Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional Core Fixed Income ETF eröffnet haben, gehören F/M Investments LLC, Regimen Wealth, Llc, 49 Wealth Management, Llc, Kestra Investment Management, LLC, AA Financial Advisors, LLC, Estate Counselors, LLC, DiPaolo Financial Group, Inc., Ubs Asset Management Americas Inc, Action Point Financial Planning, Llc, GK Wealth Management LLC, Cerity Partners LLC, 3 Factor Indexing, Llc, Worth Asset Management, LLC, Selective Wealth Management, Inc., Accurate Wealth Management, LLC, Pensionmark Financial Group, Llc, CSP Financial Group, LLC, Redhawk Wealth Advisors, Inc., Visionary Horizons, LLC, und Navigate 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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 629.547 | 133,31 | 26.592 | 131,56 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 4.408.477 | 69,27 | 188.198 | 69,79 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 7.318 | 12,65 | 309 | 11,59 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 24.399 | 144,50 | 1.030 | 142,92 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 223.156 | 133,95 | 9.422 | 132,10 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 102.563 | 1,31 | 4.330 | 0,51 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 205.869 | 8.692 | ||||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 4.200.025 | 13.684,58 | 177.680 | 13.609,80 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 456.530 | 7,09 | 19.275 | 6,23 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 2.521.571 | 3,20 | 106.461 | 2,38 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 142.121 | 20,13 | 6.000 | 19,19 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 36.382 | 3,59 | 1.536 | 2,81 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 678.253 | 2,87 | 28.636 | 2,05 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 309.411 | 15,35 | 13.070 | 14,48 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 75.065 | 3.169 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4.381 | 318,43 | 185 | 320,45 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 18.162 | 15,01 | 773 | 14,37 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 175.206 | 14,60 | 7.397 | 13,70 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 55.758 | 4,85 | 2.354 | 4,02 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 68.129 | 16,55 | 2.876 | 15,64 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 233.985 | 20,13 | 9.879 | 19,16 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 335.246 | 17,17 | 14.161 | 16,29 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 82.516 | 12,80 | 3.484 | 11,89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 142.161 | 13,91 | 6.002 | 13,01 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 7.448 | 24,38 | 314 | 23,62 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 8.329 | 353 | ||||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1.088 | 46 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 219.632 | 8,21 | 9.273 | 7,34 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 95.005 | 62,48 | 4.011 | 61,21 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 11.636 | 28,99 | 488 | 27,42 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 37.720 | 4,55 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 282.865 | 0,02 | 11.943 | -0,78 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 187.365 | 13,68 | 7.911 | 12,77 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 87.040 | 3.675 | ||||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 1.203.591 | 6,96 | 51.068 | 6,64 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 81.575 | 0,27 | 3.444 | -0,69 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 788.499 | 9,88 | 33.290 | 9,00 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 16.152 | 1,70 | 682 | 0,89 | ||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 4.885 | 206 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5.311 | 2,00 | 224 | 1,36 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 0 | 0 | ||||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 17.871 | 26,16 | 755 | 25,25 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 13.062.756 | 4,14 | 551.510 | 3,30 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 44.293 | 11,56 | 1.870 | 10,72 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 131.127 | 9,64 | 5.536 | 8,76 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 20.567 | 19,95 | 868 | 18,93 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 165.132 | 5,71 | 6.972 | 4,86 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 10.824.713 | 14,46 | 457.019 | 13,55 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 99.557 | 9,76 | 4.203 | 8,89 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 145.216 | 2,33 | 6.131 | 1,51 | ||||
| 2026-02-10 | 13F | Archvest Wealth Advisors, Inc. | 63.432 | 561,85 | 1.680 | 310,76 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6.198 | 262 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 312.660 | 2,58 | 13.200 | 1,76 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 3.471.746 | 20,41 | 146.577 | 19,45 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 302.175 | 11,07 | 12.758 | 10,18 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 403.625 | 9,88 | 17.041 | 9,01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 17.457 | 737 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 39.401 | 17,32 | 1.658 | 15,63 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.740 | 35,18 | 116 | 33,72 | ||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 204.274 | 4,61 | 8.624 | 3,78 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 53.782 | 34,57 | 2.292 | 34,76 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 5.351 | 1,27 | 226 | 0,45 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 121.533 | 5,98 | 5.131 | 5,14 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 20.903 | 883 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 486.481 | 74,80 | 20.539 | 73,41 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 60.109 | 19,03 | 2.538 | 18,05 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 26.696 | 10,16 | 1.127 | 9,31 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.927 | 81 | ||||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 294.536 | 2,42 | 12.435 | 1,61 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.065.029 | 13,97 | 44.966 | 13,06 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 55.311 | 0,70 | 2.335 | -0,09 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 26.871 | 219,70 | 1.134 | 217,65 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 26.767 | 16,65 | 1.130 | 15,78 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 325.468 | 1,73 | 13.784 | 1,01 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 11.892 | 502 | ||||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 92.444 | 4,36 | 3.903 | 3,50 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 163.972 | 3,29 | 6.923 | 2,46 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 871.448 | 3,57 | 37 | 2,86 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 126.183 | 6,54 | 5.327 | 5,69 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 8.306 | 28,36 | 351 | 27,27 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 4.885 | 206 | ||||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 10.008 | 0,82 | 423 | 0,00 | ||||
| 2026-05-14 | 13F | Alpha Advisors, LLC/VA | 73.848 | 243,21 | 3.118 | 240,66 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 1.541.722 | 3,97 | 65.092 | 3,14 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 38 | 2 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 169.030 | 7,35 | 7.136 | 6,49 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 26.407 | 1.120 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 13.524 | 100,00 | 571 | 98,61 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 528.522 | 5,28 | 22.563 | 5,60 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 69.787 | 2.937 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 6.402 | 5,64 | 270 | 5,06 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 36.477 | 4,52 | 1.540 | 3,70 | ||||
| 2026-05-12 | 13F | Cornerstone Wealth Partners, LLC | 110.621 | 26,41 | 4.670 | 25,40 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 83.705 | 28,90 | 3.534 | 27,90 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 5.202 | 0,74 | 220 | 0,00 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 33.644 | 50,22 | 1.420 | 49,00 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 10.945 | 9,37 | 462 | 8,71 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 78.842 | 13,92 | 3.329 | 13,01 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 633.465 | 6,20 | 26.745 | 5,35 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 3.337.866 | 3,35 | 140.925 | 2,53 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 7.156 | 302 | ||||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 39.587 | 1.671 | ||||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 16.574 | 3,32 | 700 | 2,49 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 95.926 | 12,65 | 4.050 | 11,73 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.764.554 | 4,46 | 74.499 | 3,62 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 59.622 | 2,40 | 2.517 | 1,57 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 6.140 | 259 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 126.458 | 8,98 | 5.339 | 8,12 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 31.690 | 2,39 | 1.338 | 1,52 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 36.112 | 9,84 | 1.525 | 8,93 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 267.190 | 6,42 | 11.281 | 5,57 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 33.329 | 1,54 | 1.407 | 0,79 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 3.229.394 | 0,19 | 136.345 | -0,61 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 349.756 | 0,28 | 14.767 | -0,53 | ||||
| 2026-05-13 | 13F | Invst, LLC | 44.139 | 5,35 | 1.864 | 4,49 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 17.383 | 0,25 | 734 | -0,54 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 732.420 | 29,30 | 30.923 | 28,27 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 165.614 | 10,45 | 6.992 | 9,58 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 127.823 | 5,76 | 5.397 | 4,92 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 11.881 | 3,46 | 503 | 2,87 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 111.754 | 16,77 | 4.718 | 15,30 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 52.751 | 22,11 | 2.227 | 21,16 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 192.203 | 0,16 | 8.115 | -0,65 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 174.360 | 2,18 | 7.361 | 1,36 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 317.934 | 5,37 | 13.423 | 4,53 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 5.994 | 253 | ||||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 764.694 | 3,75 | 32 | 3,23 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 48 | 2 | ||||||
| 2026-04-20 | 13F | First PREMIER Bank | 41.185 | 220,43 | 2 | |||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 8.149 | 344 | ||||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 914.363 | 4,38 | 38.604 | 2,89 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 1.241.844 | 6,88 | 52.431 | 5,53 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 795 | 34 | ||||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 39.793 | 122,99 | 1.680 | 121,34 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 74.465 | 666,81 | 3.144 | 661,02 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 7.108 | 300 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 86.080 | 398,06 | 3.634 | 394,42 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 384.820 | 42,81 | 16.247 | 41,68 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 1.374.891 | 10,97 | 58.048 | 10,08 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 435 | 18 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 476.577 | 7,93 | 20.121 | 7,02 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 12.332 | 0,70 | 523 | 0,38 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 77.512 | 26,27 | 3.273 | 25,27 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 944.499 | 44,51 | 39.877 | 43,35 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 167 | 7 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1.351 | 0,75 | 57 | 0,00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 340.108 | 5.514,20 | 14.359 | 5.487,16 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 7.733 | 32,62 | 326 | 31,45 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 61.800 | 3,48 | 2.609 | 2,68 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 263.376 | 7,01 | 11.120 | 6,15 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 404.401 | 59.022,95 | 17.074 | 58.772,41 | ||||
| 2026-05-12 | 13F | Wheels Up Wealth, Inc. | 360.348 | 0,45 | 15.214 | -0,35 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.047.592 | 44.229 | ||||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 10.701 | 0,70 | 452 | -0,22 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 234.580 | 4,31 | 9.904 | 3,47 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 699.262 | 5,70 | 30 | 3,57 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 95.257 | 29,67 | 4.022 | 28,63 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 1.287.970 | 11,08 | 54.378 | 10,20 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 8.465 | 7,97 | 357 | 7,21 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 16.334 | 2,58 | 690 | 1,77 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 291.612 | 224,01 | 12.312 | 221,44 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 113.686 | 3,55 | 4.800 | 2,72 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 2.025 | 44,64 | 85 | 44,07 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 267.651 | 15,14 | 11.300 | 14,22 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 561.318 | 11,34 | 23.620 | 10,09 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 10.828 | 14,12 | 457 | 13,40 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 394.689 | 9,88 | 16.664 | 9,00 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 153.459 | 2,18 | 6.479 | 1,36 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 343.727 | 1,63 | 14.512 | 0,83 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 533.410 | 2,88 | 22.521 | 2,05 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 132.613 | 5.599 | ||||||
| 2026-05-11 | 13F | Momentous Wealth Management, Inc. | 454.368 | 2,16 | 19.183 | 1,34 | ||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 311.227 | 3,30 | 13.140 | 2,47 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 36.918 | 5,65 | 1.571 | 6,44 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 379 | 16 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 27.486 | 103,81 | 1.161 | 102,09 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 269.723 | 2,98 | 11.388 | 2,16 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 249.122 | 15,31 | 10.518 | 14,39 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 60.127 | 12,70 | 2.559 | 12,19 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 507.335 | 30,20 | 21.399 | 28,64 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 80.536 | 15,73 | 3.428 | 15,19 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 114.751 | 0,48 | 4.845 | -0,33 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 12.446 | 42,37 | 525 | 41,13 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 812.515 | 6,33 | 34.524 | 6,18 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1.998.392 | 4,22 | 84.372 | 3,39 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 6.545 | 276 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 227.577 | 15,10 | 9.608 | 14,18 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 5.579 | 236 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.257.427 | 73,33 | 137.529 | 71,95 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.316 | 98 | ||||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 309.412 | 6,96 | 13.060 | 5,26 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 242.692 | 11,18 | 10.246 | 10,29 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 190.132 | 17,59 | 8.027 | 16,65 | ||||
| 2026-04-17 | 13F | Tencap Wealth Coaching, LLC | 790.708 | 3,16 | 33.415 | 2,33 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 177.221 | 16,63 | 7.482 | 15,70 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 5.207 | 220 | ||||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 37.506 | 1,31 | 1.583 | 0,51 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 522.702 | 2,21 | 22.068 | 1,39 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 27.002 | 5,17 | 1.140 | 4,40 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 140.443 | 4,92 | 5.930 | 4,09 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 265.022 | 4,70 | 11.189 | 3,86 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 52.853 | 4,90 | 2.231 | 4,06 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 284.426 | 3,64 | 12.008 | 2,82 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 4.571.337 | 4,18 | 193.002 | 3,35 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 220.753 | 44,31 | 9.320 | 43,16 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 340.641 | 9,29 | 14.382 | 8,41 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 83.233 | 25,41 | 3.514 | 24,43 | ||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 57.957 | 7,76 | 2.447 | 6,91 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 111.003 | 3,94 | 4.687 | 3,10 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 115.130 | 66,25 | 4.861 | 64,91 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 65.615 | 30,48 | 2.770 | 29,44 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 9.801 | 8,24 | 414 | 7,27 | ||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 50.072 | 41,58 | 2.114 | 40,47 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 37.473 | 23,44 | 1.582 | 22,45 | ||||
| 2026-04-20 | 13F | City State Bank | 368.087 | 15,73 | 15.541 | 14,80 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 369.048 | 12,04 | 15.581 | 11,15 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 6.463 | 0,70 | 273 | -0,37 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 847 | 0,71 | 36 | 0,00 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 11.038 | 22,62 | 466 | 21,67 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 173.993 | 10,78 | 7.346 | 9,89 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 6.117 | 2,51 | 258 | 1,98 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 73.259 | 0,58 | 3.093 | -0,19 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 263.326 | 5,73 | 11.118 | 4,89 | ||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 131.393 | 13,50 | 5.547 | 12,61 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 33.139 | 4,35 | 1.399 | 3,55 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 430.624 | 4,93 | 18.280 | 4,48 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 26.264 | 1.109 | ||||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 9.085 | 45,94 | 384 | 45,08 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 22.221 | 938 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 1.332.758 | 7,55 | 56.269 | 6,69 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.117.650 | 2,57 | 47.187 | 1,75 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 21.639 | 1,48 | 914 | 0,66 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 54.690 | 4,68 | 2.309 | 3,87 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 22.187 | 6,69 | 937 | 5,76 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.572 | 109 | ||||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 121.840 | 29,47 | 5.144 | 28,25 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 1.997.307 | 0,52 | 84.326 | -0,28 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 6.728 | 284 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 52.309 | 36,12 | 2.208 | 35,05 | ||||
| 2026-05-12 | 13F | Creative Planning | 222.397 | 276,59 | 9.390 | 273,62 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 335.331 | 8,29 | 14.158 | 7,42 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 245.435 | 21,98 | 10.362 | 21,01 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 12.013 | 507 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 32.834 | 13,71 | 1.386 | 12,87 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 356.666 | 11,63 | 15.058 | 10,74 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 314.352 | 0,96 | 13.376 | 0,21 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 1.593.287 | 8,14 | 67.269 | 7,28 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 6.877 | 290 | ||||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 433.572 | 1,94 | 18.305 | 1,13 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 82.509 | 126,45 | 3.484 | 124,71 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 516.253 | 2,70 | 21.796 | 1,88 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 823.112 | 9,90 | 34.752 | 9,02 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 5.207 | 7,98 | 220 | 6,83 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.432 | 0,70 | 60 | 0,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 150.898 | 2,54 | 6.371 | 1,71 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 399.244 | 0,92 | 16.856 | -0,02 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 131.229 | 2,33 | 5.540 | 1,52 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 6.042 | 0,52 | 255 | 0,00 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 24.646 | 48,54 | 1.041 | 46,89 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 335.901 | 14.182 | ||||||
| 2026-04-21 | 13F | Parker Financial LLC | 174.578 | 9,71 | 7.359 | 8,65 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 225.368 | 23,60 | 10 | 28,57 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 30.359 | 1.281 | ||||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 43.931 | 1.855 | ||||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 141.458 | 3,57 | 5.972 | 2,75 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.795 | 34,50 | 119 | 34,09 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 477.655 | 10,18 | 20.167 | 9,29 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.675 | 71 | ||||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 634.352 | 4,25 | 26.782 | 3,42 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 14.277 | 88,38 | 603 | 86,96 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 350.778 | 16,39 | 14.810 | 15,46 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 459.894 | 19.417 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1.788 | 0,68 | 75 | 0,00 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 636.067 | 5,53 | 26.855 | 4,69 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 17.855 | 36,28 | 754 | 35,19 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 38.316 | 9,42 | 1.618 | 8,52 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 24.910 | 1,47 | 1.052 | 105.000,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 5.371 | 125,86 | 225 | 121,78 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 114.695 | 0,38 | 4.842 | -0,43 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 102.761 | 321,19 | 4.339 | 317,92 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 18.710 | 2,95 | 790 | 2,07 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 59.961 | 2,84 | 2.552 | 2,82 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 9.177 | 39,17 | 387 | 38,21 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 508.596 | 12,77 | 21.473 | 11,87 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 257.399 | 4,88 | 10.867 | 4,04 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 153.773 | 24,13 | 6 | 20,00 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 285.716 | 5,48 | 12.063 | 4,63 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 681.228 | 2,71 | 28.775 | 1,94 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 178.029 | 50,44 | 7.516 | 49,25 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 251.157 | 11 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 738.954 | 0,41 | 31.199 | -0,39 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 3.471.448 | 11,47 | 146.565 | 10,58 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 186.853 | 77,00 | 7.889 | 75,56 | ||||
| 2026-05-14 | 13F | Betterment LLC | 1.256.555 | 6,53 | 53 | 6,00 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 834.031 | 2,11 | 35.496 | 1,64 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 1.771.320 | 3,35 | 74.785 | 2,52 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 632.396 | 1,76 | 26.700 | 0,95 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.260.164 | 1,67 | 53.633 | 101.092,45 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 73.607 | 3 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 20.571 | 0,06 | 869 | -0,69 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 259.828 | 26,84 | 10.970 | 25,82 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 84.723 | 44,45 | 3.577 | 43,31 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.247.685 | 20,26 | 137.117 | 19,30 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 104.156 | 27,82 | 4.397 | 26,79 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1.586 | 5,24 | 67 | 3,13 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 631.454 | 13,15 | 26.660 | 12,25 | ||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 271.406 | 4,24 | 11.586 | 4,56 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 44.836 | 16,61 | 1.893 | 15,09 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 6.475 | 273 | ||||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 671.991 | 1,69 | 28.371 | 0,88 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 24.859 | 75,69 | 1.050 | 74,25 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 101.803 | 11,05 | 4.298 | 10,18 | ||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 69.787 | 105,97 | 2.937 | 103,18 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 650.484 | 27.463 | ||||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 462.863 | 7,21 | 19.542 | 6,35 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 6.728 | 7,98 | 284 | 7,17 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 183.650 | 4,10 | 7.816 | 3,62 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 530.394 | 15,41 | 22.393 | 14,49 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 206.004 | 8.697 | ||||||
| 2026-05-14 | 13F | Clg Llc | 167.303 | 12,89 | 7.064 | 11,99 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 9.097 | 25,48 | 384 | 24,68 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 717.971 | 4,39 | 30.313 | 3,56 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 603.533 | 9,67 | 25.481 | 8,80 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 178.167 | 2,14 | 7.522 | 1,33 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 524.811 | 3,60 | 22.158 | 2,77 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 3.036.000 | 128.180 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 329.838 | 7,54 | 13.926 | 6,67 | ||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 225.576 | 0,57 | 9.524 | -0,24 | ||||
| 2026-04-14 | 13F | Onyx Financial Advisors, LLC | 75.691 | 66,36 | 3.196 | 65,03 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 32.754 | 6,37 | 1.383 | 5,50 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 94.674 | 74,20 | 3.997 | 72,81 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 333.282 | 2,55 | 14.071 | 1,74 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 412.228 | 2,20 | 17.404 | 1,39 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 34.686 | 92,72 | 1.464 | 91,12 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 226.602 | 7,69 | 9.567 | 6,83 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 146.502 | 34,30 | 6.185 | 33,24 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 67.334 | 2.843 | ||||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 751.104 | 10,20 | 32 | 6,90 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 6.971 | 18,19 | 294 | 17,13 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 612.486 | 3,23 | 26.049 | 2,89 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 9.249 | 9,25 | 394 | 8,56 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 1.171.565 | 1,68 | 49.463 | 0,87 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 94.358 | 1.592,52 | 3.984 | 1.580,59 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 3.715.440 | 8,02 | 156.866 | 7,16 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 5.229 | 10,74 | 221 | 10,00 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 2.664 | 0,72 | 112 | 0,00 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 4.264.532 | 15,23 | 180.049 | 14,31 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 318.459 | 7,08 | 13 | 8,33 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 63.826 | 1,78 | 2.695 | 0,97 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 757.924 | 206,85 | 31.999 | 204,40 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 481.164 | 4,87 | 20.315 | 3,88 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 6.490 | 4,17 | 274 | 3,40 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.721 | 73 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 27.693 | 7,13 | 1.169 | 116.800,00 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 546.749 | 10,18 | 23.084 | 9,29 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 57.290 | 2.419 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 11.982 | 13,48 | 506 | 12,47 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 5.078 | 214 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 648.206 | 154,71 | 27 | 170,00 |
