Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional International Core Equity Market ETF eröffnet haben, gehören First Command Advisory Services, Inc., Annex Advisory Services, LLC, Owl Creek Wealth Partners LLC, GK Wealth Management LLC, Platform Wealth Management, LLC, Great Diamond Partners, LLC, Jacobsen Capital Management, SB Capital Management Inc, Aznar Financial Advisors, LLC, 3 Factor Indexing, Llc, Everest Financial Group LLC, Commerce Bank, Liberty One Investment Management, Llc, Sanchez Levi Garrett, Action Point Financial Planning, Llc, Warburton Capital Management, LLC, CSP Financial Group, LLC, Worth Asset Management, LLC, Selective Wealth Management, Inc., und V2 Financial group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | UBS Group AG | 4.194.947 | 5,28 | 163.435 | 7,63 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 43.361 | 2 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 118.401 | 12,43 | 4.613 | 14,93 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 27.513 | 2,19 | 1.076 | 4,87 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 52.990 | 35,10 | 2.019 | 41,68 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 6.255 | 244 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.154.484 | 7,24 | 44.979 | 9,64 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 14.352 | 2,00 | 559 | 4,29 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 413.013 | 1,23 | 16.091 | 3,49 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 71.471 | 2,25 | 2.785 | 4,54 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 15.253 | 621 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 5.186 | 202 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 549.642 | 10,87 | 21 | 16,67 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 637.783 | 10,85 | 24.890 | 13,51 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 220.245 | 15,19 | 8.581 | 17,76 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 147.329 | 16,35 | 5.740 | 18,94 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 247 | 10 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 17.185 | 339,74 | 670 | 352,03 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 110.728 | 679,50 | 4.314 | 697,23 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 4.279.724 | 10,93 | 166.737 | 13,40 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 31.843 | 1,38 | 1.241 | 3,68 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 54.845 | 2.137 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 40.152 | 1,72 | 1.588 | 5,52 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 22.037 | 5,66 | 859 | 8,06 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 5.624 | 219 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 5.738 | 224 | ||||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 164.478 | 97,50 | 6.408 | 101,95 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 9.616 | 0,25 | 375 | 2,47 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 253.885 | 0,54 | 9.891 | 2,78 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 109.443 | 44,55 | 4 | 100,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 975.380 | 9,01 | 36.908 | 7,70 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 790.903 | 2,74 | 30.814 | 5,03 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 370.511 | 39,47 | 14 | 40,00 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 19.801 | 0,01 | 771 | 2,25 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 21.016 | 39,06 | 856 | 48,70 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 755.946 | 0,50 | 29.452 | 2,74 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 133.568 | 5,73 | 5.090 | 10,87 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 351.073 | 6,77 | 13.678 | 9,15 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 35.040 | 23,85 | 1.365 | 26,62 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 9.095 | 354 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 427.055 | 10,37 | 16.638 | 12,21 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 275.554 | 0,14 | 11.052 | 5,40 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 2.216.137 | 0,50 | 86.341 | 2,75 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 224.930 | 6,28 | 8.763 | 8,65 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 2.072 | 79 | ||||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 177.647 | 4,31 | 6.921 | 6,64 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 10.135 | 395 | ||||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6.901 | 21,69 | 280 | 29,63 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 73.541 | 0,90 | 2.865 | 3,17 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 109.908 | 19,37 | 4.282 | 22,06 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 53.532 | 70,54 | 2.086 | 74,33 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 50.756 | 1,49 | 1.977 | 3,78 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 786.242 | 1,29 | 30.632 | 3,55 | ||||
| 2026-05-04 | 13F | Prodigy Asset Management LLC | 214.287 | 6,72 | 8.349 | 9,10 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 6.655 | 259 | ||||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 71.142 | 2,60 | 2.772 | 4,88 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 11.944 | 465 | ||||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 574.320 | 3,25 | 22.375 | 5,56 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 19.882 | 27,83 | 775 | 30,74 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 29.344 | 0,80 | 1.143 | 3,07 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 335.049 | 10,84 | 13.054 | 13,32 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 294.471 | 7,84 | 11.473 | 10,24 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 18 | 1 | ||||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 31.853 | 8,70 | 1.241 | 11,20 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 1.219.756 | 0,97 | 47.522 | 3,23 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 9.541 | 394 | ||||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 8.289 | 0,01 | 323 | 2,22 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 320.305 | 266,59 | 12.207 | 284,32 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 110.726 | 2,34 | 4.314 | 4,61 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 60.484 | 3,99 | 2.356 | 6,32 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 3.092 | 120 | ||||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 501.887 | 35,43 | 19.554 | 38,46 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 10.997 | 1,88 | 428 | 4,14 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2.741.547 | 1,27 | 106.811 | 3,53 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 29.040 | 2,80 | 1.131 | 5,11 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 313.312 | 99,72 | 12.207 | 104,18 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 154.559 | 1,87 | 6.022 | 4,13 | ||||
| 2026-04-21 | 13F | SLT Holdings LLC | 31.732 | 0,51 | 1.236 | 2,74 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 73.019 | 13,97 | 2.845 | 16,51 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 759.578 | 4,48 | 29.593 | 6,81 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 533.171 | 3,21 | 20.772 | 5,51 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 434.029 | 16.910 | ||||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 12.805 | 499 | ||||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 279.126 | 14,98 | 10.875 | 17,54 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 22.787 | 888 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 127.736 | 6,30 | 4.977 | 8,67 | ||||
| 2026-04-13 | 13F | Benson Investment Management Company, Inc. | 96.470 | 527,32 | 3.758 | 541,30 | ||||
| 2026-05-04 | 13F | Sentinel Wealth Management, Inc. | 217.634 | 8,87 | 8.479 | 11,32 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 62.812 | 38,69 | 2 | 100,00 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 102.959 | 2,22 | 4.011 | -1,01 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 59.947 | 22,80 | 2.336 | 25,54 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.882.852 | 8,84 | 73.356 | 11,27 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 10.414 | 14,64 | 406 | 17,05 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 67.767 | 26,98 | 2.640 | 29,86 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 29.705 | 20,54 | 1.157 | 23,22 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 10.305 | 7,41 | 401 | 9,86 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 16.778 | 24,84 | 654 | 27,54 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1.694.569 | 1,80 | 66.020 | 4,07 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 220.704 | 9 | ||||||
| 2026-05-04 | 13F | V2 Financial group LLC | 17.528 | 683 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 25.959.915 | 158,85 | 1.011.398 | 164,62 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 4.974 | 0,51 | 194 | 2,66 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 7.756 | 0 | ||||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 54.217 | 7,59 | 2.112 | 10,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 76.197 | 4,19 | 2.969 | 6,49 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 5.289 | 206 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 11.146 | 35,07 | 441 | 40,13 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 93.391 | 42,59 | 4 | 50,00 | ||||
| 2026-05-13 | 13F | Invst, LLC | 68.261 | 2,34 | 2.659 | 4,64 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 14.521 | 1,69 | 566 | 3,86 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 71.115 | 2.433,49 | 2.771 | 2.513,21 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 60.751 | 23,17 | 2.315 | 29,19 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 40.280 | 37,58 | 1.569 | 40,72 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 167.356 | 1,96 | 6.520 | 4,24 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 341.423 | 11,99 | 13.302 | 14,49 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 168.266 | 5,00 | 6.556 | 7,34 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 190.176 | 0,06 | 7.196 | -0,65 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 399.338 | 0,75 | 15.558 | 2,99 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 1.528.044 | 4,79 | 59.533 | 7,13 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 14.494 | 10,61 | 565 | 13,03 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 214.439 | 2.180,30 | 8.355 | 2.233,52 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 115.905 | 4,22 | 4.516 | 6,54 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 6.182 | 241 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 409.445 | 5,54 | 15.952 | 4,19 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 1.584.483 | 6,99 | 61.731 | 9,37 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 210.019 | 10,57 | 8.182 | 13,04 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 397.010 | 3,92 | 15.467 | 6,24 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 825.547 | 586,34 | 32.163 | 601,79 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 167.242 | 1,02 | 7 | 0,00 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 271.944 | 2,55 | 10.595 | 4,83 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 694.340 | 3,00 | 27.051 | 5,29 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.274.663 | 13.938,14 | 49.661 | 14.252,60 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 439.914 | 9,26 | 17.139 | 11,71 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 219.683 | 4,87 | 8.559 | 7,20 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 104.969 | 18,50 | 4.090 | 21,16 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 529.016 | 5,51 | 20.606 | 7,84 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 6.367 | 248 | ||||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 9.371 | 0,94 | 365 | 3,40 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 1.031.892 | 21,56 | 40.203 | 24,27 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 175.882 | 7,28 | 6.852 | 9,67 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 9.123 | 2,82 | 355 | 5,03 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 226.035 | 4,72 | 8.612 | 8,97 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 18.807 | 7,60 | 733 | 9,91 | ||||
| 2026-05-11 | 13F | Momentous Wealth Management, Inc. | 9.433 | 368 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 11.475 | 2,66 | 447 | 4,93 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 97.621 | 23,85 | 3.803 | 26,64 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 932.172 | 3,54 | 36.317 | 5,86 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 415.965 | 15,84 | 16.206 | 18,42 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 470.710 | 4,01 | 18.880 | 6,23 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 2.935.091 | 9,46 | 114.351 | 11,91 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 1.830.009 | 1,99 | 71.297 | 4,26 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 9.355 | 364 | ||||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 2.896.421 | 55,43 | 112.845 | 58,89 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 54.389 | 7,32 | 2.119 | 9,74 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 1.629 | 63 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 3.484.718 | 322,45 | 135.765 | 331,87 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 141.181 | 486,62 | 5.500 | 499,78 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 332.646 | 40,08 | 12.960 | 43,21 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 14.557 | 30,16 | 567 | 33,10 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 2.955.353 | 4,78 | 115.141 | 7,11 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 32.854 | 13,73 | 1.280 | 16,27 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 118.201 | 18,58 | 4.605 | 21,25 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 53.026 | 16,58 | 2.066 | 19,16 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 5.632 | 24,91 | 219 | 28,07 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13.142 | 40,95 | 512 | 44,23 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 91.136 | 7,24 | 3.793 | 10,62 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 5.705 | 237 | ||||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 264.719 | 1,55 | 10.313 | 3,82 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 175.487 | 1,83 | 6.688 | 6,75 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 103.414 | 3,93 | 4.029 | 6,25 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 4.582 | 179 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 652.779 | 8,19 | 25.432 | 10,60 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 6.938 | 270 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 83.108 | 3.238 | ||||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 21.811 | 1,39 | 850 | 3,66 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 23.452 | 0,02 | 914 | 2,24 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 70.323 | 0,29 | 2.740 | 2,51 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 235.127 | 0,83 | 9.161 | 3,08 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 33.369 | 1.300 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 2.583 | 130,62 | 101 | 138,10 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 17.190 | 670 | ||||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 724.813 | 1,71 | 28.239 | 3,97 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 145.459 | 5.667 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 95.156 | 2,81 | 3.707 | 5,10 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 633.761 | 6,97 | 25.876 | 9,47 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 516 | 20 | ||||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 139.061 | 1,92 | 5.418 | 4,19 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 10.626 | 414 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 227.495 | 4,91 | 8.863 | 7,26 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.755.694 | 7,53 | 66.909 | 113.305,08 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 2.390.117 | 102,75 | 93.119 | 107,27 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 216.531 | 1,84 | 8.252 | 6,77 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1.806.176 | 64,63 | 70.369 | 68,30 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 133.787 | 1,87 | 5.280 | 4,58 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 153.388 | 1,25 | 5.976 | 3,50 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 812.122 | 1,56 | 31.640 | 3,82 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 7.385 | 288 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 189.853 | 2,27 | 7.397 | 4,55 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 8.102 | 363,77 | 320 | 384,85 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 2.305.283 | 11.435,64 | 89.814 | 11.701,97 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 18.543 | 744 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 763.480 | 0,56 | 29.745 | 2,80 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 38.549 | 220,15 | 1.502 | 227,73 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 198.825 | 23,81 | 7.746 | 26,57 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 301.697 | 2,77 | 11.754 | 3,12 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 93.554 | 126,33 | 3.700 | 126,85 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 51.311 | 16,67 | 1.999 | 19,27 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 308.575 | 6,42 | 12.022 | 8,80 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 68.329 | 1,74 | 2.662 | 4,03 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 389.842 | 3,10 | 15.188 | 5,40 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 147.830 | 2,95 | 5.759 | 5,24 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 6.294 | 649,29 | 238 | 640,63 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 77.180 | 6,36 | 3.007 | 8,72 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 829.923 | 66,59 | 32.334 | 70,31 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 14.348 | 38,60 | 559 | 41,62 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 25.461 | 1,61 | 992 | 3,88 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 34.987 | 92,74 | 1.363 | 106,83 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 116.739 | 6,53 | 4.548 | 8,91 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 41.550 | 9,32 | 1.619 | 11,74 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 63.746 | 166,05 | 2.484 | 171,96 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 999.431 | 4,62 | 38.938 | 6,95 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 102.482 | 4,39 | 3.993 | 6,71 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 58.831 | 0,92 | 2.292 | 3,20 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 10.183 | 397 | ||||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 7.863 | 2,54 | 306 | 4,79 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 45.039 | 44,43 | 1.716 | 51,46 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 136.404 | 6,35 | 5.314 | 8,74 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 703.869 | 6,64 | 27.423 | 9,02 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 7.101 | 277 | ||||||
| 2026-05-14 | 13F | Clg Llc | 104.362 | 2,69 | 4.066 | 4,96 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 1.909.728 | 2,81 | 74.403 | 5,11 | ||||
| 2026-05-08 | 13F | Chico Wealth RIA | 1.001.616 | 3,03 | 39.023 | 5,33 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 1.422.691 | 3,78 | 55.428 | 6,10 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.275.994 | 92,39 | 49.727 | 96,74 | ||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 331.117 | 28,15 | 12.529 | 26,61 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 164.060 | 2,89 | 6.391 | 5,18 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 369.287 | 2,97 | 14.387 | 5,27 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 115.019 | 28,42 | 4.481 | 31,29 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 42.745 | 13,77 | 1.665 | 16,35 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 14.912.688 | 580.998 | ||||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 6.843 | 267 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.832 | 71 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1.555.006 | 8,55 | 60.583 | 10,98 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 116.165 | 42,96 | 4.526 | 46,16 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6.353 | 248 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 91 | 4 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 282.423 | 68,23 | 11.003 | 72,00 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 219.857 | 8.379 | ||||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 1.055.534 | 0,00 | 40.226 | 0,00 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36.034 | 16,01 | 1.404 | 18,60 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 31.579 | 91,76 | 1.230 | 96,17 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 125.312 | 5,23 | 4.882 | 7,58 | ||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 7.080 | 1,11 | 276 | 3,38 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 99.362 | 0,20 | 3.871 | 2,43 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 276.418 | 20,88 | 10.769 | 23,58 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 2.921 | 111 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 78.520 | 0,44 | 3.059 | 2,69 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 287.159 | 26,96 | 11.354 | 31,73 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1.113.561 | 444,00 | 46.458 | 495,53 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 5.217 | 203 | ||||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 70.412 | 95,66 | 2.743 | 100,07 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 21.174 | 0,06 | 825 | 2,23 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 7.261 | 283 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 24.334 | 155,96 | 948 | 161,88 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 1.226.441 | 0,40 | 47.782 | 2,64 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 70.072 | 24,06 | 2.730 | 26,86 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 217.672 | 4,58 | 8.480 | 6,91 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 9.559 | 0,13 | 372 | 2,48 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 252.412 | 46,82 | 9.834 | 50,10 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 87.810 | 4,95 | 3.421 | 7,31 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 9.616 | 2,48 | 375 | 4,76 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 450.695 | 4,41 | 17.559 | 6,74 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 91.679 | 405,03 | 3.572 | 416,79 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 307.579 | 5,57 | 11.983 | 7,93 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 24.554 | 85,37 | 957 | 89,68 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 49.072 | 25,93 | 1.912 | 28,69 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 11.155.948 | 1,40 | 434.636 | 3,66 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 149.901 | 120,86 | 5.840 | 125,83 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 6.875.175 | 11,25 | 267.857 | 13,73 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 220.154 | 0,02 | 8.577 | 2,25 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 5.815 | 227 | ||||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 87.411 | 5,76 | 3.588 | 13,94 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 71.261 | 2.776 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.149.113 | 9,46 | 83.729 | 11,90 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 625.970 | 11,67 | 24.388 | 14,16 | ||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 282.135 | 2,33 | 10.992 | 4,62 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 1.460.459 | 15,20 | 56.899 | 17,76 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.173.213 | 14,26 | 45.709 | 16,81 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 45.824 | 26,62 | 1.785 | 29,44 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 306 | 12 | ||||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 29.370 | 133,28 | 888 | 85,18 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5.900.123 | 13,11 | 229.869 | 15,64 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 92.379 | 15,43 | 3.599 | 18,04 | ||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 64.595 | 71,45 | 2.517 | 75,33 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1.525 | 0,26 | 59 | 3,51 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 374.090 | 23,77 | 14.575 | 26,53 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 267.142 | 10.408 | ||||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 74.329 | 0,03 | 2.896 | 2,26 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 3.381 | 56,60 | 129 | 109,84 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 7.303 | 0,10 | 285 | 2,16 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 29.285 | 29.480,81 | 1.141 | 37.900,00 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 48.556 | 9,69 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 10.759 | 419 | ||||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 9.038 | 8,11 | 352 | 10,69 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 331.672 | 0,81 | 12.922 | 3,05 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 9.613 | 74,81 | 0 | |||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 139.255 | 11,76 | 5.425 | 14,26 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 11.040 | 430 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 9.990 | 0,12 | 389 | 2,37 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 7.816 | 6,50 | 305 | 8,96 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 380.405 | 18,81 | 14.821 | 21,46 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 450.308 | 152,13 | 17.544 | 157,76 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 7.693 | 3,12 | 300 | 5,28 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 381.037 | 4,61 | 14.845 | 6,94 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 71.504 | 0,92 | 2.786 | 3,15 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 14.341 | 9,80 | 559 | 12,27 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 31.983 | 0,09 | 1.246 | 2,38 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 288.436 | 0,46 | 11.237 | 2,71 | ||||
| 2026-05-11 | 13F | Bannerstone Capital Management, LLC | 5.629 | 3,49 | 219 | 5,80 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 17.120 | 8,52 | 667 | 10,98 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 214.986 | 8.193 | ||||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 187.728 | 0,12 | 7.314 | 2,35 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 3.903 | 152 | ||||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 101.364 | 6,84 | 3.949 | 9,24 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 190.131 | 13,02 | 7.408 | 15,55 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 14.767 | 605 | ||||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 1.420.804 | 7,64 | 55.355 | 10,04 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 306.109 | 7,51 | 11.926 | 9,90 | ||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 39.391 | 24,92 | 1.535 | 27,73 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 273.628 | 38,37 | 11.416 | 51,47 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 116.192 | 61,47 | 4.527 | 65,06 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 7.846 | 1,24 | 306 | 3,39 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 2.536.433 | 28,18 | 98.819 | 31,04 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 384.681 | 3.583,63 | 14.987 | 3.675,06 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 373.069 | 1,57 | 14.535 | 3,83 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 111.562 | 18,09 | 4.601 | 27,78 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 12.487 | 7,05 | 486 | 9,46 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 31.653 | 25,17 | 1.233 | 28,04 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 9.392 | 0,27 | 366 | 2,53 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 72.529 | 2.826 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 106.812 | 13,01 | 4.161 | 15,55 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.191.936 | 12,99 | 46.438 | 15,51 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 127.012 | 2,79 | 4.948 | 5,10 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.209.653 | 48,75 | 47.128 | 52,07 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 15.819 | 26,92 | 616 | 29,96 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 25.023 | 130,27 | 989 | 138,89 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 229.029 | 3,97 | 8.923 | 6,28 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 8.043 | 313 | ||||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 331.117 | 12.529 | ||||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 53.750 | 36,77 | 2.094 | 39,88 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 205.490 | 2,70 | 8.006 | 4,98 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.514.144 | 0,21 | 97.951 | 2,44 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 1.414.582 | 7,05 | 58.903 | 12,97 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8.894.919 | 3,16 | 346.546 | 5,47 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 6.992 | 272 | ||||||
| 2026-05-02 | 13F | Burton Enright Welch | 62.871 | 0,14 | 2.449 | 2,38 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 29.490 | 2,84 | 1.149 | 5,13 | ||||
| 2026-05-14 | 13F | Swf Llc | 20.358 | 13,62 | 793 | 16,28 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 15.431 | 35,30 | 601 | 38,48 | ||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 9.980 | 2,94 | 389 | 5,15 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 2.715.179 | 2,29 | 105.783 | 4,57 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 703.365 | 3,30 | 27.403 | 5,60 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 9.105.172 | 8,87 | 355.038 | 12,12 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 229.332 | 0,47 | 8.935 | 2,70 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 42.068 | 71,18 | 1.639 | 75,00 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 227.236 | 10,86 | 8.853 | 13,34 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 13.442 | 0,08 | 524 | 2,35 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 11.245 | 438 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 887.494 | 10,34 | 34.577 | 12,81 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 968.520 | 8,71 | 37.734 | 11,13 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 27.051 | 0,20 | 1.054 | 2,43 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 264.019 | 6,69 | 10.286 | 9,08 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 27.332 | 0,12 | 1.065 | 2,31 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4.167.029 | 5,00 | 162.347 | 7,35 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5.929 | 9,67 | 231 | 11,65 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 601.944 | 0,11 | 24.650 | 7,57 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 2.430 | 0,25 | 95 | 2,17 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 51.999 | 18,81 | 2.026 | 21,48 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 793.779 | 1,16 | 30.926 | 3,42 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 23.455 | 55,87 | 928 | 61,78 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.945.842 | 114.770 | ||||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 15.756 | 2,20 | 614 | 4,43 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 33.713 | 2,04 | 1.313 | 4,29 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 65.045 | 269,74 | 2.534 | 285,69 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 10.267 | 0,26 | 400 | 2,56 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 143.555 | 50,22 | 5.593 | 53,58 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 213.110 | 29,68 | 8.303 | 32,58 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 178 | 0 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 970.233 | 22,56 | 37.800 | 25,29 | ||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 622.862 | 2,60 | 24.267 | 4,89 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 778.415 | 9,11 | 30.327 | 11,54 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 13.784 | 537 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2 | 100,00 | 0 | |||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 1.104.032 | 27,99 | 43 | -99,87 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 77.382 | 12,95 | 2.949 | 18,43 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 70.653 | 21,73 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 166.564 | 12,00 | 6.489 | 14,51 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 222 | 9 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 12.753 | 448,04 | 497 | 463,64 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 218.875 | 2,95 | 8.527 | 5,25 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 8.100 | 316 | ||||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 72.774 | 1,49 | 3.016 | 0,97 | ||||
| 2026-05-15 | 13F | Family Management Corp | 960 | 37 | ||||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 161.857 | 889,71 | 6.306 | 912,04 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 436.189 | 18,72 | 16.994 | 21,37 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 605.555 | 47,86 | 23.592 | 51,16 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 39.152 | 0,11 | 1.525 | 2,35 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 16.239 | 40,17 | 633 | 43,31 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 236.579 | 9.217 | ||||||
| 2026-05-06 | 13F | Zhang Financial LLC | 1.843.654 | 1,03 | 71.829 | 3,29 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 634.026 | 10,92 | 24.702 | 13,39 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 102.920 | 2,65 | 4.010 | 4,92 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 58.462 | 19,91 | 2.278 | 22,55 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 34.033 | 0,01 | 1.326 | 2,24 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1.155.451 | 3,78 | 45.016 | 6,10 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 916.983 | 4,34 | 35.726 | 6,67 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 11.500 | 448 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 2.714.734 | 2,34 | 105.766 | 4,63 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 24.234 | 6,09 | 944 | 8,51 | ||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 395.583 | 4,40 | 15.412 | 6,73 | ||||
| 2026-05-04 | 13F | Nwam Llc | 7.457 | 291 | ||||||
| 2026-05-12 | 13F | Second Half Financial Partners, LLC | 33.173 | 8,26 | 1.292 | 10,71 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 858.597 | 34,12 | 33.451 | 37,11 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 766.554 | 7,14 | 29.865 | 9,53 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 10.141 | 14,05 | 395 | 16,86 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 110.903 | 25,56 | 4.321 | 28,34 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 417.974 | 5,08 | 16.284 | 7,42 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 8.188 | 0,26 | 319 | 2,57 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 7.098 | 0,27 | 277 | 2,60 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 15.667 | 0,01 | 610 | 2,18 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4.013.581 | 20,86 | 156.369 | 23,55 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 311 | 139,23 | 12 | 200,00 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 6.793 | 3,92 | 265 | 6,02 | ||||
| 2026-05-11 | 13F | Commerce Bank | 78.672 | 3.065 | ||||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 10.801 | 23,41 | 421 | 26,13 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.690 | 105 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 354.738 | 0,35 | 13.821 | 2,58 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 29.324 | 8,09 | 1.142 | 10,55 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 33 | 1 | ||||||
| 2026-04-21 | 13F | Maseco Llp | 2.267.385 | 9,67 | 88.349 | 12,09 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 97.614 | 3,97 | 3.803 | 6,32 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.864 | 73 | ||||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 8.283 | 323 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 1.264.342 | 20,50 | 49.259 | 23,19 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 5.701 | 222 | ||||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 272.128 | 10.371 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 5.730 | 70,84 | 223 | 75,59 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 513.255 | 1,96 | 19.996 | 4,23 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 938 | 328,31 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 1.044.576 | 7,24 | 40.697 | 9,63 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 18.276 | 0,15 | 712 | 2,45 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 25.276 | 0,84 | 985 | 3,04 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 8.100 | 316 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 345.655 | 1,33 | 13.467 | 3,59 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 18.844 | 0,18 | 734 | 2,51 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 159.495 | 9,74 | 6.214 | 12,19 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 359.028 | 11,65 | 13.691 | 11,72 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 8.919 | 348 | ||||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 7.279 | 0,01 | 0 | |||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 60.945 | 37,09 | 2.374 | 40,14 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 1.013.438 | 0,09 | 39.484 | 2,32 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 14.550 | 0,03 | 567 | 2,17 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 7.339 | 0,04 | 286 | -6,25 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 400.792 | 3,07 | 15.615 | 5,37 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 257 | 4,47 | 10 | 11,11 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 209.685 | 13,03 | 8.169 | 15,56 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 6.010 | 234 | ||||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 173.095 | 12,55 | 6.744 | 15,05 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 154.939 | 322,94 | 6.036 | 332,38 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 6.863 | 267 | ||||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 51.748 | 10,73 | 2.016 | 13,26 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 7.844 | 29,89 | 306 | 32,61 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 7.518 | 293 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 71.801 | 1,13 | 2.797 | 3,40 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 1.921 | 5,72 | 75 | 7,25 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 175.137 | 4,79 | 6.823 | 7,13 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 17.190 | 670 | ||||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 352.526 | 24,29 | 13.734 | 27,06 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 38.340 | 7,47 | 1.494 | 9,86 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 351.192 | 5,86 | 13.682 | 8,22 | ||||
| 2026-04-20 | 13F | City State Bank | 132.123 | 24,18 | 5.148 | 26,96 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 729.387 | 52,21 | 28.417 | 55,60 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 51.286 | 1,84 | 1.998 | 4,12 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 47.692 | 28,88 | 1.858 | 31,77 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 27.956 | 1.089 | ||||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 55.630 | 1,79 | 2.167 | 4,08 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 90.186 | 33,12 | 4 | 50,00 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 47.349 | 0,33 | 1.953 | 3,17 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 6.479 | 252 | ||||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 296.202 | 0,59 | 11.540 | 2,83 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 180.573 | 3,01 | 7.035 | 5,31 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 19.416 | 756 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 2.223.212 | 24,63 | 86.587 | 27,37 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 68.355 | 16,59 | 2.663 | 19,20 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 7.911 | 0,03 | 308 | 2,33 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 202.044 | 9,02 | 7.872 | 11,44 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 156.173 | 4,62 | 6.395 | 9,94 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.290.075 | 9,32 | 89.221 | 11,75 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 236.975 | 5,17 | 9.233 | 7,51 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 289.049 | 4,10 | 11.261 | 6,42 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 24.066 | 0,15 | 938 | 2,40 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 163.876 | 6.395 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 579.446 | 20,49 | 22.575 | 23,19 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 134.276 | 5.231 | ||||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 846 | 0,24 | 33 | 0,00 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 3.912.260 | 152.422 |
