Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional US Core Equity Market ETF eröffnet haben, gehören Lido Advisors, LLC, Platform Wealth Management, LLC, 3 Factor Indexing, Llc, Aznar Financial Advisors, LLC, Sanchez Levi Garrett, CSP Financial Group, LLC, FreeGulliver LLC, Arkadios Wealth Advisors, Everest Financial Group LLC, SB Capital Management Inc, V2 Financial group LLC, Innovative Asset Advisors Group, LLC, Skopos Labs, Inc., Inscription Capital, LLC, Mayport, Llc, Accurate Wealth Management, LLC, Mason & Associates, LLC, Hartland & Co., LLC, May Hill Capital, LLC, und Luminvest 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 142.888 | 3,78 | 6.447 | 0,06 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 9.655 | 6,60 | 436 | 2,84 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 16.742 | 0,25 | 755 | -3,33 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 82.196 | 22,20 | 3.709 | 17,83 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 225.102 | 1,69 | 10.157 | -1,96 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 23.290 | 1,25 | 1.051 | 104.900,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 10.126 | 457 | ||||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 20.902 | 81,39 | 1 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2.153.540 | 1.877,68 | 105.760 | 1.975,35 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 9.901 | 0,08 | 447 | -3,67 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 163.041 | 9,13 | 7.356 | 5,22 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 9.050 | 28,37 | 408 | 24,01 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 401 | 18 | ||||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 10.678 | 0,18 | 482 | -3,41 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 880.610 | 4,58 | 39.733 | 0,83 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.875 | 0,05 | 85 | -3,45 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 13.061 | 0,05 | 589 | -3,44 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 6.090 | 28,35 | 275 | 23,42 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 40.449 | 4,23 | 1.825 | 0,50 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 392.955 | 4,72 | 17.730 | 0,96 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 23.981 | 1 | ||||||
| 2026-05-14 | 13F | Tableaux Llc | 105.510 | 0,55 | 4.761 | -3,05 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 4.700 | 212 | ||||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 4.302 | 210 | ||||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 82.762 | 0,70 | 4.064 | 5,67 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 115.971 | 5.233 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 149.673 | 35,77 | 6.753 | 30,90 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 412.451 | 0,02 | 19 | -5,26 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 267.957 | 9,03 | 12.090 | 5,12 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 599.572 | 2,54 | 27.053 | -1,14 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 8.408 | 0,21 | 379 | -3,32 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 35.827 | 13,14 | 1.616 | 9,04 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 269.752 | 1.064,13 | 12.171 | 1.022,79 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 156.129 | 0,29 | 7.045 | -3,32 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 402.305 | 21,33 | 18.152 | 16,97 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5.097 | 230 | ||||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 47.353 | 36,37 | 1.730 | 6,46 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 949.861 | 0,70 | 42.858 | -2,92 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 44.984 | 11,80 | 2.030 | 7,75 | ||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 184.359 | 97,62 | 8.318 | 90,56 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 555.624 | 70,91 | 25.070 | 64,78 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 28.958 | 0,90 | 1.316 | -2,08 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 20.201 | 911 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 910.877 | 1,11 | 41.130 | -2,44 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 225.329 | 184,52 | 10.167 | 174,31 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 234.146 | 5,28 | 10.565 | 1,50 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 708.070 | 5,13 | 31.948 | 1,35 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 106.337 | 9,67 | 4.798 | 5,73 | ||||
| 2026-05-12 | 13F | Croban | 137.293 | 3,93 | 6.193 | 0,21 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 10.554 | 0,06 | 476 | -3,45 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 680.196 | 2,38 | 30.690 | -1,30 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 1.680.166 | 4,42 | 75.809 | 0,68 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 961.297 | 6,56 | 43.374 | 2,74 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 53.730 | 693,41 | 2.424 | 667,09 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 1.051.049 | 8,68 | 47.423 | 3,36 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4.252 | 192 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5.728 | 2,74 | 258 | -0,77 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 23.474 | 0,06 | 1.059 | -3,46 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 41.381 | 0,00 | 1.867 | -3,56 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 7.916 | 19,56 | 357 | 15,53 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.181.696 | 4,08 | 53.317 | 0,34 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 8.277 | 387 | ||||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 791.906 | 0,56 | 38.867 | 5,46 | ||||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 3.117.907 | 0,62 | 140.680 | -5,39 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 79.560 | 66,66 | 3.723 | 70,47 | ||||
| 2026-05-04 | 13F | Prodigy Asset Management LLC | 224.802 | 28,01 | 10.143 | 23,42 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 10.771 | 486 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 20.462 | 963 | ||||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 646.425 | 4,08 | 29.167 | 0,35 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 325.616 | 0,46 | 14.692 | -3,14 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 18.223 | 822 | ||||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 23.119 | 1,90 | 1.043 | -1,70 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 255.593 | 73,46 | 11.532 | 67,23 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 140.803 | 0,24 | 6.353 | -3,36 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 7.600 | 0 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 58 | 3 | ||||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 31.803 | 21,01 | 1.435 | 16,68 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 222.133 | 3,54 | 10.023 | -0,06 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 1.630.612 | 10,23 | 73.573 | 6,27 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 3.418.428 | 3,09 | 154.239 | -0,61 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 26.901 | 1,81 | 1.321 | 6,88 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 8.196 | 370 | ||||||
| 2026-05-11 | 13F | Bannerstone Capital Management, LLC | 7.549 | 0,94 | 341 | -2,58 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 9.038 | 13,96 | 408 | 9,70 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 102.188 | 1,39 | 4.611 | -2,27 | ||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 14.209 | 49,63 | 641 | 44,37 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 3.891 | 0,03 | 176 | -3,85 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 877.733 | 13,08 | 39.603 | 9,03 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 23.751 | 0,85 | 1.072 | -2,81 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 2.658 | 120 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 13.487 | 0,25 | 609 | -3,34 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 84.405 | 3,66 | 3.808 | -0,05 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 28.316 | 1.278 | ||||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 4.932 | 223 | ||||||
| 2026-04-21 | 13F | SLT Holdings LLC | 37.179 | 18,93 | 1.678 | 14,71 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 43.514 | 102,10 | 1.963 | 94,94 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 254.194 | 1,62 | 11.469 | -2,02 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 13.237 | 1,36 | 619 | 2,15 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5.706 | 250,28 | 267 | 260,81 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 696.759 | 18,29 | 31.438 | 14,04 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 84.868 | 3.829 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 49.681 | 4,65 | 2.242 | 0,90 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 125.999 | 5.897 | ||||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 712.444 | 7,27 | 32.145 | 3,42 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 4.423.579 | 1,93 | 199.592 | -1,73 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 73.204 | 36,38 | 3.303 | 31,45 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 79.671 | 1,95 | 3.595 | -1,72 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 32.893 | 134,72 | 1.484 | 126,56 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.787 | 81 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 284.758 | 10,24 | 12.848 | 6,29 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 52.573 | 1,36 | 2.372 | -2,27 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 27.647 | 100,78 | 1.247 | 93,63 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 29.057 | 39,26 | 1.311 | 34,32 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 568.101 | 2,01 | 25.633 | -1,65 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 10.028 | 0,24 | 452 | -3,42 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 121.107 | 6,19 | 5.464 | 0,22 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 99.442 | 4,87 | 4.487 | 1,10 | ||||
| 2026-05-13 | 13F | Invst, LLC | 181.241 | 6,28 | 8.178 | 2,46 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 16.183 | 15,12 | 730 | 11,11 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 24.666 | 23,21 | 1.113 | 18,80 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 31.369 | 1.415 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 630.630 | 25,01 | 28.454 | 20,53 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 7.379.642 | 3,57 | 332.969 | -0,15 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 86.168 | 1,37 | 3.888 | -2,29 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1.632 | 33,55 | 74 | 28,07 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 75.902 | 0,28 | 3.425 | -3,33 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 16.468 | 1 | ||||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 69.796 | 5,26 | 3.149 | 1,48 | ||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 10.811 | 4,16 | 488 | 0,41 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 216.648 | 3,98 | 9.775 | 0,26 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 116.101 | 5,17 | 5.238 | 1,39 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 16.909 | 763 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 9.252 | 12,17 | 417 | 8,03 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 221.686 | 14,32 | 10.002 | 10,21 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 93.322 | 6,34 | 4.211 | 2,51 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 10.748 | 485 | ||||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 5.651 | 255 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 11.296 | 36,85 | 510 | 28,54 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.231 | 101 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 430.653 | 7,08 | 18.884 | 0,33 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 523.955 | 4,79 | 23.641 | 1,03 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 21.615 | 0,23 | 975 | -3,37 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 335.300 | 13,33 | 15.129 | 9,26 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 487.136 | 6,68 | 21.980 | 0,45 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 684 | 31 | ||||||
| 2026-04-28 | 13F | Brighton Jones Llc | 995.411 | 0,03 | 44.913 | -3,57 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 937.081 | 8,84 | 42.281 | 3,61 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 51 | 2 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 803 | 0,25 | 36 | -2,70 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 219.760 | 44,39 | 9.916 | 39,20 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 37.449 | 0,64 | 1.690 | -2,99 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 672.497 | 17,18 | 30.343 | 12,98 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 793.409 | 0,47 | 37.330 | 1,00 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 5.386 | 0,07 | 243 | -4,33 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 487 | 22 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 185.980 | 22,90 | 8.391 | 18,48 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 27.855 | 1.257 | ||||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 85.352 | 3,68 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 14.570 | 6.234,78 | 657 | 6.470,00 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 69.355 | 1,43 | 3.170 | -0,94 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 643.823 | 40,93 | 29.049 | 35,88 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 6.400 | 289 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 21.833 | 0,50 | 985 | -3,05 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 68.216 | 9,37 | 3.078 | 5,41 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 25.331 | 17,85 | 1.195 | 18,81 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 98.947 | 18,65 | 4.465 | 14,40 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 10.775 | 0,06 | 486 | -3,38 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 619.449 | 6,82 | 27.943 | 2,96 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.335.738 | 3,48 | 105.389 | -0,23 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 8.194 | 332 | ||||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 2.867 | 0,07 | 129 | -3,73 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 4.686 | 211 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 77.189 | 5,79 | 3.483 | 1,99 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 151.282 | 0,52 | 6.826 | -3,10 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 112.670 | 16,34 | 5.084 | 12,16 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.971.781 | 3,18 | 179.207 | -0,52 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 384.085 | 11,43 | 17.330 | 7,43 | ||||
| 2026-05-12 | 13F | Creative Planning | 709.074 | 1,87 | 31.993 | -1,79 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 873.258 | 3,62 | 39.401 | -0,10 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 358.487 | 16.175 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 332 | 15 | ||||||
| 2026-04-21 | 13F | Kooman & Associates | 2.870.941 | 1,46 | 129.537 | -2,18 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 3.796 | 171 | ||||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 10.606 | 1,63 | 479 | -2,05 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 2.386 | 108 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 37.899 | 0,26 | 1.710 | -3,39 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 573.794 | 1,75 | 25.890 | -1,91 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 7.718 | 32,11 | 348 | 27,47 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 343.232 | 3,07 | 15.487 | -0,63 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 4.910 | 10,91 | 222 | 6,76 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 286.622 | 0,11 | 12.932 | -3,49 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 4.630.535 | 2,62 | 208.930 | -1,07 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 470.003 | 6,40 | 21.207 | 2,58 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 167.000 | 3,40 | 7.535 | -0,30 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 5.023 | 8,70 | 227 | 4,63 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 65.006 | 4,47 | 2.933 | 0,72 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 184.404 | 1,84 | 8.320 | -1,82 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 713.763 | 8,65 | 32.205 | 4,75 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 2.537.064 | 5,59 | 114.472 | 1,80 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 708.833 | 5,24 | 31.983 | 1,46 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 49.819 | 3,93 | 2.248 | -1,53 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 6.092 | 275 | ||||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 53.173 | 1,91 | 2.399 | -1,72 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 18.974 | 1,87 | 856 | -1,72 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 6.139 | 0,74 | 277 | -3,16 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 564.321 | 1,79 | 25.462 | -1,87 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 53.508 | 2.414 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.099 | 50 | ||||||
| 2026-05-11 | 13F | WPWealth LLP | 1.862.102 | 5,50 | 84.018 | 1,71 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 36.112 | 1.629 | ||||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 92.277 | 28,11 | 4.164 | 23,53 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 170.133 | 2,54 | 7.676 | -1,13 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 12.814 | 578 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 4.815 | 217 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 5.182 | 0,23 | 234 | -3,32 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 39.302 | 6,02 | 1.773 | 2,25 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 9.792 | 0,02 | 442 | -3,71 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 27.548 | 0,68 | 1.243 | -2,97 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 123.229 | 9,63 | 5.560 | 5,70 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 116.227 | 0,48 | 5.244 | -3,12 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 108.803 | 4.909 | ||||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 124.436 | 3,61 | 5.615 | -0,11 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 316.359 | 5,05 | 14.334 | 1,70 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 28.179 | 5,39 | 1.271 | 1,60 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 163.051 | 1,42 | 7.357 | -2,22 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 203.464 | 0,58 | 10.010 | 3,94 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 46.282 | 4,56 | 2.088 | 0,82 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 28.316 | 1.278 | ||||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 588.013 | 3,89 | 26.531 | 0,17 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 954 | 43 | ||||||
| 2026-04-22 | 13F | Kennedy Investment Group | 170.517 | 7,62 | 7.694 | 3,76 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6.092 | 20,04 | 285 | 20,25 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 168.374 | 7.597 | ||||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 375.239 | 4,44 | 17.561 | 6,82 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 96.630 | 3,14 | 4.360 | -0,57 | ||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 617.665 | 4,69 | 27.869 | 0,93 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 227.626 | 6,83 | 10.270 | 3,00 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 85.812 | 4,89 | 3.872 | 1,12 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 39.412 | 0,40 | 1.778 | -3,21 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.212.136 | 1,76 | 56.728 | 104.950,00 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 810.253 | 8,86 | 36.559 | 4,95 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 30.868 | 1.393 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 13.728 | 140,17 | 624 | 133,33 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 8.598 | 7,14 | 388 | 3,20 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 381.858 | 0,48 | 17.229 | -3,13 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 7.419 | 16,80 | 0 | |||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 40.416 | 1.984 | ||||||
| 2026-04-21 | 13F | Mayport, Llc | 21.667 | 978 | ||||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 228.026 | 10.672 | ||||||
| 2026-05-01 | 13F | Navigoe, LLC | 301.570 | 4,02 | 14 | 0,00 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 29.971 | 0,03 | 1.362 | -2,92 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 251.728 | 1,69 | 11.358 | -1,96 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 5.244 | 237 | ||||||
| 2026-05-11 | 13F | Montis Financial, LLC | 9.107 | 0,55 | 411 | -3,07 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 1.908.237 | 38,86 | 86.100 | 33,87 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2.000 | 90 | ||||||
| 2026-04-21 | 13F | Maseco Llp | 1.838.563 | 27,38 | 82.938 | 22,77 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 148.465 | 2,61 | 6.699 | -2,49 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 1.250 | 56 | ||||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 137.924 | 7,72 | 6.223 | 3,86 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 5 | 0,00 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 401.124 | 8,99 | 18.099 | 5,07 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 186.953 | 5,45 | 8.435 | 1,66 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 486.035 | 3,25 | 21.930 | -0,46 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 1.115.216 | 3,44 | 50.319 | -0,27 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 928.859 | 24,36 | 41.910 | 19,90 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5.149 | 133,20 | 232 | 125,24 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 307.356 | 23,00 | 14 | 18,18 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 7.490 | 14,95 | 338 | 10,86 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 170 | 5,59 | 8 | 0,00 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 203.828 | 0,15 | 9.197 | -3,44 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 6.926 | 0,25 | 313 | -3,41 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 123.478 | 4,32 | 5.571 | 0,58 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 8.678 | 0,06 | 392 | -3,46 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 284.768 | 9,90 | 12.849 | 5,95 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 13.943 | 13,16 | 629 | 9,20 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 71.363 | 1,12 | 3.220 | -2,51 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 55.419 | 0,15 | 2.500 | -3,44 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 7.800 | 0,39 | 352 | -3,31 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 48.381 | 23,66 | 2.183 | 19,23 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 227.572 | 14,12 | 10.268 | 10,03 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 18.035 | 110,96 | 632 | 124,56 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 145.516 | 1,19 | 6.566 | -2,44 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 346 | 57,27 | 16 | 50,00 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 1.117 | 50 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 44.939 | 2,58 | 2.028 | -1,12 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 122.967 | 3,47 | 5.548 | -0,25 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.059.654 | 15,03 | 47.812 | 10,90 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 777.232 | 6,52 | 36.374 | 8,94 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 47.276 | 4,79 | 2.133 | 1,04 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 41.088 | 4,00 | 1.854 | 0,27 | ||||
| 2026-04-20 | 13F | City State Bank | 14.830 | 66,69 | 669 | 60,82 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 831.776 | 27,90 | 37.530 | 23,31 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 335.234 | 1,10 | 15.126 | -2,53 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 713.055 | 8,66 | 32.173 | 4,76 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 7.560 | 0,07 | 341 | -3,40 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 304.416 | 4,27 | 13.734 | 0,53 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 538.875 | 1,55 | 24.314 | -2,09 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 12.325 | 0,06 | 556 | -3,47 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 25.231 | 22,83 | 1.138 | 18,42 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 188.177 | 17,35 | 8.491 | 13,14 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 22.655 | 37,34 | 1.022 | 32,38 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 1.789.151 | 3,05 | 86.738 | 4,47 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 329.484 | 0,50 | 14.866 | -3,11 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3.382.769 | 45,29 | 158.314 | 48,60 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 8.651 | 0,01 | 390 | -3,47 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 1.260.926 | 1,82 | 56.893 | -1,83 | ||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 82.821 | 27,52 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 65.473 | 2.954 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 115 | 0,88 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 118.611 | 1,60 | 5.352 | -2,05 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 312.978 | 18,78 | 14.222 | 15,33 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 12.574 | 0,01 | 567 | -3,57 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.255.040 | 5,73 | 56.627 | 1,93 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 6.711 | 0,03 | 303 | -3,51 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 952.081 | 5,29 | 42.958 | 1,51 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 90.256 | 1,04 | 4.072 | -2,58 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 174 | 64,15 | 8 | 75,00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.801.353 | 4,98 | 126.397 | 1,21 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 70.001 | 7,18 | 3.158 | 3,34 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 238.848 | 1,55 | 11.192 | 0,13 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 562.616 | 2,92 | 25.385 | -0,78 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 35.772 | 73,64 | 1.614 | 67,43 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 1.825.892 | 13,13 | 82.351 | 9,02 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 34.826 | 0,18 | 1.571 | -3,38 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 183.893 | 1,70 | 8.297 | -1,95 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 35.993 | 1.685 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 3.707.366 | 29,24 | 167.276 | 24,60 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 12.618 | 21,76 | 569 | 17,32 |
