Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional International Small Cap ETF eröffnet haben, gehören Quent Long Short Global Small Cap Fund, LP, SB Capital Management Inc, Apella Capital, LLC, Fortis Advisors, LLC, Pursuit Wealth Management LLC, West Paces Advisors Inc., Sherrill & Hutchins Financial Advisory, Inc, Arkadios Wealth Advisors, Integras Partners LLC, West Wealth Group, LLC, Ameriprise Financial Inc, Navigate Wealth Management, LLC, Diversify Wealth Management, Llc, InTrack Investment Management Inc, 180 Wealth Advisors, Llc, Aqr Capital Management Llc, Baker Tilly Financial, Llc, Security National Bank Of So Dak, Security National Bank Of Sioux City Iowa /ia/, und Bank of New York Mellon Corp .
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 | Tranquility Partners, LLC | 16.297 | 3,22 | 553 | 6,35 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 262.018 | 5,77 | 8.822 | 8,11 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 77.308 | 0,37 | 2.603 | 2,56 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 114.069 | 1,97 | 3.841 | 4,23 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 144.506 | 5.261 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 19.128 | 19,90 | 644 | 22,67 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 62.001 | 0,40 | 2.088 | 2,61 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 76.557 | 4,01 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 12.965 | 0,49 | 437 | 2,83 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 178.455 | 6.009 | ||||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 257.948 | 2,30 | 8.685 | 4,58 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 291.808 | 0,58 | 9.825 | 2,81 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 9.550 | 340 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 46.377 | 8,82 | 1.528 | 13,28 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 96.292 | 11,64 | 3.242 | 14,11 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 10.949 | 369 | ||||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 155.292 | 3,35 | 5.229 | 5,64 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 58.237 | 4,42 | 1.961 | 6,70 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 24.898 | 4,50 | 838 | 6,89 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2.791.449 | 7,30 | 93.988 | 9,68 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.613 | 7,39 | 53 | 6,12 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 615.738 | 7,80 | 20.732 | 10,18 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 23.111 | 778 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 17.650 | 0,18 | 594 | 2,41 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 3.117 | 0,10 | 105 | 1,96 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1.990 | 67 | ||||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 91.020 | 0,54 | 3.065 | -6,61 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 327 | 11 | ||||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 66.429 | 2.237 | ||||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 315.001 | 2,73 | 10.606 | 5,01 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 286.081 | 9.424 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 67.297 | 4,48 | 2.266 | 6,79 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 84 | 3 | ||||||
| 2026-05-12 | 13F | Croban | 134.743 | 1,69 | 4.535 | 3,97 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.621 | 46,36 | 119 | 52,56 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 6.486 | 284,24 | 214 | 432,50 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 19.777 | 666 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 136.163 | 8,33 | 4.585 | 10,72 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 151.009 | 7,01 | 5.084 | 9,38 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 1.296.966 | 6,50 | 43.669 | 8,87 | ||||
| 2026-04-21 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 26.752 | 901 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13.827 | 1.536,33 | 466 | 1.622,22 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.118.643 | 7,90 | 37.665 | 10,29 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 249 | 8 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 261.496 | 59,22 | 8.805 | 62,74 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 570.906 | 13,42 | 19.222 | 15,93 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1.266.624 | 58,21 | 42.647 | 61,72 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 7.761 | 261 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 8.736 | 294 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 171.652 | 8,66 | 5.780 | 11,07 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 2.744 | 92 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 14.395 | 0,13 | 485 | 2,33 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 80.417 | 10,95 | 2.708 | 13,41 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 1.522 | 12,57 | 51 | 15,91 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 76.707 | 232,70 | 2.583 | 240,18 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 56.390 | 1.857 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 995 | 23,60 | 33 | 26,92 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 21.797 | 3,48 | 734 | 5,77 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 11.385.428 | 17,75 | 383 | 20,44 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104.455 | 2,94 | 3.517 | 5,24 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 221.417 | 110,50 | 7.455 | 115,21 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 289.438 | 2,08 | 9.745 | 4,34 | ||||
| 2026-05-05 | 13F | PFG Advisors | 56.002 | 6,49 | 1.886 | 8,83 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 71.460 | 3,74 | 2.406 | 6,04 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 7.173 | 242 | ||||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 91.715 | 9,25 | 3.088 | 3,66 | ||||
| 2026-05-15 | 13F | Fmr Llc | 6.463 | 362,30 | 218 | 371,74 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 14.516 | 91,86 | 489 | 95,98 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.417.706 | 1,05 | 47.734 | 3,29 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 467 | 357,84 | 16 | 400,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 87.628 | 22,79 | 2.950 | 25,53 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 845.290 | 22,22 | 28.461 | 24,93 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 33.828 | 1.139 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1.262.736 | 9,22 | 43.122 | 13,24 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 29.015 | 42,69 | 977 | 45,89 | ||||
| 2026-04-21 | 13F | Willow Financial LLC | 134.670 | 11,59 | 4.534 | 14,06 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 41.110 | 54,86 | 1.384 | 58,35 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.841.482 | 4,48 | 62.003 | 6,79 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 3.395 | 114 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 60.815 | 0,04 | 2.048 | 2,25 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 37.801 | 9,14 | 1.273 | 11,58 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 241.872 | 16,64 | 8 | 33,33 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 893.112 | 44,91 | 30.071 | 48,13 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 47.960 | 8,98 | 61 | -95,79 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 139.832 | 5,83 | 4.708 | 8,18 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 98.423 | 12,48 | 3.314 | 14,99 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 30.265 | 45,90 | 1.019 | 49,19 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 41.567 | 1.400 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 2.028 | 0,10 | 68 | 3,03 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 457.264 | 0,82 | 15.396 | 3,06 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 58 | 2 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 2.790 | 785,71 | 94 | 830,00 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 961.790 | 62,61 | 32.383 | 66,21 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.466 | 2,39 | 218 | 4,33 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 278.608 | 1,02 | 9.381 | 3,26 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 11.724 | 0,09 | 395 | 2,34 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 356.156 | 256,28 | 11.992 | 264,25 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 23.554 | 23,07 | 793 | 25,87 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 139 | 5 | ||||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 316.752 | 2,77 | 10.665 | 5,05 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 9.194 | 321 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 11.078 | 0,09 | 373 | 2,20 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 81 | 3 | ||||||
| 2026-04-02 | 13F | Collective Family Office Llc | 240.669 | 2,09 | 8.103 | 4,35 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 499.562 | 1,92 | 16.820 | 4,18 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 519 | 17 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6.257 | 211 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 4.002 | 4,41 | 135 | 6,35 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 12.411 | 0,06 | 418 | 2,21 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 11.001 | 317,02 | 370 | 330,23 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 361.836 | 4,18 | 12.183 | 6,49 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 8.828 | 0,09 | 297 | 2,41 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 1.244 | 42 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.087 | 449,29 | 102 | 494,12 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 37.223 | 160,61 | 1.253 | 166,60 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 48.873 | 1,56 | 1.646 | 3,79 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 82.505 | 2,20 | 2.718 | 6,42 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 7.319 | 5,22 | 246 | 7,42 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 4.044 | 874,46 | 136 | 946,15 | ||||
| 2026-04-13 | 13F | Trust Co | 321 | 11 | ||||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 121 | 4 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 287.946 | 2,10 | 9.695 | 4,36 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 444.178 | 5,22 | 14.955 | 7,55 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 94.961 | 1,90 | 3.197 | 4,17 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 14.270 | 45,69 | 480 | 49,07 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 129.015 | 5,88 | 4.344 | 8,22 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 132.850 | 0,42 | 4.473 | 2,66 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 40.233 | 10,04 | 1.355 | 12,46 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 9.300 | 6,15 | 313 | 6,10 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 12.075 | 12,00 | 407 | 14,37 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 676.877 | 6,34 | 22.790 | 8,70 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 1.401.653 | 4,90 | 47.194 | 7,23 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 55.630 | 4,97 | 1.873 | 7,34 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 7.955 | 7,14 | 268 | 9,43 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 8.176 | 3,78 | 275 | 6,18 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 17.836 | 0,55 | 601 | 2,74 | ||||
| 2026-04-22 | 13F | Motco | 52.092 | 21,97 | 1.754 | 24,68 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 29.704 | 0,04 | 1.059 | 1,34 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 47.102 | 15,65 | 1.586 | 18,20 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 23.195 | 2,32 | 781 | 4,56 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 91 | 3 | ||||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 410.737 | 51,10 | 13.830 | 54,46 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 110.781 | 1,81 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 93 | 3 | ||||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 57.663 | 1,38 | 1.899 | 5,56 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 99.105 | 2,82 | 3.337 | 5,10 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.964 | 100 | ||||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 8.780 | 9,23 | 296 | 11,74 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 450.876 | 81,85 | 15.181 | 85,87 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 203.134 | 0,11 | 6.840 | 2,33 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 357.412 | 0,54 | 12.034 | 2,77 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 46.185 | 1,01 | 1.555 | 3,25 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 55.907 | 3,07 | 1.882 | 0,43 | ||||
| 2026-05-12 | 13F | Creative Planning | 2.426.864 | 0,40 | 81.713 | 2,63 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 666.177 | 3,21 | 22 | 4,76 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 12.493 | 5,27 | 421 | 7,69 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.160 | 39 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 147.869 | 1,30 | 4.979 | 3,54 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 16.217 | 12,90 | 546 | 15,43 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 6.196 | 0,10 | 209 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 58.747.186 | 28,39 | 1.921.873 | 27,51 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 1.301.248 | 7,19 | 43.813 | 9,57 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 60.077 | 10,65 | 2.023 | 13,09 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.133.632 | 8,32 | 38.169 | 112.161,76 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 40.324 | 18,07 | 1.358 | 20,62 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 545.256 | 1,42 | 18.359 | 3,67 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 202.108 | 14,74 | 6.657 | 14,74 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 24.561 | 827 | ||||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 7.064 | 238 | ||||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 39.028 | 2,36 | 1.314 | 4,62 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 11.784 | 20,75 | 397 | 23,36 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 341.301 | 2,92 | 11.492 | 5,20 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 21.169 | 0,52 | 713 | 2,74 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.994 | 67 | ||||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 101.229 | 5,56 | 3.408 | 7,92 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 48.110 | 2,58 | 1.620 | 4,86 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 7.038 | 237 | ||||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 82.494 | 37,41 | 2.778 | 40,47 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 330.672 | 3,32 | 10.892 | 7,61 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 577.972 | 67,78 | 19.460 | 71,50 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 191.008 | 3,23 | 6.431 | 5,51 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 271 | 9 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1.586 | 219,11 | 53 | 231,25 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 688.365 | 7,88 | 23.177 | 10,27 | ||||
| 2026-05-14 | 13F | Clg Llc | 53.351 | 4,31 | 1.796 | 6,65 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 308.787 | 7,94 | 10.397 | 10,33 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 78.446 | 1,42 | 2.641 | 1,93 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 38 | 1 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 270.057 | 4,57 | 9.093 | 6,88 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 217.142 | 7.153 | ||||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 70.344 | 8,69 | 2.497 | 14,76 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 530.360 | 8,59 | 17.857 | 11,00 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 7.920 | 267 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 10.511 | 13,79 | 354 | 16,12 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 755 | 25 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 11.414 | 0,10 | 384 | 2,40 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 641.157 | 6.686,17 | 21.588 | 6.841,16 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2.257 | 33,39 | 76 | 38,18 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 422.760 | 8,02 | 14.234 | 10,41 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 44.036 | 83,65 | 1.504 | 90,49 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 71.451 | 7,01 | 2.406 | 9,37 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 374.134 | 5,77 | 12.597 | 8,12 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 100.273 | 1,82 | 3.376 | 4,10 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 11.963 | 0,10 | 403 | 2,29 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 498 | 17 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1.739.833 | 3,10 | 59 | 5,45 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 6.995 | 13,08 | 236 | 15,76 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.629 | 13,55 | 122 | 16,19 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 204.640 | 10,30 | 6.890 | 12,75 |
