Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional US Small Cap Value ETF eröffnet haben, gehören Ubs Asset Management Americas Inc, CSP Financial Group, LLC, Navigate Wealth Management, LLC, AA Financial Advisors, LLC, Summit Financial, LLC, Quent Long Short Global Small Cap Fund, LP, Horizon Investments, LLC, Commerce Bank, Royal Harbor Partners, LLC, Hudson Value Partners, LLC, Sage Mountain Advisors LLC, Pacific Park Financial, Inc., Rsm Us Wealth Management Llc, Canvas Wealth Advisors, LLC, Miracle Mile Advisors, LLC, TCFG Investment Advisors, LLC, MSA Advisors, LLC, Segall Bryant & Hamill, Llc, Vantus Wealth LLC, und Freedom Day Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | WorthPointe, LLC | 77.654 | 1,09 | 2.721 | 7,68 | ||||
| 2026-04-20 | 13F | Emprise Bank | 70.540 | 8,73 | 2.472 | 15,85 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 911.843 | 31.750 | ||||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 32.635 | 418,18 | 1.144 | 452,17 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 11.096 | 0,85 | 389 | 7,48 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 290.494 | 22,84 | 10 | 42,86 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.292 | 461,77 | 108 | 500,00 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 848.590 | 29,04 | 29.735 | 37,48 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 9.318 | 1,64 | 326 | 8,31 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 95.312 | 3.340 | ||||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 42.281 | 4,04 | 1.482 | 10,85 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 428.670 | 759,61 | 15.882 | 868,41 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2.229.989 | 1,64 | 78.139 | 8,28 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 66.687 | 4,00 | 2.471 | 17,12 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 234.152 | 8.694 | ||||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 67.723 | 184,56 | 2 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10.405 | 3,66 | 365 | 10,30 | ||||
| 2026-05-05 | 13F | UBS Group AG | 114.652 | 57.226,00 | 4.017 | 66.850,00 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 124.227 | 13,69 | 4.677 | 30,17 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 135.285 | 1,62 | 4.740 | 8,27 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 27.634 | 109,73 | 968 | 6,14 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 223.527 | 74,96 | 7.832 | 86,39 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 41.232 | 17,03 | 1.445 | 24,70 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14.853 | 49,31 | 520 | 59,02 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 863.575 | 8,50 | 30.260 | 15,59 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 76.000 | 128,63 | 2.663 | 143,64 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 7.627 | 267 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 705.604 | 1,34 | 24.724 | 7,97 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 113.668 | 17,87 | 3.983 | 25,58 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 42.168 | 9,10 | 1.478 | 16,21 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 7.337.993 | 0,55 | 256.992 | 7,06 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 11.568 | 2,35 | 405 | 9,16 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1.173 | 41 | ||||||
| 2026-05-11 | 13F | Scratch Capital Llc | 403.955 | 7,33 | 14.155 | 14,35 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 12.476 | 0,21 | 437 | 6,85 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 154.956 | 2,40 | 5.430 | 9,08 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 52.687 | 3,10 | 1.906 | 10,31 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 169.013 | 19,80 | 5.934 | 27,92 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 316.525 | 52,35 | 11.091 | 62,32 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 49.257 | 0,29 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 183.771 | 11,81 | 6.838 | 26,51 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 334.878 | 3,93 | 11.734 | 10,73 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 64.651 | 9,04 | 2.265 | 16,15 | ||||
| 2026-04-28 | 13F | Schubert & Co | 103.031 | 5,04 | 3.610 | 11,90 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 299.230 | 10.485 | ||||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 28.120 | 87,52 | 809 | 77,41 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 47.651 | 104,39 | 1.670 | 117,89 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 13.376 | 469 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 143.601 | 2,23 | 5.032 | 8,90 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 9.705 | 340 | ||||||
| 2026-05-08 | 13F | Truepoint, Inc. | 1.341.481 | 0,32 | 47.006 | 6,88 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 151.885 | 5.322 | ||||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 32.333 | 32,94 | 1.133 | 41,68 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 468.270 | 9,23 | 16.408 | 16,37 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 184.703 | 2,56 | 6.472 | 9,25 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 550.318 | 4,89 | 19.283 | 11,75 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 45.101 | 91,41 | 1.580 | 104,13 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 447.931 | 8,04 | 15.695 | 15,11 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 176.484 | 16,01 | 6.184 | 23,61 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 26.020 | 14,16 | 912 | 21,63 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 25.040 | 4,39 | 877 | 11,29 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.397 | 300,29 | 49 | 336,36 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 438.206 | 20,31 | 15.355 | 28,16 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1.884 | 62 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 92.609 | 3.245 | ||||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 23.800 | 197,50 | 834 | 216,73 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 92.610 | 0,79 | 3.434 | 13,60 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 5.959 | 209 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 27.844 | 1 | ||||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 342.530 | 1,90 | 12.002 | 8,57 | ||||
| 2026-05-14 | 13F | Alpha Advisors, LLC/VA | 84.023 | 2,32 | 2.944 | 9,04 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 53.850 | 1,26 | 1.887 | 7,83 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 94.846 | 180,78 | 3.323 | 199,10 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 114.291 | 17,29 | 4.005 | 24,97 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 93.870 | 0,77 | 3.289 | 7,38 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 262.236 | 0,81 | 9.189 | 7,40 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 2.370 | 83 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 997.993 | 34.970 | ||||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 165.274 | 5,17 | 5.791 | 12,05 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.475 | 52 | ||||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 901.546 | 1,56 | 31.590 | 8,20 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 118.139 | 3.886 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 23.333 | 2,95 | 818 | 9,66 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 43.680 | 18,64 | 1.531 | 26,45 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 8.027 | 29,01 | 281 | 35,75 | ||||
| 2026-05-11 | 13F | Boston Partners | 41.975 | 0,68 | 1.471 | 7,22 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 2.620 | 92 | ||||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 19.877 | 13,93 | 697 | 21,47 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 67.505 | 2,22 | 2.365 | 8,89 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2.342 | 82 | ||||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 134.617 | 0,07 | 4.717 | 6,60 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 9.615 | 0,33 | 337 | 6,67 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.942.259 | 4,64 | 68.057 | 11,48 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 40.172 | 11,19 | 1.408 | 18,43 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 17.122 | 600 | ||||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 6.448 | 0,12 | 226 | 6,64 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 3.200 | 112 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 45.639 | 2,27 | 1.599 | 9,00 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6.047 | 212 | ||||||
| 2026-04-15 | 13F | Avondale Wealth Management | 20.363 | 0,18 | 714 | 6,74 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 223.158 | 0,63 | 7.819 | 7,21 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 14.668 | 0,17 | 514 | 6,65 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 49.860 | 63,69 | 1.747 | 74,53 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 23.395 | 810 | ||||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 48.299 | 3,26 | 1.692 | 10,01 | ||||
| 2026-05-04 | 13F | Sentinel Wealth Management, Inc. | 269.892 | 5,67 | 9.457 | 12,58 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 8.252 | 289 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 5.905 | 207 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 990.589 | 3,81 | 34.710 | 10,59 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 81.507 | 2,61 | 2.856 | 9,30 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 83.377 | 11,07 | 2.922 | 18,31 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 625.569 | 4,16 | 21.920 | 10,97 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 39.966 | 9,43 | 1.400 | 16,57 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 539 | 0,37 | 19 | 5,88 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8.022 | 504,52 | 281 | 553,49 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 127.767 | 3,49 | 4.477 | 10,25 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 170.517 | 20,92 | 5.975 | 28,83 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 72.522 | 6,68 | 2.541 | 13,69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 150.224 | 12,42 | 5.264 | 19,80 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 2.813 | 99 | ||||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 3.600 | 260,00 | 126 | 293,75 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 44.553 | 9,54 | 1.561 | 16,75 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 30.268 | 2,75 | 1.061 | 9,50 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 6.846 | 0,32 | 240 | 6,70 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 51.619 | 5,30 | 1.809 | 12,16 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 89.257 | 3,01 | 3.128 | 9,76 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 6.110 | 214 | ||||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 236.681 | 17,44 | 8.293 | 18,35 | ||||
| 2026-05-13 | 13F | Forefront Analytics, LLC | 6.341 | 222 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 120.664 | 4.228 | ||||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 695.442 | 7,69 | 24.368 | 14,74 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 80.806 | 23,24 | 2.831 | 31,31 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 24.094 | 0,22 | 844 | 6,84 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 19.685 | 0,22 | 690 | 6,82 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 91.624 | 44,88 | 3.014 | 49,68 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 3.967 | 24,83 | 139 | 33,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.288.564 | 10,38 | 80.191 | 17,60 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 45.117 | 1.581 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.569 | 83,40 | 125 | 98,41 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.572.422 | 0,15 | 55.098 | 6,69 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 657.521 | 0,70 | 23.040 | 7,28 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 94.442 | 3,25 | 3.309 | 10,01 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 4.862 | 170 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 19.656 | 14,43 | 689 | 21,99 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 59.679 | 11,78 | 2.091 | 19,08 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 108.420 | 18,07 | 3.799 | 25,79 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 7.768 | 272 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 205 | 48,55 | 7 | 75,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 674.902 | 23,04 | 23.649 | 31,08 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 8.641 | 1,60 | 303 | 8,24 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 364.867 | 3,89 | 12.785 | 10,68 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 337.032 | 4,39 | 11.810 | 11,21 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 463.438 | 15,85 | 16.239 | 23,42 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 31.359 | 0,78 | 1.099 | 7,33 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 86.288 | 5,23 | 3.024 | 12,13 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 47.504 | 3,24 | 1.665 | 9,98 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 5.244 | 5,88 | 184 | 12,96 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 421.021 | 4,89 | 14.466 | 6,56 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 9.283 | 23,05 | 325 | 31,05 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 866.631 | 26,54 | 30.367 | 34,80 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 9.510 | 19,20 | 333 | 27,10 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 37.318 | 15,66 | 1.308 | 23,19 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 220.818 | 17,89 | 7.737 | 25,60 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 26.870 | 5,06 | 942 | 11,89 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 146.886 | 7.522,52 | 5.147 | 8.068,25 | ||||
| 2025-12-16 | 13F | Lindenwold Advisors | 70.465 | 51,73 | 2.244 | 64,20 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 89.200 | 3.126 | ||||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 38.427 | 7,12 | 1.390 | 16,62 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 82.929 | 4,14 | 2.906 | 10,92 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 60.511 | 5,53 | 2.120 | 12,47 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1.756 | 62 | ||||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 203.594 | 3,02 | 7.134 | 9,74 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 6.050 | 212 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 77.600 | 2,57 | 2.719 | 9,28 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 100.353 | 3,10 | 3.301 | 6,49 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 185.156 | 3,06 | 6.488 | 9,80 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1.487.000 | 3,68 | 52.104 | 10,45 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 60.459 | 10,98 | 2.118 | 18,26 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 9.735 | 0,27 | 341 | 6,90 | ||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 6.091 | 213 | ||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 46.582 | 79,02 | 1.632 | 90,88 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 10.539 | 22,55 | 347 | 26,74 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 744 | 26 | ||||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 72.812 | 1,37 | 2.551 | 8,00 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 387.114 | 0,95 | 13.564 | 7,55 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 136.186 | 0,08 | 4.772 | 1,60 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 124.378 | 19,52 | 4.358 | 27,35 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 29.681 | 1.040 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.000 | 70 | ||||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 2.248 | 3,59 | 79 | 9,86 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 6.863 | 0,09 | 240 | 6,67 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 127.153 | 7,63 | 4.455 | 14,67 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 22 | 1 | ||||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 42.063 | 28,24 | 1.474 | 36,64 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 24.918 | 873 | ||||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.393 | 49 | ||||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 68.259 | 56,97 | 2.521 | 56,33 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 176.496 | 12,78 | 6.184 | 20,17 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 21 | 40,00 | 1 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 326.531 | 15,61 | 11.442 | 23,17 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 14.362 | 14,37 | 503 | 21,79 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 100 | 3 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8.531 | 15,94 | 299 | 23,14 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 20.156 | 0,90 | 706 | 7,46 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 19.828 | 652 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 51.880 | 2,38 | 1.886 | 13,15 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 191.475 | 26,24 | 6.709 | 34,50 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 47.839 | 17,22 | 1.676 | 24,89 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 13.531 | 118,91 | 474 | 133,50 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 6.163 | 216 | ||||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 17.153 | 601 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.345 | 47,64 | 47 | 62,07 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 31.444 | 1.102 | ||||||
| 2026-05-01 | 13F | Concord Wealth Partners | 8.932 | 801,31 | 313 | 875,00 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 1.114.611 | 8,51 | 39.056 | 15,61 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 294.810 | 2,26 | 10.330 | 8,95 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 159.712 | 16,25 | 5.596 | 16,15 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 48.285 | 16,62 | 1.692 | 24,25 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 207.985 | 6,18 | 7.288 | 13,12 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 870.735 | 97,43 | 30.511 | 110,34 | ||||
| 2026-05-15 | 13F | MSA Advisors, LLC | 24.793 | 869 | ||||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 62.257 | 8,10 | 2.181 | 15,15 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 23.539 | 26,57 | 883 | 27,83 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 13.733 | 3,92 | 452 | 7,38 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 702.217 | 10,54 | 24.606 | 17,76 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1.005 | 0,70 | 35 | 9,38 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 325.397 | 1,82 | 11.402 | 8,48 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 289.877 | 1,11 | 10.157 | 7,72 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 51.125 | 449,67 | 1.791 | 487,21 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 9.403 | 0,23 | 329 | 6,82 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 8.755 | 1,45 | 307 | 8,13 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 19.660 | 4,80 | 689 | 11,69 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 127.257 | 29,52 | 4.459 | 38,01 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 2.761.776 | 8,01 | 96.773 | 15,07 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 265.269 | 9.295 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 18.558 | 37,47 | 650 | 46,40 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 142.833 | 17,26 | 5.005 | 24,91 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 15.014 | 12,97 | 526 | 20,37 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 925 | 32 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 342.025 | 2,47 | 11.985 | 9,16 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 480.383 | 5,96 | 16.833 | 12,88 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 684 | 24 | ||||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 23.943 | 47,02 | 839 | 56,64 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 1.424 | 0,28 | 50 | 6,52 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 348.003 | 229,69 | 12.194 | 251,31 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 572.540 | 3,21 | 21.281 | 9,40 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 47.451 | 1.663 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 24.423 | 59,36 | 856 | 69,64 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 158.830 | 16,77 | 5.565 | 24,41 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 620.862 | 12,78 | 21.755 | 120.761,11 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 690.600 | 1,38 | 24.199 | 8,01 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 280.152 | 1,38 | 9.817 | 8,01 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 2.029 | 20,34 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 65.288 | 811,08 | 2.288 | 873,19 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 15.910 | 4,81 | 1 | |||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 412.992 | 2,07 | 14.471 | 8,75 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 45.279 | 37,28 | 1.587 | 46,31 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 284.843 | 2,07 | 10.610 | 5,44 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 969.277 | 4,90 | 33.963 | 11,76 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 18.914 | 5,00 | 663 | 11,82 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 388.364 | 0,46 | 13.608 | 7,02 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.212.668 | 4,87 | 77.532 | 11,72 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 82.312 | 46,01 | 2.884 | 55,56 | ||||
| 2026-05-12 | 13F | Creative Planning | 2.212.917 | 6,00 | 77.541 | 12,93 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 30.396 | 0,72 | 1.065 | 7,36 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 13.169 | 488 | ||||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 10.853 | 357 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 655.965 | 20,37 | 21.575 | 126.805,88 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 19.767 | 0,62 | 693 | 7,12 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 8.257 | 289 | ||||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 3 | 50,00 | 0 | |||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 48.096 | 23,55 | 1.685 | 31,64 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 18.022 | 0,61 | 631 | 7,13 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 202.209 | 28,56 | 6.983 | 34,99 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 56.774 | 67,49 | 1.989 | 73,56 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 145.127 | 5,53 | 5.085 | 12,43 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 368 | 13 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 302.774 | 8,11 | 10.608 | 6,70 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 3.977 | 0,33 | 139 | 6,92 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 104.016 | 3.645 | ||||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 26.332 | 250,16 | 923 | 273,28 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 9.822 | 13,88 | 344 | 21,55 | ||||
| 2026-05-11 | 13F | Nkcfo Llc | 119.750 | 35,39 | 4 | 100,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 59.259 | 1,70 | 1.949 | 5,07 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 2.763.501 | 3,87 | 96.833 | 10,66 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 91.394 | 0,13 | 3.202 | 6,66 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 25.804 | 0,45 | 904 | 7,11 | ||||
| 2026-04-14 | 13F | Hudson Value Partners, LLC | 66.770 | 2.340 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 5.723 | 201 | ||||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 134.316 | 14,96 | 4.706 | 22,49 | ||||
| 2026-05-11 | 13F | Commerce Bank | 97.935 | 3.432 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 20.300 | 7,24 | 668 | 7,23 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 396 | 14 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 18.877.994 | 17,38 | 661.485 | 25,05 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 12.216 | 12,87 | 428 | 20,56 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 45.506 | 6,82 | 1.595 | 13,78 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 365.165 | 2,28 | 13 | 9,09 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 290.014 | 3,72 | 10.162 | 10,50 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 72.544 | 315,94 | 2.542 | 343,46 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 102.388 | 3.588 | ||||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 9.424 | 330 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 339.357 | 7,15 | 11.891 | 14,16 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 26.178 | 4,74 | 917 | 11,56 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 487.996 | 6,63 | 17.099 | 13,60 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 57.172 | 49,24 | 2.003 | 59,09 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 36.208 | 0,04 | 1.269 | 6,55 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.943 | 68 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 684 | 0,29 | 24 | 4,55 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 2.103.436 | 1,17 | 73.704 | 7,78 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 14.795 | 5,72 | 518 | 12,61 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 33.788 | 2,09 | 1.184 | 8,73 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 464.053 | 2,59 | 15.263 | 5,97 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 53.769 | 1.884 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 447.734 | 2,93 | 16 | 7,14 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 54.287 | 0,01 | 1.902 | 6,55 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 2.607 | 50,26 | 91 | 59,65 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 55.876 | 8,77 | 1.958 | 15,87 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 82.315 | 18,48 | 2.884 | 26,21 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 581.269 | 4,64 | 20.368 | 11,48 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 97.791 | 12,78 | 3.427 | 20,17 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 212.895 | 7.460 | ||||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 7.416 | 0,32 | 260 | 6,58 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 431.045 | 7,13 | 14.177 | 10,67 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 203.381 | 4,53 | 7.126 | 11,36 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 80.767 | 76,62 | 2.830 | 88,29 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 17.256 | 2,57 | 605 | 9,22 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 138.300 | 9,97 | 4.846 | 17,17 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 11.285 | 7,63 | 395 | 14,83 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2.900 | 102 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 22.765 | 0,57 | 798 | 7,12 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 296.092 | 0,93 | 10.375 | 7,52 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4.307.741 | 13,16 | 150.943 | 20,55 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 30.461 | 43,54 | 1.067 | 53,08 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 76.791 | 3,60 | 2.691 | 10,38 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3.857.508 | 6,61 | 135.167 | 13,58 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 16.568 | 3,13 | 581 | 9,85 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 39.922 | 3,50 | 1.399 | 10,25 | ||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 762.655 | 1,46 | 26.723 | 1,81 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 47.014 | 13,82 | 1.647 | 21,28 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 676.217 | 17,37 | 24 | 27,78 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 6.191.354 | 6,15 | 216.945 | 13,09 | ||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 899.209 | 1,73 | 31.508 | 8,38 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 10.091 | 0,62 | 354 | 7,29 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 14.813 | 2,01 | 519 | 8,81 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 586 | 0 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 4.310.926 | 20,32 | 141.786 | 24,03 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 216.046 | 10,00 | 7.570 | 17,20 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 5.778 | 202 | ||||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 330.577 | 5,00 | 11.583 | 11,86 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 457.040 | 12,56 | 16.047 | 20,16 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 39.215 | 3,78 | 1.374 | 10,63 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 136.148 | 14,36 | 4.780 | 22,07 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 29.749 | 7,23 | 1.042 | 2,66 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 45.324 | 1,63 | 1.588 | 8,32 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 6.983 | 4,69 | 245 | 11,42 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 92.256 | 300,64 | 3.233 | 326,95 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 12.314 | 1,69 | 431 | 8,29 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 2.108.702 | 9,21 | 73.867 | 16,31 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 47.917 | 10,17 | 1.679 | 17,41 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 72.494 | 0,11 | 2.540 | 6,68 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 2.797.372 | 35,39 | 98.020 | 44,25 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 16.497 | 9,05 | 578 | 16,30 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 17.006 | 559 | ||||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 8.484 | 0,01 | 297 | 6,45 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 123.316 | 3,13 | 4.321 | 9,87 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 41.839 | 6,59 | 1.466 | 13,64 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3.888.709 | 61,33 | 136.260 | 71,88 |
