 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 14.448 | 10,26 | 822 | 9,18 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 118.101 | 6.715 | ||||||
| 2026-04-24 | 13F | Ndwm Llc | 90.580 | 12,17 | 5.150 | 10,99 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 14.699 | 0,01 | 836 | -1,07 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 12.077 | 0,16 | 687 | -0,87 | ||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 5.665 | 13,03 | 322 | 12,20 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 54.533 | 1,96 | 3.101 | 0,88 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 467.978 | 6,61 | 26.609 | 5,49 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 362 | 0,56 | 21 | 0,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 212.510 | 238,92 | 12.211 | 238,98 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 10.048 | 571 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 2.684 | 89,68 | 153 | 87,65 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 7.027 | 16,59 | 400 | 15,32 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 22.061 | 3,28 | 1.254 | 2,20 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 33.071 | 26,51 | 1.880 | 25,17 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 102.100 | 63,99 | 5.805 | 62,29 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 3.079 | 0,49 | 175 | -0,57 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 4.038 | 178,48 | 230 | 175,90 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 244.554 | 53,82 | 13.905 | 52,22 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 11.967 | 45,89 | 681 | 44,37 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 23.531 | 12,72 | 1.335 | 11,35 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 262.542 | 4,51 | 14.928 | 3,38 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 3.793 | 216 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 4.090 | 0,49 | 233 | -0,43 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 69.064 | 5,57 | 3.927 | 4,44 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 23.274 | 0,01 | 1.323 | -1,05 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 9.900 | 65,00 | 563 | 63,37 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 21.216 | 15,80 | 1.206 | 14,64 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 312.546 | 0,02 | 17.771 | -1,03 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6.295 | 14,75 | 362 | 14,60 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 7.904 | 1,57 | 449 | 0,45 | ||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 7.500 | 426 | ||||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 6.435 | 53,76 | 366 | 52,08 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 6.475 | 6,67 | 368 | 5,75 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 8.496.808 | 0,67 | 483.129 | -0,38 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 359 | 1,13 | 21 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 471.638 | 4,71 | 26.817 | 3,62 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 6.342 | 361 | ||||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 27.487 | 1,13 | 1.563 | 0,06 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.037 | 59 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 48.250 | 6,48 | 2.743 | 5,38 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 657.464 | 8,02 | 37.383 | 6,89 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 172.581 | 22,45 | 9.813 | 21,17 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 40.761 | 98,50 | 2.318 | 96,52 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 3.764 | 214 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 11.850 | 83,61 | 674 | 81,89 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 9.917 | 564 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 40.754 | 122,57 | 2.317 | 120,25 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 396.010 | 35,31 | 22.517 | 33,90 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 80.669 | 43,32 | 4.587 | 41,81 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 44.231 | 5,71 | 2.515 | 4,58 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 49.921 | 1,62 | 2.839 | 0,57 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 129.377 | 6,81 | 7.356 | 5,69 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 70.850 | 14,45 | 4.029 | 13,24 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 12.079 | 10,02 | 687 | 8,89 | ||||
| 2026-05-11 | 13F | a16z Perennial Management, L.P. | 4.710 | 268 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 7.757 | 441 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 242.057 | 4,65 | 14 | 0,00 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 28.265 | 0,22 | 1.624 | 1,00 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 53.378 | 8,96 | 3.035 | 7,85 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 81.426 | 0,74 | 4.630 | -0,32 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 6.199.721 | 21,33 | 352.516 | 20,06 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 148 | 8 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 30 | 2 | ||||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 38.534 | 4,03 | 2.191 | 2,96 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 6.883 | 1,55 | 391 | 0,51 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 293.236 | 8,77 | 16.673 | 7,64 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.147.593 | 15,98 | 65.252 | 14,77 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 1.487 | 29,98 | 85 | 29,23 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 5.570 | 318 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 54.437 | 0,98 | 3.100 | -0,23 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 4.459 | 254 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 657.171 | 19,63 | 37.367 | 18,38 |
