GRID / First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index - Institutionelles Eigentümerschaft, Käufer

First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index
US ˙ NasdaqGM ˙ US33737A1088

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index eröffnet haben, gehören Elequin Capital Lp, Bank of New York Mellon Corp, Maniro Ltd, HMS Capital Management, LLC, ABLE Financial Group, LLC, TCFG Investment Advisors, LLC, Arch Global Advisors, LLC, Cumberland Partners Ltd, Deane Retirement Strategies, Inc., Sage Advisory Services, Ltd.Co., SageGuard Financial Group, LLC, VVR Holdings LLC, Private Wealth Advisors, LLC, Balyasny Asset Management Llc, UBS Group AG, Dakota Wealth Management, Sbe Llc Dba Cedar Cove Wealth Partners, Liberty One Investment Management, Llc, Alexis Investment Partners, LLC, und Fifth Third Bancorp .

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
(%)
2026-05-11 13F Elequin Capital Lp 216.061 5.315
2026-05-14 13F Capital Analysts, Inc. 233 113,76 0
2026-05-14 13F Rockefeller Capital Management L.P. 45.579 6,32 7.456 13,64
2026-04-28 13F SBI Securities Co., Ltd. 344 352,63 56 409,09
2026-04-29 13F Meitav Dash Investments Ltd 211.340 7,16 34.571 14,56
2026-05-05 13F HighTower Advisors, LLC 325.130 5,43 53.187 12,71
2026-04-08 13F Presidio Capital Management, LLC 98.939 4,24 16.185 11,44
2026-05-07 13F First Command Advisory Services, Inc. 22 4
2026-04-23 13F Cornerstone Wealth Management, LLC 18.122 15,81 2.964 23,81
2026-02-17 13F Snowden Capital Advisors LLC 70.731 6,73 10.823 8,10
2026-04-28 13F Stratos Wealth Partners, LTD. 26.063 30,21 4.263 39,22
2026-04-10 13F Armstrong Advisory Group, Inc 2.042 334
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 11.597 551,88 1.897 597,43
2026-05-15 13F Maniro Ltd 40.603 6.642
2026-05-15 13F Intesa Sanpaolo Wealth Management 2.022 37,36 331 46,67
2026-05-13 13F Edmond De Rothschild Holding S.a. 120.133 6,38 19.651 13,71
2026-04-24 13F Private Advisor Group, LLC 118.191 44,40 19.334 54,37
2026-05-14 13F Cwm, Llc 9.659 8,98 1.580 157.900,00
2026-04-21 13F Merkkuri Wealth Advisors LLC 206 34
2026-04-22 13F Continuum Advisory, LLC 2.197 27,51 359 36,50
2026-05-08 13F Marshall Investment Management, Llc 9.686 9,84 1.584 17,42
2026-05-13 13F Wealth Management Associates, Inc. 1.856 304
2026-05-07 13F Palisades Hudson Asset Management, L.P. 1.861 17,49 0
2026-04-24 13F Stegent Equity Advisors, Inc. 12.640 6,96 2.068 14,33
2026-05-15 13F Van Eck Associates Corp 166.108 391,98 27 440,00
2026-05-15 13F Harbour Investments, Inc. 46.439 51,56 7.597 62,03
2026-05-13 13F Strategic Financial Concepts, LLC 8.699 128,38 1.423 144,33
2026-04-15 13F Adamsbrown Wealth Consultants Llc 1.515 8,91 248 16,51
2026-04-27 13F Quantum Private Wealth, LLC 11.020 60,52 1.803 71,62
2026-05-15 13F MAI Capital Management 37.769 15,70 6.178 23,68
2026-04-21 13F Gilpin Wealth Management, Llc 716 31,38 117 40,96
2026-05-11 13F Integrity Alliance, Llc. 6.501 46,35 1.063 56,55
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 21.865 1,58 3.577 119.100,00
2026-05-11 13F Insight Advisors, LLC/ PA 2.463 11,60 403 19,29
2026-04-28 13F Astoria Portfolio Advisors LLC. 2.403 51,51 451 63,04
2026-04-27 13F Truist Financial Corp 100.209 65,24 16.392 76,64
2026-04-23 13F SageGuard Financial Group, LLC 16.691 2.730
2026-05-14 13F Raymond James Financial Inc 962.414 35,79 157.432 45,16
2026-04-17 13F RFG Advisory, LLC 15.556 42,27 2.545 52,06
2026-05-14 13F Pinnacle Financial Partners, Inc. 5.644 923
2026-05-20 13F Norris Financial Group, LLC 22.763 2,95 3.724 10,05
2026-05-08 13F Private Advisory Group LLC 1.758 13,57 288 21,61
2026-05-06 13F Pekin Hardy Strauss, Inc. 9.991 16,23 1.634 24,26
2026-05-06 13F Assetmark, Inc 60.597 78,46 9.912 90,80
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13.065 77,25 2.137 89,62
2026-04-29 13F Richmond Investment Services, LLC 3.502 2,31 573 9,35
2026-05-11 13F Manchester Capital Management LLC 954 34,75 156 44,44
2026-05-14 13F Captrust Financial Advisors 140.026 2,66 22.906 9,75
2026-04-07 13F Park Avenue Securities Llc 52.450 23,91 9 33,33
2026-04-28 13F Stephens Inc /ar/ 4.083 36,15 668 45,63
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 3.231 59,24 529 70,32
2026-05-06 13F Dunhill Financial, LLC 35.637 51,06 4.316 19,13
2026-05-08 13F Russell Investments Group, Ltd. 315 242,39 52 264,29
2026-05-11 13F Biltmore Family Office, LLC 10.653 10,07 1.743 17,70
2026-05-01 13F Sovran Advisors, LLC 6.972 1,31 1.332 22,90
2026-04-20 13F Eagle Strategies LLC 28.517 8,13 4.665 15,59
2026-04-22 13F Janney Montgomery Scott LLC 112.069 7,69 18 20,00
2026-04-28 13F Tempus Wealth Planning, LLC 1.519 248
2026-05-01 13F Natural Investments, Llc 2.067 2,38 0
2026-05-18 13F Claris Financial LLC 1.548 253
2026-05-15 13F Ancora Advisors, LLC 464 14,57 76 22,95
2026-05-15 13F Armis Advisers, LLC 1.087 214
2026-05-14 13F Financial Network Wealth Advisors LLC 1.148 8,10 188 15,43
2026-05-11 13F Daymark Wealth Partners, Llc 11.822 39,59 1.934 49,27
2026-04-17 13F Certified Advisory Corp 1.851 303
2026-04-21 13F Sbe Llc Dba Cedar Cove Wealth Partners 10.786 1.764
2026-05-05 13F Capital Investment Advisory Services, LLC 4.146 6,83 678 14,33
2026-04-15 13F Arch Global Advisors, LLC 23.558 3.854
2026-05-08 13F Moors & Cabot, Inc. 8.939 81,47 1.462 94,16
2026-05-15 13F Fmr Llc 5.871 65,80 960 76,80
2026-05-15 13F Bank Of America Corp /de/ 2.121.584 19,14 347.049 27,36
2026-05-04 13F Y.D. More Investments Ltd 303 152,50 39 116,67
2026-04-20 13F Ronald Blue Trust, Inc. 1.107 0,27 181 7,74
2026-05-18 13F Centaurus Financial, Inc. 1.289 38,30 0
2026-05-01 13F Thrivent Financial For Lutherans 34.579 27,44 6 25,00
2026-04-30 13F Corrado Advisors, Llc 14.277 10,35 2.335 17,99
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 2.319 379
2026-05-13 13F Fsb Premier Wealth Management, Inc. 3.057 47,61 500 58,23
2026-05-04 13F Sigma Planning Corp 22.758 64,37 3.723 75,73
2026-05-12 13F Ameritas Advisory Services, LLC 4.829 19,21 790 27,46
2026-05-15 13F Balyasny Asset Management Llc 13.014 2.129
2026-04-09 13F PFS Partners, LLC 140 34,62 23 46,67
2026-05-11 13F Foundations Investment Advisors, LLC 8.812 128,94 1.442 145,07
2026-05-13 13F Rhl Group, Llc 222 36
2026-04-22 13F JNBA Financial Advisors 768 24,88 126 32,98
2026-04-13 13F BFI Infinity Ltd. 73.260 4,79 11.984 12,02
2026-05-11 13F Hedeker Wealth, LLC 23.692 10,24 3.876 17,85
2026-05-12 13F Greenwich Wealth Management LLC 6.322 162,21 1
2026-05-15 13F Change Path, LLC 6.334 54,83 1.036 65,50
2026-04-27 13F Hunter Associates Investment Management Llc 1.312 0
2026-02-17 13F SageView Advisory Group, LLC 844 129
2026-05-08 13F Vontobel Holding Ltd. 3.566 15,26 583 23,26
2026-04-20 13F ABLE Financial Group, LLC 29.325 4.797
2026-04-15 13F Purus Wealth Management, LLC 2.407 79,63 394 91,71
2026-05-13 13F Parkside Financial Bank & Trust 30 5
2026-04-20 13F McKinley Carter Wealth Services, Inc. 79.446 286,94 12.996 313,72
2026-05-13 13F Keystone Financial Group 5.504 0,66 900 7,66
2026-05-11 13F Per Stirling Capital Management, LLC. 4.749 27,15 777 35,90
2026-05-13 13F Prosperity Financial Group, Inc. 8.802 35,02 1.440 44,33
2026-05-04 13F Retirement Planning Group 1.683 275
2026-04-13 13F IFP Advisors, Inc 11.336 82,08 1.854 94,75
2026-05-06 13F TCFG Investment Advisors, LLC 25.351 4.147
2026-04-20 13F Cottage Street Advisors LLC 7.134 2,66 1.167 9,69
2026-05-06 13F Cornerstone Planning Group LLC 5.651 1.093
2026-01-29 13F Comerica Bank 9.469 14,30 1.449 15,75
2026-04-08 13F BOS Asset Management, LLC 2.975 487
2026-05-08 13F Blair William & Co/il 7.380 4,61 1.207 11,86
2026-05-12 13F WCG Wealth Advisors LLC 53.921 47,28 8.820 57,44
2026-04-27 13F Baer Investment Advisory LLC 1.326 217
2026-05-06 13F World Equity Group, Inc. 2.128 10,66 348 18,37
2026-05-14 13F Thryve Wealth Management Llc 52.652 3,46 8.613 10,59
2026-05-12 13F Independent Advisor Alliance 292.512 47.849
2026-05-15 13F Osbon Capital Management Llc 479 78
2026-05-15 13F Rehmann Capital Advisory Group 3.381 21,53 553 30,12
2026-05-15 13F Ameriprise Financial Inc 853.686 57,84 139.665 68,81
2026-05-04 13F HBW Advisory Services LLC 31.394 279,70 5.135 305,93
2026-05-05 13F D.a. Davidson & Co. 56.455 12,71 9.235 20,49
2026-05-11 13F HBK Sorce Advisory LLC 1.123 221
2026-05-18 13F Graney & King, LLC 28.576 3.611,17 4.674 3.894,87
2026-04-22 13F Apollon Wealth Management, LLC 14.443 296,35 2.363 324,06
2026-05-01 13F Trifecta Capital Advisors, LLC 30 5
2026-04-21 13F Mesirow Financial Investment Management, Inc. 15.969 41,92 2.613 51,77
2026-05-01 13F Citizens Financial Group Inc/ri 1.321 216
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 886 450,31 0
2026-04-30 13F Kestra Advisory Services, LLC 160.050 29,39 26.181 38,33
2026-05-07 13F Sage Advisory Services, Ltd.Co. 19.134 3.130
2026-05-14 13F Nan Shan Life Insurance Co., Ltd. 217.775 35.624
2026-04-21 13F Quad-Cities Investment Group, LLC 4.496 16,15 735 24,16
2026-04-27 13F PFG Investments, LLC 48.442 0,22 7.924 7,14
2026-05-01 13F Hantz Financial Services, Inc. 205 0
2026-04-27 13F Koshinski Asset Management, Inc. 4.315 20,13 706 28,42
2026-02-06 13F Global Retirement Partners, LLC 2.627 0,38 402 1,52
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 20.649 106,80 3.378 121,15
2026-05-13 13F/A Jpmorgan Chase & Co 97.751 234,76 15.404 244,74
2026-04-21 13F Sequent Planning LLC 7.872 4,88 1.288 12,11
2026-04-08 13F WealthCare Investment Partners, LLC 14.287 23,24 2.402 33,00
2026-05-01 13F Mutual Advisors, LLC 22.775 14,22 3.725 22,09
2026-02-10 13F Transatlantique Private Wealth Llc 3.161 7,30 484 8,54
2026-04-29 13F Southern Capital Services Inc /adv 27.213 59,95 4.452 71,00
2026-05-13 13F Banque Transatlantique SA 3.243 530
2026-05-15 13F/A Tudor Financial Inc. 1.257 206
2026-05-06 13F LPL Financial LLC 2.138.732 25,82 349.854 34,51
2026-05-15 13F Gateway Wealth Partners, LLC 22.560 234,97 3.690 258,25
2026-05-15 13F GWM Advisors LLC 35.313 13,85 1.990 -58,07
2026-05-13 13F Truvestments Capital Llc 459 36,20 75 47,06
2026-05-13 13F Cetera Investment Advisers 568.057 160,47 92.923 178,44
2026-05-05 13F Sanctuary Advisors, LLC 29.743 1,16 4.865 8,14
2026-04-13 13F TradeWell Securities, LLC. 7.283 1.169
2026-05-12 13F Rathbone Brothers plc 34.603 0,64 5.660 7,58
2026-04-28 13F Walkner Condon Financial Advisors LLC 10.076 43,08 1.648 53,02
2026-04-28 13F Bogart Wealth, LLC 43.384 5,03 7.097 12,28
2026-04-13 13F Arkansas Financial Group, Inc. 3.180 68,25 556 92,04
2026-05-01 13F Kraft, Davis & Associates, LLC 3.235 18,72 617 44,60
2026-04-22 13F Spire Wealth Management 12.961 742,17 2.120 802,13
2026-04-29 13F WealthPlan Investment Management, LLC 3.444 22,17 563 30,63
2026-05-08 13F Prime Capital Investment Advisors, LLC 63.949 160,45 10.461 178,41
2026-04-27 13F Sound Income Strategies, LLC 81 32,79 14 44,44
2026-04-28 13F Nbt Bank N A /ny 413 169,93 68 6,35
2026-05-11 13F Aptus Capital Advisors, LLC 2.153 352
2026-05-01 13F Fifth Third Bancorp 9.326 1.525
2026-05-01 13F International Assets Investment Management, Llc 25.473 9,65 4.249 19,56
2026-05-15 13F Aqr Capital Management Llc 4.749 777
2026-05-12 13F Innovative Asset Advisors Group, LLC 1.154 189
2026-05-14 13F Baird Financial Group, Inc. 64.760 1.546,16 10.593 1.662,56
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 47.417 331,02 7.756 360,84
2026-04-23 13F Ferguson Shapiro LLC 37.076 9,15 6.065 16,68
2026-05-14 13F We Are One Seven, LLC 23.154 56,56 3.788 67,34
2026-04-16 13F Tandem Capital Management Corp /adv 5.855 52,08 958 62,48
2026-04-21 13F Wedbush Securities Inc 23.933 5,04 4 0,00
2026-04-29 13F CVA Family Office, LLC 16 3
2026-05-15 13F Tradition Wealth Management, LLC 7.118 28,07 1.164 36,94
2026-05-15 13F Jones Financial Companies Lllp 203.908 52,66 32.524 59,06
2026-05-12 13F/A Signature Securities Group Corporation 5.930 33,08 970 42,44
2026-05-05 13F Smith, Moore & Co. 5.648 52,44 924 62,79
2026-04-15 13F WESPAC Advisors SoCal, LLC 67.149 27,69 10.984 36,52
2026-04-22 13F Onyx Bridge Wealth Group LLC 1.885 12,14 308 19,84
2026-04-23 13F SJS Investment Consulting Inc. 90 15
2026-04-24 13F National Asset Management, Inc. 1.362 215
2026-05-05 13F Gaddis Premier Wealth Advisors LLC 30.881 2,53 5.052 9,61
2026-05-15 13F Advisor Group Holdings, Inc. 246.169 23,16 40.276 31,65
2026-05-05 13F UBS Group AG Call 12.500 2.045
2026-05-05 13F UBS Group AG 1.608.027 26,83 263.041 35,59
2026-05-15 13F Qube Research & Technologies Ltd 565 92
2026-04-27 13F Moran Wealth Management, LLC 10.679 36,12 1.747 45,50
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 1.685 276
2026-04-17 13F Forefront Wealth Partners, LLC 13.378 19,95 2.188 28,25
2026-05-15 13F Citadel Advisors Llc Put 2.400 393
2026-05-15 13F Citadel Advisors Llc 45.794 7.491
2026-04-24 13F APCM Wealth Management for Individuals 17.775 12,45 2.908 20,22
2026-04-09 13F Acropolis Investment Management, LLC 9.208 315,15 1.506 344,25
2026-04-21 13F Unique Wealth, Llc 2.393 391
2026-05-15 13F Citadel Advisors Llc Call 20.300 283,02 3.321 309,37
2026-05-11 13F TD Capital Management LLC 444 441,46 73 500,00
2026-04-30 13F Financial Freedom, LLC 64 10
2026-05-15 13F Silver Grove Financial Group, Inc. 70 11
2026-01-29 13F Concurrent Investment Advisors, LLC 33.948 147,58 5.195 150,80
2026-05-14 13F Simplex Trading, Llc 552 90
2026-05-13 13F AE Wealth Management LLC 16.912 37,69 2.766 47,21
2026-05-04 13F Savant Capital, LLC 2.057 336
2026-05-14 13F Us Bancorp \de\ 1.149 21,33 188 29,86
2026-05-01 13F 180 Wealth Advisors, Llc 2.054 28,13 336 37,14
2026-05-15 13F Ameriflex Group, Inc. 720 239,62 118 265,63
2026-05-13 13F Ci Investments Inc. 3.077 3,36 503 10,55
2026-02-12 13F Commonwealth Equity Services, Llc 266.437 32,55 40.770 135.800,00
2026-05-05 13F IMC-Chicago, LLC 1.513 247
2026-05-07 13F Symphony Financial Services, Inc. 4.916 5,38 804 12,76
2026-04-23 13F J.w. Cole Advisors, Inc. 20.822 9,10 3.406 30,25
2026-04-30 13F Private Trust Co Na 2.413 12,81 395 20,49
2026-05-04 13F Mml Investors Services, Llc 189.273 53,57 30.961 64,17
2026-05-07 13F Northwestern Mutual Wealth Management Co 218.109 36,95 35.678 46,40
2026-05-11 13F Ashton Thomas Private Wealth, LLC 8.931 20,97 1.461 29,32
2026-04-15 13F Signature Estate & Investment Advisors Llc 10.771 60,81 1.762 71,97
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 900 147
2026-05-15 13F Equitable Holdings, Inc. 73.474 20,73 11.256 20,87
2026-03-12 13F Nalls Sherbakoff Group, Llc 205 28,12 31 93,75
2026-05-13 13F Franklin Resources Inc 1.640 22,39 268 30,73
2026-04-07 13F Deane Retirement Strategies, Inc. 21.203 3.464
2026-04-28 13F Golden State Wealth Management, LLC 14.517 207,96 2.375 229,26
2026-05-08 13F Pnc Financial Services Group, Inc. 2.441 37,99 399 47,78
2026-05-14 13F Northern Trust Corp 1.798 294
2026-05-15 13F Morgan Stanley 3.245.231 10,05 530.855 17,64
2026-02-12 13F CIBC Private Wealth Group, LLC 247 45,29 38 48,00
2026-04-27 13F Beacon Financial Advisory LLC 1.928 315
2026-04-24 13F KPP Advisory Services LLC 34.808 65,95 5.694 77,41
2026-04-27 13F Trademark Financial Management, LLC 2.234 365
2026-04-16 13F VVR Holdings LLC 14.636 2.394
2026-04-14 13F Prospera Financial Services Inc 18.072 27,99 2.958 36,83
2026-05-14 13F Claudia M.p. Batlle, Crp (r) Llc 7.349 8,04 1.202 15,58
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 6.250 288,68 1.022 315,45
2026-05-12 13F Great Diamond Partners, LLC 1.706 2,03 279 9,41
2026-04-20 13F Longview Financial Advisors, Inc. 25 4
2026-05-05 13F Bank of New York Mellon Corp 43.019 7.037
2026-04-22 13F Princeton Global Asset Management LLC 3.177 0,03 520 6,79
2026-04-24 13F Black Swift Group, LLC 64.712 5,50 10.586 12,75
2026-05-14 13F Cumberland Partners Ltd 22.591 3.695
2026-05-04 13F Geneos Wealth Management Inc. 2.106 61,50 344 72,86
2026-04-22 13F Clear Creek Financial Management, LLC 19.577 51,54 3.202 62,04
2026-05-13 13F Buckingham Strategic Partners 11.177 200,38 1.828 221,27
2026-05-12 13F Jane Street Group, Llc Call 7.400 1.210
2026-05-12 13F Jane Street Group, Llc Put 5.100 834
2026-04-16 13F CPR Investments Inc. 1.514 248
2026-04-16 13F Everstar Asset Management, LLC 2.291 375
2026-04-29 13F/A Salem Investment Counselors Inc 2.845 96,21 465 110,41
2026-05-11 13F Wells Fargo & Company/mn 1.308.056 27,75 213.972 36,57
2026-04-13 13F Arwa Llc 1.485 262
2026-05-15 13F Perennial Investment Advisors, LLC 2.759 1,21 451 8,15
2026-05-01 13F/A Lodestone Wealth Management LLC 12 2
2026-05-13 13F PKS Advisory Services, LLC 5.776 7,06 947 14,79
2026-05-13 13F Alpha Financial Partners, LLC 9.308 1.523
2026-05-08 13F Steward Partners Investment Advisory, Llc 67.714 154,53 11.077 172,14
2026-04-10 13F Intellectus Partners, LLC 4.987 2,07 816 9,10
2026-04-22 13F Bravera Wealth 405 44,64 66 57,14
2026-05-04 13F Envestnet Asset Management Inc 384.487 105,98 62.894 120,19
2026-05-01 13F FDx Advisors, Inc. 7.993 1
2026-05-14 13F McKinney Capital Management, LLC 3.971 650
2026-05-14 13F Liberty One Investment Management, Llc 9.624 1.574
2026-04-24 13F Alaska Permanent Capital Management 54.841 7,74 8.950 14,88
2026-05-15 13F Beacon Pointe Advisors, LLC 4.540 743
2026-04-10 13F Financial Partners Group, Inc 3.632 1,48 594 0,68
2026-06-01 13F Concorde Asset Management, LLC 24.835 867,10 4.063 936,22
2026-05-12 13F Ausdal Financial Partners, Inc. 5.595 11,48 915 19,30
2026-05-11 13F Savvy Advisors, Inc. 4.728 199,81 773 220,75
2026-04-13 13F Waycross Investment Management Co 34.633 119,77 5.665 134,96
2026-05-08 13F Addison Advisors LLC 4.582 750
2026-04-20 13F SILVER OAK SECURITIES, Inc 1.989 60,79 325 71,05
2026-05-15 13F Mercer Global Advisors Inc /adv 3.767 616
2026-05-15 13F/A Independent Financial Group, Llc 28.326 52,45 4.634 62,96
2026-04-14 13F Focus Financial Network, Inc. 3.217 66,60 526 78,31
2026-04-23 13F Summit Wealth Group Llc / Co 3.410 0,53 558 7,32
2026-04-09 13F Baron Financial Group, LLC 1.595 8,95 261 16,07
2026-05-13 13F Visionary Wealth Advisors 10.951 42,87 1.791 52,82
2026-04-21 13F Columbus Macro, LLC 1.928 13,68 315 21,62
2026-04-23 13F Oppenheimer & Co Inc 41.400 9,19 6.772 16,74
2026-05-12 13F Stifel Financial Corp 276.970 5,97 45.325 13,28
2026-05-19 13F Sonoma Allocations LLC 1.966 328
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 340.004 59,20 56 71,88
2026-05-15 13F Susquehanna International Group, Llp 61.937 21,63 10.132 30,02
2026-05-15 13F FIL Ltd 303.882 13,89 49.709 21,32
2026-05-12 13F Thoroughbred Financial Services, Llc 6.579 58,99 1
2026-04-16 13F Cambridge Advisors Inc. 10.299 10,69 1.685 18,34
2026-04-17 13F Outlook Wealth Advisors, LLC 4.896 7,04 801 14,45
2026-05-07 13F Facet Wealth, Inc. 2.166 354
2026-05-05 13F Mjp Associates Inc /adv 1.860 6,53 304 13,86
2026-05-12 13F Operose Advisors LLC 610 0,16 100 6,45
2026-05-16 13F Sunbelt Securities, Inc. 14.529 20,94 2.377 29,27
2026-04-17 13F United Advisor Group, LLC 6.986 11,08 1.143 18,71
2026-04-22 13F Apollon Financial, LLC 3.088 505
2026-04-27 13F Financial Services Advisory Inc 4.476 2,50 732 9,58
2026-05-07 13F Dakota Wealth Management 11.098 1.815
2026-05-08 13F SHP Wealth Management 114 19
2026-02-18 13F Skyview Financial Group LLC 7.778 1.190
2026-05-11 13F Pecaut & Co. 49.962 1,48 8.173 8,48
2026-05-15 13F Warren Averett Asset Management, LLC 34.266 96,20 5.605 109,77
2026-04-17 13F Ignite Planners, LLC 3.644 3,14 596 2,41
2026-05-15 13F Kcm Investment Advisors Llc 3.256 44,78 533 54,65
2026-05-14 13F Allworth Financial LP 947 145,97 155 165,52
2026-05-13 13F Federation des caisses Desjardins du Quebec 58.206 11,75 9.521 19,46
2026-05-14 13F EP Wealth Advisors, Inc. 1.622 265
2026-05-07 13F Greykasell Wealth Strategies, Inc. 1.085 177
2026-04-29 13F Integrity Investment Advisors, LLC 7.704 18,34 1.260 26,51
2026-03-27 13F Prosperity Wealth Management, Inc. 1.378 211
2026-04-20 13F Fiduciary Alliance LLC 57.171 3,77 10.289 22,05
2026-04-22 13F Kapstone Financial Advisors LLC 2.511 411
2026-05-13 13F Ameritas Investment Partners, Inc. 1.597 3,57 261 11,06
2026-04-29 13F Strategic Blueprint, LLC 1.874 5,88 307 13,33
2026-05-15 13F/A Arrowroot Family Office, LLC 7.244 1.185
2026-04-20 13F Kestra Private Wealth Services, Llc 22.874 108,06 3.742 122,41
2026-04-28 13F Kingswood Wealth Advisors, Llc 31.310 21,36 5.122 29,74
2026-05-12 13F Benson Wealth Management INC 8.560 1.400
2026-05-13 13F Cascade Investment Group, Inc. 2.306 39,17 377 49,01
2026-05-08 13F Resources Investment Advisors, LLC. 5.369 135,28 878 151,58
2026-04-24 13F Medallion Wealth Advisors, LLC 1.375 6,18 225 13,13
2026-04-27 13F Qrg Capital Management, Inc. 1.334 218
2026-02-13 13F Colony Group, LLC 8.443 49,33 1.292 51,29
2026-04-08 13F Dynamic Advisor Solutions LLC 2.418 19,58 396 27,83
2026-05-07 13F Advisor OS, LLC 1.860 6,53 304 13,86
2026-05-14 13F Purewater Capital LLC 1.369 224
2026-05-14 13F CIBC World Markets Inc. 9.203 227,28 1.505 250,00
2026-04-15 13F Merit Financial Group, LLC 20.040 81,39 3.278 93,96
2026-05-11 13F Rossby Financial, LCC 1.168 1,48 195 10,23
2026-05-11 13F Clarendon Private LLC 1.533 0,07 251 6,84
2026-04-29 13F Cary Street Partners Financial Llc 1.907 2,31 312 9,12
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 8.581 1.404
2026-05-11 13F Citigroup Inc 162.585 37,56 26.596 47,06
2026-05-11 13F Guardian Capital, LLC 1.520 249
2026-05-15 13F Manufacturers Life Insurance Company, The 21.725 127,61 3.554 143,36
2026-05-13 13F Ubs Asset Management Americas Inc 1.554 40,51 254 50,30
2026-04-27 13F BIP Wealth, LLC 22.884 7,30 3.743 14,71
2026-05-13 13F Signature Equity Partners, LLC 6.800 67,57 1.112 79,35
2026-04-24 13F Alexis Investment Partners, LLC 9.468 1.492
2026-05-04 13F Entelevest, LLC 2.144 351
2026-04-28 13F PCG Wealth Advisors, LLC 36.256 6,59 5.931 13,95
2026-05-12 13F Atlantic Union Bankshares Corp 191 31
2026-05-06 13F Sentinus, LLC 3.608 0,61 590 7,66
2026-04-14 13F Wealthcare Advisory Partners LLC 48.395 0,69 7.916 7,64
2026-05-04 13F N.E.W. Advisory Services LLC 26.502 328,42 4.335 358,25
2026-05-15 13F Summit Financial, LLC 11.844 35,34 1.937 44,66
2026-04-27 13F Revisor Wealth Management LLC 1.788 8,50 293 13,62
2026-05-04 13F Concentrum Wealth Management 5.438 27,00 890 35,73
2026-05-13 13F BlackRock, Inc. 148 24
2026-05-12 13F Kovack Advisors, Inc. 6.087 46,99 933 47,39
2026-05-06 13F Meridian Wealth Management, LLC 1.954 320
2026-04-28 13F Journey Beyond Wealth, LLC 17.099 70,87 2.797 82,69
2026-04-29 13F Proactive Wealth Strategies LLC 7.877 96,38 1.289 110,11
2026-05-15 13F Advisory Services Network, LLC 4.919 9,46 805 17,03
2026-05-11 13F Capital Square, LLC 3.348 151,92 627 208,37
2026-05-15 13F National Bank Of Canada /fi/ 1.635 62,85 267 74,51
2026-05-07 13F Avidian Wealth Solutions, LLC 2.143 351
2026-05-12 13F Creative Planning 4.515 54,10 739 64,73
2026-05-12 13F Barometer Capital Management Inc. 2.200 360
2026-05-13 13F Private Wealth Advisors, LLC 13.659 2.234
2026-05-15 13F Keating Financial Advisory Services, Inc. 1.329 217
2026-05-08 13F Stonebridge Financial Planning Group, LLC 9.598 5,37 1.570 12,71
2026-05-12 13F Kingsview Wealth Management, LLC 45.000 18,34 7.361 26,52
2026-04-30 13F Csenge Advisory Group 13.694 8,19 2.240 15,70
2026-05-13 13F Mariner, LLC 31.069 173,69 5.082 192,57
2026-04-17 13F Wealthbridge Capital Management, Llc 38.270 5,84 6.260 13,16
2026-05-13 13F Clearwater Capital Advisors, LLC 3.250 21,72 532 30,15
2026-04-16 13F ARS Investment Partners, LLC 9.911 1,83 1.621 8,87
2026-04-27 13F Victory Financial Group, Llc 1.326 217
2026-05-05 13F Kickstand Ventures, Llc. 32.137 0,04 5.257 6,94
2026-05-11 13F Great Valley Advisor Group, Inc. 20.693 34,18 3.385 43,45
2026-04-16 13F Balboa Wealth Partners 2.150 352
2026-04-30 13F Madison Wealth Partners, Inc 3.548 137,64 580 154,39
2026-05-01 13F Johnson Investment Counsel Inc 2.059 337
2026-05-15 13F Tudor Investment Corp Et Al 4.259 697
2026-05-13 13F Scotia Capital Inc. 3.675 12,08 601 19,96
2026-05-06 13F Main Street Group, LTD 30 5
2026-05-13 13F Fortress Private Ledger, Llc 1.643 269
2026-04-23 13F Impact Partnership Wealth, LLC 1.301 213
2026-05-14 13F StoneX Group Inc. 16.693 111,46 2.731 126,18
2026-05-01 13F Avion Wealth 10 0
2026-05-18 13F Arkadios Wealth Advisors 10.315 610,40 1.687 659,91
2026-05-13 13F SRS Capital Advisors, Inc. 25.086 52,20 4.103 62,69
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 6.102 21,10 998 29,44
2026-04-29 13F WPG Advisers, LLC 29.648 409,94 4.850 445,44
2026-05-13 13F O'shaughnessy Asset Management, Llc 504 0,60 82 7,89
2026-05-15 13F Legacy Capital Wealth Partners, LLC 4.034 660
2026-04-24 13F Essex Financial Services, Inc. 1.421 1,43 233 8,41
2026-05-11 13F Aprio Wealth Management, LLC 132.078 21,09 21.605 29,45
2026-05-11 13F MCF Advisors LLC 3.453 17.165,00 565 18.700,00
2026-05-04 13F Global View Capital Management LLC 3.185 38,06 521 47,59
2026-05-13 13F Principal Securities, Inc. 21.383 33,75 3.498 42,97
2026-05-08 13F Fire Capital Management LLC 4.957 811
2026-05-12 13F Voya Financial Advisors, Inc. 1.779 284
2026-05-15 13F Old Mission Capital Llc 47.616 24,23 7.789 32,80
2026-04-22 13F Uniting Wealth Partners, LLC 6.688 1.094
2026-05-15 13F Royal Bank Of Canada 441.118 62,06 72.158 73,25
2026-05-05 13F Solutions 4 Wealth, Ltd 4.556 745
2026-04-16 13F Annex Advisory Services, LLC 1.786 292
2026-05-12 13F Riggs Asset Managment Co. Inc. 3.384 56,02 554 67,07
2026-05-14 13F HighPoint Advisor Group LLC 17.919 7,84 2.931 15,30
2026-04-24 13F Oakworth Capital, Inc. 119 19
2026-04-30 13F Simplicity Wealth,LLC 4.075 667
2026-05-11 13F Accordant Advisory Group Inc 8 1
2026-05-11 13F Legacy Edge Advisors, LLC 95.789 1,59 15.669 8,60
2026-05-05 13F Atria Investments Llc 197.827 591,92 32.361 639,83
2026-04-30 13F Titleist Asset Management, Llc 7.359 9,70 1.204 17,25
2026-04-28 13F Golden State Equity Partners 1.547 253
2026-05-07 13F Legacy Wealth Managment, LLC/ID 7.557 12,12 1.236 19,88
2026-04-08 13F Wealthspan Partners, Llc 5.707 31,86 934 40,94
2026-05-05 13F 4J Wealth Management LLC 2.162 354
2026-05-12 13F Moneta Group Investment Advisors Llc 5.334 4,26 873 11,51
2026-04-22 13F HMS Capital Management, LLC 40.471 6.620
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