DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF - Institutionelles Eigentümerschaft, Käufer

Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
US ˙ ARCA ˙ US25434V7322

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF eröffnet haben, gehören Bank of New York Mellon Corp, Wright Fund Managment, LLC, Goldman Sachs Group Inc, E-Wealth Partners, LLC, Ubs Asset Management Americas Inc, Segall Bryant & Hamill, Llc, Platform Wealth Management, LLC, AA Financial Advisors, LLC, CSP Financial Group, LLC, Cerity Partners LLC, Veratis Advisors, Inc., Navigate Wealth Management, LLC, Integras Partners LLC, Summit Financial, LLC, Action Point Financial Planning, Llc, Dala Group, LLC, Valmark Advisers, Inc., Selective Wealth Management, Inc., Garde Capital, Inc., und Rsm Us 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
(%)
2026-04-20 13F 25 Llc 31.340 1,30 1.083 5,77
2026-04-07 13F Farther Finance Advisors, LLC 131.587 82,09 4.579 91,59
2026-04-20 13F Emprise Bank 544.566 11,27 18.815 16,21
2026-05-14 13F Northern Trust Corp 57.530 629,61 1.988 664,23
2026-05-12 13F Porter White Investment Advisors, Inc. 119.559 1,00 4.131 5,49
2026-05-11 13F Elevate Wealth Advisory, Inc 1.446 41,35 50 48,48
2026-04-20 13F Breakwater Capital Group 54.703 9,26 1.890 14,07
2026-04-08 13F DiNuzzo Private Wealth, Inc. 740.196 0,65 25.574 5,12
2026-04-16 13F Triad Wealth Partners, LLC 65.798 9,84 2.273 14,74
2026-05-01 13F Blume Capital Management, Inc. 343.736 2,44 11.876 6,99
2026-05-15 13F Ariadne Wealth Management, LP 44.516 2,31 1.538 -3,63
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 455.424 35,56 16 36,36
2026-05-15 13F Susquehanna International Group, Llp 108.500 3.749
2026-04-01 13F Helen Stephens Group, LLC 127.147 30,09 4.393 35,85
2026-04-15 13F Elser Financial Planning, Inc 1.043.991 6,20 35.741 21,02
2026-04-20 13F Global Financial Private Client, LLC 13.581 469
2026-05-12 13F Stifel Financial Corp 8.201 2,44 283 7,20
2026-05-15 13F Brown Advisory Inc 40.305 4,24 1.393 8,84
2026-05-12 13F Werba Rubin Papier Wealth Management 27.196 25,83 940 31,51
2026-05-05 13F Putnam Fl Investment Management Co 21.982 1,43 759 6,01
2026-05-15 13F Beacon Pointe Advisors, LLC 1.745.554 2,46 60.309 7,02
2026-05-01 13F Warburton Capital Management, LLC 56.933 0,15 2 100,00
2026-05-06 13F Eaton-Cambridge Inc. 655.618 0,78 22.652 5,26
2026-05-11 13F Integrity Advisory Solutions, LLC 318.884 7,06 11.017 11,83
2026-05-11 13F Financial Symmetry Inc 410.023 6,38 15.942 25,04
2026-05-15 13F Wealth Management Nebraska 15.776 545
2026-04-27 13F Navigate Wealth Management, LLC 50.050 1.892
2026-05-13 13F American Investment Services, Inc. 269.564 1,57 9.313 6,09
2026-05-01 13F Midwest Trust Co 311.106 9,44 10.749 14,30
2026-04-30 13F Kestra Advisory Services, LLC 182.731 7,02 6.313 11,77
2026-04-20 13F Live Oak Private Wealth LLC 39.067 2,27 1.350 6,81
2026-04-22 13F Quarry Hill Advisors, Llc 248.043 2,85 9.577 20,05
2026-05-11 13F Savvy Advisors, Inc. 52.182 7,45 1.803 12,20
2026-04-09 13F Wedmont Private Capital 38.988 0,07 1.429 7,29
2026-05-07 13F Action Point Financial Planning, Llc 32.458 1.121
2026-04-13 13F Parkwoods Wealth Partners, LLC 154.978 91,56 5.355 100,07
2026-05-11 13F TAGStone Capital, Inc. 6.466 1,05 223 8,78
2026-04-29 13F Tilson Financial Group, Inc. 277.714 3,59 9.595 8,20
2026-04-14 13F XY Planning Network, Inc. 253.398 5,67 8.818 11,17
2026-04-29 13F Opulen Financial Group LLC 16.247 31,50 561 37,50
2026-05-11 13F Pathstone Holdings, LLC 11.573 0,04 400 4,45
2026-05-11 13F Umb Bank N A/mo 4.731 163
2026-05-06 13F Vista Capital Partners, Inc. 115.934 1,81 4.006 6,32
2026-04-27 13F Strathmore Capital Advisors, Inc. 40.580 63,88 1.567 91,21
2026-05-12 13F Integras Partners LLC 39.750 1.373
2026-05-15 13F/A Independent Financial Group, Llc 13.723 474
2026-04-08 13F Wealth Advisors Northwest LLC 252.381 4,94 8.720 9,60
2026-05-12 13F Cahill Financial Advisors Inc 6.586 228
2026-05-12 13F Cloud Capital Management, LLC 150.562 38,99 5 66,67
2026-05-11 13F Scratch Capital Llc 263.589 22,96 9.107 28,42
2026-04-21 13F Financial Planning Navigators CORP 479.758 1,29 16.576 5,79
2026-05-08 13F Truepoint, Inc. 5.286.463 5,78 182.647 10,48
2026-05-13 13F Ubs Asset Management Americas Inc 128.722 4.447
2026-02-05 13F Edge Financial Advisors LLC 57.352 72,47 1.533 80,57
2026-04-20 13F Kfg Wealth Management, Llc 189.774 1,89 6.557 6,43
2026-05-12 13F Jane Street Group, Llc 1.100.820 38.033
2026-05-01 13F/A Lodestone Wealth Management LLC 50.748 3,04 1.753 7,61
2026-04-17 13F Kaufman Rossin Wealth, LLC 342.787 1,50 11.843 6,02
2026-05-04 13F Two West Capital Advisors LLC 35.172 4,90 1.340 20,83
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 10.922 377
2026-04-21 13F Sensible Money, LLC 752.742 3,96 26.007 8,58
2026-04-22 13F BluePrint Investing LLC 79.741 0,11 2.755 4,59
2026-05-15 13F Goldman Sachs Group Inc 265.241 9.164
2026-05-01 13F Fifth Third Bancorp 3.278 56,39 113 63,77
2026-05-15 13F Vestmark Advisory Solutions, Inc. 999.519 96,38 34.533 105,10
2026-05-14 13F Lauterbach Financial Advisors, LLC 24.626 5,54 851 10,25
2026-05-15 13F Integrated Wealth Concepts LLC 268.823 0,18 9.288 4,63
2026-05-04 13F Archer Investment Corp 140 5
2026-04-21 13F Hippocratic Financial Advisors, LLC 269.104 0,99 9.298 5,48
2026-05-11 13F Strengthening Families & Communities, LLC 96.688 14,62 3.341 19,71
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 20.748 27,03 717 32,59
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 6.831 263
2026-04-27 13F Beacon Financial Advisory LLC 26.084 12,34 901 17,32
2026-04-24 13F Root Financial Partners, LLC 73.833 77,32 2.551 85,19
2026-05-13 13F Mariner, LLC 1.343.643 30,71 46.423 36,52
2026-04-02 13F Ares Financial Consulting, LLC 3.508 0,80 122 6,09
2026-04-24 13F Keb Asset Management, Llc 589.730 4,26 20.375 8,89
2026-04-06 13F Trust Co of the South 338.197 2,52 11.685 7,07
2026-04-20 13F Dopkins Wealth Management, Llc 67.784 3,29 2.342 7,88
2026-05-13 13F Visionary Wealth Advisors 125.845 3,02 4.348 7,60
2026-04-30 13F Mosaic Family Wealth Partners, Llc 1.062.087 0,82 36.695 5,30
2026-05-11 13F Foundations Investment Advisors, LLC 298.147 11,94 10.301 16,91
2026-05-05 13F Signet Financial Management, Llc 35.493 0,15 1.226 4,61
2026-04-28 13F Bfsg, Llc 408.581 0,37 14.116 4,83
2026-05-01 13F Seaside Wealth Management, Inc. 965.195 0,78 33.348 5,26
2026-05-14 13F Raymond James Financial Inc 180.357 29,43 6.231 35,19
2026-04-24 13F Squire Investment Management Company, LLC 480.638 8,03 16.606 12,84
2026-05-14 13F Rialto Wealth Management, LLC 78.441 25,03 2.710 30,60
2026-04-16 13F Poinciana Advisors Group, Llc 42.418 0,79 1.466 5,24
2026-04-21 13F Topsail Wealth Management, LLC 2.852 113,63 99 122,73
2026-05-01 13F Oakwell Private Wealth Management, LLC 1.119.116 5,38 38.665 10,06
2026-05-13 13F IF Advisors, LLC 13.525 467
2026-05-12 13F Reyes Financial Architecture, Inc. 1.897 66
2026-05-12 13F Strategic Wealth Partners, Ltd. 352 1,73 12 9,09
2026-05-14 13F RB Capital Management, LLC 21.339 14,58 737 19,64
2026-05-15 13F Peapack Gladstone Financial Corp 706.356 16,04 24 20,00
2026-05-13 13F B&D White Capital Company, LLC 242.203 13,17 8.368 18,21
2026-04-23 13F Accurate Wealth Management, LLC 110.966 0,55 4.082 7,85
2026-04-29 13F American Capital Advisory, LLC 124.174 15,30 4.290 20,44
2026-05-05 13F Donalies Financial Planning, LLC 11.111 0,01 384 4,36
2026-05-15 13F Aqr Capital Management Llc 134.756 59,95 4.656 67,09
2026-05-08 13F Resources Investment Advisors, LLC. 1.081.245 1,59 37.357 6,11
2026-05-15 13F Qube Research & Technologies Ltd 481 179,65 17 220,00
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 14.210 100,00 491 108,51
2026-04-06 13F Versant Capital Management, Inc 306.629 24,54 10.594 30,08
2026-05-15 13F Summit Financial, LLC 36.290 1.254
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 505.934 0,18 17.480 4,64
2026-04-14 13F Amicus Financial Advisors, LLC 7.623 263
2026-04-22 13F Spire Wealth Management 333 12
2026-04-28 13F Blossom Wealth Management 21.474 2,56 742 7,08
2026-04-08 13F Quantum Financial Advisors, LLC 6.304 218
2026-04-13 13F Compass Ion Advisors, LLC 9.995 11,66 345 16,55
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 7.440 257
2026-04-08 13F LifeGuide Financial Advisors, LLC 167.539 6,55 5.788 8,82
2026-04-14 13F HMV Wealth Advisors, LLC 344.552 8,66 11.904 13,49
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 120.149 2,67 4.151 7,23
2026-05-15 13F Change Path, LLC 26.959 14,09 931 19,21
2026-05-01 13F BKD Wealth Advisors, LLC 3.091.483 9,56 106.811 14,43
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 34.049 23,77 1.176 29,37
2026-04-29 13F Sageworth Trust Co of South Dakota 120.544 0,42 4.165 4,89
2026-05-15 13F Segall Bryant & Hamill, Llc 125.220 4.457
2026-04-29 13F Sageworth Trust Co 1.649.406 7,22 56.987 11,99
2026-04-13 13F IFP Advisors, Inc 3.883 11,26 134 16,52
2026-05-14 13F Ballast Financial Advisors LLC 51.598 0,01 1.783 4,45
2026-05-15 13F Royal Bank Of Canada 49.903 46,21 1.724 52,57
2026-04-20 13F Longview Financial Advisors LLC 183.575 1,16 6.343 5,65
2026-05-14 13F VestGen Advisors, LLC 6.425 0,02 255 19,81
2026-04-10 13F Baker Tilly Financial, Llc 10.971 11,93 379 16,98
2026-04-15 13F Client 1st Advisory Group, Llc 231.412 13,81 7.995 18,87
2026-05-13 13F Bank Of Montreal /can/ 1.737.396 4,12 60.027 8,75
2026-04-22 13F Clear Creek Financial Management, LLC 28.754 4,41 993 9,00
2026-05-13 13F E-Wealth Partners, LLC 182.507 6.037
2026-05-14 13F Entrewealth, Llc 49.703 0,00 1.717 -4,56
2026-06-01 13F Dala Group, LLC 30.552 1.055
2026-04-29 13F Rockwood Wealth Management, LLC 2.254.397 7,71 77.889 12,49
2026-04-17 13F Vermillion Wealth Management, Inc. 3.809 0,13 132 4,80
2026-05-15 13F Citadel Advisors Llc 125.961 4.352
2026-05-15 13F Flow Traders U.s. Llc 17.571 1
2026-05-12 13F Atlantic Union Bankshares Corp 5.764 10,19 199 15,03
2026-05-13 13F NFP Retirement, Inc. 7.829 0,14 270 4,65
2026-04-09 13F Meritas Wealth Management, LLC 45.313 12,11 1.566 17,14
2026-04-30 13F Sequoia Financial Advisors, LLC 5.345.392 7,61 184.683 12,40
2026-05-14 13F Gladstone Institutional Advisory LLC 6.745 233
2026-02-04 13F VanderPol Investments L.L.C. 13.820 25,67 457 25,90
2026-04-29 13F SwitchPoint Financial Planning, LLC 257.206 2,89 8.886 7,46
2026-05-14 13F Bridgewater Advisors Inc. 108.245 10,68 4.374 27,71
2026-05-15 13F Fmr Llc 17.381 2,51 601 7,14
2026-04-28 13F RW Investment Management LLC 1.972.853 0,45 68.162 8,21
2026-05-11 13F Kondo Wealth Advisors, Inc. 458.758 1,03 15.850 5,53
2026-05-14 13F Rockefeller Capital Management L.P. 16.048 26,34 554 31,90
2026-04-27 13F Gordian Advisors LLC 17.294 4,75 598 9,34
2026-04-14 13F Plancorp, LLC 1.100.863 14,11 40.501 26,91
2026-05-04 13F Envestnet Asset Management Inc 1.494.924 35,72 51.650 41,74
2026-04-21 13F OneAscent Family Office, LLC 7.111 0,14 246 4,70
2026-05-15 13F Empire Financial Management Company, LLC 42.519 7,95 1.469 12,83
2026-04-01 13F First Financial Bank - Trust Division 906.047 9,16 31.304 14,02
2026-04-22 13F Essential Planning, LLC. 57.009 19,19 1.970 24,46
2026-05-08 13F Pnc Financial Services Group, Inc. 89 3
2026-05-12 13F Rsm Us Wealth Management Llc 15.713 543
2026-05-07 13F Forum Finance Group S.A. 2.669 0
2026-04-23 13F Glass Jacobson Investment Advisors llc 5.209 0,02 180 4,07
2026-04-14 13F Tradewinds Capital Management, LLC 284 0,35 10 0,00
2026-04-10 13F Pure Financial Advisors, Inc. 11.607 401
2026-02-17 13F Glenmede Trust Co Na 7.960 263
2026-04-07 13F CoreCap Advisors, LLC 225 8
2026-05-15 13F Bank Of America Corp /de/ 804.302 7,07 27.789 11,83
2026-05-13 13F/A Jpmorgan Chase & Co 156.543 42,36 5.232 43,83
2026-04-17 13F AdvisorNet Financial, Inc 688.384 6,04 23.784 10,75
2026-05-12 13F Entrust Financial Llc 66.938 379,40 2.313 401,52
2026-04-28 13F Brighton Jones Llc 1.127.131 5,00 38.942 9,66
2026-05-07 13F Burk Holdings LLC 318.891 1,96 11.018 6,50
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 180 6
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 94.530 77,98 3.266 85,99
2026-04-23 13F Private Wealth Management Group, LLC 561.409 0,15 19.397 4,59
2026-04-29 13F Garde Capital, Inc. 16.265 562
2026-04-22 13F Foundation Wealth Management, LLC\PA 354.625 9,05 12.252 13,90
2026-04-15 13F BDFS Capital LLC 53.745 5,44 1.857 10,08
2026-05-13 13F AE Wealth Management LLC 20.686 487,34 715 515,52
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 91.591 25,72 3.164 31,34
2026-04-22 13F Eqis Capital Management, Inc. 8.099 5,10 280 9,84
2026-04-14 13F Northwest Wealth Management, Llc 345.770 11,62 11.946 16,58
2026-04-17 13F Discipline Wealth Solutions, LLC 472.869 11,47 16.338 16,43
2026-05-12 13F Awm Capital, Llc 1.807.261 0,06 62.441 4,50
2026-04-23 13F Mattern Wealth Management LLC 307.219 4,84 10.614 9,50
2026-05-14 13F Renaissance Technologies Llc 38.000 1.313
2026-05-08 13F Valeo Financial Advisors, LLC 11.769 61,04 407 68,46
2026-04-10 13F AssuredPartners Investment Advisors, LLC 36.841 8,76 1.281 14,29
2026-04-14 13F Prospera Financial Services Inc 10.255 354
2026-05-11 13F Aptus Capital Advisors, LLC 352 1,73 12 9,09
2026-04-17 13F RFG Advisory, LLC 637.968 95,41 22.042 104,10
2026-05-05 13F Premier Financial Group 608.840 0,12 21.355 5,99
2026-05-08 13F Altiora Financial Group, LLC 26.860 3,55 928 8,16
2026-05-12 13F IFG Advisory, LLC 1.904 66
2026-05-21 13F BankChampaign, National Association 1.503 200,00 52 -32,00
2026-04-10 13F RTD Financial Advisors, Inc. 52.622 157,66 1.818 169,33
2026-04-24 13F Bayban 46 2
2026-05-14 13F Evoke Wealth, Llc 12.312 39,80 425 46,05
2026-05-15 13F Cardiff Park Advisors, Llc 423.256 0,09 14.623 4,54
2026-05-13 13F Cravens & Co Advisors, LLC 387.691 0,81 13.395 1,12
2026-04-10 13F Great Oak Capital Partners, Llc 1.102.285 1,14 40.388 9,54
2026-05-12 13F Operose Advisors LLC 1.408 49
2026-04-22 13F Avise Financial Cooperative, Inc. 49.358 29,14 1.705 34,89
2026-05-15 13F Cresset Asset Management, LLC 15.210 58,21 526 65,09
2026-01-26 13F Liberty Capital Management, Inc. 55.216 1,31 1.827 4,52
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 294.570 113,37 10.177 122,89
2026-02-10 13F Platform Wealth Management, LLC 104.901 3.470
2026-05-01 13F Heritage Investment Group, Inc. 569.197 1,83 19.666 6,35
2026-04-30 13F LRI Investments, LLC 108 134,78 4 200,00
2026-05-06 13F TCFG Investment Advisors, LLC 10.687 369
2026-05-05 13F Bank of New York Mellon Corp 449.339 15.525
2026-04-22 13F SC&H Financial Advisors, Inc. 249.065 3,17 8.605 7,75
2026-05-19 13F Western Wealth Management, LLC 1.675 58
2026-04-15 13F Brady Martz Wealth Solutions, LLC 374.932 7,41 12.954 12,18
2026-04-24 13F Bayshore Asset Management, Llc 30.800 7,66 1.064 12,47
2026-04-22 13F Foundry Financial LLC 157.345 14,97 5.436 20,08
2026-05-14 13F C M Bidwell & Associates Ltd 6.498 1,69 225 6,16
2026-01-20 13F Austin Private Wealth, LLC 40.673 4,64 1.345 7,95
2026-05-14 13F Allworth Financial LP 466.637 37,32 16.122 43,42
2026-04-29 13F Your Advocates Ltd., LLP 877.152 1,11 30.306 5,60
2026-05-15 13F Mission Wealth Management, Lp 23.769 121,19 821 131,27
2026-04-15 13F Wright Fund Managment, LLC 339.507 11.726
2026-04-29 13F Skopos Labs, Inc. 11.302 1,93 390 6,56
2026-05-11 13F HBK Sorce Advisory LLC 3.249.517 4,20 132.710 17,56
2026-04-06 13F Washington Trust Advisors, Inc. 530 0,19 18 5,88
2026-05-05 13F Freedom Day Solutions, LLC 6.512 225
2026-05-11 13F Great Valley Advisor Group, Inc. 21.894 11,75 757 16,67
2026-04-14 13F Family Wealth Partners, Llc 339.507 12,26 11.726 17,20
2026-05-13 13F Daner Wealth Management, LLC 24.967 36,42 991 47,98
2026-05-08 13F Vanguard Advisers Inc 1.268 44
2026-04-17 13F Ballentine Capital Advisors, Inc 543.826 0,21 18.789 4,67
2026-05-04 13F Cogent Strategic Wealth Llc 87.023 6,29 3.007 3,37
2026-05-15 13F Pinney & Scofield, Inc. 51.929 0,53 1.794 5,04
2026-04-28 13F Canvas Wealth Advisors, LLC 30.011 78,68 1.037 86,67
2026-05-12 13F Professional Financial Solutions Llc /adv 135.143 5,33 4.669 10,01
2026-05-01 13F Johnson Investment Counsel Inc 10.048 14,08 347 19,24
2026-05-04 13F Nwam Llc 55.026 15,52 1.901 15,00
2026-05-12 13F Up Strategic Wealth Investment Advisors Llc 39.278 11,59 1.576 23,63
2026-04-27 13F Truist Financial Corp 214.180 19,60 7.400 24,90
2026-05-14 13F Arcadia Wealth Management, Inc. 164.437 3,19 5.681 7,78
2026-05-01 13F Valmark Advisers, Inc. 26.395 912
2026-05-04 13F Chicago Partners Investment Group LLC 80.156 55,24 3.092 68,59
2026-05-08 13F CSP Financial Group, LLC 90.559 3.129
2026-04-28 13F Golden State Equity Partners 486 17
2026-05-01 13F Signature Resources Capital Management, LLC 97.762 1,79 3.378 6,30
2026-05-12 13F Prism Planning Partners LLC 147.091 3,24 5.082 7,83
2026-05-07 13F Hanover Advisors Inc 7.765 268
2026-05-06 13F LPL Financial LLC 2.055.130 2,85 71.005 7,42
2026-04-28 13F Oceanside Advisors LLC 18.238 1,19 630 5,70
2026-04-22 13F Clarity Wealth Development LLC 237.375 5,95 8.201 10,66
2026-02-18 13F Veratis Advisors, Inc. 53.576 1.962
2026-04-22 13F Riverbend Wealth Management, LLC 8.386 0,01 290 4,33
2026-04-08 13F Evanson Asset Management, LLC 586.553 1,28 20.265 5,78
2026-04-27 13F Symmetry Partners, LLC 1.472.478 2,92 50.874 7,50
2026-05-12 13F M Holdings Securities, Inc. 98.384 1,66 4 0,00
2026-04-07 13F Park Avenue Securities Llc 149.318 5
2026-02-12 13F Commonwealth Equity Services, Llc 594.715 2,99 19.673 109.194,44
2026-04-22 13F Stone House Investment Management, LLC 3.150 0,90 109 4,85
2026-05-18 13F Arkadios Wealth Advisors 19.132 1,06 661 5,59
2026-04-20 13F Strategent Financial, LLC 66.993 12,25 2.315 17,22
2026-04-20 13F Clune & Associates, Ltd. 315.453 49,98 10.899 56,65
2026-04-14 13F Zrc Wealth Management, Llc 4.098 0,10 142 4,44
2026-04-16 13F BCO Wealth Management LLC 259.171 0,77 8.954 5,24
2026-04-17 13F Aspen Capital Management, LLC 534.371 1,81 18.463 6,33
2026-05-12 13F Rather & Kittrell, Inc. 1.030.428 0,60 35.601 5,07
2026-04-07 13F Signaturefd, Llc 22.745 585,30 786 620,18
2026-05-13 13F GeoWealth Management, LLC 35.125 32,74 1.214 38,63
2026-05-15 13F Morgan Stanley 176.644 103,97 6.103 113,09
2026-05-15 13F Harbour Investments, Inc. 27.019 217,53 934 232,03
2026-04-21 13F Maseco Llp 2.245.751 7,57 77.535 12,29
2026-05-11 13F Citigroup Inc 61.668 120,54 2.131 130,52
2026-05-06 13F Modera Wealth Management, LLC 20.539 0,00 710 4,42
2026-04-29 13F Burney Co/ 23.666 8,41 818 13,16
2026-04-21 13F Keystone Financial Group, Inc. 2.710 0,15 94 4,49
2026-05-12 13F Leading Edge Financial Planning LLC 868.700 4,56 30.014 9,21
2026-04-10 13F McGrath & Associates, Inc. 11.375 5,34 393 10,08
2026-05-12 13F Index Fund Advisors, Inc. 48.699 260,71 1.683 277,13
2026-05-04 13F Savant Capital, LLC 4.227.172 59,65 146.049 66,74
2026-04-15 13F Fortitude Family Office, LLC 303.686 11,96 10.492 16,93
2026-04-16 13F CogentBlue Wealth Advisors, LLC 130.964 0,80 4.525 5,28
2026-05-07 13F Magnolia Wealth Management, LLC 1.415 49
2026-04-20 13F Sowell Financial Services LLC 103.570 0,53 3.578 4,99
2026-05-14 13F Passive Capital Management, LLC. 228.197 4,69 7.884 9,35
2026-05-15 13F Shufro Rose & Co Llc 71.378 14,50 2.466 19,59
2026-04-22 13F Tred Avon Family Wealth, Llc 15.464 534
2026-04-14 13F Vestia Personal Wealth Advisors 174.654 2,88 6.032 1,50
2026-05-15 13F Legacy Capital Wealth Partners, LLC 27.196 25,30 940 30,78
2026-04-24 13F UMA Financial Services, Inc. 2.429 0,08 84 3,75
2026-04-30 13F Selective Wealth Management, Inc. 21.370 814
2026-05-14 13F Captrust Financial Advisors 102.011 4,41 3.524 9,07
2026-05-12 13F Creative Planning 540.748 8,54 18.683 13,37
2026-04-10 13F GEM Asset Management, LLC 20.147 5,10 696 6,26
2026-05-05 13F Tortoise Investment Management, LLC 15.953 0,01 551 4,55
2026-05-11 13F Elite Life Management LLC 36.493 31,57 1.490 48,41
2026-05-12 13F E6 Portfolios, LLC 19.579 0,19 676 4,64
2026-05-14 13F Betterment LLC 925.468 4,01 32 6,90
2026-04-21 13F Kane Co Wealth Management, Inc. 105.727 6,05 3.653 10,77
2026-05-13 13F Calton & Associates, Inc. 7.856 271
2026-04-22 13F First Financial Group Corp 36.880 11,03 1.274 16,03
2026-04-24 13F Financial Plan, Inc. 730.190 9,41 25.228 14,27
2026-04-30 13F Torren Management, LLC 51.992 2,14 1.796 6,71
2026-05-15 13F Jones Financial Companies Lllp 43.966 1.485
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 129 4
2026-05-15 13F Keating Financial Advisory Services, Inc. 4.637 109,16 160 119,18
2026-01-27 13F Grunden Financial Advisory, Inc. 41.193 9,36 1.363 12,75
2026-05-14 13F Cwm, Llc 1.827.269 9,10 63.132 114.685,45
2026-05-15 13F Equitable Holdings, Inc. 15.671 0,01 518 0,00
2026-04-21 13F Delap Wealth Advisory, Llc 396.178 3,85 13.688 8,46
2026-05-06 13F DecisionPoint Financial, LLC 436.633 1,61 15.086 6,13
2026-04-22 13F Straight Path Wealth Management 458.952 4,52 15.857 9,16
2026-04-20 13F Morton Brown Family Wealth, LLC 684 55,45 24 64,29
2026-04-20 13F Jfs Wealth Advisors, Llc 243.468 11,92 8.412 16,90
2026-04-08 13F JGP Wealth Management, LLC 345.414 2,02 11.934 6,55
2026-04-10 13F Perigon Wealth Management, LLC 56.202 3,50 1.942 8,07
2026-05-11 13F TD Capital Management LLC 1.820 63
2026-04-22 13F Sterling Wealth Advisors Inc 27.543 0,00 1.056 15,92
2026-04-16 13F Capstone Wealth Management, LLC 96.331 4,90 3.328 9,58
2026-04-28 13F HBE Wealth Management, LLC 158.508 8,14 5.476 12,95
2026-05-01 13F Pacific Asset Management, LLC 221.286 3,88 7.645 8,50
2026-05-08 13F Tfo-tdc, Llc 172.560 98,04 5.962 106,84
2026-02-04 13F Timonier Family Office, LTD. 305.037 4,71 10.091 8,01
2026-04-27 13F HTG Investment Advisors, Inc. 300.436 1,95 10.380 6,48
2026-04-21 13F AA Financial Advisors, LLC 91.908 3.175
2026-05-13 13F Monograph Wealth Advisors, Llc 902.335 3,07 31.176 7,65
2026-05-04 13F Greenspring Advisors, LLC 2.314.462 0,60 79.965 5,07
2026-05-15 13F Old Mission Capital Llc 435.848 30,33 15.059 36,12
2026-04-16 13F Brookstone Capital Management 19.470 59,69 673 66,75
2026-04-08 13F Shore Point Advisors, LLC 96.744 7,42 3.343 12,19
2026-05-12 13F Moneta Group Investment Advisors Llc 67.221 4,82 2.322 9,48
2026-05-15 13F Excelsior Advisor Network LLC 13.762 3,09 475 7,71
2026-04-15 13F DAVENPORT & Co LLC 247.167 6,91 8.540 11,66
2026-04-10 13F Claris Advisors, Llc / Mo / 161.113 4,25 5.566 8,88
2026-04-29 13F Frankly Finances, LLC 6.310 22,52 218 28,24
2026-05-27 13F Security Financial Services, INC. 61.493 5,41 2.125 10,11
2026-02-13 13F Colony Group, LLC 8.361.969 13,65 276.614 17,12
2026-04-17 13F Signal Advisors Wealth, LLC 11.179 57,72 386 64,96
2026-04-06 13F Hiley Hunt Wealth Management 236.948 2,83 8.187 7,40
2026-04-30 13F Hassell Wealth Management, LLC 403.251 0,48 13.932 -0,01
2026-05-07 13F JMG Financial Group, Ltd. 2.312.160 8,57 79.885 13,40
2026-04-15 13F Belleair Asset Management, LLC 36.569 18,63 1.263 23,95
2026-04-27 13F Legacy Financial Group, Inc. 109.028 0,59 3.767 5,05
2026-04-13 13F BKA Wealth Consulting, Inc. 11.325 6,48 391 11,40
2026-04-22 13F Lam Group, Inc. 14.305 0,03 494 4,44
2026-05-15 13F Advisory Services Network, LLC 65.168 72,19 2.252 79,94
2026-04-30 13F Summit Portfolio Management, LTD. 5.984 207
2026-04-22 13F Apollon Wealth Management, LLC 115.621 1,78 3.995 6,31
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 419 14
2026-04-10 13F Level Financial Advisors, Inc. 387.681 7,39 13.394 12,16
2026-04-09 13F Shearwater Capital LLC 83.580 11,11 2.888 16,04
2026-05-01 13F Financial Connections Group, Inc. 856 0
2026-05-01 13F BCR Wealth Strategies, LLC 587.683 2,59 20 11,11
2026-05-01 13F United Wealth Management, LLC 273.183 1,77 9.438 6,30
2026-05-15 13F Cerity Partners LLC 58.242 2.012
2026-05-07 13F Key Capital Management, INC 37 8,82 1 0,00
2026-04-22 13F Hurlow Wealth Management Group, Inc. 324.748 10,76 11.220 15,69
2026-04-27 13F Heffernan Advisory, Inc 77.703 7,12 2.685 11,88
2026-04-30 13F Millstone Evans Group, LLC 4.628 1,22 160 5,30
2026-04-15 13F Merit Financial Group, LLC 58.793 481,42 2.031 508,08
2026-05-01 13F One Degree Advisors Inc 290.920 7,71 10 25,00
2026-04-13 13F Fiduciary Financial Group, Llc 114.788 11,56 3.966 16,51
2026-05-04 13F Lutz Financial Services LLC 245.676 2,29 8.488 6,83
2026-05-13 13F Buckingham Strategic Partners 7.702.569 9,76 265.963 14,57
2026-05-15 13F/A EverSource Wealth Advisors, LLC 94.264 5,26 3.257 9,93
2026-05-13 13F Cetera Investment Advisers 13.857 32,78 479 38,55
2026-05-05 13F Financial Harvest, LLC 220.589 4,74 7.621 9,40
2026-05-04 13F Geneos Wealth Management Inc. 172.545 8,14 5.961 12,94
2026-05-04 13F Stirlingshire Investments, Inc. 5.832 202
2026-02-20 13F SB Capital Management Inc 6.765 224
2026-05-12 13F WorthPointe, LLC 65.264 7,93 2.255 12,70
2026-04-23 13F Avant Financial Advisors LLC 137.473 0,32 4.750 4,77
2026-05-15 13F Mercer Global Advisors Inc /adv 1.054.229 8,44 36.424 13,26
2026-05-05 13F UBS Group AG 42.520 3.804,50 1.469 3.980,56
2026-05-13 13F Brinker Capital Investments, LLC 218.740 2,11 7.557 6,65
2026-04-20 13F Apella Capital, LLC 1.657.178 20,78 63.984 40,97
2026-04-07 13F Abacus Planning Group, Inc. 62.018 20,87 2.143 26,22
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista