EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF - Institutionelles Eigentümerschaft, Käufer

iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
US ˙ NasdaqGM ˙ US46434G7640

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in iShares, Inc. - iShares MSCI Emerging Markets ex China ETF eröffnet haben, gehören Bridgewater Associates, LP, Janus Henderson Group Plc, Tiaa-cref Individual & Institutional Services, Llc, Proficio Capital Partners LLC, Robinhood Asset Management, LLC, Alps Advisors Inc, Leo Wealth, LLC, Focused Wealth Management, Inc, Chicago Wealth Management, Inc., Bank Of Hawaii, Circle Wealth Management, LLC, Refined Wealth Management, Sovereign Investment Advisors, LLC, Migdal Insurance & Financial Holdings Ltd., Quent Long Short Global Small Cap Fund, LP, Gradient Capital Advisors, LLC, Per Stirling Capital Management, LLC., Segall Bryant & Hamill, Llc, Terra Nova Asset Management LLC, und Ferguson Wellman Capital Management, Inc .

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
(%)
2026-02-05 13F Tucker Asset Management Llc 2.297 167
2026-05-08 13F Legal & General Group Plc 187.195 51,95 14.725 64,42
2026-04-16 13F Brookstone Capital Management 5.656 14,06 445 23,33
2026-05-18 13F/A Janus Henderson Group Plc 870.965 68.510
2026-05-15 13F Toroso Investments, LLC 137.039 96,78 10.779 112,98
2026-05-11 13F OpenArc Corporate Advisory, LLC 268.523 2,45 21.122 10,88
2026-04-15 13F Myriad Asset Management US LP 125.552 74,79 9.876 89,20
2026-05-06 13F Aspetuck Financial Management LLC 6.445 8,41 507 17,13
2026-05-14 13F We Are One Seven, LLC 37.144 2,09 2.922 10,48
2026-05-13 13F Franklin Resources Inc 61.405 0,51 4.830 8,78
2026-05-15 13F Basso Capital Management, L.p. 42.132 10,21 3.314 19,29
2026-05-06 13F Angeles Wealth Management, Llc 1.930 77,23 152 91,14
2026-04-28 13F Golden State Equity Partners 3.672 289
2026-05-11 13F Rock Creek Group, LP 49.981 971,63 3.932 1.063,02
2026-05-14 13F BTG Pactual Asset Management US LLC 10.006 787
2026-04-27 13F Apeiron RIA LLC 6.206 8,40 488 6,09
2026-04-27 13F Strathmore Capital Advisors, Inc. 23.090 7,83 2.088 34,19
2026-04-23 13F Mayflower Financial Advisors, LLC 7.888 3,75 620 12,32
2026-05-14 13F Raymond James Financial Inc 1.025.675 18,67 80.680 28,44
2026-05-14 13F Fortis Advisors, LLC 107.857 14,33 8.484 23,73
2026-05-12 13F BlackDiamond Wealth Management Inc. 2.779 219
2026-05-07 13F Rice Partnership, LLC 709 56
2026-02-12 13F CIBC Private Wealth Group, LLC 2.016 0,05 146 7,35
2026-05-08 13F Alps Advisors Inc 262.650 20.660
2026-04-24 13F Eagle Bluffs Wealth Management LLC 204.375 2,02 16.076 10,42
2026-05-18 13F Ashton Thomas Securities, Llc 22 2
2026-04-21 13F Financial Consulate, Inc 583 46
2026-05-01 13F Arq Wealth Advisors, Llc 51.540 1,74 4.054 10,13
2026-04-07 13F Signaturefd, Llc 5.290 0,38 416 8,62
2026-05-07 13F MONECO Advisors, LLC 2.733 215
2026-05-21 13F Essential Partners LLC 23.933 30,06 1.883 40,76
2026-05-14 13F Natixis 12.100 23,23 924 29,23
2026-05-14 13F Coastal Bridge Advisors, LLC 29.323 4,16 2.307 12,76
2026-05-15 13F Quadcap Wealth Management, LLC 32.361 1,34 2.546 10,08
2026-05-12 13F Colonial Trust Co / SC 57.340 1,70 4.510 10,08
2026-04-06 13F GAMMA Investing LLC 128 12,28 10 25,00
2026-04-21 13F Refined Wealth Management 77.434 6.091
2026-05-12 13F Werba Rubin Papier Wealth Management 53.365 3,12 4.198 11,59
2026-05-15 13F Bank Of America Corp /de/ 13.673.534 2,29 1.075.560 10,71
2026-04-29 13F Global Strategic Investment Solutions, LLC 14.803 0,30 1.164 8,58
2026-05-15 13F Tradition Wealth Management, LLC 378.148 23,11 29.745 33,24
2026-05-13 13F BlackRock, Inc. 3.329.191 11,26 261.874 20,42
2026-05-12 13F Bnp Paribas Arbitrage, Sa 47.904 24,41 3.768 34,67
2026-05-15 13F Strive Financial Group ,LLC 44 3
2026-05-15 13F Larch Capital Partners Llc 101.198 0,54 7.960 8,82
2026-05-05 13F Putnam Fl Investment Management Co 2.949 232
2026-04-28 13F MBL Wealth, LLC 106.197 4,27 8.353 12,85
2026-04-28 13F Flagship Harbor Advisors, Llc 30.133 7,55 2.370 16,40
2026-05-12 13F Wood Tarver Financial Group, LLC 66.992 19,97 5 25,00
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 62.845 4.943
2026-04-27 13F Mount Yale Investment Advisors, LLC 336.708 134,73 26.485 154,05
2026-04-29 13F Signet Private Wealth LLC 3.314 261
2026-06-03 13F DBK Financial Counsel, LLC 2.815 221
2026-05-06 13F Hurley Capital, LLC 1.233 1.367,86 97 1.500,00
2026-02-06 13F Global Retirement Partners, LLC 50.042 443,34 3.637 485,67
2026-05-12 13F Resurgent Financial Advisors LLC 6.516 8,76 513 17,70
2026-04-15 13F Client 1st Advisory Group, Llc 31.309 40,32 2.463 51,88
2026-04-23 13F Bestgate Wealth Advisors, LLC 22.682 8,57 1.784 17,52
2026-04-28 13F Powerhouse Assets LLC 46.579 3,72 3.664 12,26
2026-05-07 13F Florida Financial Advisors, Llc 2.925 230
2026-04-02 13F Lvm Capital Management Ltd/mi 185.430 66,08 15 75,00
2026-04-10 13F Rede Wealth, LLC 11.942 45,42 939 57,55
2026-04-16 13F Sterling Investment Counsel, LLC 93.313 3,84 7.340 12,39
2026-05-15 13F JT Stratford LLC 33.826 2,69 2.661 11,11
2026-04-13 13F Robinhood Asset Management, LLC 265.518 20.886
2026-05-04 13F Beckerman Institutional, LLC 36.920 8,61 2.904 17,57
2026-05-04 13F Innealta Capital, Llc 12.350 971
2026-05-11 13F Atlas Legacy Advisors, LLC 63.987 2,03 5.033 10,42
2026-01-29 13F Comerica Bank 43.693 0,84 3.176 8,58
2026-04-27 13F Mosley Wealth Management 164 11
2026-04-08 13F Dynamic Advisor Solutions LLC 14.722 5,01 1.158 13,75
2026-05-15 13F United Capital Financial Advisers, Llc 14.719 245,92 1.158 274,43
2026-05-13 13F Strategic Financial Concepts, LLC 8.819 690
2026-05-22 13F WNY Asset Management, LLC 3.361 264
2026-05-12 13F Colonial Trust Advisors 99.186 13,43 7.802 22,75
2026-04-23 13F Foundry Financial Group, Inc. 93.497 34,36 7.354 45,42
2026-06-01 13F Dala Group, LLC 3.485 274
2026-05-15 13F Shelton Capital Management 6.288 495
2026-05-11 13F Seeds Investor Llc 16.958 1.488
2026-05-15 13F Integrated Wealth Concepts LLC 567.382 53,07 44.630 65,66
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 1.300 102
2026-05-07 13F Northwestern Mutual Wealth Management Co 5.142.002 8,71 404.470 17,66
2026-05-15 13F Bridgewater Associates, LP 1.072.280 84.346
2026-05-14 13F Baird Financial Group, Inc. 510.922 2,51 40.189 10,94
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 55.941 4.066
2026-05-04 13F Sound Portfolio Advisors, LLC 3.000 236
2026-05-11 13F Ironsides Asset Advisors, LLC 116.664 7,36 9.177 16,18
2026-05-12 13F Independent Advisor Alliance 21.208 1.668
2026-05-13 13F Lido Advisors, LLC 9.420 7,63 741 16,69
2026-05-14 13F Brown Brothers Harriman & Co 1.807 159,25 142 184,00
2026-05-15 13F Gotham Asset Management, LLC 42.466 6,22 3.340 14,97
2026-05-04 13F NWF Advisory Services Inc. 9.750 9,51 767 18,39
2026-05-06 13F Financiere des Professionnels - Fonds d,investissement inc. 147.000 59,78 11.563 72,94
2026-05-13 13F Principal Securities, Inc. 19.571 39,16 1.539 50,59
2026-05-08 13F Glenview Trust Co 2.715 214
2026-05-14 13F Us Bancorp \de\ 1.942.935 19,64 152.831 29,48
2026-05-04 13F Chicago Partners Investment Group LLC 237.729 0,51 21.324 13,46
2026-05-11 13F Wells Fargo & Company/mn 2.098.998 8,32 165.107 17,23
2026-05-06 13F Crescent Grove Advisors, LLC 72.069 19,85 5.669 29,70
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 50 4
2026-05-14 13F Marshall Wace, Llp 467.057 3.684,60 36.739 4.000,22
2026-05-11 13F Aptus Capital Advisors, LLC 17.118 4,31 1.347 12,92
2026-05-14 13F Campion Asset Management LLC 18.944 0,49 1.490 8,76
2026-05-12 13F Alerus Financial Na 31 3,33 2 0,00
2026-04-29 13F Strategic Blueprint, LLC 43.461 2,50 3.419 10,94
2026-05-21 13F Vestor Capital, Llc 240.521 2.806,25 19 28,57
2026-04-20 13F Fiduciary Alliance LLC 117.239 36,32 10.280 64,46
2026-05-11 13F Catalyst Financial Partners Llc 8.875 3,90 698 12,58
2026-04-28 13F Berger Financial Group, Inc 3.881 6,80 305 15,53
2026-04-07 13F Park Avenue Securities Llc 87.042 7,84 7 20,00
2026-05-11 13F Integrity Alliance, Llc. 35.184 4,56 2.768 13,17
2026-04-28 13F Ntv Asset Management Llc 32.904 0,47 2.588 8,74
2026-05-15 13F Toronto Dominion Bank 7.625 600
2026-04-28 13F K.J. Harrison & Partners Inc 19.857 32,38 1.562 43,21
2026-05-15 13F Armis Advisers, LLC 5.417 78,96 521 123,18
2026-02-13 13F Sei Investments Co 54.953 0,76 3.994 8,48
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 9.851 1,77 775 10,10
2026-04-20 13F Brian Low Financial Group, Llc 3.487 14,22 274 23,98
2026-05-14 13F Dana Investment Advisors, Inc. 10.143 41,62 798 53,27
2026-05-05 13F Fisher Asset Management, LLC 16.838 41,90 1.325 53,60
2026-05-15 13F Segall Bryant & Hamill, Llc 33.268 2.706
2026-04-16 13F Ballast Rock Private Wealth LLC 4.170 328
2026-04-20 13F Hilton Head Capital Partners, LLC 38 65,22 3 100,00
2026-05-15 13F Vestmark Advisory Solutions, Inc. 336.357 10,65 26.458 19,75
2026-04-22 13F Gold Investment Management Ltd. 52.761 4,27 4.150 12,86
2026-05-04 13F Savant Capital, LLC 33.189 29,01 2.611 39,65
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 10.900 857
2026-04-15 13F Redhawk Wealth Advisors, Inc. 2.796 0,36 220 8,42
2026-04-20 13F Cardinal Strategic Wealth Guidance 338.981 0,08 26.664 8,31
2026-05-05 13F Cullen/frost Bankers, Inc. 2.563.346 0,30 201.633 8,56
2026-04-30 13F Myriad Asset Management Advisors LLC 744.373 55,63 58.552 68,43
2026-04-20 13F Focused Wealth Management, Inc 135.267 10.640
2026-04-09 13F Acropolis Investment Management, LLC 1.637 129
2026-05-07 13F Rothschild Investment Llc 81.490 8,79 6.410 17,73
2026-04-27 13F HB Wealth Management, LLC 53.830 27,54 4.234 38,05
2026-05-15 13F Susquehanna International Group, Llp 1.499.912 646,67 117.983 708,16
2026-01-20 13F Maryland Capital Advisors Inc. 44.735 0,51 3.251 8,22
2026-05-15 13F Susquehanna International Group, Llp Call 18.200 256,86 1.432 286,76
2026-05-15 13F Susquehanna International Group, Llp Put 6.000 472
2026-04-15 13F Valley National Advisers Inc 90.205 21,86 7 40,00
2026-04-27 13F Koshinski Asset Management, Inc. 14.317 7,01 1.126 15,84
2026-05-04 13F Inlight Wealth Management, LLC 84.376 29,10 6.637 39,73
2026-05-13 13F Boston Family Office Llc 12.773 1
2026-05-11 13F Savvy Advisors, Inc. 60.875 3,27 4.788 11,76
2026-05-12 13F Carr Financial Group Corp 329.746 1,30 25.938 9,64
2026-05-14 13F Vident Advisory, LLC 747.915 56,03 58.831 68,87
2026-04-13 13F Ayalon Holdings Ltd. 328.203 38,59 26 47,06
2026-04-15 13F Gradient Capital Advisors, LLC 37.853 2.978
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 7.009 551
2026-04-17 13F Cora Capital Advisors Llc 216.837 234,08 17.056 261,59
2026-05-15 13F Royal Bank Of Canada 905.148 9,40 71.200 18,40
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 389 31
2026-05-07 13F Greykasell Wealth Strategies, Inc. 71.942 7,35 5.659 16,18
2026-05-15 13F/A EverSource Wealth Advisors, LLC 31.936 11,88 2.512 21,12
2026-05-15 13F MAI Capital Management 207.355 8,44 16.311 17,36
2026-04-28 13F Belpointe Asset Management LLC 213.746 23,54 16.813 33,70
2026-02-13 13F Colony Group, LLC 557.289 1,25 40.504 9,01
2026-04-07 13F Anderson Hoagland & Co 649.671 5,28 51.103 13,94
2026-05-08 13F McAdam, LLC 77.642 20,16 6.107 30,05
2026-05-13 13F BCJ Capital Management, LLC 38.047 1,09 2.993 9,40
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 173.915 40,45 13.680 52,02
2026-04-21 13F Quad-Cities Investment Group, LLC 8.964 10,57 705 19,69
2026-05-15 13F Brown Advisory Inc 13.268 9,31 1.044 18,25
2026-04-16 13F Strategic Advisory Partners, Llc 149 12
2026-05-11 13F RiverFront Investment Group, LLC 935.113 13,60 73.556 22,95
2026-04-17 13F Paragon Capital Management Inc 11.761 925
2026-04-29 13F Hughes Financial Services, LLC 720.812 1,55 56.699 9,91
2026-05-08 13F Goldenstone Wealth Management LLC 21.944 0,98 1.726 9,31
2026-05-15 13F Equitable Holdings, Inc. 41.423 17,58 3.011 17,58
2026-05-15 13F American Trust Investment Advisors, LLC 10.980 864
2026-04-21 13F J.E. Simmons & Co., P.C. 14.525 1,47 1.142 9,81
2026-05-14 13F Grantham, Mayo, Van Otterloo & Co. LLC 10.817 1,51 851 9,82
2026-05-06 13F Hartland & Co., LLC 12.875 28,97 1.013 39,59
2026-05-19 13F/A Eley Financial Management, Inc 78.779 2,38 6.197 10,80
2026-05-14 13F Passive Capital Management, LLC. 33.590 1,79 2.642 10,18
2026-05-11 13F Per Stirling Capital Management, LLC. 36.303 2.856
2026-05-13 13F First Citizens Bank & Trust Co 44.563 0,33 3.505 8,58
2026-05-13 13F O'shaughnessy Asset Management, Llc 16.045 9,29 1.262 18,28
2026-04-24 13F National Asset Management, Inc. 6.760 6,47 511 10,63
2026-05-13 13F Cetera Investment Advisers 472.081 9,99 37.134 19,04
2026-04-07 13F SMI Advisory Services, LLC 11.653 925
2026-05-12 13F Circle Wealth Management, LLC 80.369 6.322
2026-05-14 13F Galvin, Gaustad & Stein, LLC 2.578 203
2026-05-15 13F Flow Traders U.s. Llc 132.011 10
2026-04-21 13F Cypress Capital Advisors, LLC 12.830 1.009
2026-05-15 13F Squarepoint Ops LLC 6.939 546
2026-04-20 13F Apella Capital, LLC 34.931 61,03 3.132 98,67
2026-05-14 13F Bank Of Hawaii 81.388 6.402
2026-05-13 13F Northstar Asset Management Inc 2.582 203
2026-04-30 13F LRI Investments, LLC 6.486 510
2026-05-07 13F Tidemark, LLC 20 2
2026-05-14 13F SlateStone Wealth, LLC 153.922 8,77 12 20,00
2026-04-21 13F Sugar Maple Asset Management, LLC 6.995 550
2026-02-17 13F Glenmede Trust Co Na 48.499 79,84 3.525 137,31
2026-05-06 13F My Portfolio Guide, LLC 289 23
2026-05-06 13F Proffitt & Goodson Inc 197 60,16 15 87,50
2026-04-27 13F Moran Wealth Management, LLC 5.660 14,30 445 23,96
2026-04-27 13F Pensionmark Financial Group, Llc 351.272 56,28 27.631 69,14
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4.727 372
2026-04-23 13F Cornerstone Wealth Management, LLC 9.012 10,78 709 19,80
2026-05-06 13F Intrust Bank Na 3.078 242
2026-05-14 13F Evoke Wealth, Llc 727.182 0,17 57.200 8,41
2026-05-13 13F Banque Transatlantique SA 15.033 1.182
2026-05-15 13F Fmr Llc 41.215 16,03 3.242 25,61
2026-04-17 13F RFG Advisory, LLC 72.276 10,14 5.685 19,21
2026-05-11 13F Godfrey Financial Associates, Inc. 994 74,69 78 90,24
2026-05-15 13F Smartleaf Asset Management LLC 12.355 66,04 933 72,46
2026-04-23 13F Private Wealth Management Group, LLC 176 12,10 14 18,18
2026-04-14 13F Legacy Trust 8.922 92,62 702 108,63
2026-05-01 13F Kraft, Davis & Associates, LLC 78.042 1,12 7.075 20,38
2026-05-08 13F Tfo-tdc, Llc 10.595 0,84 833 9,17
2026-04-21 13F Merkkuri Wealth Advisors LLC 91 7
2026-05-01 13F Osprey Private Wealth LLC 3.125 246
2026-05-06 13F LPL Financial LLC 3.195.110 33,93 251.327 44,95
2026-05-08 13F Fortis Group Advisors, LLC 8.862 807
2026-04-22 13F TPG Advisors LLC 2.912 4,67 229 13,37
2026-04-20 13F Balance Wealth, LLC 29.941 33,08 2.355 44,04
2026-05-13 13F Ubs Asset Management Americas Inc 1.532 146,70 121 166,67
2026-05-15 13F Beacon Pointe Advisors, LLC 46.510 51,13 3.659 63,60
2026-05-12 13F/A Panoramic Investment Advisors, Llc 10.883 4,59 856 13,23
2026-04-20 13F Breakwater Capital Group 13.019 6,34 1.024 15,19
2026-05-08 13F Coldstream Capital Management Inc 15.943 3,94 1.254 12,57
2026-05-15 13F/A Independent Financial Group, Llc 36.370 38,68 2.861 50,05
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 11.101 295,19 873 327,94
2026-04-17 13F Mainstream Capital Management LLC 2.611 205
2026-05-07 13F Summitpoint Capital Management 8.739 635
2026-05-14 13F Rockefeller Capital Management L.P. 193.608 62,70 15.229 76,10
2026-05-14 13F Bernard Wealth Management Corp. 94.186 28,70 7.409 39,30
2026-05-13 13F Mariner, LLC 796.785 4,83 62.675 13,45
2026-04-14 13F Nbc Securities, Inc. 2.174 59,38 171 72,73
2026-04-21 13F Maridea Wealth Management LLC 5.371 0,32 422 8,48
2026-05-12 13F Creative Planning 805.773 1,93 63.382 10,32
2026-04-20 13F Kestra Private Wealth Services, Llc 18.103 210,73 1.424 236,41
2026-05-14 13F Van Hulzen Asset Management, LLC 84.463 1,12 6.644 9,44
2026-05-14 13F B&l Asset Management Llc 29.758 33,62 2.341 44,62
2026-04-29 13F Meitav Dash Investments Ltd 78.108 66,42 6.144 80,09
2026-05-14 13F Level Four Advisory Services, Llc 71.656 15,02 5.637 24,47
2026-05-01 13F Diversify Wealth Management, Llc 9.751 869
2026-04-07 13F JBGlobal.com LLC 15.500 1.219
2026-04-28 13F ORG Wealth Partners, LLC 18.046 0,52 1.420 8,82
2026-05-15 13F Warren Averett Asset Management, LLC 17.807 2,12 1.401 10,50
2026-04-13 13F Hm Payson & Co 2.065 162
2026-05-13 13F/A Jpmorgan Chase & Co 2.622.380 12,23 198.095 16,65
2026-05-15 13F Balyasny Asset Management Llc 3.000 236
2026-04-30 13F Hegarty Advisors, LLC 33.515 80,16 2.636 95,11
2026-05-06 13F Fidelis Capital Partners, LLC 3.202 252
2026-05-05 13F Crestwood Advisors Group LLC 465.156 1,31 36.585 9,64
2026-05-15 13F Aqr Capital Management Llc 22.995 16,81 1.809 26,43
2026-05-01 13F Thrivent Financial For Lutherans 601.628 54,34 47 67,86
2026-04-21 13F Cambient Family Office, Llc 188 15
2026-05-06 13F Bessemer Group Inc 18.060 15,11 1 0,00
2026-05-11 13F Pathstone Holdings, LLC 45.817 2,54 3.604 10,96
2026-05-11 13F Accordant Advisory Group Inc 216 8,00 17 14,29
2026-05-08 13F New England Private Wealth Advisors LLC 2.570 202
2026-05-08 13F Resources Investment Advisors, LLC. 105.411 0,32 8.292 8,58
2026-04-23 13F Interchange Capital Partners, LLC 33.580 131,97 1.850 75,76
2026-04-08 13F Ehrlich Financial Group 16.327 11,94 1.284 21,13
2026-05-12 13F Rsm Us Wealth Management Llc 95.400 2,25 7.498 10,49
2026-05-14 13F CIBC World Markets Inc. 106.563 0,26 8.382 8,50
2026-05-01 13F TSA Wealth Managment LLC 18.975 22,88 1.493 32,98
2026-05-01 13F Johnson Investment Counsel Inc 9.169 0,66 721 8,91
2026-05-08 13F Birchcreek Wealth Management, LLC 48.035 3,67 3.778 12,21
2026-05-11 13F Legacy Edge Advisors, LLC 497.080 5,40 39.100 14,07
2026-05-05 13F UBS Group AG 2.095.181 26,89 164.807 37,33
2026-05-15 13F Estate Counselors, LLC 7.725 2,86 608 11,38
2026-05-13 13F Bank Of Montreal /can/ 204.234 30,85 16.065 41,62
2026-04-23 13F Oppenheimer Asset Management Inc. 489.940 0,22 38.539 8,47
2026-04-23 13F Analyst IMS Investment Management Services Ltd. 47.530 9,19 4 0,00
2026-05-07 13F Cutler Investment Counsel Llc 2.557 201
2026-04-28 13F W.H. Cornerstone Investments Inc. 2.835 223
2026-05-04 13F Envestnet Asset Management Inc 2.056.486 36,62 161.763 47,86
2026-05-13 13F Scotia Capital Inc. 5.007 28,48 394 38,87
2026-04-29 13F Montag A & Associates Inc 50.500 1.013,56 3.972 1.107,29
2026-05-13 13F Natixis Advisors, L.p. 17.436 1
2026-04-23 13F Bigelow Investment Advisors, LLC 44.345 11,69 3.488 20,90
2026-05-12 13F Porter White Investment Advisors, Inc. 4.300 338
2026-05-12 13F Leavell Investment Management, Inc. 13.945 15,26 1.097 24,69
2026-05-15 13F Advisory Services Network, LLC 17.637 48,85 1.387 61,09
2026-04-14 13F Opal Wealth Advisors, LLC 362 28
2026-04-17 13F CENTRAL TRUST Co 1.889.896 3,56 148.659 12,09
2026-04-29 13F/A True Link Financial Advisors, LLC 45 4
2026-04-13 13F Newman Dignan & Sheerar, Inc. 6.332 498
2026-05-04 13F Purkiss Capital Advisors LLC 11.762 36,31 925 47,53
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 10.648 838
2026-04-10 13F Pure Financial Advisors, Inc. 10.234 805
2026-04-20 13F Bennett Associates Wealth Management 112.627 4,81 8.859 13,43
2026-05-01 13F FLC Capital Advisors 174.343 3,40 13.714 11,91
2026-04-13 13F Farrell Financial LLC 41.437 1,35 3.259 9,69
2026-04-10 13F Perigon Wealth Management, LLC 100.736 10,62 7.924 19,72
2026-04-27 13F TCI Wealth Advisors, Inc. 7.166 8,99 564 18,03
2026-05-15 13F Ameriprise Financial Inc 3.950.640 15,32 310.560 24,71
2026-05-15 13F City Of London Investment Management Co Ltd 110.998 8.731
2026-05-15 13F Morgan Stanley 4.343.507 10,72 341.660 19,83
2026-05-18 13F Arkadios Wealth Advisors 23.523 153,07 1.850 174,07
2026-05-15 13F Goldman Sachs Group Inc 29.679.701 14.053,14 2.334.605 15.217,93
2026-04-28 13F Seascape Capital Management 333.323 3,71 26 13,04
2026-05-11 13F MCF Advisors LLC 3.625 1.476,09 285 1.681,25
2026-04-27 13F Evolution Wealth Management Inc. 4.634 0,96 365 9,31
2026-04-24 13F Black Swift Group, LLC 131.442 4,18 10.339 12,75
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 23.902 11,36 2 0,00
2026-05-07 13F Burk Holdings LLC 32 3
2026-04-20 13F Courier Capital Llc 208.015 8,49 16.362 17,42
2026-05-05 13F Strategic Investment Management, Llc 27.830 2.189
2026-04-10 13F Financial Partners Group, Inc 124.401 11,54 9.785 9,92
2026-05-15 13F Ancora Advisors, LLC 79.862 4,09 6.282 12,64
2026-04-24 13F Private Advisor Group, LLC 196.230 39,61 15.435 51,10
2026-05-14 13F Synergy Investment Management, LLC 917 72
2026-04-16 13F Sheets Smith Wealth Management 22.820 120,82 1.795 138,88
2026-05-19 13F Cornerstone Wealth, LLC/TN 20.131 1.804
2026-04-16 13F Terra Nova Asset Management LLC 23.617 1.858
2026-05-07 13F Forum Finance Group S.A. 3.450 0
2026-04-17 13F Stephenson National Bank & Trust 14.487 19,89 1.140 29,73
2026-05-06 13F Assetmark, Inc 8.106 3,96 638 12,54
2026-05-19 13F Gts Financial, Llc 4.119 227
2026-04-13 13F Amplius Wealth Advisors, LLC 7.611 37,81 599 49,13
2026-05-12 13F TD Waterhouse Canada Inc. 1.644 71,43 130 88,41
2026-05-14 13F Northern Trust Corp 7.371.977 2,78 579.880 11,23
2026-04-13 13F Mather Group, Llc. 9.920 4,03 780 12,55
2026-04-22 13F Apollon Wealth Management, LLC 7.084 10,03 557 19,27
2026-04-13 13F Stockman Wealth Management, Inc. 325.408 1,57 25.597 9,93
2026-05-15 13F Inspire Advisors, LLC 3.477 25,93 273 36,50
2026-04-22 13F Richard Bernstein Advisors LLC 3.400.240 25,65 267.464 35,99
2026-04-21 13F Columbus Macro, LLC 20.268 0,32 1.594 8,58
2026-05-15 13F Cresset Asset Management, LLC 25.152 4,69 1.978 13,29
2026-01-29 13F Concurrent Investment Advisors, LLC 75.595 640,33 5.494 697,39
2026-04-09 13F Noble Family Wealth, LLC 87.086 8,20 6.850 17,11
2026-05-15 13F Perennial Investment Advisors, LLC 25.541 24,23 2.009 34,47
2026-04-16 13F Capital Investment Advisors, LLC 3.607 7,06 284 15,98
2026-05-12 13F M&t Bank Corp 54.052 5,45 4.252 14,12
2026-05-15 13F Cerity Partners LLC 294.943 21,53 23.200 31,53
2026-04-16 13F Smith Thornton Advisors LLC 34.288 3,88 2.697 12,47
2026-05-05 13F HighTower Advisors, LLC 1.148.218 1,32 90.319 9,65
2026-02-17 13F Harvest Investment Advisors, LLC 56.497 0,36 4.106 15,53
2026-04-28 13F Arbor Investment Advisors, LLC 52.674 16,92 4.143 26,54
2026-05-01 13F Ferguson Wellman Capital Management, Inc 22.370 1.760
2026-05-04 13F 5th Street Advisors, LLC 119.782 4,49 9.422 13,10
2026-05-15 13F XTX Topco Ltd 4.262 335
2026-05-08 13F Russell Investments Group, Ltd. 1.530.978 9,64 120.427 18,66
2026-05-15 13F Peapack Gladstone Financial Corp 21.465 2
2026-05-04 13F Henderson Brothers Financial Partners, LLC 3.572 281
2026-05-12 13F Chicago Wealth Management, Inc. 86.833 6.830
2026-05-04 13F New Wave Wealth Advisors Llc 105.166 55,29 8.272 68,06
2026-05-11 13F Commerce Bank 126.552 94,00 9.955 109,96
2026-05-13 13F Protective Life Corp 3.012 237
2026-05-14 13F Manhattan West Asset Management, LLC 13.853 11,32 1.090 20,46
2026-04-15 13F Fortitude Family Office, LLC 78.875 7,83 6.204 16,70
2026-04-16 13F Heck Capital Advisors, LLC 79.652 4,15 6.265 12,72
2026-05-11 13F Pecaut & Co. 204.164 28,92 16.060 39,53
2026-05-13 13F SRS Capital Advisors, Inc. 11.397 192,08 896 223,47
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 10.311 1,11 811 9,45
2026-04-20 13F Norway Savings Bank 80.202 2,27 6.309 10,69
2026-05-05 13F Atria Investments Llc 52.408 125,81 4.122 144,48
2026-05-15 13F Quantinno Capital Management LP 47.851 13,71 3.764 23,05
2026-05-12 13F Commerce Advisors, LLC 11.357 893
2026-04-13 13F Cyndeo Wealth Partners, LLC 3.337 18,12 262 27,80
2026-05-08 13F Vanguard Advisers Inc 883 69
2026-05-07 13F Facet Wealth, Inc. 2.175.161 8,43 171.098 3,96
2026-04-22 13F Bravera Wealth 42.014 14,63 3.305 24,07
2026-05-01 13F Fifth Third Bancorp 65.394 7.694,28 5.144 8.471,67
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 634.182 49.885
2026-04-29 13F Live Oak Investment Partners 49.261 4,16 3.875 12,71
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 1.500 118
2026-04-07 13F Alpha Omega Wealth Management LLC 4.151 16,90 327 26,36
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 347.122 246,82 27 285,71
2026-05-15 13F Tower Research Capital LLC (TRC) 254 1.236,84 20 1.800,00
2026-05-07 13F Crewe Advisors LLC 5.902 741,94 464 828,00
2026-05-14 13F Pinnacle Financial Partners, Inc. 18.980 41,26 1.493 52,97
2026-05-12 13F Jane Street Group, Llc Call 12.200 960
2026-04-27 13F F&V Capital Management, LLC 8.220 5,12 1
2026-04-10 13F Capital Advantage, Inc. 36.302 30,18 2.856 40,92
2026-05-12 13F Advyzon Investment Management, LLC 7.267 572
2026-05-01 13F Global Assets Advisory, LLC 1.950 111
2026-04-22 13F Spirepoint Private Client, Llc 3.743 294
2026-05-01 13F Strategic Wealth Advisors LLC 2.579 2,30 0
2026-04-27 13F Td Private Client Wealth Llc 1.120 12,22 88 22,22
2026-05-20 13F/A J. Mark Nickell & Co. 44.896 19,38 3.532 29,20
2026-04-30 13F Csenge Advisory Group 7.119 6,11 560 14,78
2026-05-13 13F Capital Advisor Network LLC 337 27
2026-04-20 13F Minichmacgregor Wealth Management, Llc 244.964 1.333,38 19.269 1.451,37
2026-05-08 13F Pnc Financial Services Group, Inc. 556.985 0,60 43.812 8,88
2026-05-12 13F Awm Capital, Llc 15.250 1.200
2026-05-15 13F Jones Financial Companies Lllp 103.807 40,17 7.958 47,86
2026-04-07 13F Bulwark Capital Corp 10.419 2,59 820 10,98
2026-05-07 13F Cassaday & Co Wealth Management LLC 1.545 122
2026-05-08 13F Vanguard National Trust Co 5.580 439
2026-05-05 13F Trail Ridge Investment Advisors, LLC 250.064 3,10 19.670 11,59
2026-04-21 13F Hudson Oak Wealth Advisory LLC 7.309 31,48 575 42,08
2026-05-14 13F ASB Consultores, LLC 5.389 28,99 505 56,83
2026-04-22 13F Caldwell Trust Co 59.637 11,98 4.691 21,21
2026-05-11 13F Manchester Capital Management LLC 2.457 41,04 193 53,17
2026-05-15 13F Clark Capital Management Group, Inc. 27.629 81,75 2.173 96,83
2026-05-12 13F CIBC Bancorp USA Inc. 5.609 441
2026-05-04 13F 1st Source Bank 787.768 8,99 61.966 17,95
2026-05-07 13F Hanover Advisors Inc 13.551 21,37 1.066 31,32
2026-04-08 13F Capital Advisors Wealth Management, LLC 3.451 6,84 271 15,81
2026-04-14 13F Prospera Financial Services Inc 20.131 4,24 1.586 12,80
2026-05-12 13F Americana Partners, LLC 3.648 0,30 287 8,33
2026-05-11 13F POM Investment Strategies, LLC 73 6
2026-05-05 13F Sanctuary Advisors, LLC 385.115 8,84 30.293 17,79
2026-05-07 13F Magnolia Wealth Management, LLC 78 6
2026-04-28 13F Cypress Capital, LLC 44.626 3.510
2026-04-28 13F Antonelli Financial Advisors, LLC 44.050 56,00 3.465 68,86
2026-04-20 13F Chatham Capital Group, Inc. 181.138 25,37 14.248 35,70
2026-04-28 13F Fortis Capital Advisors, LLC 157.893 37,36 12.420 48,66
2026-05-08 13F Stelac Advisory Services LLC 20.146 8,20 1.585 17,07
2026-05-12 13F Waterloo Capital, L.P. 289.177 247,13 22.747 275,72
2026-04-03 13F Box Hill Private Wealth LLC 2.619 206
2026-05-14 13F Battery Global Advisors, LLC 3.504 10.205,88 276 27.400,00
2026-05-13 13F Dynamic Wealth Strategies, LLC 59.606 3,55 4.689 12,07
2026-05-05 13F PFG Advisors 41.031 5,54 3.227 14,23
2026-04-24 13F Oakworth Capital, Inc. 359.468 28.276
2026-04-27 13F BIP Wealth, LLC 127.360 7,03 10.018 15,84
2026-04-07 13F Farther Finance Advisors, LLC 597.945 16,78 47.554 27,79
2026-05-11 13F Ashton Thomas Private Wealth, LLC 239.253 18,33 18.820 28,06
2026-04-28 13F PUREfi Wealth, LLC 4.400 346
2026-05-16 13F Sunbelt Securities, Inc. 5.666 0,89 446 9,07
2026-04-17 13F Provident Wealth Management, LLC 26.129 10,28 2.055 19,34
2026-05-05 13F Leo Wealth, LLC 156.642 12.321
2026-04-23 13F Catalyst Investment Management LLC 47.549 20,24 4.263 48,33
2026-05-11 13F Founders Financial Alliance, LLC 202 27,04 16 36,36
2026-04-28 13F Kingswood Wealth Advisors, Llc 6.414 114,87 505 133,33
2026-05-11 13F High Note Wealth, LLC 98.815 2,58 7.773 11,01
2026-05-04 13F John A. Wolfe & Associates, Inc. 1.360 107
2026-05-06 13F Simon Quick Advisors, Llc 3.973 11,41 313 20,46
2026-04-13 13F Neumann Capital Management, LLC 9.033 0,37 711 8,56
2026-04-24 13F Client First Capital LLC 71.990 5.663
2026-05-12 13F Stifel Financial Corp 1.508.424 12,39 118.654 21,63
2026-05-05 13F Wealthfront Advisers Llc 67.114 27,17 5.279 37,65
2026-04-09 13F Life Line Wealth Management Llc 3.557 8,94 280 17,72
2026-05-14 13F Plum Street Advisors, LLC 110.462 3,28 8.689 11,77
2026-05-15 13F Keating Financial Advisory Services, Inc. 702 269,47 55 323,08
2026-05-14 13F PlanVest Financial, Inc 342 27
2026-04-02 13F Silverleafe Capital Partners, LLC 52.160 27,38 4.103 37,84
2026-05-08 13F Stonebridge Financial Planning Group, LLC 6.962 31,23 548 42,08
2026-05-14 13F Gladstone Institutional Advisory LLC 74.188 5.836
2026-05-13 13F Clearwater Capital Advisors, LLC 521.935 8,86 41.055 17,82
2026-05-04 13F Bleakley Financial Group, LLC 23.490 1,11 1.848 9,42
2026-04-23 13F J.w. Cole Advisors, Inc. 22.594 4,29 1.777 13,98
2026-05-12 13F Strategic Wealth Partners, Ltd. 18.658 2,83 1.468 11,31
2026-05-07 13F Sage Financial Group Inc 10.034 13,98 789 23,47
2026-05-14 13F Captrust Financial Advisors 451.060 0,16 35.470 8,37
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 10.258 8,29 807 17,15
2026-04-27 13F Truist Financial Corp 190.528 196,04 14.987 220,42
2026-05-01 13F Valmark Advisers, Inc. 1.795.235 2,13 141.213 10,53
2026-05-07 13F Avidian Wealth Solutions, LLC 1.058.392 9,28 83.253 18,27
2026-05-14 13F/A Leo H. Evart, Inc. 75 6
2026-05-13 13F Lloyd Advisory Services, LLC. 50 4
2026-04-20 13F Naples Global Advisors, Llc 47.412 3,49 3.729 12,02
2026-04-30 13F GreatBanc Trust CO 5.585 0,81 439 9,20
2026-05-15 13F TRUE Private Wealth Advisors 595.500 1,91 46.842 10,29
2026-04-23 13F Oppenheimer & Co Inc 22.068 21,14 1.736 31,04
2026-05-04 13F Camden National Bank 80.693 7,25 6.347 16,08
2026-04-20 13F Chatterton & Associates Inc. 4.085 31,01 346 52,65
2026-05-04 13F Sigma Planning Corp 3.541 279
2026-05-14 13F Bare Financial Services, Inc 148.108 0,49 11.650 8,76
2026-02-05 13F Center for Financial Planning, Inc. 38 3
2026-05-14 13F Proficio Capital Partners LLC 363.713 28.635
2026-05-14 13F Missouri Trust & Investment Co 2.400 37,14 189 48,03
2026-04-14 13F Wealthcare Advisory Partners LLC 238.191 7,29 18.736 16,13
2026-05-15 13F Mission Wealth Management, Lp 12.382 1,84 974 10,19
2026-05-15 13F Summit Financial, LLC 12.301 10,82 968 19,98
2026-05-14 13F Artemis Wealth Advisors, LLC 783.254 89,38 61.611 104,97
2026-05-15 13F Huntington National Bank 770 41,28
2026-04-09 13F Tompkins Financial Corp 116 3,57 9 12,50
2026-05-12 13F Sovereign Investment Advisors, LLC 75.432 5.933
2026-04-14 13F Focus Financial Network, Inc. 234.802 1,85 18.470 10,23
2026-05-04 13F Greenspring Advisors, LLC 2.970 234
2026-05-11 13F Atlas Capital Advisors Llc 181.109 33,82 14.246 44,84
2026-04-22 13F Princeton Global Asset Management LLC 8.395 19,28 660 29,16
2026-02-18 13F Financial Advisory Service, Inc. 1.873 2,18 136 10,57
2026-05-11 13F Rossby Financial, LCC 1.699 8,70 135 19,47
2026-05-13 13F Abbot Financial Management, Inc. 13.020 1.024
2026-05-06 13F Modera Wealth Management, LLC 9.914 27,12 780 37,63
2026-04-30 13F Kestra Advisory Services, LLC 64.832 16,65 5.100 26,24
2026-05-15 13F Harbour Investments, Inc. 11.832 13,12 931 22,37
2026-04-24 13F Royal Harbor Partners, LLC 23.912 1.881
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