DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF - Institutionelles Eigentümerschaft, Käufer

BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
US ˙ ARCA

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF eröffnet haben, gehören Tulsa Wealth Advisors, INC, Macro Advisors, Inc., Ewa, Llc, Miracle Mile Advisors, LLC, Storen Legacy Partners, LLC, Joseph Group Capital Management, FCG Investment Co, Resolute Wealth Advisor, Inc., Fifth Third Wealth Advisors LLC, Strategies Wealth Advisors, LLC, Intentional Wealth Strategies, LLC, Great Diamond Partners, LLC, Milestone Asset Management, Llc, Arch Global Advisors, LLC, Clear Wave Wealth Management Llc, Bull Harbor Capital LLC, Crown Wealth Group, LLC, Gts Financial, Llc, Legacy Advisory Services, LLC, und Armor Investment 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
(%)
2026-04-21 13F Unique Wealth, Llc 470.452 13,13 27.371 8,24
2026-04-27 13F Forte Asset Management Llc 117.767 1,32 6.852 -3,06
2026-05-08 13F Glenview Trust Co 7.646 445
2026-05-15 13F Lionsbridge Wealth Management LLC 25.295 0,39 1.472 -3,98
2026-05-14 13F Gts Securities Llc 47.737 2.777
2026-02-11 13F Parallel Advisors, LLC 2.028.325 2,43 123.342 5,22
2026-05-14 13F Fortis Advisors, LLC 6.132 0,02 357 -4,30
2026-04-23 13F Embree Financial Group 627.233 20,72 36.492 15,50
2026-05-06 13F Intentional Wealth Strategies, LLC 128.378 7.469
2026-05-05 13F Westover Capital Advisors, LLC 3.476 3,58 202 -0,98
2026-05-15 13F Vertex Planning Partners, LLC 380.971 88,85 22.165 80,68
2026-05-11 13F REAP Financial Group, LLC 3.258 5,71 190 1,07
2026-04-24 13F hemming& Wealth Management, Inc. 300.744 30,18 17.497 24,56
2026-05-14 13F Tableaux Llc 48.422 24,85 2.817 19,11
2026-02-06 13F Global Retirement Partners, LLC 460.532 92,99 28.005 98,24
2026-05-14 13F BNP Paribas Asset Management Holding S.A. 291.105 40,60 16.936 141.033,33
2026-05-15 13F Summit Financial, LLC 170.126 3.111,14 9.898 2.973,60
2026-05-01 13F Holistic Planning, LLC 147.138 50,84 8.561 44,33
2026-05-07 13F VisionPoint Advisory Group, LLC 13.195 204,17 768 191,63
2026-05-01 13F Wealthspire Advisors, LLC 5.414 315
2026-05-05 13F Marks Group Wealth Management, Inc 239.427 1.186,62 13.930 1.131,56
2026-05-06 13F FSA Advisors, Inc. 4.580 266
2026-05-14 13F Raymond James Financial Inc 7.114.647 26,10 413.930 20,65
2026-04-22 13F Spire Wealth Management 85.332 2,66 4.965 -1,78
2026-05-08 13F Evergreen Wealth Partners LLC 35.573 86,90 2.070 78,82
2026-04-08 13F Emergent Wealth Advisors, LLC 102.384 109,42 5.957 100,34
2026-04-21 13F ADG Wealth Management Group, LLC 2.793 162
2026-05-14 13F VestGen Advisors, LLC 219.935 1,36 14.516 10,01
2026-04-27 13F Mount Yale Investment Advisors, LLC 165.059 117,53 9.603 108,13
2026-04-22 13F Avantra Family Wealth, Inc. 26.984 0,62 1.570 -3,74
2026-05-14 13F Marshall Wace, Llp 24.070 1.400
2026-04-23 13F Oppenheimer & Co Inc 73.862 4,51 4.297 0,00
2026-05-06 13F Hartland & Co., LLC 2.835 165
2026-05-15 13F Fmr Llc 11.005 766,54 640 731,17
2026-04-09 13F Goelzer Investment Management, Inc. 3.577 208
2026-05-05 13F Aventura Private Wealth, LLC 1.586 92
2026-05-12 13F Insigneo Advisory Services, Llc 5.139 299
2026-05-05 13F PFG Advisors 131.312 11,81 7.640 6,97
2026-05-11 13F Seeds Investor Llc 14.087 880
2026-04-14 13F XY Planning Network, Inc. 77.457 26,52 4.549 22,22
2026-05-01 13F Castle Wealth Management Llc 69.043 7,83 4.017 3,16
2026-05-04 13F Two West Capital Advisors LLC 39.078 3,85 2.479 8,35
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.009.789 3,83 58.750 -0,66
2026-05-22 13F WNY Asset Management, LLC 44.182 345,61 2.571 338,57
2026-05-29 13F Asset Dedication, LLC 456 27
2026-05-14 13F Gladstone Institutional Advisory LLC 101.128 146,74 5.884 136,08
2026-04-16 13F Triad Wealth Partners, LLC 597.256 6,78 34.748 2,16
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 22.202 38,14 1.292 32,14
2026-05-15 13F JT Stratford LLC 306.893 7,64 17.855 2,99
2026-04-27 13F Strathmore Capital Advisors, Inc. 11.265 720
2026-05-15 13F Aqr Capital Management Llc 78.019 9,76 4.539 5,02
2026-05-14 13F We Are One Seven, LLC 877.898 6,15 51.076 1,56
2026-05-01 13F Win Advisors, Inc 38.779 2.256
2026-05-14 13F Modern Wealth Management, LLC 316.925 41,60 18.613 36,75
2026-05-08 13F Joseph Group Capital Management 221.641 12.895
2026-05-15 13F Ameriprise Financial Inc 16.024.095 4,49 933.005 0,05
2026-04-21 13F Venturi Wealth Management, LLC 65.669 26,26 3.821 20,81
2026-02-13 13F Clearview Wealth Advisors LLC 47.637 7,66 2.897 10,58
2026-04-10 13F Novem Group 61.967 1.087,56 3.605 1.037,22
2026-04-13 13F Plan Group Financial, LLC 5.894 343
2026-05-01 13F Fifth Third Bancorp 89.941 4.044,75 5.233 3.893,89
2026-05-11 13F Founders Financial Alliance, LLC 1.485 42,51 86 36,51
2026-05-01 13F Avion Wealth 95 53,23 0
2026-04-13 13F Professional Financial Advisors, LLC 5.590 24,36 325 19,05
2026-04-28 13F/A FLP Wealth Management, LLC 17.573 16,20 1.022 11,21
2026-04-27 13F Mosley Wealth Management 72.903 0,77 4.316 0,21
2026-05-15 13F Integrated Wealth Concepts LLC 1.765.206 3,85 102.700 -0,64
2026-05-07 13F Oak Barrel Wealth Advisory LLC 4.326 263
2026-05-11 13F Resolute Wealth Advisor, Inc. 173.151 10.074
2026-05-11 13F Shepherd Financial Partners LLC 831.001 4,44 48.348 -0,07
2026-04-22 13F Apollon Wealth Management, LLC 288.373 0,56 16.778 -3,79
2026-05-01 13F Jmac Enterprises Llc 242.211 1,86 14.092 -2,55
2026-05-11 13F Wells Fargo & Company/mn 4.456.727 8,08 259.292 3,41
2026-05-12 13F Americana Partners, LLC 14.912 3,51 868 -1,03
2026-04-10 13F Centurion Wealth Management LLC 154.663 1,38 8.998 -3,00
2026-05-15 13F Goldman Sachs Group Inc 86.030 134,03 5.005 123,94
2026-05-05 13F Quartz Partners, LLC 13.987 0,02 814 -4,35
2026-05-08 13F M1 Capital Management LLC 169.268 10,93 9.848 6,14
2026-04-27 13F Arcadia Wealth Management, LLC 21.828 20,80 1.270 15,57
2026-05-11 13F Brand Asset Management Group, Inc. 6.591 3,03 383 -1,54
2026-05-06 13F Cornerstone Planning Group LLC 115.299 19,89 7.440 25,19
2026-05-15 13F Bedell Frazier Investment Counseling, LLC 134.052 2,97 7.799 -1,48
2026-04-28 13F Golden State Wealth Management, LLC 182.364 434,81 10.610 411,77
2026-04-21 13F Wedbush Securities Inc 52.478 2,53 3 0,00
2026-05-14 13F Vident Advisory, LLC 11.196 71,51 651 63,98
2026-05-13 13F Strategic Financial Concepts, LLC 96.587 52,51 5.619 45,91
2026-05-14 13F Rockefeller Capital Management L.P. 520.241 31,12 30.268 25,45
2026-04-23 13F Foundry Financial Group, Inc. 210.116 9,94 12.225 5,19
2026-04-20 13F Fiduciary Alliance LLC 4.691 295
2026-04-15 13F Client 1st Advisory Group, Llc 117.030 16,10 6.809 11,08
2026-04-29 13F Richmond Investment Services, LLC 67.615 1,71 3.934 -2,70
2026-04-23 13F Fortitude Financial, LLC 244.009 4,92 14.196 0,38
2026-04-15 13F Arch Global Advisors, LLC 106.122 6.174
2026-05-06 13F IMA Wealth, Inc. 93.162 4,77 5.420 0,24
2026-05-07 13F Advisor OS, LLC 12.366 719
2026-05-14 13F Dai-Ichi Life Insurance Company, Ltd 186.541 83,22 10.853 75,29
2026-05-05 13F Sofi Wealth, Llc 3.612.761 6,58 210.190 1,97
2026-05-13 13F Signature Equity Partners, LLC 1.122 6,65 65 3,17
2026-05-14 13F Kilter Group LLC 333.533 0,00 19.405 -4,32
2026-05-11 13F Great Valley Advisor Group, Inc. 172.221 2,18 10.020 -2,23
2026-04-22 13F Mason & Associates, LLC 386.256 0,47 22.472 -3,88
2026-01-14 13F ORG Partners LLC 131.366 25,94 7.991 26,83
2026-05-13 13F BlackRock, Inc. 24.635.093 9,66 1.433.270 4,92
2026-05-08 13F Elevation Capital Advisory, LLC 20.692 70,14 1.204 62,79
2026-05-15 13F IHT Wealth Management, LLC 990.537 36,60 57.629 30,69
2026-04-13 13F Ullmann Financial Group, Inc. 622.795 28,12 36.234 22,48
2026-04-15 13F Silverlake Wealth Management Llc 10.147 70,62 590 63,43
2026-04-28 13F Robertson Stephens Wealth Management, LLC 29.562 119,03 1.720 109,63
2026-05-15 13F Equitable Holdings, Inc. 2.189.312 10,77 133.130 10,77
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 13.778 79,49 802 71,89
2026-05-01 13F Johnson Investment Counsel Inc 7.836 14,14 456 9,11
2026-05-06 13F Eq Llc 627.626 9,79 36.515 5,05
2026-05-13 13F Parkside Financial Bank & Trust 454 9,66 26 4,00
2026-04-28 13F Tempus Wealth Planning, LLC 50.988 21,01 2.966 15,77
2026-04-13 13F Creative Financial Designs Inc /adv 91.177 2,04 5.305 -2,37
2026-03-05 13F Bush Investment Group, Llc 71.279 1,29 4.334 4,06
2026-04-29 13F ArborFi Advisors, LLC 117.027 1,61 6.809 -2,78
2026-05-11 13F Citigroup Inc 52.854 1.697,76 3.075 1.627,53
2026-04-27 13F Tennessee Valley Asset Management Partners 788.500 29,70 45.875 24,09
2026-04-22 13F Traveka Wealth, LLC 26.104 17,85 1.519 12,69
2026-05-06 13F Sentinus, LLC 335.528 9,21 19.521 4,49
2026-04-10 13F OMNI 360 Wealth, Inc. 53.560 4,86 3.116 0,23
2026-05-11 13F Evermay Wealth Management Llc 25 1
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 450.242 126,10 26.195 116,33
2026-04-23 13F Spinnaker Trust 592.610 2,48 34.478 -1,95
2026-05-15 13F CI Private Wealth, LLC 22.261 514,94 1.220 454,09
2026-05-11 13F Tulsa Wealth Advisors, INC 804.300 46.794
2026-04-30 13F Kestra Advisory Services, LLC 868.008 95,35 50.501 86,91
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 422.913 92,23 24.605 83,92
2026-05-05 13F HighTower Advisors, LLC 837.820 10,44 48.745 5,66
2026-05-12 13F Advyzon Investment Management, LLC 231.219 45,36 13.452 39,08
2026-05-08 13F Russell Investments Group, Ltd. 3.137 189,12 183 180,00
2026-05-14 13F Orion Capital Management LLC 27 2
2026-04-16 13F Financial Designs Corp 13.948 21,93 811 16,69
2026-05-01 13F Valmark Advisers, Inc. 116.939 17,57 6.803 12,48
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 175.210 685,84 10.194 652,25
2026-04-21 13F Patton Albertson Miller Group, Llc 446.041 30,82 25.951 25,16
2026-01-28 13F Edge Financial Advisors LLC 164.620 6,21 10.005 9,03
2026-04-13 13F Mather Group, Llc. 55.821 6,39 3.248 1,79
2026-04-24 13F Flagship Private Wealth, LLC 10.530 3,01 613 -1,45
2026-04-15 13F Journey Strategic Wealth Llc 74.414 7,26 4.329 2,63
2026-04-22 13F Apollon Financial, LLC 17.175 69,30 999 62,18
2026-05-04 13F Objective Capital Management, LLC 5.080 31,85 296 26,07
2026-05-15 13F MAI Capital Management 434.347 13,25 25.270 8,35
2026-05-15 13F Advisory Services Network, LLC 152.582 8,79 8.877 4,08
2026-05-13 13F GeoWealth Management, LLC 420.670 0,36 24.475 -3,99
2026-05-11 13F A4 Wealth Advisors LLC 122.809 0,17 7.145 -4,16
2026-04-21 13F Crown Wealth Group, LLC 93.672 5.450
2026-04-09 13F ASL Financial, LLC 17.030 28,99 991 23,44
2026-04-20 13F SILVER OAK SECURITIES, Inc 12.292 1.168,52 715 1.111,86
2026-05-14 13F Ade, Llc 192.830 19,57 11.219 14,40
2026-04-24 13F FRG Family Wealth Advisors LLC 17.335 45,73 1.009 39,42
2026-05-11 13F Umb Bank N A/mo 64 4
2026-02-13 13F Colony Group, LLC 160.785 0,68 9.777 3,42
2026-04-20 13F Godsey & Gibb Associates 307 429,31 18 466,67
2026-05-15 13F Cape Investment Advisory, Inc. 18.027 8,08 1.049 3,35
2026-04-14 13F Focus Financial Network, Inc. 194.808 5,19 11.334 0,63
2026-05-12 13F M Holdings Securities, Inc. 38.466 2,53 2 0,00
2026-04-14 13F Lockerman Financial Group, Inc. 10.894 15,32 634 10,28
2026-05-13 13F Argent Trust Co 208.394 18,97 12.124 13,82
2026-04-09 13F FCG Investment Co 205.840 11.976
2026-05-01 13F Signature Resources Capital Management, LLC 254 23,30 15 16,67
2026-04-01 13F Adelphi Trust Co 6.091 354
2026-04-29 13F Marino, Stram & Associates Llc 14.449 4,54 841 0,00
2026-04-20 13F McKinley Carter Wealth Services, Inc. 389.812 385,96 22.679 365,02
2026-04-16 13F Capital Advisors, Ltd. LLC 1.580 143,83 0
2026-04-27 13F Actinver Wealth Management, Inc. 24.893 10,09 1.448 5,31
2026-04-28 13F Fundamentun, Llc 1.086.023 2,98 63.185 -1,47
2026-05-12 13F Innovative Asset Advisors Group, LLC 800 47
2026-05-11 13F OpenArc Corporate Advisory, LLC 3.322.878 0,36 193.325 -3,98
2026-04-17 13F Roxbury Financial LLC 14.497 4,97 843 0,48
2026-05-01 13F Capital Squared Financial LLC 38.930 3,56 2.265 -0,92
2026-02-10 13F Vantus Wealth LLC 41.426 2.519
2026-04-29 13F Skopos Labs, Inc. 45.213 2.630
2026-04-17 13F United Advisor Group, LLC 50.100 3,38 2.915 -1,12
2026-05-05 13F UBS Group AG 2.097.178 34,54 122.014 28,72
2026-04-24 13F Able Wealth Management LLC 314.343 39,38 18.288 33,35
2026-04-13 13F Shira Ridge Wealth Management 271.113 23,05 15.773 17,74
2026-05-13 13F Keystone Wealth Services, LLC 95.625 53,40 5.563 46,78
2026-05-13 13F Crews Bank & Trust 204 12
2026-05-28 13F Cozad Asset Management Inc 22.837 3,79 1.329 -0,67
2026-04-30 13F Yukon Wealth Management, Inc. 46.589 0,43 2.711 -4,04
2026-05-08 13F Steward Partners Investment Advisory, Llc 785.796 7,64 45.718 2,99
2026-04-08 13F Heritage Family Offices, LLP 8.134 18,64 473 13,70
2026-04-21 13F Family Wealth Group, LLC 33.922 15,18 1.974 10,22
2026-05-05 13F Smith, Moore & Co. 24.871 133,42 1.447 123,49
2026-05-14 13F TRB Wealth Management, LLC 9.718 565
2026-02-10 13F Newport Capital Group, LLC 6.635 4.456
2026-05-04 13F Mosaic Advisors LLC 9.147 585
2026-04-15 13F Seacrest Wealth Management, Llc 9.858 574
2026-05-12 13F TD Waterhouse Canada Inc. 42.797 2.507
2026-05-15 13F Larson Financial Group LLC 1.286 14,51 75 8,82
2026-05-15 13F Alternative Investment Advisors, LLC. 145.179 4,52 8.447 0,00
2026-05-15 13F Jones Financial Companies Lllp 2.112.526 75,50 120.055 64,01
2026-04-21 13F J.E. Simmons & Co., P.C. 159.333 3,10 9.270 -1,36
2026-04-24 13F Gilliland Jeter Wealth Management LLC 28.500 3,55 1.658 -0,90
2026-05-15 13F Talisman Wealth Advisors LLC 19.912 21,91 1.158 16,15
2026-05-01 13F Kraft, Davis & Associates, LLC 4.349 278
2026-04-14 13F Prospera Financial Services Inc 135.516 27,11 7.885 21,61
2026-04-21 13F Sequent Planning LLC 8.442 27,91 491 22,44
2026-05-08 13F Millington Financial Advisors, LLC 109.802 6,53 7.025 10,72
2026-04-10 13F Cassilly Financial Group LLC 43.336 0,56 2.521 -3,78
2026-04-17 13F Summit Wealth Partners, LLC 83.509 30,08 4.859 24,44
2026-04-29 13F Sunrise Financial Services, LLC 94.504 15.291,53 5.498 14.759,46
2026-04-07 13F Investment Partners Asset Management, Inc. 6.672 34,68 388 28,90
2026-05-14 13F Hrt Financial Lp 46.117 197,49 3
2026-05-15 13F Tradition Wealth Management, LLC 348.235 8,30 20.260 3,61
2026-05-13 13F O'shaughnessy Asset Management, Llc 15.622 8,84 909 4,13
2026-05-04 13F Evernest Financial Advisors, LLC 193.256 123,41 12.364 130,76
2026-04-30 13F Cedar Mountain Advisors, LLC 398 0,25 23 -4,17
2026-04-20 13F Financial Enhancement Group LLC 388.617 44,04 24.755 51,86
2026-04-30 13F Sequoia Financial Advisors, LLC 4.706 274
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 3.007 1,18 175 -3,33
2026-04-13 13F Cyndeo Wealth Partners, LLC 109.824 11,40 6.390 6,57
2026-05-14 13F Pinnacle Financial Partners, Inc. 73.765 10,42 4.292 5,64
2026-05-11 13F Beacon Capital Management, LLC 46.781 2.722
2026-05-13 13F Natixis Advisors, L.p. 189.173 89,96 11 83,33
2026-05-14 13F Van Hulzen Asset Management, LLC 290.647 0,71 16.910 -3,65
2026-05-01 13F Avid Wealth Partners LLC 520.461 6,86 30.280 2,24
2026-02-17 13F High Falls Advisors, Inc 567.822 3,08 34.529 5,89
2026-05-07 13F Tull Financial Group, Inc. 384.045 73,97 22.344 66,45
2026-04-28 13F Indiana Trust & Investment Management CO 755 44
2026-05-08 13F Vanguard Advisers Inc 1.606 93
2026-05-15 13F Tudor Investment Corp Et Al 401.251 112,20 23.345 103,03
2026-05-04 13F Sigma Planning Corp 84.954 29,81 4.943 23,49
2026-04-23 13F Caliber Wealth Management, LLC / KS 49.588 3,85 2.885 -0,62
2026-04-15 13F NorthAvenue LLC 565 0,18 33 -5,88
2026-04-22 13F Onyx Bridge Wealth Group LLC 36.998 0,67 2.153 -3,67
2026-04-30 13F Financial Freedom, LLC 304 18
2026-05-15 13F EFG International AG 42.697 2.484
2026-05-18 13F Ashton Thomas Securities, Llc 135.871 3,18 7.900 -1,11
2026-05-13 13F Measured Wealth Private Client Group, LLC 624 36
2026-05-15 13F Imprint Wealth LLC 30.014 25,32 1.746 19,92
2026-04-24 13F Blue Capital, Inc. 18.353 5,39 1.068 0,85
2026-04-08 13F Asempa Wealth Advisors 26.268 3,99 1.543 0,39
2026-05-15 13F/A EverSource Wealth Advisors, LLC 29.702 10,34 1.728 5,62
2026-05-08 13F LaSalle St. Investment Advisors, LLC 33.379 16,02 1.942 194.100,00
2026-04-28 13F Golden State Equity Partners 120.101 984,34 6.988 938,19
2026-04-30 13F First National Bank & Trust Co Of Newtown 3.745 218
2026-04-21 13F Maridea Wealth Management LLC 21.375 9,58 1.244 4,81
2026-04-28 13F Novus Advisors, Llc 9.733 13,17 566 8,43
2026-05-11 13F Integrity Alliance, Llc. 599.362 30,82 34.871 25,16
2026-05-11 13F Elevated Financial Group LLC 342.274 18,39 19.914 13,28
2026-04-21 13F Laurel Oak Wealth Management, Llc 7.223 420
2026-04-21 13F Madson Wealth Advisors Inc 16.135 939
2026-04-28 13F Nbt Bank N A /ny 245 301,64 14 0,00
2026-05-08 13F Gen-Wealth Partners Inc 200.701 5,33 11.677 0,77
2026-04-28 13F Goldstein Advisors, LLC 33.787 1,98 1.966 -2,43
2026-05-04 13F N.E.W. Advisory Services LLC 252 15
2026-05-07 13F First Command Advisory Services, Inc. 29.219.898 29,08 1.700.014 23,50
2026-05-05 13F Capital Investment Advisory Services, LLC 2.006 117
2026-05-19 13F Western Wealth Management, LLC 30.520 49,20 1.776 42,80
2026-04-08 13F Presidio Capital Management, LLC 734.586 2,79 42.738 -1,65
2026-04-23 13F Etesian Wealth Advisors, Inc. 144.560 3,68 8.411 -0,80
2026-05-12 13F Prostatis Group LLC 5.068 52,15 295 45,54
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 52.590 3,27 3.060 -1,64
2026-05-08 13F Moors & Cabot, Inc. 4.442 258
2026-04-27 13F Vavra Capital Management, LLC 13.396 44,34 779 38,12
2026-05-11 13F Integrity Advisory Solutions, LLC 86.045 19,35 5.006 14,19
2026-04-07 13F First Citizens Financial Corp 33.100 20,37 1.926 15,13
2026-04-13 13F First Hawaiian Bank 375.464 2,21 21.844 -2,21
2026-04-20 13F Chatterton & Associates Inc. 81.575 4,71 4.993 5,40
2026-04-27 13F Latitude Advisors, LLC 32.711 12,86 1.903 8,00
2026-04-07 13F Park Avenue Securities Llc 7.465.321 434
2026-04-08 13F Archer Investment Management, LLC 195.227 135,15 11.358 125,00
2026-04-27 13F Qrg Capital Management, Inc. 46.468 3,93 2.704 -0,55
2026-04-15 13F RCW Management, LLC 38.902 11,99 2.263 7,15
2026-05-04 13F Northland Securities, Inc. 32.492 8,05 1.890 3,39
2026-05-12 13F Great Diamond Partners, LLC 120.858 7.032
2026-04-24 13F Royal Harbor Partners, LLC 386.806 1,75 22.504 -2,65
2026-05-11 13F CFO4Life Group, LLC 729.026 0,30 42.415 -4,04
2026-04-09 13F Wealth Quarterback LLC 96.606 2,69 5.621 -1,75
2026-01-28 13F Dentgroup LLC 21.517 6,72 1.308 9,64
2026-01-29 13F Comerica Bank 60.454 18,22 3.676 21,44
2026-05-15 13F Quantinno Capital Management LP 18.723 206,63 1.089 193,53
2026-04-24 13F Bishop & Co Investment Management, LLC 426.761 10.058,56 24.829 9.636,47
2026-05-07 13F Cassaday & Co Wealth Management LLC 852 50
2026-04-28 13F RHS Financial, LLC 5.689 331
2026-04-07 13F Eastern Bank 989.010 16,05 57.541 11,03
2026-04-22 13F Harbor Asset Planning, Inc. 1.118 0,27 65 -2,99
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 47.154 2.743
2026-05-07 13F Forum Finance Group S.A. 32.253 2
2026-05-04 13F Heritage Wealth Architects, Inc. 331.877 7,55 21.303 13,57
2026-04-27 13F Sound Income Strategies, LLC 23.229 2,09 1.364 -1,87
2026-05-19 13F Cornerstone Wealth, LLC/TN 60.003 3.817
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 324.046 500,24 19.051 473,10
2026-05-12 13F Independent Advisor Alliance 91.360 1.403,37 5.315 1.340,38
2026-05-15 13F Huntington National Bank 30 130,77
2026-04-22 13F Cornerstone Wealth Group, LLC 134.483 3,65 8.486 7,54
2026-04-28 13F Bogart Wealth, LLC 1.476 733,90 86 750,00
2026-05-01 13F Beverly Hills Private Wealth, LLC 6.951 2,25 404 -2,18
2026-05-04 13F Alta Wealth Advisors LLC 36.483 92,43 2.123 84,20
2026-05-11 13F Godfrey Financial Associates, Inc. 1.396 32,83 81 28,57
2026-04-15 13F Regatta Capital Group, Llc 314.721 4,86 18.310 0,32
2026-04-23 13F Accurate Wealth Management, LLC 12.040 5,57 737 4,99
2026-05-12 13F Ameritas Advisory Services, LLC 224.069 6,65 13.036 2,04
2026-05-20 13F TrueWealth Financial Partners 3.487 203
2026-04-08 13F Lineweaver Wealth Advisors, LLC 322.178 2,38 18.744 -2,04
2026-04-29 13F Financial Life Advisors 330.628 5,02 19.236 0,47
2026-05-05 13F Cullen/frost Bankers, Inc. 252 15
2026-04-21 13F Magnolia Private Wealth, LLC 29.961 100,73 1.743 92,17
2026-04-24 13F Private Advisor Group, LLC 1.249.748 10,59 72.710 5,80
2026-05-14 13F Captrust Financial Advisors 20.914 0,84 1.217 -3,57
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 138.825 393,32 8.077 372,00
2026-06-02 13F Blue Edge Capital, LLC 163.725 0,43 9.526 -3,91
2026-04-22 13F Beacon Financial Planning, Inc 90.079 58,93 5.241 52,06
2026-04-17 13F Fifth Third Wealth Advisors LLC 165.683 9.639
2026-05-15 13F Cerity Partners LLC 1.326.415 947,81 77.171 902,61
2026-05-12 13F Legacy Advisory Services, LLC 68.237 3.970
2026-04-28 13F TritonPoint Partners, LLC 23.026 1.340
2026-01-16 13F Trust Co Of Vermont 416 25
2026-05-13 13F Ubs Asset Management Americas Inc 861 42.950,00 50
2026-04-13 13F Arwa Llc 12.227 748
2026-05-13 13F PKS Advisory Services, LLC 11.485 24,40 670 19,43
2026-04-24 13F Essex Financial Services, Inc. 3.500 0,37 204 -4,25
2026-04-17 13F Visionary Horizons, LLC 37.666 34,08 2.191 28,28
2026-05-13 13F Clear Wave Wealth Management Llc 97.985 5.701
2026-05-01 13F Diversify Wealth Management, Llc 360.287 30,87 22.860 35,35
2026-05-11 13F Rossby Financial, LCC 7.655 19,16 450 15,13
2026-05-14 13F HighPoint Advisor Group LLC 103.212 5,08 6.005 0,52
2026-04-21 13F E&G Advisors, LP 7.628 5,37 444 0,68
2026-05-15 13F Inspire Advisors, LLC 35.907 355,85 2.089 337,03
2026-04-08 13F Selby Wealth Management, LLC 160.311 2,86 9.327 -1,59
2026-04-14 13F Centerline Wealth Advisors, LLC 425.700 1,54 24.767 -2,86
2026-04-27 13F Beacon Financial Advisory LLC 36.609 7,58 2.130 2,90
2026-05-22 13F Wellington Grp LLC 3.788 23.575,00 220
2026-04-10 13F Insight Wealth Strategies, LLC 474.784 5,00 27.623 0,46
2026-05-15 13F XTX Topco Ltd 4.353 253
2026-04-15 13F Signature Estate & Investment Advisors Llc 36.296 42,68 2.112 36,55
2026-04-28 13F Bryant Woods Investment Advisors, LLC 4.033 235
2026-04-17 13F Atlas Brown,Inc. 4.973 42,25 289 36,32
2026-05-13 13F Alpha Financial Partners, LLC 83.524 7,95 4.859 3,27
2026-05-15 13F Vestmark Advisory Solutions, Inc. 584.007 702,23 33.978 667,67
2026-05-14 13F Menora Mivtachim Holdings Ltd. 240.463 12,04 13.990 7,20
2026-05-08 13F Indie Asset Partners, LLC 21.109 26,67 1.228 21,22
2026-05-19 13F Gts Financial, Llc 81.481 3.973
2026-05-11 13F COFG Advisors, LLC 5.670 0,28 330 -4,08
2026-04-20 13F Kestra Private Wealth Services, Llc 422.123 0,73 24.559 -3,63
2026-05-05 13F Landing Point Financial Group, LLC 6.215 362
2026-05-15 13F PSI Advisors, LLC 3.506 204
2026-04-09 13F Kelly Financial Group Llc 5.906 3,32 344 -1,15
2026-04-22 13F Advocate Investing Services LLC 460 85,48 27 73,33
2026-05-14 13F Ieq Capital, Llc 8.936 520
2026-04-15 13F Ffg Retirement Advisors Llc 100.993 5,70 5.876 1,14
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 1.036.543 61,60 60.313 54,61
2026-05-12 13F Crusonia Wealth Advisors LLC 6.210 28,44 361 22,79
2026-05-14 13F Atomi Financial Group, Inc. 49.663 495,69 2.889 470,95
2026-05-18 13F Arkadios Wealth Advisors 217.518 136,21 12.655 126,02
2026-05-15 13F Harbour Investments, Inc. 176.758 6,90 10.284 2,27
2026-05-07 13F Northwestern Mutual Wealth Management Co 13.249.358 18,36 770.848 13,24
2026-04-10 13F Baker Tilly Financial, Llc 130.278 16,90 7.580 11,85
2026-04-10 13F High Probability Advisors, LLC 831.989 89,84 48.405 81,64
2026-04-03 13F Global Wealth Strategies & Associates 355.591 20.688
2026-04-23 13F Ewa, Llc 412.517 24.000
2026-05-13 13F Lantern Wealth Advisors, LLC 28.611 13,74 1.665 8,83
2026-05-04 13F Oasis Advisors, LLC 35.108 958,43 1.928 859,20
2026-05-15 13F Gateway Wealth Partners, LLC 315.300 180,73 18.344 168,62
2026-04-17 13F Webster Bank, N. A. 510 32,47 30 26,09
2026-04-07 13F Retirement Wealth Solutions LLC 105.631 2,83 6.146 -1,62
2026-05-19 13F Sonoma Allocations LLC 5.286 25,65 312 20,00
2026-04-16 13F Lifelong Wealth Advisors, Inc. 169.734 18,55 9.875 13,43
2026-05-15 13F TCG Advisory Services, LLC 177.310 2.981,51 10.316 2.855,59
2026-05-15 13F Ancora Advisors, LLC 321.699 12,69 18.716 7,82
2026-04-29 13F Armor Investment Advisors, LLC 68.027 3.958
2026-05-05 13F Prosperity Consulting Group, LLC 9.830 11,14 572 6,33
2026-05-08 13F Prime Capital Investment Advisors, LLC 141.268 2.588,77 8.219 2.476,18
2026-05-12 13F WCG Wealth Advisors LLC 205.094 2,92 11.933 -1,53
2026-05-08 13F Pnc Financial Services Group, Inc. 131.545 215,54 7.653 201,89
2026-04-22 13F Storen Legacy Partners, LLC 309.676 18.017
2026-04-22 13F Clear Creek Financial Management, LLC 63.242 16,86 3.679 11,79
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 9.947 9,89 579 5,09
2026-05-13 13F Principal Securities, Inc. 427.852 4,67 24.892 0,14
2026-05-12 13F Benjamin Edwards Inc 80.521 12,79 4.685 7,90
2026-05-01 13F Advisors Capital Management, LLC 8.088 72,16 471 64,91
2026-04-10 13F FORM Wealth Advisors, LLC 2.268.468 3,31 131.979 -1,16
2026-04-21 13F Signature Wealth Management Partners, LLC 21.357 42,88 1.243 36,63
2026-04-20 13F Fairvoy Private Wealth, LLC 29.582 10,59 1.721 5,84
2026-04-07 13F Central Pacific Bank - Trust Division 147.110 6,95 8.559 2,32
2026-05-18 13F Bull Harbor Capital LLC 94.975 5.526
2026-04-28 13F Stratos Wealth Advisors, LLC 5.884 20,48 342 15,54
2026-04-15 13F Merit Financial Group, LLC 3.352.902 14,74 195.072 9,78
2026-05-04 13F Nwam Llc 23.375 8,21 1.360 2,72
2026-05-11 13F Blueprint Financial Advisors LLC 11.688 680
2026-05-05 13F Frisch Financial Group, Inc. 409.211 318,66 23.808 300,59
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 240.341 1,67 13.983 -2,72
2026-05-06 13F Finhabits Advisors LLC 143.835 6,35 8.368 1,75
2026-04-27 13F PFG Investments, LLC 26.813 110,17 1.560 101,16
2026-05-15 13F Strategies Wealth Advisors, LLC 146.004 8.495
2026-02-17 13F Snowden Capital Advisors LLC 269.255 1,96 16.374 4,73
2026-04-07 13F Signaturefd, Llc 3.544 38,17 206 32,90
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 1.823 106
2026-02-13 13F Harborfront Financial Group LLC 25.989 1.580
2026-05-13 13F NewEdge Wealth, LLC 14.508 844
2026-01-29 13F Concurrent Investment Advisors, LLC 344.354 96,78 20.940 102,14
2026-04-15 13F Milestone Asset Management, Llc 115.568 6.724
2026-05-14 13F Macro Advisors, Inc. 525.556 30.577
2026-05-14 13F Financial Engines Advisors L.L.C. 3.814 222
2026-04-23 13F SMART Wealth LLC 23.068 147,17 1.342 136,68
2026-04-23 13F Scissortail Wealth Management, LLC 356.186 11,74 20.723 6,90
2026-05-13 13F Capital Advisor Network LLC 5.655 329
2026-05-15 13F Beacon Pointe Advisors, LLC 16.660 969
2026-05-11 13F Collier Financial 1.839 0,27 107 -3,60
2026-05-13 13F SRS Capital Advisors, Inc. 1.247.034 135,89 72.552 125,69
2026-04-10 13F Wealth Group Ltd 398.296 6,86 23.173 2,24
2026-04-17 13F Stewardship Advisors, LLC 6.493 24,72 378 19,30
2026-04-16 13F Ballast Rock Private Wealth LLC 21.969 50,90 1.278 44,41
2026-05-11 13F Ashton Thomas Private Wealth, LLC 314.927 6,52 18.322 1,91
2026-04-28 13F Stratos Wealth Partners, LTD. 1.908.710 69,25 111.049 61,93
2026-05-15 13F Weaver Consulting Group 16.097 937
2026-05-08 13F Macroview Investment Management Llc 3.527 205
2026-04-22 13F Wetzel Investment Advisors, Inc. 74.013 74,54 4.306 67,03
2026-05-18 13F Centaurus Financial, Inc. 40.402 1,10 2 0,00
2026-04-24 13F KC Investment Advisors, LLC 137.451 28,70 7.997 23,13
2026-05-06 13F Barings Llc 482.660 3,51 28.081 -0,97
2026-05-15 13F Keating Financial Advisory Services, Inc. 90 5
2026-05-12 13F Moneta Group Investment Advisors Llc 3.887 226
2026-02-12 13F Commonwealth Equity Services, Llc 4.253.821 21,09 258.675 124.863,29
2026-04-17 13F RFG Advisory, LLC 267.127 7,49 15.541 2,85
2026-05-01 13F Hantz Financial Services, Inc. 248 5,08 0
2026-01-20 13F Austin Private Wealth, LLC 1.243.266 2,24 75.603 5,02
2026-05-06 13F Tyche Wealth Partners LLC 72.381 8,85 4.211 4,16
2026-05-04 13F Procyon Private Wealth Partners, LLC 4.145 241
2026-05-05 13F Rollins Financial Advisors, LLC 29.330 90,60 1.706 82,46
2026-05-11 13F Ducere Wealth Management LLC 53.521 31,92 3.114 26,19
2026-05-12 13F Liberty Wealth Management Llc 496.452 3,69 28.888 -0,73
2026-04-21 13F Everpar Advisors Llc 60.554 20,77 3.523 15,55
2026-04-22 13F Riverbend Wealth Management, LLC 13.607 3,74 792 -0,75
2026-05-11 13F Savvy Advisors, Inc. 29.082 142,47 1.692 131,96
2026-05-15 13F Morgan Stanley 17.362.697 4,75 1.010.162 0,22
2026-05-14 13F Pacific Financial Group Inc 57.202 1,39 3.328 -2,97
2026-05-15 13F Royal Bank Of Canada 3.065.821 6,88 178.370 2,26
2026-05-13 13F Jaffetilchin Investment Partners, LLC 3.787 3,41 220 -0,90
2026-05-08 13F Curtis Advisory Group, LLC 71.246 6,69 4.145 2,09
2026-04-17 13F Vermillion Wealth Management, Inc. 704 41
2026-04-21 13F Centennial Advisors, LLC 4.320 7,22 251 2,45
2026-02-05 13F Tucker Asset Management Llc 3.300 201
2026-04-30 13F Titleist Asset Management, Llc 36.140 19,75 2.103 14,55
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 581.779 2,11 33.895 -2,41
2026-05-14 13F Betterment LLC 54.574 8,86 3 0,00
2026-05-20 13F Cadia Private Client LLC 9.278 30,81 540 25,06
2026-05-04 13F Brookwood Investment Group LLC 63.545 6,64 3.697 2,04
2026-05-05 13F Kickstand Ventures, Llc. 108.524 1,01 6.314 -3,37
2026-04-08 13F Miracle Mile Advisors, LLC 405.830 23.611
2026-04-27 13F Integrity Wealth Partners, LLC 6.790 395
2026-05-11 13F Beto Financial Group, Llc 69.944 299,82 4.560 321,05
2026-05-15 13F Gw Henssler & Associates Ltd 106.016 9,90 6.168 5,17
2026-05-04 13F Genesis Wealth Advisors, LLC 149.929 4,99 8.723 0,45
2026-04-10 13F MKT Advisors LLC 38.907 30,63 2.301 26,01
2026-04-28 13F PUREfi Wealth, LLC 41.643 22,97 2.423 17,63
2026-05-06 13F Assetmark, Inc 1.702.479 0,60 99.050 -3,75
2026-04-09 13F Life Line Wealth Management Llc 10.649 36,56 620 30,59
2026-05-07 13F Johnson Financial Group, Inc. 72 4
2026-05-07 13F Key Capital Management, INC 14.818 94,49 862 86,18
2026-04-23 13F URS Advisory LLC 4.160 2,04 242 -2,02
2026-05-08 13F/A JPL Wealth Management, LLC 208.310 38,65 12.119 32,65
2026-04-29 13F Proactive Wealth Strategies LLC 4.965 289
2026-05-16 13F Sunbelt Securities, Inc. 17.958 17,67 1.045 12,50
2026-04-17 13F Kentucky Trust Co 32.928 4,23 1.916 -0,31
2026-05-05 13F Mcmorgan & Co Llc 631.874 0,61 36.762 -3,74
2026-05-11 13F Eldridge Investment Advisors, Inc. 333.094 13,31 19.379 8,41
2026-04-15 13F Weil Company, Inc. 325.633 16,60 18.945 11,55
2026-05-15 13F Warren Averett Asset Management, LLC 257.838 10,34 15.001 5,57
2026-05-15 13F Gotham Asset Management, LLC 56.876 12,65 3.309 7,79
2026-04-30 13F Madison Wealth Partners, Inc 609.740 3,16 35.475 -1,30
2026-05-15 13F Blueprint Investment Partners LLC 11.688 680
2026-05-04 13F Sterling Group Wealth Management, LLC 272.265 52,61 15.840 46,00
2026-04-28 13F Integrated Advisors Network LLC 98.446 27,56 5.728 22,03
2026-05-14 13F Dynasty Wealth Management, Llc 11.061.727 16,08 643.571 11,06
2026-05-13 13F Quantbot Technologies LP 1.958 114
2026-04-24 13F Bellevue Asset Management, Llc 88.800 6,62 5.166 1,97
2026-05-12 13F Ausdal Financial Partners, Inc. 17.471 0,14 1.016 -4,15
2026-05-12 13F Absolute Capital Management, LLC 79.655 17,25 4.634 12,18
2026-04-06 13F Private Client Services, Llc 50.279 0,89 2.925 -3,47
2026-04-13 13F LexAurum Advisors, LLC 18.595 6,42 1.082 4,55
2026-04-28 13F Hobbs Wealth Management, LLC 184.735 1,02 10.748 -3,35
2026-05-05 13F D.a. Davidson & Co. 18.531 8,79 1.078 4,15
2026-04-21 13F AA Financial Advisors, LLC 6.201 5,80 361 1,12
2026-05-14 13F Hazlett, Burt & Watson, Inc. 10.156 14,93 1
2026-05-14 13F Northern Trust Corp 10.998 640
2026-04-22 13F Hoese & Co LLP 152.448 83,61 8.869 75,66
2026-05-08 13F Addison Advisors LLC 287 17
2026-04-15 13F LongView Wealth Management 10.955 11,59 685 13,06
2026-05-14 13F Wealth Alliance 548.607 5,74 31.918 1,16
2026-04-08 13F Dynamic Advisor Solutions LLC 74.461 10,36 4.332 5,58
2026-05-05 13F 4J Wealth Management LLC 219.906 50,73 12.794 44,22
2026-04-20 13F Skyline Advisors, Inc. 103.920 469,64 6.046 445,18
2026-05-01 13F Team Financial Group, LLC 3.690 23,21 215 17,58
2026-04-09 13F Sculati Wealth Management, LLC 115.557 1,17 6.723 -3,20
2026-04-23 13F Impact Partnership Wealth, LLC 14.265 48,56 830 42,20
2026-05-12 13F WealthTrak Capital Management LLC 59.505 23,71 3.462 18,36
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