EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF - Institutionelles Eigentümerschaft, Käufer

iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
US ˙ NasdaqGM ˙ US4642882819

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Nissay Asset Management Corp /japan/ /adv, CVS HEALTH Corp, III Capital Management, Strategic Financial Planning, Inc., Nicolet Bankshares Inc, Gotham Asset Management, LLC, Arvest Investments, Inc., Vanguard Capital Management Llc, Klingenstein Fields & Co Lp, Surience Private Wealth Llc, Pinnacle Financial Group, LLC / IL, Pinnacle Financial Partners, Inc., Forum Finance Group S.A., Van Diest Capital, LLC, M1 Capital Management LLC, Value Investment Professionals, LLC, Purpose Unlimited Inc., Central Pacific Bank - Trust Division, und DHJJ Financial Advisors, Ltd. .

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
(%)
2026-05-13 13F Argent Trust Co 10.572 19,97 993 17,10
2026-05-15 13F Windsor Advisory Group, LLC 272 26
2026-04-07 13F Signaturefd, Llc 36 24,14 3 50,00
2026-05-14 13F Strategic Financial Planning, Inc. 37.650 1.766
2026-05-15 13F III Capital Management 105.000 9.863
2026-05-15 13F/A Independent Financial Group, Llc 36.128 112,84 3.394 107,65
2026-05-15 13F Rehmann Capital Advisory Group 4.078 4,64 383 2,13
2026-04-27 13F Strathmore Capital Advisors, Inc. 3.011 7,77 290 7,43
2026-04-17 13F Hanson & Doremus Investment Management 28 0
2026-04-24 13F Keystone Global Partners, LLC 10.306 16,25 968 13,48
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 230 0,88 22 -4,55
2026-04-30 13F Nuveen, LLC 159.800 15.010
2026-04-20 13F Banque Cantonale Vaudoise 3.710 348
2026-04-21 13F Financial Consulate, Inc 66 6.500,00 6
2026-04-14 13F Arvest Investments, Inc. 17.876 1.679
2026-04-24 13F Root Financial Partners, LLC 480 17,94 45 15,38
2026-05-13 13F Invictus Private Wealth, Llc 4.846 22,78 455 19,74
2026-02-05 13F Tucker Asset Management Llc 250 171,74 24 200,00
2026-05-07 13F Wharton Business Group, LLC 42.220 0,12 3.966 -1,86
2026-05-11 13F Crossmark Global Holdings, Inc. 39.545 102,33 3.714 97,45
2026-05-15 13F Toroso Investments, LLC 246.629 9,91 23.066 6,77
2026-04-24 13F Financial Life Planners 13 1
2026-04-07 13F Barden Capital Management, Inc. 17.278 1,53 1.623 -0,98
2026-04-20 13F Surience Private Wealth Llc 6.471 608
2026-05-15 13F Silver Grove Financial Group, Inc. 125 12
2026-05-14 13F EP Wealth Advisors, Inc. 16.808 0,80 1.579 -1,68
2026-02-12 13F Planning Project LLC 21 2
2026-05-14 13F Gts Securities Llc 7.983 750
2026-04-07 13F Central Bank & Trust Co 26.784 0,52 2.516 -1,95
2026-05-01 13F Harwood Advisory Group, LLC 1.499 89,27 141 84,21
2026-04-09 13F Pacifica Partners Inc. 842 0,12 79 -1,25
2026-04-30 13F Financial Freedom, LLC 50 5
2026-05-07 13F Scarborough Advisors, LLC 2.651 249
2026-04-14 13F Value Investment Professionals, LLC 1.187 260
2026-04-27 13F Tennessee Valley Asset Management Partners 3.534 32,66 332 29,30
2026-02-26 13F Ssa Swiss Advisors Ag 20.760 5,79 2.000 7,01
2026-05-14 13F White Lighthouse Investment Management Inc. 13.042 64,11 1.225 60,13
2026-05-04 13F Barrett & Company, Inc. 1.140 0,88 107 -0,93
2026-04-30 13F Colton Groome Financial Advisors, Llc 40.202 9,97 3.776 7,30
2026-04-28 13F Nbt Bank N A /ny 126 31,25 12 -8,33
2026-05-19 13F Western Wealth Management, LLC 13.908 1.306
2026-05-01 13F Carnegie Capital Asset Management, LLC 5.665 532
2026-05-18 13F Ashton Thomas Securities, Llc 32.721 3.073
2026-05-12 13F Bnp Paribas Arbitrage, Sa Call 10.000 93.930
2026-04-17 13F/A Founders Financial Securities Llc 52.698 4,64 5.033 3,82
2026-05-12 13F Bnp Paribas Arbitrage, Sa 6.196.808 74,24 582.066 69,99
2026-04-28 13F Probity Advisors, Inc. 99.480 3,77 9.344 1,25
2026-05-15 13F Larch Capital Partners Llc 54.811 6,89 5.148 4,27
2026-02-13 13F Clearview Wealth Advisors LLC 4.313 5,68 415 6,96
2026-04-28 13F Unison Advisors LLC 17.341 2,24 1.629 -0,25
2026-05-05 13F D.a. Davidson & Co. 7.648 7,73 718 5,12
2026-04-16 13F Sterling Investment Counsel, LLC 4.957 10,97 466 17,13
2026-05-28 13F Blue Fin Capital, Inc. 6.701 8,50 629 5,89
2026-04-22 13F Spire Wealth Management 129.134 3,52 12.130 0,99
2026-05-11 13F Davy Global Fund Management Ltd 5.170 55,54 486 51,56
2026-04-01 13F Bangor Savings Bank 112 0,90 11 0,00
2026-04-21 13F Navigation Wealth Management, Inc. 5.317 119,35 499 114,16
2026-05-11 13F Integrity Advisory Solutions, LLC 6.084 15,18 571 12,40
2026-04-30 13F Winch Advisory Services, LLC 197 1,03 18 0,00
2026-05-14 13F Dorsey & Whitney Trust CO LLC 3.612 339
2026-05-01 13F Jmac Enterprises Llc 78.794 1,73 7.401 -0,75
2026-04-17 13F Signal Advisors Wealth, LLC 5.377 41,17 505 37,98
2026-05-12 13F Independent Advisor Alliance 51.603 271,59 4.847 262,53
2026-05-15 13F Beacon Pointe Advisors, LLC 41.098 44,26 3.860 40,77
2026-04-22 13F Pinnacle Bancorp, Inc. 509 4,73 48 2,17
2026-05-12 13F TIAA Wealth Investment Management LLC 156 15
2026-04-27 13F Koshinski Asset Management, Inc. 4.204 7,24 395 4,51
2026-04-10 13F Sage Investment Advisers LLC 4.354 43,32 409 39,73
2026-04-21 13F OneAscent Family Office, LLC 28.316 0,85 2.660 -1,63
2026-04-23 13F iA Global Asset Management Inc. 171.924 1,34 16 0,00
2026-05-06 13F VSM Wealth Advisory, LLC 2 0
2026-05-14 13F Boreal Capital Management LLC 44 -2,22
2026-02-11 13F MidWestOne Financial Group, Inc. 29.835 19,18 2.873 20,57
2026-05-04 13F Innealta Capital, Llc 6.136 0,28 576 -2,21
2026-05-12 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 188.300 34,89 17.687 31,57
2026-04-21 13F Foster & Motley Inc 105.482 7,43 10 0,00
2026-05-11 13F Insight Advisors, LLC/ PA 4.651 4,63 437 2,11
2026-05-13 13F Pinnacle Financial Group, LLC / IL 3.908 367
2026-04-27 13F Citizens & Northern Corp 135.929 2,80 12.768 0,29
2026-05-15 13F Integrated Wealth Concepts LLC 81.989 15,01 7.701 12,21
2026-04-09 13F DHJJ Financial Advisors, Ltd. 488 46
2026-05-05 13F LFA - Lugano Financial Advisors SA 14.106 9,04 1.313 5,38
2026-05-04 13F Hexagon Capital Partners LLC 18.444 9,10 1.732 6,45
2026-05-01 13F Martel Wealth Advisors Inc 23.052 1,34 2.165 -1,14
2026-05-15 13F Advisors Asset Management, Inc. 9.193 2,43 863 -0,12
2026-05-15 13F CI Private Wealth, LLC 26.942 1,39 2.353 -8,01
2026-05-13 13F BlackRock, Inc. Put 207.600 19.500
2026-05-04 13F Wsfs Capital Management, Llc 8.802 59,63 827 55,85
2026-03-05 13F Bush Investment Group, Llc 3.374 2,37 325 3,51
2026-05-07 13F Summit Global Investments 73.170 7
2026-05-08 13F Blair William & Co/il 3.874 0,86 364 -1,63
2026-05-12 13F Omega Financial Group, LLC 92.362 1,24 8.676 -1,23
2026-01-20 13F Austin Private Wealth, LLC 33.578 2,02 3.233 3,16
2026-05-15 13F Two Sigma Investments, Lp 28.900 2.715
2026-05-08 13F M1 Capital Management LLC 2.153 202
2026-04-16 13F Montecito Bank & Trust 4.117 1,75 387 -0,77
2026-05-15 13F MidFirst Bank 470 44
2026-02-06 13F Global Retirement Partners, LLC 39.359 226,50 3.790 230,34
2026-05-05 13F Wagner Wealth Management, Corp 4.243 9,75 399 6,99
2026-05-12 13F Ally Invest Advisors Inc. 29.665 2,76 2.786 0,25
2026-04-28 13F Golden State Wealth Management, LLC 410 210,61 39 216,67
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 230.405 4,38 21.642 1,83
2026-05-15 13F IHT Wealth Management, LLC 12.636 79,95 1.187 75,44
2026-05-15 13F Jones Financial Companies Lllp 297.429 16,18 27.650 12,18
2026-05-01 13F Hantz Financial Services, Inc. 133 8,13 0
2026-05-04 13F Copia Wealth Management 11.719 507,52 1.101 494,59
2026-05-04 13F 1 North Wealth Services Llc 135.357 0,11 12.714 -2,34
2026-04-13 13F Gridiron Partners, LLC 42.501 325,65 3.973 313,32
2026-05-11 13F Wells Fargo & Company/mn 19.861.569 4,12 1.865.597 1,58
2026-04-13 13F Chesley Taft & Associates LLC 13.862 12,13 1.302 9,41
2026-04-08 13F BOS Asset Management, LLC 4.754 1,28 447 -1,11
2026-04-21 13F Red Tortoise LLC 1.574 0,83 148 -2,00
2026-05-14 13F Kilter Group LLC 4.917 22,86 462 19,74
2026-05-12 13F Stephenson & Company, Inc. 21.788 8,50 2.047 5,85
2026-04-21 13F Sandro Wealth Management LLC 10.878 7,35 1.022 4,72
2026-05-11 13F Allstate Corp 37.948 3.564
2026-05-07 13F Facet Wealth, Inc. 3.529 38,66 331 34,55
2026-05-14 13F Hrt Financial Lp 404.063 38
2026-04-24 13F Able Wealth Management LLC 3.320 312
2026-05-13 13F Syon Capital Llc 146.317 62,80 13.744 58,82
2026-05-11 13F Chilton Capital Management Llc 8 1
2026-05-07 13F Crewe Advisors LLC 8.447 6,13 793 3,52
2026-05-12 13F Bellwether Advisors, LLC 4.039 0,30 379 -2,07
2026-04-15 13F Activest Wealth Management 5.951 0,20 559 -2,28
2026-05-15 13F Van Diest Capital, LLC 2.239 210
2026-05-21 13F BankChampaign, National Association 130 12
2026-05-01 13F Strategic Financial Partners, Ltd. 17.389 190,20 1.633 183,51
2026-04-20 13F Apella Capital, LLC 285.866 26,46 27.635 26,97
2026-05-15 13F Quantinno Capital Management LP 5.240 59,56 492 55,70
2026-05-15 13F Graham Capital Management, L.P. 5.188 487
2026-05-15 13F Goldman Sachs Group Inc Put 3.400.000 319.362
2026-04-21 13F Quad-Cities Investment Group, LLC 3.341 5,13 314 2,62
2026-05-12 13F One Capital Management, LLC 13.732 39,43 1.290 35,97
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 359.377 4,79 33.756 2,23
2026-04-14 13F Nbc Securities, Inc. 1.186 6,27 111 3,74
2026-04-17 13F Outlook Wealth Advisors, LLC 81.501 8,26 7.651 5,56
2026-05-15 13F Cerity Partners LLC 139.167 35,17 13.073 31,89
2026-05-07 13F AlphaCentric Advisors LLC 4.931 12,58 463 9,98
2026-05-13 13F Buckingham Strategic Partners 6.141 577
2026-05-18 13F Edgestream Partners, L.P. 45.911 4.312
2026-05-08 13F Matisse Capital 14.355 0,01 1.348 -2,46
2026-05-14 13F Hazlett, Burt & Watson, Inc. 30 3,45 0
2026-05-15 13F Advisor Group Holdings, Inc. 245.357 24,80 23.062 21,69
2026-04-16 13F Strategic Advisory Partners, Llc 33 3
2026-04-13 13F IFP Advisors, Inc 49.895 20,69 4.687 17,74
2026-04-14 13F SigFig Wealth Management, LLC 906.584 12,77 85.155 9,99
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 8.682 816
2026-04-27 13F Mount Yale Investment Advisors, LLC 28.624 9,77 2.689 7,09
2026-05-15 13F Nissay Asset Management Corp /japan/ /adv 190.109 17.857
2026-05-13 13F Trajan Wealth LLC 18.597 2,91 1.747 0,40
2026-05-14 13F Rockefeller Capital Management L.P. 98.343 10,13 9.237 7,44
2026-02-17 13F High Falls Advisors, Inc 39.852 4,12 3.837 5,30
2026-04-16 13F Klaas Financial Asset Advisors, LLC 16.187 31,41 1.520 28,27
2026-04-29 13F Alliance Wealth Management Group 135.230 3,31 12.703 0,79
2026-05-13 13F BCJ Capital Management, LLC 102.196 61,81 9.599 57,88
2026-05-15 13F Purpose Unlimited Inc. 588 55
2026-04-28 13F Busey Wealth Management 80.210 1,32 7.534 -1,14
2026-05-15 13F Equitable Holdings, Inc. 275.863 8,23 19.467 -20,68
2026-05-13 13F Adviser Investments LLC 21.313 1,92 2.002 -0,60
2026-05-14 13F Financial Sense Advisors, Inc. 263.561 24.756
2026-04-13 13F Arkansas Financial Group, Inc. 7.755 0,45 738 -0,81
2026-04-27 13F Sierra Ocean, Llc 56.251 2,73 5.284 0,23
2026-05-13 13F Ubs Asset Management Americas Inc 2.189.400 571,24 205.650 554,87
2026-04-15 13F City Holding Co 1.805 491,80 170 482,76
2026-05-13 13F Daiwa Securities Group Inc. 8.460 795
2026-05-15 13F Alternative Investment Advisors, LLC. 59.476 3,22 5.587 0,70
2026-04-08 13F Gladwyn Financial Advisors, Inc. 25.868 1,24 2.430 -1,26
2026-05-04 13F Retirement Planning Group 2.436 229
2026-05-07 13F Basepoint Wealth LLC 19 2
2026-04-21 13F Venturi Wealth Management, LLC 431.469 3.177,64 40.528 3.098,66
2026-05-14 13F Venture Visionary Partners LLC 8.815 0,05 828 -2,48
2026-05-15 13F Tudor Investment Corp Et Al 45.013 611,78 4.228 595,39
2026-04-08 13F Shore Point Advisors, LLC 17.997 1,27 1.690 -1,23
2026-05-08 13F Rik Saylor Financial, Inc. 18.400 0,34 1.728 -2,10
2026-05-11 13F Rossby Financial, LCC 2.970 302,44 279 291,55
2026-05-15 13F Squarepoint Ops LLC 6.638 27,48 624 24,35
2026-05-05 13F IMC-Chicago, LLC 141.944 616,24 13.333 598,74
2026-05-15 13F 10Elms LLP 11.856 20,04 1.134 19,37
2026-05-15 13F MAI Capital Management 9.464 22,72 889 19,68
2026-05-15 13F Guggenheim Capital Llc 63.394 7,45 5.955 4,82
2026-05-07 13F First Command Advisory Services, Inc. 271.831 14,76 25.533 11,96
2026-05-11 13F Elevated Financial Group LLC 16.510 9,48 1.551 6,75
2026-04-27 13F GDS Wealth Management 2.366 12,61 222 9,90
2026-02-10 13F Principia Wealth Advisory, LLC 27.811 56,21 2.678 58,03
2026-05-15 13F National Bank Of Canada /fi/ 127.356 64,90 11.959 60,83
2026-04-17 13F Forefront Wealth Partners, LLC 4.260 7,55 400 4,99
2026-05-15 13F SIH Partners, LLLP 225.176 21.151
2026-04-28 13F Golden State Equity Partners 28.442 188,20 2.672 181,16
2026-05-15 13F Susquehanna International Group, Llp 319.753 831,38 30.034 808,74
2026-05-11 13F Godfrey Financial Associates, Inc. 75 4,17 7
2026-05-13 13F State Farm Mutual Automobile Insurance Co 28.711 44,63 2.697 41,08
2026-05-08 13F/A JPL Wealth Management, LLC 417 39
2026-05-12 13F Creative Planning 253.797 1.647,91 23.839 1.605,22
2026-05-01 13F Richardson Financial Services Inc. 6.593 0,26 619 -2,21
2026-05-15 13F Susquehanna International Group, Llp Put 100.700 141,49 9.459 135,63
2026-04-21 13F Merkkuri Wealth Advisors LLC 3 0
2026-04-22 13F Coastal Investment Advisors, Inc. 4 33,33 0
2026-04-14 13F Nova Wealth Management, Inc. 236 22
2026-04-15 13F Occidental Asset Management, LLC 132.371 16,59 12.434 13,74
2026-04-21 13F North Forty Two & Co. 14.496 10,34 1.362 7,67
2026-05-15 13F/A Vanguard Capital Management Llc 11.963 1.124
2026-04-27 13F Sound Income Strategies, LLC 491 2,72 46 0,00
2026-05-14 13F Van Hulzen Asset Management, LLC 80.434 19,00 7.555 16,11
2026-05-12 13F Cannon Financial Strategists, Inc. 188.876 3,57 17.741 1,04
2026-05-07 13F Chesapeake Capital Corp /il/ 20.069 49,98 1.885 46,35
2026-04-22 13F Advocate Investing Services LLC 50 5
2026-05-29 13F Asset Dedication, LLC 277 2.670,00 26
2026-05-15 13F Glen Eagle Advisors, LLC 82 28,12 8 16,67
2026-05-05 13F Privium Fund Management (UK) Ltd 50.070 4.654
2026-05-01 13F International Assets Investment Management, Llc 2.298 0,44 216 -2,27
2026-05-07 13F Oak Harbor Wealth Partners, Llc 1.059 19,80 99 16,47
2026-05-15 13F Blueprint Investment Partners LLC 32.128 24,14 3.018 21,12
2026-05-04 13F Clear Investment Research, Llc 225 21
2026-04-28 13F BLB&B Advisors, LLC 297.977 8,84 27.989 6,18
2026-05-05 13F Capital Investment Advisory Services, LLC 156 0,65 15 0,00
2026-04-27 13F Nationwide Fund Advisors 2.156.276 3,78 202.539 1,24
2026-05-13 13F Natixis Advisors, L.p. 11.035 1
2026-04-08 13F Sharper & Granite LLC 39.739 47,43 3.733 43,82
2026-05-13 13F DRW Securities, LLC 85.755 8.055
2026-04-17 13F Defined Wealth Management, Llc 12.977 1,53 1.219 -0,98
2026-05-04 13F Westside Investment Management, Inc. 965 1.384,62 91 1.400,00
2026-05-15 13F Estate Counselors, LLC 220.249 95,72 20.688 90,95
2026-05-06 13F Modera Wealth Management, LLC 43.827 2,07 4.117 -0,44
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 2.937.572 9.567,52 32 -98,94
2026-05-04 13F Geneos Wealth Management Inc. 4.243 0,50 399 -1,97
2026-04-22 13F Quattro Financial Advisors Llc 12.140 1.140
2026-04-24 13F Saxony Capital Management, LLC 11.354 1.066
2026-04-20 13F Bennett Associates Wealth Management 25.525 5,97 2.398 3,36
2026-05-15 13F Aqr Capital Management Llc 5.436 5,61 506 2,22
2026-05-07 13F CVS HEALTH Corp 107.000 10.051
2026-05-12 13F Kovack Advisors, Inc. 23.520 267,21 2.208 258,28
2026-04-06 13F Sincerus Advisory, LLC 25.022 3,31 2.350 0,77
2026-05-13 13F Forthright Family Wealth Advisory LLC 7.287 653
2026-05-11 13F Pathstone Holdings, LLC 53.451 19,76 5.021 16,83
2026-05-05 13F Cherry Tree Wealth Management, LLC 389 117,32 37 111,76
2026-05-11 13F Great Valley Advisor Group, Inc. 3.202 0,69 301 -1,64
2026-05-13 13F Scotia Capital Inc. 98.594 15,45 9.261 12,62
2026-04-10 13F Pure Financial Advisors, Inc. 225.899 3,25 21.219 0,73
2026-04-16 13F Lexington Hill Partners, LLC 4.379 0,85 411 -1,67
2026-04-13 13F Farrell Financial LLC 30.892 6,31 2.902 3,72
2026-05-15 13F Sona Asset Management (us) Llc 7.951 747
2026-05-12 13F Colonial Trust Advisors 0 0
2026-05-11 13F Nomura Asset Management Co Ltd 844.402 13,43 79.315 10,66
2026-05-07 13F AlTi Global, Inc. 17.416 37,57 1.636 34,24
2026-04-27 13F Tsfg, Llc 13.294 1,39 1 0,00
2026-04-15 13F Ffg Retirement Advisors Llc 26.114 11,57 2.453 8,83
2026-05-14 13F Northern Trust Corp 26.797 0,82 2.517 -1,64
2026-04-15 13F Compagnie Lombard Odier SCmA 23.570 26,93 2.214 23,84
2026-05-04 13F Principal Financial Group Inc 68.039 83,45 6.391 78,99
2026-05-15 13F Old Mission Capital Llc 20.051 1.883
2026-04-10 13F Abound Wealth Management 14 1.300,00 1
2026-05-12 13F Great Diamond Partners, LLC 34.688 11,09 3.258 8,38
2026-05-13 13F Ci Investments Inc. 1.278.166 111,87 120.058 106,70
2026-05-07 13F Tidemark, LLC 10 1
2026-04-02 13F Stairway Partners, LLC 241.841 0,46 22.716 -1,99
2026-04-28 13F Cohen Investment Advisors LLC 4.937 6,19 464 3,58
2026-05-14 13F Allworth Financial LP 2.257 72,95 212 68,80
2026-05-07 13F Forum Finance Group S.A. 2.765 0
2026-04-28 13F Fundamentun, Llc 2.833 10,41 266 7,69
2026-04-10 13F Intellectus Partners, LLC 5.381 0,17 505 -2,32
2026-05-13 13F Mpwm Advisory Solutions, Llc 14.667 256,86 1.378 248,61
2026-04-15 13F Horizon Financial Services, Llc 0 0
2026-04-16 13F Center For Asset Management LLC 6.296 22,94 591 19,88
2026-02-09 13F Financial Advisory Corp /ut/ /adv 72.722 6,46 7 16,67
2026-05-01 13F Fifth Third Bancorp 61.830 16.933,06 5.808 16.979,41
2026-04-28 13F Stratos Wealth Partners, LTD. 10.040 5,77 943 3,29
2026-05-14 13F Joseph P. Lucia & Associates, LLC 16.946 674,85 1.592 657,62
2026-04-16 13F Lifelong Wealth Advisors, Inc. 5.311 2,31 499 -0,20
2026-05-07 13F Legacy Wealth Managment, LLC/ID 187 64,04 18 70,00
2026-05-02 13F Genus Capital Management Inc. 76.810 0,64 7.215 -1,82
2026-04-27 13F Exencial Wealth Advisors, Llc 9.253 2,89 869 0,46
2026-05-08 13F Idaho Trust Bank 126.419 0,45 11.874 -2,01
2026-05-07 13F Washington Trust Bank 263.346 5,25 24.736 2,68
2026-04-17 13F United Advisor Group, LLC 9.130 4,99 858 2,39
2026-04-21 13F First United Bank Trust/ 1.016 34,21 95 31,94
2026-04-21 13F J2 Capital Management Inc 8.395 0,80 789 -1,62
2026-05-15 13F XTX Topco Ltd 6.432 604
2026-04-30 13F Mmbg Investment Advisors Co. 11.303 19,82 1.062 16,85
2026-04-29 13F Garde Capital, Inc. 4.191 394
2026-04-16 13F OxenFree Capital LLC 15.609 7,77 1.502 7,75
2026-05-08 13F McAdam, LLC 3.801 0,32 357 -1,92
2026-05-14 13F Financial Advisors Network, Inc. 191.122 22,57 17.952 19,58
2026-05-08 13F Russell Investments Group, Ltd. 37 15,62 3 0,00
2026-05-15 13F Hancock Whitney Corp 50.218 8,34 4.810 7,80
2026-05-15 13F Tower Research Capital LLC (TRC) 72 7.100,00 7
2026-04-09 13F ASL Financial, LLC 2.714 1,27 255 -0,78
2026-04-27 13F HB Wealth Management, LLC 2.362 0,38 222 -2,21
2026-04-24 13F Stock Yards Bank & Trust Co 10.941 67,86 1.028 63,80
2026-05-13 13F Federation des caisses Desjardins du Quebec 524.772 43,82 49.292 40,31
2026-04-30 13F Donaldson Capital Management, Llc 3.761 2,45 353 0,00
2026-05-15 13F Goldman Sachs Group Inc 6.415.371 148,60 602.596 142,53
2026-05-05 13F UBS Group AG Put 200.000 18.786
2026-05-15 13F Larson Financial Group LLC 2.818 0,71 265 -1,86
2026-04-10 13F FORM Wealth Advisors, LLC 66.724 9,44 6.267 6,76
2026-05-05 13F UBS Group AG 10.178.384 613,28 956.056 595,87
2026-05-06 13F Advisortrust Partners, Llc 344 32
2026-05-14 13F Nicolet Bankshares Inc 30.436 2.859
2026-05-12 13F TD Waterhouse Canada Inc. 1.850 93,11 174 88,04
2026-05-15 13F Readystate Asset Management Lp 17.237 133,98 1.619 128,35
2026-04-15 13F Redhawk Wealth Advisors, Inc. 11.685 1,61 1.098 -0,90
2026-04-16 13F BlueSky Wealth Advisors, LLC 49.619 1,17 4.661 -1,31
2026-04-20 13F Cardinal Strategic Wealth Guidance 29.753 1,74 2.795 -0,75
2026-02-17 13F Snowden Capital Advisors LLC 8.266 11,78 796 13,09
2026-02-17 13F SageView Advisory Group, LLC 264.493 5,60 25.465 6,81
2026-02-13 13F Colony Group, LLC 42.954 3,69 4.079 3,45
2026-05-14 13F PlanVest Financial, Inc 13 1
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 2.650.114 248.925
2026-05-11 13F Federated Hermes, Inc. 65.446 34,48 6.147 31,21
2026-05-06 13F Finhabits Advisors LLC 60.688 2,57 5.700 0,07
2026-05-05 13F Bank of New York Mellon Corp 1.745.556 4,91 163.960 2,34
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 28.091 2,96 2.639 0,46
2026-05-14 13F Insight Wealth Partners, LLC 47.021 4,19 4.417 1,63
2026-04-09 13F Rockingstone Advisors LLC 7.007 6,88 658 4,28
2026-05-05 13F Newbridge Financial Services Group, Inc. 433 0,70 41 -2,44
2026-04-14 13F Prospera Financial Services Inc 6.380 12,30 600 9,51
2026-05-13 13F Capital Advisor Network LLC 72 7
2026-05-15 13F Janus Henderson Group Plc 353.373 7,23 33.192 4,62
2026-05-11 13F Wells Fargo & Company/mn Put 100.000 9.393
2026-05-12 13F First American Trust, Fsb 31.517 114,47 2.960 109,34
2026-04-09 13F Aletheian Wealth Advisors LLC 14.850 2,90 1.395 1,53
2026-04-22 13F Riverbend Wealth Management, LLC 5.806 4,39 545 1,87
2026-05-13 13F Garden State Investment Advisory Services LLC 29.228 3,83 2.751 1,25
2026-05-11 13F Integrity Alliance, Llc. 44.441 9,33 4.174 6,67
2026-05-11 13F Blueprint Financial Advisors LLC 30.469 17,60 2.862 14,72
2026-05-05 13F Net Worth Advisory Group 7.770 0,97 730 -1,49
2026-04-30 13F Indivisible Partners 24.821 76,76 2.331 72,54
2026-05-15 13F Gotham Asset Management, LLC 27.495 2.583
2026-04-29 13F/A True Link Financial Advisors, LLC 100 9
2026-04-06 13F Rosenberg Matthew Hamilton 22.433 16,47 2.107 13,65
2026-04-20 13F Clune & Associates, Ltd. 116.848 63,33 10.976 59,36
2026-05-13 13F Richard W. Paul & Associates, LLC 20.794 1,78 1.953 -0,71
2026-05-14 13F Centiva Capital, LP 402.000 103,03 37.760 98,07
2026-05-15 13F Huntington National Bank 160 -15,79
2026-05-16 13F Sunbelt Securities, Inc. 344 0,58 32 0,00
2026-04-30 13F Manning & Napier Advisors Llc 10.489 2,58 985 -0,10
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 4.004 2,25 376 -0,27
2026-05-05 13F Howard Capital Management Inc. 136.346 3,48 12.807 0,95
2026-05-14 13F Pinnacle Financial Partners, Inc. 3.448 325
2026-05-12 13F Americana Partners, LLC 3.335 16,69 313 13,82
2026-04-24 13F United Community Bank 2.110 198
2026-05-15 13F Millennium Management Llc 137.531 66,85 12.918 62,78
2026-05-06 13F Sterling Financial Planning, Inc. 3.812 0,18 358 -2,19
2026-04-22 13F Wealth Advisory Solutions, LLC 19.406 403,66 1.823 392,43
2026-05-13 13F Jaffetilchin Investment Partners, LLC 199.452 18.734
2026-04-23 13F Impact Partnership Wealth, LLC 64.684 74,52 6.076 70,26
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 22.928 42,05 2.154 38,55
2026-05-15 13F LMR Partners LLP 100.000 100,00 9.393 95,12
2026-04-20 13F Park Edge Advisors, LLC 60.708 2.801,91 5.702 2.736,82
2026-05-11 13F Prudent Investors Network 487.378 2.396,56 45.779 2.336,35
2026-05-12 13F Strategic Wealth Partners, Ltd. 1.005 36,92 94 34,29
2026-04-24 13F Verus Wealth Management, Llc 30.916 3,15 2.904 0,62
2026-01-29 13F Vanguard Group Inc 20.572 1.981
2026-05-14 13F Adventist Health System Sunbelt Healthcare Corp 6.336.400 0,57 595.178 -1,89
2026-05-12 13F Insigneo Advisory Services, Llc 6.928 5,19 651 2,52
2026-04-22 13F Cornerstone Wealth Group, LLC 18.040 9,32 1.734 9,19
2026-04-01 13F Burkett Financial Services, Llc 103 10
2026-04-15 13F Signature Estate & Investment Advisors Llc 16.150 14,92 1.517 12,12
2026-05-13 13F 1620 Investment Advisors, Inc. 4.583 0,66 431 -1,83
2026-05-01 13F Towercrest Capital Management 221.835 3,98 20.837 1,44
2026-04-16 13F Westmount Partners, LLC 2.419 0,71 227 -1,73
2026-05-07 13F Cassaday & Co Wealth Management LLC 218 20
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 884 4,00 83 2,47
2026-04-28 13F Kingswood Wealth Advisors, Llc 16.530 13,98 1.553 11,17
2026-04-13 13F Lake Street Financial Llc 91.647 57,22 8.608 53,39
2026-05-12 13F Klingenstein Fields & Co Lp 10.305 968
2026-05-12 13F Jane Street Group, Llc Put 9.900 15,12 930 12,20
2026-05-14 13F Captrust Financial Advisors 17.244 12,85 1.620 10,06
2026-05-15 13F Ameraudi Asset Management, Inc. 22.326 53,54 2.097 49,79
2026-05-07 13F Titan Global Capital Management Usa Llc 16.903 25,28 1.588 22,27
2026-04-27 13F Nvwm, Llc 22.180 137,80 2.083 132,22
2026-04-29 13F/A Salem Investment Counselors Inc 31 3
2026-04-14 13F USA Financial Portformulas Corp 1.838 173
2026-05-11 13F Ellevest, Inc. 83.269 3,17 7.822 0,64
2026-05-15 13F Hamilton Capital, LLC 1.553.708 5,72 145.940 3,14
2026-01-14 13F ORG Partners LLC 11.437 7,54 1.103 8,35
2026-05-05 13F Wealthfront Advisers Llc 223.465 2,06 20.990 -0,43
2026-04-07 13F Central Pacific Bank - Trust Division 543 51
2026-04-15 13F Steadtrust LLC 13.251 0,01 1.245 -2,43
2026-05-11 13F Evermay Wealth Management Llc 76 7
2026-04-22 13F Union Bancaire Privee, UBP SA 77.000 0,65 7.169 -2,85
2026-05-06 13F Dunhill Financial, LLC 29 3 -71,43
2026-05-04 13F J.Safra Asset Management Corp 131.450 6,83 12.347 4,23
2026-05-15 13F Citadel Advisors Llc Put 9.000 80,00 845 75,68
2026-05-15 13F Citadel Advisors Llc 36.367 3.416
2026-02-18 13F Financial Advisory Service, Inc. 3 0
2026-04-22 13F Clear Creek Financial Management, LLC 34.725 5,04 3.262 2,48
2026-05-05 13F Mount Lucas Management LP 32.045 9,02 3.010 6,36
2026-04-15 13F Retirement Investment Advisors, Inc. 291.422 0,02 28.058 0,02
2026-02-12 13F Commonwealth Equity Services, Llc 141.255 4,31 13.600 113.233,33
2026-04-09 13F Sculati Wealth Management, LLC 4.406 18,86 414 16,01
2026-04-21 13F HF Advisory Group, LLC 2.366 2,56 222 0,00
2026-04-27 13F Latitude Advisors, LLC 2.291 8,53 215 5,91
2026-05-14 13F Renaissance Technologies Llc 33.500 781,58 3.147 761,92
2026-04-17 13F CENTRAL TRUST Co 46.263 8,82 4.345 6,16
2026-04-14 13F Wealthcare Advisory Partners LLC 5.285 14,12 496 11,46
2026-05-08 13F Zinnia Wealth Advisory, LLC 7.005 105,12 658 100,30
2026-05-13 13F 17 Capital Partners, Llc 3.778 7,64 355 5,04
2026-05-14 13F Islay Capital Management, Llc 51.937 137,22 4.878 131,51
2026-05-14 13F 1832 Asset Management L.P. 837.511 4,20 78.667 1,65
2026-05-13 13F Truvestments Capital Llc 15 1
2026-04-21 13F Yoffe Investment Management, LLC 8.271 0,11 777 -2,39
2026-05-14 13F David R. Rahn & Associates Inc. 15.273 0,03 1.435 -2,45
2026-05-15 13F Morgan Stanley 4.289.720 3,40 402.933 0,87
2026-05-06 13F Sentinus, LLC 7.759 2,47 729 0,00
2026-05-12 13F Voya Financial Advisors, Inc. 3.528 5,95 328 1,87
2026-05-12 13F WealthTrak Capital Management LLC 5.539 0,02 520 -2,44
2026-04-16 13F Upper Left Wealth Management, LLC 2.398 1,78 225 -0,44
2026-04-23 13F Glass Jacobson Investment Advisors llc 2.192 0,87 206 -1,91
2026-05-04 13F Greenspring Advisors, LLC 7.642 13,23 718 10,48
2026-05-12 13F Riggs Asset Managment Co. Inc. 20.243 33,15 1.901 29,94
2026-05-06 13F Bessemer Group Inc 2.183.616 5,93 205 3,54
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