Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF eröffnet haben, gehören My Purposeful Wealth Corp., Wilkerson Advisory Group LLC, Wright Fund Managment, LLC, AA Financial Advisors, LLC, Ubs Asset Management Americas Inc, Arkadios Wealth Advisors, Linscomb & Williams, Inc., E-Wealth Partners, LLC, CSP Financial Group, LLC, Platform Wealth Management, LLC, Timonier Family Office, LTD., Worth Asset Management, LLC, Accurate Wealth Management, LLC, Baer Investment Advisory LLC, Prospera Financial Services Inc, Tiaa-cref Individual & Institutional Services, Llc, Facet Wealth, Inc., Everest Financial Group LLC, Action Point Financial Planning, Llc, und International Private Wealth Advisors LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 347.186 | 132,54 | 17 | 128,57 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 83.411 | 6,50 | 3.994 | 6,34 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 917.818 | 7,60 | 43.945 | 7,44 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 37.555 | 8,27 | 1.798 | 8,12 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 23.455 | 43,05 | 1.123 | 42,88 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 8.155 | 390 | ||||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 43.557 | 10,72 | 2.085 | 10,55 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 33.200 | 36,63 | 1.590 | 36,39 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 456.710 | 61,33 | 21.867 | 61,11 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 1.097.303 | 5,22 | 52.539 | 5,07 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 47.782 | 2.288 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 17.641 | 845 | ||||||
| 2026-04-20 | 13F | 25 Llc | 4.607 | 7,46 | 221 | 7,32 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 5.246.327 | 16,33 | 252.925 | 16,97 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 14.668 | 34,80 | 1 | |||||
| 2026-05-01 | 13F | Vestment Financial LLC | 477.806 | 9,39 | 23.035 | 9,92 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 217.823 | 29,37 | 10.429 | 29,18 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 38.867 | 8,15 | 1.861 | 7,95 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 196.829 | 5,04 | 9.424 | 4,89 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 306.761 | 30,62 | 14.688 | 30,44 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 97.554 | 200,53 | 4.671 | 200,13 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 252.013 | 17,26 | 12.066 | 17,09 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 772.713 | 3,80 | 37.013 | 3,86 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 31.593 | 9,36 | 1.523 | 9,96 | ||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 230.823 | 16,77 | 11 | 22,22 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 5.803 | 0 | ||||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 445.859 | 86,97 | 21.348 | 86,70 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 46.460 | 106,09 | 2.225 | 105,93 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 59.580 | 14,27 | 2.853 | 14,08 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 166.229 | 46,18 | 7.959 | 45,98 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 9.344 | 447 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 27.068 | 5,87 | 1.292 | 5,22 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 17.410 | 9,30 | 819 | 7,21 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 61.829 | 16,98 | 2.960 | 16,81 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 20.916 | 58,45 | 1.002 | 58,39 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 296.727 | 4,52 | 14.207 | 4,37 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 8.302 | 8,00 | 398 | 7,88 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 99.808 | 11,21 | 4.779 | 11,04 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 259.454 | 17,27 | 12.423 | 17,10 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 189.473 | 1,10 | 9.072 | 0,95 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 101.731 | 4.871 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 12.763 | 138,07 | 611 | 137,74 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 879.329 | 1,58 | 42.102 | 1,43 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 11.711 | 84,66 | 562 | 84,87 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 30.748 | 5,47 | 1.472 | 5,37 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 244.701 | 17,12 | 11.716 | 16,95 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 557.734 | 2,07 | 26.704 | 1,92 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 958.276 | 3,00 | 45.882 | 2,87 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 10.360 | 496 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 22.906 | 13,42 | 1.097 | 13,22 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 124.745 | 1,25 | 5.973 | 1,10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 102.711 | 4,64 | 4.918 | 4,48 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 36.436 | 2,05 | 1.745 | 1,93 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 449.187 | 10,52 | 21.507 | 10,36 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 42.334 | 2,90 | 2.027 | 2,74 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 59.881 | 35,74 | 2.867 | 35,56 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 29.773 | 2,99 | 1.426 | 2,81 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 23.821 | 66,49 | 1.139 | 65,89 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 67.150 | 3,07 | 3.215 | 2,95 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 108.762 | 107,76 | 5.208 | 107,45 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 4.938 | 236 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 284.484 | 6,24 | 13.621 | 6,09 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.215 | 154 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 686.064 | 26,07 | 32.848 | 25,89 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 48.575 | 2,44 | 2.326 | 2,29 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 159.372 | 6,76 | 7.631 | 6,61 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 22.281 | 1.072 | ||||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 26.004 | 13,58 | 1.245 | 13,49 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 39.630 | 2,46 | 1.897 | 2,32 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 155.265 | 14,90 | 7.434 | 14,74 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 169.474 | 36,61 | 8.114 | 36,42 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.929 | 92 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 135 | 6 | ||||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 18.470 | 0,93 | 1 | |||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 401.283 | 1,02 | 19.213 | 0,88 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 4.229 | 202 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1.668 | 60,08 | 80 | 61,22 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 12.132 | 582 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 92.646 | 11,09 | 4.436 | 10,90 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 155.057 | 2,90 | 7.475 | 3,46 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 1.452.715 | 3,22 | 69.556 | 3,07 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 1.245.625 | 2,05 | 59.641 | 1,90 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.215 | 10,82 | 154 | 10,79 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 6.604 | 3,66 | 316 | 3,61 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 6.442 | 9,45 | 308 | 9,22 | ||||
| 2026-05-12 | 13F | Cornerstone Wealth Partners, LLC | 456.631 | 25,84 | 21.863 | 25,65 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 8.532 | 98,46 | 409 | 98,06 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 37.798 | 8,37 | 1.810 | 8,19 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 19.219 | 3,86 | 920 | 3,72 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 387.081 | 7,61 | 18.533 | 7,46 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 68.248 | 9,56 | 3.268 | 9,37 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 29.715 | 1,89 | 1.423 | 1,72 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 240.385 | 11.510 | ||||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 29.215 | 6,25 | 1.399 | 6,07 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 26.258 | 2,66 | 1.257 | 2,53 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 6.468 | 310 | ||||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 12.578 | 602 | ||||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 285.037 | 23,42 | 13.648 | 23,25 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 208.435 | 7,06 | 9.980 | 6,90 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 46.757 | 3,00 | 2.239 | 2,85 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 3.699.843 | 4,00 | 177.148 | 3,85 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 16.435 | 10,01 | 787 | 9,78 | ||||
| 2026-05-05 | 13F | PFG Advisors | 29.422 | 9,36 | 1.409 | 9,15 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 278.896 | 20,21 | 13.354 | 20,04 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.968.903 | 4,30 | 94.271 | 4,15 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.185 | 152 | ||||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 296.608 | 0,61 | 14.202 | 0,46 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 6.083 | 18,81 | 291 | 18,78 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 143.357 | 6,67 | 6.864 | 6,50 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 25.345 | 1.215 | ||||||
| 2026-05-13 | 13F | Invst, LLC | 81.432 | 22,30 | 3.899 | 22,12 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 29.098 | 1,50 | 1.393 | 1,38 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.676 | 22,64 | 128 | 23,08 | ||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 12.629 | 0,89 | 605 | 0,67 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 455.308 | 3,08 | 21.800 | 2,93 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 719 | 4,20 | 34 | 3,03 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 6.638 | 8,64 | 318 | 8,56 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 41.026 | 86,67 | 1.964 | 86,51 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 112.064 | 26,64 | 5.366 | 26,47 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 270.080 | 3,66 | 12.931 | 3,51 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 411 | 20 | ||||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 310.103 | 4,28 | 14.848 | 4,13 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 1.336.422 | 8,07 | 63.988 | 7,91 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 1.111 | 53 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 10.867 | 0,26 | 520 | 0,19 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 9.982 | 478 | ||||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 157.894 | 3,32 | 7.560 | 3,17 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 751.650 | 30,53 | 35.989 | 30,34 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 6.100 | 0,18 | 293 | 0,34 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 263.549 | 28,44 | 12.619 | 28,26 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6.833 | 10,12 | 327 | 10,10 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 4.950 | 1,66 | 237 | 1,72 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.418.971 | 6,85 | 115.820 | 6,69 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 63.337 | 47,91 | 3.033 | 47,69 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5.897 | 0,05 | 282 | 0,00 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 107.082 | 34,18 | 5.127 | 34,00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 170.963 | 8.186 | ||||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 87.136 | 0,59 | 4.172 | 0,46 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 6.822 | 327 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 8.663 | 4,61 | 415 | 4,28 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1.700 | 0,29 | 81 | 0,00 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 773.080 | 13,44 | 37.015 | 13,27 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 7.103 | 340 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 386.011 | 7,34 | 18.482 | 7,18 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 11.838 | 567 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 33.380 | 26,98 | 1.593 | 26,43 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 76.018 | 0,47 | 3.640 | 0,30 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 511.899 | 10,59 | 24.509 | 10,43 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 5.949 | 12,56 | 285 | 12,25 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 265.210 | 18,95 | 12.698 | 18,78 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 15.468 | 5,13 | 741 | 4,96 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 16.474 | 25,25 | 789 | 25,08 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 603.374 | 1,35 | 28.890 | 1,21 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 502 | 24 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 5.017 | 1,25 | 240 | 1,27 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 8.708 | 9,00 | 417 | 8,62 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 395.960 | 15,39 | 18.959 | 15,22 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 174.153 | 1,92 | 8.336 | 1,75 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 2.808.255 | 4,24 | 134.459 | 4,09 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 119.305 | 4,25 | 5.712 | 4,10 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 5.879 | 281 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 15.860 | 0,22 | 759 | 0,13 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 55.493 | 12,48 | 2.661 | 11,91 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 233.695 | 4,12 | 11.189 | 3,97 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 267.886 | 0,26 | 12.826 | 0,12 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 595.719 | 2,79 | 28.600 | 2,86 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.459 | 6,91 | 118 | 6,36 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 484.186 | 13,80 | 23.183 | 13,63 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 114.100 | 38,45 | 5.456 | 37,82 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 935.707 | 260,38 | 44.802 | 259,85 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 57 | 3 | ||||||
| 2026-04-21 | 13F | Kooman & Associates | 128.023 | 3,14 | 6.130 | 2,99 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 5.059 | 25.195,00 | 242 | 0,00 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 4.811 | 230 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 108.261 | 25,21 | 5.184 | 25,04 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 4.617 | 7,37 | 221 | 7,28 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 554.913 | 15,74 | 26.569 | 15,58 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 341.176 | 5,66 | 16.335 | 5,50 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 181.344 | 2,95 | 8.683 | 2,79 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 257.048 | 138,58 | 12.307 | 138,23 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 24.351 | 20,02 | 1.166 | 19,86 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 373.992 | 3,85 | 17.907 | 3,69 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 11.333 | 3,88 | 543 | 3,63 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 4.293 | 11,05 | 206 | 10,81 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 6.155 | 16,11 | 295 | 15,75 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 208.391 | 14,53 | 9.978 | 14,36 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 310.786 | 65,55 | 14.880 | 65,31 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 60.932 | 2,41 | 2.917 | 2,28 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 153.664 | 116,91 | 7.357 | 116,64 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 240.977 | 3,42 | 11.538 | 3,27 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 208.391 | 9.978 | ||||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 7.375 | 0,07 | 355 | 0,00 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 12.342 | 13,74 | 591 | 13,24 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 225.268 | 10.786 | ||||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 171.799 | 16,78 | 8.226 | 16,60 | ||||
| 2026-04-20 | 13F | City State Bank | 263.092 | 34,44 | 12.597 | 34,24 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 2.000 | 96 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 249.544 | 11,26 | 11.948 | 11,10 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 249.244 | 3,68 | 11.934 | 3,53 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 741 | 0,27 | 35 | 0,00 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 6.241 | 0,45 | 299 | 0,34 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 28.462 | 4,78 | 1.363 | 4,61 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 319.593 | 4,58 | 15.302 | 4,43 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 9.895 | 474 | ||||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 11.335 | 3,21 | 543 | 3,04 | ||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 162.283 | 17,22 | 7.770 | 17,05 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 389.213 | 7,08 | 18.636 | 6,92 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 23.461 | 1.123 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 134.646 | 64,40 | 6.447 | 64,15 | ||||
| 2026-05-04 | 13F | Nwam Llc | 17.661 | 5,86 | 846 | 5,49 | ||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 102.287 | 10,62 | 4.898 | 10,47 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 283.230 | 15,76 | 13.561 | 15,59 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 116.103 | 76,68 | 5.559 | 76,48 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 361.141 | 15,58 | 17.291 | 15,41 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 1.332.011 | 8,15 | 63.777 | 7,99 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 16.542 | 793 | ||||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 617.530 | 33,74 | 29.567 | 33,35 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 11.860 | 568 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 18.579 | 4,22 | 890 | 4,10 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 18.925 | 29,68 | 906 | 29,61 | ||||
| 2026-05-12 | 13F | Creative Planning | 66.197 | 857,16 | 3.170 | 857,40 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 1.209.899 | 3,31 | 57.930 | 3,16 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 176.834 | 5,68 | 8.483 | 5,50 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 4.300 | 14,67 | 206 | 14,53 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 5.337 | 0,17 | 256 | 0,00 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 300.494 | 8,10 | 14.388 | 7,95 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 303.032 | 10,25 | 14.509 | 10,09 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 95.641 | 5,26 | 4.579 | 5,12 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 16.991 | 23,77 | 813 | 23,56 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 148.752 | 7,30 | 7.097 | 6,79 | ||||
| 2026-04-21 | 13F | Maseco Llp | 738.839 | 13,80 | 35.368 | 13,60 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.076 | 52,41 | 52 | 54,55 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 358.326 | 4,48 | 17.157 | 4,33 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 4.811 | 7,65 | 230 | 7,48 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 376.227 | 6,00 | 18.014 | 5,84 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.097.179 | 0,86 | 52.610 | 101.071,15 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 160.987 | 36,12 | 7.708 | 35,92 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 160.292 | 24,63 | 7.675 | 24,46 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 120.317 | 28,32 | 6 | 25,00 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 262.217 | 12,78 | 12.555 | 12,61 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 77.001 | 7,43 | 3.687 | 7,28 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 232.241 | 41,46 | 11.105 | 40,88 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 15.216 | 107,27 | 729 | 106,82 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 173.442 | 2,22 | 8.304 | 2,08 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 151.987 | 4,12 | 7.277 | 3,97 | ||||
| 2026-05-14 | 13F | Betterment LLC | 230.307 | 5,41 | 11 | 10,00 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 26.871 | 17,24 | 1.287 | 17,02 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 83.571 | 6,52 | 4.001 | 6,38 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 95.843 | 34,75 | 4.589 | 34,55 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 15.417 | 8,25 | 738 | 8,21 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 210.864 | 49,69 | 10.096 | 49,48 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 51.827 | 27,06 | 2.469 | 26,29 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 83.053 | 31,00 | 3.976 | 30,62 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 14.992 | 11,93 | 718 | 11,68 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 917.141 | 17,55 | 43.913 | 17,38 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 149.518 | 20,20 | 7.159 | 20,02 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 309.664 | 4,98 | 14.833 | 4,86 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 514.517 | 0,34 | 24.671 | -0,16 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 1.783.924 | 14,37 | 85.414 | 14,20 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 136.349 | 0,23 | 6.528 | 0,08 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 274.652 | 9,65 | 13.150 | 9,49 | ||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 500.013 | 0,42 | 24.106 | 0,97 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.991.136 | 20,39 | 143.216 | 20,22 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 16.028 | 8,41 | 767 | 8,33 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 1.346 | 176,95 | 64 | 178,26 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 4.669 | 224 | ||||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 22.752 | 1.091 | ||||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 419.016 | 23,06 | 20.063 | 22,88 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 184.651 | 0,29 | 8.841 | 0,15 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 368.343 | 15,25 | 17.636 | 15,09 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 65.372 | 3,98 | 3.135 | 3,47 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 89.286 | 0,81 | 4.275 | 0,68 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 48.459 | 31,55 | 2.320 | 31,37 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 164.121 | 9,13 | 7.858 | 8,99 | ||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 132.004 | 5,71 | 6.320 | 5,56 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 11.860 | 7,86 | 568 | 7,59 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 31.463 | 19,69 | 1.506 | 19,52 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 5.070 | 0,14 | 243 | 0,00 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 28.793 | 20,00 | 1.379 | 19,83 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 162.515 | 2,15 | 7.781 | 2,01 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 5.837 | 11,78 | 279 | 11,60 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 171.897 | 11,60 | 8.230 | 11,44 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 998.462 | 4,88 | 47.806 | 4,73 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 8.495 | 0,01 | 407 | -0,25 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 406.326 | 3,43 | 19.455 | 3,28 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 190.453 | 9.119 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 39.449 | 1,15 | 1.889 | 0,96 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 771.485 | 5,53 | 36.939 | 5,38 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 5.585 | 0,18 | 267 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 58.091 | 2.781 | ||||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 94.287 | 9,55 | 4.514 | 9,40 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 467.314 | 2,84 | 22.375 | 2,68 | ||||
| 2026-04-14 | 13F | Onyx Financial Advisors, LLC | 386.210 | 5,11 | 18.492 | 4,96 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 5.445.744 | 16,22 | 261.123 | 15,54 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 16.634 | 9,19 | 800 | 9,30 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 3.933 | 1,11 | 188 | 1,08 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 26.566 | 122,22 | 1.272 | 121,82 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 814 | 39 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 1.297.305 | 14,63 | 62.115 | 14,46 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 15.512 | 743 | ||||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 33.970 | 1.626 | ||||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 150.563 | 9,78 | 7.209 | 9,61 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 26.766 | 447,25 | 1.282 | 447,44 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 343.315 | 36,40 | 16.438 | 36,20 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 180.230 | 7,72 | 8.629 | 7,57 | ||||
| 2026-05-14 | 13F | Aspirean Wealth, LLC | 94.465 | 7,17 | 4.523 | 7,00 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 30.074 | 0,41 | 1.440 | 0,21 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 336.546 | 4,86 | 16 | 6,67 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 376.697 | 11,56 | 18.036 | 11,40 | ||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 6.065 | 1,59 | 290 | 1,40 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 14.860 | 21,74 | 711 | 21,54 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 506.382 | 6,77 | 24.301 | 6,68 | ||||
| 2026-04-16 | 13F | Friday Financial | 219.871 | 9,95 | 10.527 | 9,79 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 4.660 | 3,60 | 223 | 3,72 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.126.922 | 347,33 | 245.462 | 346,65 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 568.116 | 64,32 | 27.196 | 64,04 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 54.009 | 2.586 |
