Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional Global Real Estate ETF eröffnet haben, gehören Platform Wealth Management, LLC, Veratis Advisors, Inc., Ubs Asset Management Americas Inc, CSP Financial Group, LLC, Cerity Partners LLC, AA Financial Advisors, LLC, E-Wealth Partners, LLC, Merit Financial Group, LLC, Virtu Financial LLC, Navigate Wealth Management, LLC, Mills Wealth Advisors LLC, Nicolet Bankshares Inc, Rsm Us Wealth Management Llc, Hrt Financial Lp, Larry Mathis Financial Planning, LLC, Selective Wealth Management, Inc., Fidelis Capital Partners, LLC, Canvas Wealth Advisors, LLC, Excelsior Advisor Network LLC, und 3 Factor Indexing, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Virtu Financial LLC | 27.213 | 1 | ||||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 102.956 | 0,03 | 2.737 | 0,63 | ||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 176.632 | 3,13 | 5 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 24.221 | 8.489,01 | 644 | 9.085,71 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 12.639 | 0,89 | 336 | 1,52 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 665.326 | 3,78 | 17.684 | 4,41 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 164.068 | 6,75 | 4.387 | 8,05 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 253.023 | 0,55 | 6.725 | 1,16 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 364.322 | 9.744 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 84.173 | 1,22 | 2.237 | 1,87 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 10.759 | 16,98 | 298 | 22,63 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 705.922 | 21,55 | 18.763 | 124.986,67 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 33.500 | 15,75 | 1 | |||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 194.292 | 72,06 | 5.164 | 73,11 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 280 | 7 | ||||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 358.613 | 7,17 | 9.532 | 7,80 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 178.855 | 12,10 | 4.754 | 12,76 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 171.325 | 12,88 | 4.554 | 13,54 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 14.909 | 425 | ||||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 19.257 | 34,83 | 512 | 35,54 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 211.347 | 9,93 | 5.618 | 10,61 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 62.418 | 1.659 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 74.205 | 13,55 | 1.972 | 14,25 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 24.744 | 1,67 | 658 | 2,18 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 12.495 | 108,18 | 332 | 110,13 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 51.247 | 11,90 | 1.362 | 12,56 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 346.201 | 11,66 | 9.257 | 13,01 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 244.197 | 8,60 | 6.491 | 9,26 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 54.844 | 19,14 | 1.458 | 19,82 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 146.346 | 5,06 | 3.890 | 5,68 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 359.686 | 3,41 | 9.560 | 4,04 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 39.577 | 16,62 | 1.052 | 17,30 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 205.466 | 10,54 | 5.461 | 11,22 | ||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 197.838 | 2,12 | 5.259 | 2,74 | ||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 9.429 | 251 | ||||||
| 2026-04-15 | 13F | marrick wealth, LLC | 51.869 | 1,91 | 1.379 | 2,53 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 375.364 | 5,38 | 9.977 | 6,03 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 110.206 | 8,61 | 2.929 | 9,29 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 314.019 | 12,40 | 8.347 | 13,07 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 60.427 | 3,45 | 1.606 | 4,08 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 905.321 | 3,65 | 24.063 | 4,28 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 601.668 | 197,08 | 15.992 | 198,92 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 411.583 | 37,49 | 10.940 | 38,33 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 13.387 | 1,45 | 380 | 8,91 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 42.997 | 3,25 | 1.143 | 3,82 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 17.521.862 | 5,31 | 465.731 | 5,94 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 80.838 | 20,45 | 2.149 | 21,15 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 476.086 | 0,13 | 12.654 | 0,73 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 47.552 | 76,33 | 1.264 | 77,39 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 101.572 | 14,04 | 2.700 | 14,70 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 33.325 | 26,42 | 886 | 27,16 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 783 | 21 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1.876 | 50 | ||||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 66.544 | 2,49 | 1.769 | 3,09 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 86.769 | 15,61 | 2.306 | 16,35 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 215.422 | 5,99 | 5.726 | 6,63 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 34.362 | 1,94 | 913 | 2,58 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 77.454 | 4,04 | 2.059 | 4,68 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 21.582 | 0,06 | 574 | 0,70 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2.462 | 65 | ||||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 2.784.684 | 4,90 | 74.017 | 5,54 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 10.688 | 0,56 | 284 | 1,43 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 50.858 | 2,55 | 1.352 | 3,13 | ||||
| 2026-01-29 | 13F | Comerica Bank | 133 | 5,56 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 43.106 | 26,97 | 1.146 | 27,79 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 908 | 24 | ||||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 3.454 | 92 | ||||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 11.820 | 2,23 | 314 | 2,95 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 820.150 | 2,21 | 21.800 | 2,83 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 444.723 | 5,01 | 11.821 | 5,64 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 898 | 78,53 | 24 | 84,62 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 12.000 | 319 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 2.755.256 | 0,46 | 73.235 | 1,07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 85.198 | 28,75 | 2.265 | 29,52 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 40.526 | 36,07 | 1.077 | 37,02 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 8.253 | 219 | ||||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 54.633 | 55,52 | 1.452 | 56,47 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 2.509.620 | 4,02 | 66.706 | 4,45 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 8.306 | 0,01 | 221 | 0,46 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 107.883 | 6,48 | 2.868 | 7,14 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 314.570 | 7,25 | 8.361 | 7,91 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 86.244 | 2,42 | 2.292 | 3,06 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 8.100 | 2,86 | 215 | 3,37 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 107.880 | 11,26 | 2.867 | 11,95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 634 | 266,47 | 17 | 300,00 | ||||
| 2026-05-13 | 13F | Invst, LLC | 11.483 | 5,72 | 305 | 6,64 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 39.134 | 1.034 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 59.836 | 21,34 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 53.312 | 2,16 | 1.417 | 2,83 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 64.207 | 18,12 | 1.707 | 18,80 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 1.006.511 | 11,68 | 26.753 | 12,36 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.982 | 62,99 | 53 | 62,50 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 58.059 | 8,67 | 1.543 | 9,36 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11.947 | 318 | ||||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 42.826 | 32,86 | 1.138 | 33,73 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10.766 | 0 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 908 | 24 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 329.549 | 10,66 | 8.759 | 11,34 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 17.763 | 39,28 | 469 | 32,86 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 13.531 | 6,95 | 360 | 7,49 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 267.340 | 81,11 | 7.106 | 78,47 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 336.697 | 24,38 | 8.949 | 25,14 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 70.908 | 13,77 | 1.885 | 14,46 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 166.463 | 8,01 | 4 | 0,00 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 10.324 | 10,43 | 274 | 10,93 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 16.639 | 23,81 | 442 | 24,51 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 587 | 1.050,98 | 16 | 1.400,00 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 898.626 | 11,55 | 23.885 | 12,23 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 195.171 | 5,21 | 5.188 | 4,85 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 46.008 | 6,05 | 1.223 | 6,63 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 2.798.216 | 7,16 | 74.377 | 7,81 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 161.710 | 0,28 | 4.225 | -0,82 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 263 | 7 | ||||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 608.166 | 6,82 | 16.165 | 7,47 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 37.514 | 389,67 | 997 | 393,56 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 12.526 | 14,27 | 333 | 14,88 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.461 | 8,94 | 65 | 10,17 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 28.246 | 15,61 | 751 | 16,28 | ||||
| 2026-05-12 | 13F | Creative Planning | 70.354 | 4,45 | 1.870 | 5,06 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 51.802 | 11,06 | 1.377 | 11,69 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 104.439 | 12,60 | 2.776 | 13,27 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 128 | 33,33 | 3 | 50,00 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 25.866 | 38,03 | 692 | 39,60 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 333.037 | 4,20 | 8.852 | 4,84 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 114.599 | 5,21 | 3.046 | 5,87 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 107.915 | 5,40 | 2.868 | 6,07 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 25.415 | 15,31 | 721 | 22,03 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 22.333 | 1,08 | 594 | 1,72 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 13.290 | 353 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 67.371 | 3,14 | 1.791 | 3,77 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 41.222 | 13,06 | 1.096 | 13,71 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 6.320 | 11,72 | 168 | 12,08 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.000 | 53 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 338.740 | 79,43 | 9.004 | 80,53 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 19.009 | 4,49 | 502 | 1,21 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 808 | 21 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 89.855 | 21,28 | 2.388 | 22,02 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 99.972 | 18,23 | 2.657 | 18,99 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 269.415 | 4,10 | 7.161 | 4,74 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 18.975 | 9,31 | 504 | 10,04 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 47.575 | 145,87 | 1.265 | 147,36 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 124.103 | 25,79 | 3.299 | 26,55 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 11.716 | 6,10 | 311 | 6,87 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 139.040 | 37,26 | 3.696 | 38,08 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 152.889 | 4,11 | 4.064 | 4,74 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 52.837 | 0,04 | 1.404 | 0,65 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 119.652 | 5,68 | 3.180 | 6,32 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 274.860 | 118,86 | 7.306 | 120,16 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 7.841 | 208 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 25.610 | 1,44 | 681 | 1,95 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 42.596 | 20,15 | 1.132 | 20,94 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 24.103 | 18,04 | 641 | 18,74 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 113.828 | 1,79 | 3.026 | 0,46 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 193.518 | 5.113 | ||||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 235.258 | 7,24 | 6.253 | 7,90 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 190.634 | 28,34 | 5.067 | 29,13 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 881.680 | 2,91 | 23.435 | 3,54 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 60.428 | 1.606 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 562.453 | 24,75 | 14.950 | 25,51 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 12.335 | 10,17 | 328 | 10,85 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 102.694 | 0,52 | 2.910 | 5,78 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 178.255 | 4,10 | 4.738 | 4,73 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 1.893 | 0,21 | 50 | 2,04 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 93.451 | 2.677 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 32.825 | 21,08 | 873 | 21,79 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.218.381 | 4,41 | 32.385 | 5,04 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 4.662 | 124 | ||||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 546.636 | 1,04 | 14.530 | 1,66 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 210 | 0,48 | 6 | 0,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 28.383 | 3,78 | 754 | 4,43 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 418.758 | 8,31 | 11.064 | 110.530,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 13.834 | 855,39 | 368 | 865,79 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 1.109.900 | 7,79 | 29.501 | 8,44 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 963.275 | 3,42 | 25.604 | 4,04 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 22.237 | 19,11 | 591 | 19,88 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 263.669 | 11,19 | 7.008 | 11,86 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 23.392 | 39,55 | 622 | 40,50 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 85.390 | 3,29 | 2.270 | 3,89 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.556.109 | 5,76 | 41.330 | 6,36 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 55.489 | 7,96 | 1.475 | 8,62 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 175.769 | 2,67 | 4.672 | 3,30 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 31.498 | 0,13 | 837 | 0,72 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 1.062.100 | 10,93 | 28.231 | 11,60 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 15.855 | 46,52 | 421 | 47,72 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 55.358 | 5,74 | 1.471 | 6,36 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 12.749.013 | 22,12 | 338.869 | 22,86 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 29.910 | 5,77 | 795 | 6,43 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 8.636 | 245 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 149.240 | 20,94 | 3.965 | 19,10 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 191.972 | 4,36 | 5.103 | 5,00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 5.921 | 113,68 | 157 | 115,07 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 254.363 | 7,10 | 6.761 | 7,75 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 35.129 | 25,34 | 934 | 26,08 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1.149 | 20,69 | 31 | 20,00 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 44.133 | 5,86 | 1.173 | 6,54 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 927.539 | 8,95 | 24.654 | 9,61 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 888.367 | 6,88 | 23.613 | 7,53 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 21.535 | 0,70 | 569 | 0,53 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 11.535 | 3,03 | 305 | -0,33 | ||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 79.101 | 0,11 | 2.292 | 9,82 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 23.248 | 11,38 | 618 | 11,98 | ||||
| 2026-05-14 | 13F | Betterment LLC | 144.297 | 2,44 | 4 | 0,00 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 176.715 | 5,10 | 4.697 | 5,74 | ||||
| 2026-05-06 | 13F | Tandemgrowth Financial Advisors Llc | 22.212 | 14,09 | 590 | 14,79 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 21.559 | 15,45 | 573 | 16,23 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 11.915 | 317 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 157.447 | 4,58 | 4.185 | 5,20 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 19.326 | 0,04 | 541 | 5,06 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 204.167 | 8,55 | 5.427 | 9,20 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 8.500 | 226 | ||||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 12.219 | 1,63 | 325 | 2,21 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 610.267 | 2,69 | 16.221 | 3,31 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4.804 | 128 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2.699 | 72 | ||||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 42.437 | 1.128 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 7.734 | 206 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 4.005.871 | 11,95 | 105.835 | 8,30 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 862.304 | 2,11 | 22.920 | 2,72 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 10.299 | 11,90 | 274 | 12,35 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 582.284 | 9,93 | 15.477 | 10,61 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 6.344.111 | 11,27 | 168.626 | 11,94 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 119.174 | 21,75 | 3.168 | 22,47 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 59.015 | 2,77 | 1.569 | 3,36 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 44.981 | 1.195 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.819 | 102 | ||||||
| 2026-05-08 | 13F | Oath Planning, LLC | 21.197 | 9,84 | 563 | 10,61 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 606 | 16 | ||||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 24.815 | 5,43 | 660 | 6,12 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 21.944 | 9,01 | 583 | 9,79 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 38.514 | 1.024 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1.387 | 0,14 | 37 | 0,00 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 620.513 | 10,22 | 16.493 | 10,89 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 1.777.101 | 2.498,63 | 47.024 | 2.503,71 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 20 | 0,00 | ||||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 85.077 | 1,46 | 2.261 | 2,08 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1.839.517 | 1,30 | 48.894 | 1,91 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 434.842 | 31,85 | 11.558 | 32,65 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 42.403 | 4,96 | 1.127 | 5,62 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 4.747 | 1.487,63 | 126 | 1.700,00 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 190.966 | 10,08 | 5.076 | 10,74 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 99.167 | 4,41 | 2.636 | 5,02 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 29.298 | 61,07 | 779 | 62,08 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 330.207 | 2,03 | 9.566 | 11,88 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 66.905 | 372,16 | 1.778 | 375,40 |
