Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares ESG Aware MSCI USA ETF eröffnet haben, gehören TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, SOL Capital Management CO, Oak Barrel Wealth Advisory LLC, Vanguard Advisers Inc, Gts Financial, Llc, Jeter Robert S II, Navigation Group, LLC, Clune & Associates, Ltd., Quent Long Short Global Small Cap Fund, LP, Napier Financial, LLC, Laird Norton Trust Company, Llc, Forefront Wealth Partners, LLC, GK Wealth Management LLC, Dwr Wealth Management, Llc, M3 Wealth Management, LLC, Panoramic Investment Advisors, Llc, Davis R M Inc, Vantus Wealth LLC, und Etesian Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14.651 | 60,61 | 2.183 | 64,31 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 11.713 | 0,45 | 1.745 | 2,83 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 4.323 | 9,80 | 695 | 18,43 | ||||
| 2026-05-15 | 13F | Fmr Llc | 275.852 | 18,02 | 39.011 | 12,03 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 105.744 | 0,36 | 15 | -6,67 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 8.572 | 4,18 | 1.212 | -1,06 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 4.777 | 0,25 | 676 | -4,80 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 2.278 | 339 | ||||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 102 | 14 | ||||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 7.013 | 2,35 | 1.086 | 6,37 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4.206 | 12,13 | 595 | 6,45 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 21.367 | 3.022 | ||||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 24.728 | 2,64 | 3.497 | -2,56 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67.280 | 7,69 | 9.515 | 2,22 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 3.322 | 1,71 | 470 | -3,50 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 1.725 | 0,23 | 244 | -6,18 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 21.228 | 283,52 | 3.290 | 292,95 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 2.871 | 3,05 | 406 | -2,17 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 9.224 | 2,71 | 1.304 | -2,47 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 271 | 0,37 | 38 | -5,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.183.376 | 1,83 | 167.353 | -3,34 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 7.021 | 90,84 | 993 | -4,89 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 704 | 100 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 27.431 | 5,83 | 3.879 | 0,47 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 8.656 | 0,84 | 1.224 | -4,23 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2.601 | 626,54 | 368 | 592,45 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 2.570 | 11,55 | 364 | 5,83 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 79.173 | 15,87 | 11.197 | 9,99 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 10.494 | 0,21 | 1.548 | -0,83 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 7.338 | 11,35 | 1.038 | 5,71 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 11.947 | 15,62 | 1.690 | 9,75 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 145 | -9,43 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1.156 | 163 | ||||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 3.841 | 34,16 | 543 | 27,46 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 1.784 | 17,52 | 252 | 11,50 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 10.933 | 0,46 | 1.546 | -4,63 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 4.414 | 2,27 | 633 | -1,71 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43.888 | 8,17 | 6.207 | 2,68 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 7 | 1 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 6.996 | 2,69 | 989 | -2,56 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 3.982 | 2,95 | 564 | -2,26 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 2.455 | 28,87 | 347 | 22,61 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 53.838 | 5,37 | 7.614 | 0,01 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 54.534 | 0,42 | 7.712 | -4,67 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3.287 | 6,82 | 465 | 1,31 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 6.994 | 1,63 | 989 | -3,51 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 35.598 | 14,83 | 5.034 | 9,01 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 21.696 | 2.494 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 2.402 | 340 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 287 | 1,77 | 41 | -4,76 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 344.533 | 10,06 | 48.724 | 4,47 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 70 | 10 | ||||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 17.569 | 0,71 | 2.485 | -4,39 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 17.193 | 0,29 | 2.431 | -4,78 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 3.221 | 5,16 | 456 | -0,22 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 3.460 | 489 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 28.804 | 1,99 | 4.073 | -3,19 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 74.909 | 78,83 | 10.594 | 69,76 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 3.045 | 10,93 | 431 | 5,39 | ||||
| 2026-05-12 | 13F | Creative Planning | 313.427 | 1,21 | 44.325 | -3,93 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 461 | 0,22 | 65 | -4,41 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 21.051 | 2.977 | ||||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 123.498 | 4,30 | 17.465 | -0,99 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 4.310 | 111,79 | 610 | 100,99 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6.035 | 853 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 2.600 | 1,36 | 368 | -3,93 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 501 | 1,83 | 71 | -4,11 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 4.257 | 825,43 | 671 | 872,46 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 6.971 | 1,95 | 1 | -100,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 4.963 | 27,29 | 702 | 20,86 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1.007 | 0 | ||||||
| 2026-04-01 | 13F | Bangor Savings Bank | 6.272 | 9,77 | 887 | 4,11 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 61.049 | 1,26 | 8.634 | -3,87 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 10.513 | 2,95 | 1.487 | -2,30 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 35.248 | 6,87 | 5 | 0,00 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 3.216 | 5,86 | 455 | 0,44 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 24.619 | 0,30 | 3.482 | -4,79 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 177.705 | 50,86 | 25.131 | 43,21 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 1.002 | 289,88 | 142 | 271,05 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 5.040 | 7,60 | 713 | 2,15 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 9.438 | 4,11 | 1.394 | 3,19 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1.613 | 0,25 | 228 | -4,60 | ||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 2.652.397 | 3,37 | 375 | -1,83 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 7.007 | 26,34 | 991 | 19,85 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 4.710 | 80,32 | 666 | 71,21 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 19.872 | 2,55 | 2.810 | -2,63 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 20.375 | 21,39 | 2.881 | 15,24 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 55.336 | 42,21 | 7.826 | 34,98 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 12.315 | 1.835 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.399 | 198 | ||||||
| 2026-05-13 | 13F | Ci Investments Inc. | 6.600 | 14,78 | 933 | 9,00 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 35 | 5 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 1.985 | 0,40 | 281 | -4,76 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 9.558 | 0,59 | 1.352 | -5,92 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 176.960 | 0,20 | 25.026 | -4,88 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 2.342 | 48,70 | 331 | 41,45 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 5.689 | 0,26 | 805 | -4,85 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 18.270 | 2,48 | 2.584 | -2,75 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 20.338 | 7,08 | 2.876 | 1,66 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 33.023 | 4.670 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 9.210 | 460,56 | 1.303 | 433,61 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 128.256 | 1,31 | 18.138 | -3,83 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 78.418 | 0,26 | 11.090 | -4,83 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 5.289 | 849 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 5.191 | 12,85 | 734 | 7,15 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 6.074 | 741 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 28.983 | 1,25 | 4.099 | -3,89 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 697.197 | 2,76 | 98.598 | -2,46 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 6.425 | 72,30 | 1 | |||||
| 2026-05-05 | 13F | UBS Group AG | 299.510 | 1,75 | 42.357 | -3,41 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 17.986 | 19,50 | 2.544 | 13,43 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 2.115 | 8,29 | 299 | 3,10 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2.888 | 34,01 | 408 | 27,50 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 4.900.171 | 673.234 | ||||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 2.388 | 328 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 90 | 13 | ||||||
| 2026-04-14 | 13F | OLIO Financial Planning | 10.282 | 1,96 | 1.454 | -3,20 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 3.589 | 535 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1.557 | 0,06 | 220 | -4,76 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 2.682 | 16,91 | 379 | 11,14 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 348.203 | 3,84 | 49.243 | -1,43 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 48.044 | 1,91 | 6.809 | -3,05 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 304 | 74,71 | 43 | 68,00 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 621 | 28,31 | 0 | |||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 3.429 | 4,16 | 485 | -1,22 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 3.023 | 9,41 | 428 | 3,89 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 4.040 | 6,06 | 571 | 0,71 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 4.132 | 1,22 | 584 | -3,95 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 5.505 | 161,77 | 779 | 148,56 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 40.008 | 0,04 | 5.658 | -5,05 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 4.671 | 0,75 | 661 | -4,35 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 5.972 | 0,22 | 845 | -4,85 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 39.930 | 20,41 | 5.647 | 14,29 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 120.902 | 32,23 | 17.098 | 25,52 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.427 | 10,33 | 1.702 | 12,94 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 7.139 | 0,01 | 1.010 | -5,08 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 18.753 | 321,79 | 2.652 | 300,60 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 660 | 0 | ||||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 23.132 | 24,47 | 3.271 | 18,17 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 53.836 | 3,94 | 7.613 | -1,33 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 15.655 | 22,84 | 2.214 | 16,65 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 3.863 | 3,29 | 546 | -1,97 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 3.257 | 2,04 | 461 | -3,16 | ||||
| 2026-05-11 | 13F | Commerce Bank | 4.016 | 10,18 | 568 | 4,42 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 239.938 | 24,89 | 34 | 17,86 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 531 | 29,20 | 72 | 16,39 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 4.046.469 | 0,78 | 572.252 | -4,34 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5.549 | 3,33 | 785 | -2,00 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 15.993 | 1,06 | 2.262 | -4,07 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 11.324 | 0,57 | 1.753 | 3,61 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 22.090 | 0,30 | 3.124 | -4,79 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4.627 | 23,95 | 659 | 18,53 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 1.822 | 8,84 | 258 | 3,21 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 7.784 | 0,14 | 1.101 | -5,01 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 469 | 0 | ||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 10.543 | 7,04 | 1.491 | 1,64 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 14.821 | 1,33 | 2.096 | -3,85 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 6.815 | 45,43 | 964 | 37,97 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.308.152 | 184.999 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.098.636 | 8,42 | 296.789 | 2,92 | ||||
| 2026-05-14 | 13F | Betterment LLC | 4.041.916 | 2,99 | 572 | -2,23 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 5.814 | 8,59 | 912 | 14,43 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10.973 | 206,00 | 1.552 | 190,45 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 3.319 | 0,64 | 469 | -4,48 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 6.565 | 38,44 | 928 | 31,44 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 64.963 | 0,87 | 9.187 | -4,24 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 64.783 | 58,53 | 9.162 | 50,48 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3.101 | 14,81 | 439 | 8,96 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.073.357 | 4,48 | 151.794 | -0,82 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 38.610 | 10,92 | 5.460 | 5,30 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3.839 | 0,03 | 543 | -5,08 | ||||
| 2026-05-06 | 13F | Eq Llc | 4.648 | 11,38 | 657 | 5,80 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 1.698 | 0,06 | 240 | -4,76 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 13.149 | 1,01 | 1.859 | -4,13 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 85.842 | 84,79 | 12.140 | 75,42 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 2.995 | 0,13 | 424 | -4,94 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 116.599 | 21,78 | 16.489 | 15,57 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 6.494 | 63,33 | 919 | 55,07 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 60.578 | 16,98 | 9.025 | 19,67 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 325.209 | 6,12 | 45.992 | 0,74 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 7.102 | 7,74 | 1.004 | 2,24 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 1.434 | 2,50 | 203 | -2,88 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 14.932 | 0,05 | 2.112 | -5,04 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3.700 | 143,10 | 523 | 131,42 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 1.816 | 271 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3.000 | 107,47 | 424 | 97,21 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 2.492 | 47,11 | 352 | 39,68 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 13.803.021 | 3,51 | 1.952.023 | -1,75 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 1.458 | 206 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 10.531 | 1,41 | 1.489 | -3,75 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 1.596 | 226 | ||||||
| 2026-05-12 | 13F | GGM Financials LLC | 1.399 | 0,21 | 198 | -4,83 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 90.738 | 25,82 | 12.832 | 17,23 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 21.196 | 0,37 | 2.998 | -4,74 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 18.875 | 2.298 | ||||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 136.408 | 1,97 | 19.291 | -3,21 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1.620 | 19,21 | 246 | 21,78 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 19.662 | 720,28 | 2.781 | 678,71 | ||||
| 2026-05-07 | 13F | Metis Global Partners, LLC | 6.212 | 13,13 | 879 | 7,33 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2.782 | 0,04 | 393 | -5,07 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9.638 | 831,21 | 1.363 | 784,42 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 27.454 | 20,70 | 4 | 0,00 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 12.728 | 1,91 | 1.800 | -3,23 | ||||
| 2026-05-15 | 13F | EFG International AG | 394 | 56 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 3.766 | 180,63 | 533 | 166,00 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 69.836 | 6,06 | 9.876 | 0,68 | ||||
| 2026-04-24 | 13F | Essex LLC | 1.435 | 1,77 | 203 | -3,81 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 25.775 | 0,08 | 3.645 | -4,98 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 4.235 | 599 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 1.641 | 14,36 | 232 | 8,92 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 6.320 | 2,28 | 894 | -2,93 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 243.482 | 39,82 | 36.274 | 39,82 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 49.522 | 10,46 | 7.003 | 4,85 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 14 | 2 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 56.755 | 15,20 | 8.026 | 9,38 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 412 | 58 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2.356.917 | 12,05 | 333.315 | 6,37 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.850 | 20,10 | 403 | 13,88 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 23.326 | 0,30 | 3.299 | -4,79 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 3.489 | 100,52 | 494 | 90,35 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 1.776 | 0,40 | 251 | -4,56 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 157.309 | 1,48 | 22.247 | -3,67 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1.549 | 219 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3.839 | 0,18 | 572 | 2,51 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12.275 | 0,49 | 1.736 | -4,62 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 7.907 | 0,97 | 1.118 | -4,12 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 3.291 | 3,52 | 465 | -1,69 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 5.108 | 0,06 | 722 | -5,00 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 5 | 1 | ||||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 2.755 | 5,03 | 390 | -0,26 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 2.068 | 5,35 | 293 | 0,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 144.193 | 8,59 | 20.392 | 3,08 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 30.637 | 1,11 | 4.333 | -4,03 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 4.639 | 0,41 | 656 | -4,65 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.752 | 0,26 | 389 | -4,66 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 22.286 | 0,57 | 3.152 | -4,54 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.335 | 7,96 | 497 | 10,47 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 10.050 | 27,73 | 1.385 | 18,17 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 50.748 | 12,61 | 7.177 | 6,88 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 16.331 | 7,83 | 2.310 | 2,35 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 6.086 | 0,05 | 861 | -5,08 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 4.696 | 0,56 | 664 | -4,46 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10.391 | 29,84 | 1.469 | 23,24 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 337.896 | 12.916,02 | 47.785 | 12.279,53 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 8.809 | 21,32 | 1.246 | 15,17 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14.956 | 11,24 | 2.115 | 5,59 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 3.412 | 163,68 | 534 | 177,60 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 22.383 | 1,44 | 3.165 | -3,71 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8.237 | 1,40 | 1.168 | -3,47 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 15.000 | 289,31 | 1.170 | 103,66 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 28.490 | 43,78 | 4.029 | 36,48 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10.656 | 7,78 | 1.507 | 2,24 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 10.195 | 0,78 | 1.442 | -4,38 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 7.840 | 946,73 | 1.109 | -5,14 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 2.680 | 2,52 | 379 | -2,57 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 2.754 | 19,27 | 389 | 13,41 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 9.426 | 1,56 | 1.333 | -3,55 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 3.696 | 19,65 | 456 | 1,34 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1.183 | 106,82 | 167 | 96,47 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 7.537 | 2,32 | 1.066 | -2,92 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 7.502 | 1,24 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 35.991 | 1,43 | 5.090 | -3,73 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 2.879 | 11,42 | 407 | 5,99 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 2.596 | 0,04 | 367 | -4,92 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 2.474 | 350 | ||||||
| 2026-04-15 | 13F | Weil Company, Inc. | 27.268 | 19,45 | 3.856 | 13,41 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2.676 | 9,72 | 378 | 4,13 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1.088 | 154 | ||||||
| 2026-04-14 | 13F | Moller Financial Services | 1.772 | 0,34 | 251 | -4,94 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 61.618 | 0,71 | 8.714 | -4,40 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 1.420 | 0,14 | 201 | -5,21 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1 | 0 | ||||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 35.077 | 7,89 | 4.961 | 2,42 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 3.438 | 0,23 | 486 | -4,71 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 15.316 | 1,92 | 2.166 | -2,83 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 3.724 | 34,05 | 527 | 27,36 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 5.090 | 720 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 35.584 | 5,74 | 5.032 | 0,38 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 42.544 | 5,92 | 6.017 | 0,55 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.050 | 148 | ||||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 24.069 | 0,26 | 3.404 | -4,84 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 2.305 | 1,45 | 326 | -3,55 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 2.350 | 10,12 | 332 | 4,73 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 8.953 | 12,22 | 1.266 | 6,57 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 17.797 | 0,06 | 2.517 | -5,02 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 20.461 | 1,76 | 2.894 | -3,41 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 1.604 | 227 | ||||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 3.561 | 0,25 | 504 | -4,91 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 7.190 | 38,08 | 1.017 | 31,10 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 6.261 | 885 | ||||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 2.388 | 328 | ||||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 35.182 | 0,05 | 5.241 | 2,36 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 276.082 | 0,14 | 39.044 | -4,94 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 5.188 | 16,01 | 734 | 10,06 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 5.293 | 93,32 | 749 | 83,78 | ||||
| 2026-05-08 | 13F | Fire Capital Management LLC | 1.551 | 2,11 | 219 | -3,10 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 1.863 | 0,22 | 263 | -4,71 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 10.660 | 7,16 | 1.508 | 1,69 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 2.678 | 379 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 96.995 | 3,08 | 13.717 | -2,15 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 1.401 | 0,07 | 231 | 11,06 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 2.784 | 394 | ||||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 26.558 | 4,08 | 3.756 | -1,21 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 241.479 | 7,94 | 34.150 | 2,46 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 1.869 | 0,21 | 264 | -4,69 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3.393 | 0,27 | 0 | |||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 4.835 | 28,86 | 714 | 27,78 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 11.320 | 95,17 | 1.601 | 85,19 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 2.646.197 | 2,12 | 374.225 | -3,06 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 3.861 | 546 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4.035 | 1,08 | 571 | -4,04 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 1.916 | 271 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 32.494 | 401,22 | 4.595 | 376,17 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 29.722 | 5,73 | 4.203 | 0,38 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 1.511 | 6,56 | 214 | 0,95 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 16.607 | 0,22 | 2.574 | 4,25 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6.268 | 273,76 | 886 | 255,82 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 2.138 | 0,75 | 302 | -4,43 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 12.789 | 2,09 | 1.809 | -3,11 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 56.208 | 6,64 | 8.006 | 1,96 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 2.020 | 0,25 | 286 | -5,00 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 18.870 | 2,71 | 2.669 | -2,52 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 8.898 | 4,17 | 1.258 | -1,10 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 6.043 | 7,53 | 855 | 2,03 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 1.894 | 268 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 1.646 | 3,20 | 233 | -2,11 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 270.189 | 0,05 | 38.210 | -5,02 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 11 | 2 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4.439 | 1,25 | 628 | -3,98 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 3.324 | 94,27 | 470 | 85,04 |
