Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF eröffnet haben, gehören AssuredPartners Investment Advisors, LLC, Cerity Partners LLC, Hills Bank & Trust Co, Beaumont Financial Advisors, LLC, Diversify Wealth Management, Llc, Cove Private Wealth, LLC, Aprio Wealth Management, LLC, Arkadios Wealth Advisors, Walser Wealth Management Company, A Ltd Liability Co, Spartan Wealth Advisory Services LLC, Livet Wealth, LLC, Curbstone Financial Management Corp, Warren Averett Asset Management, LLC, Beacon Financial Planning, Inc, Farnam Financial LLC, Fortune Financial Group, Inc., Summit Trail Advisors, Llc, Meridian Wealth Management, LLC, Csenge Advisory Group, und Seeds Investor Llc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Focused Alpha, Llc | 34.120 | 1,39 | 827 | 1,22 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 990.460 | 3,23 | 24.009 | 3,06 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 313.639 | 17,10 | 7.603 | 16,90 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 34.170 | 240,24 | 828 | 240,74 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 564 | -33,06 | ||||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 245.120 | 2,18 | 5.942 | 2,01 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 612.998 | 1,87 | 14.859 | 1,70 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 564.254 | 7,38 | 13.700 | 7,11 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 58.483 | 0,65 | 1.418 | 0,50 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 125.335 | 12,28 | 3.038 | 12,10 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 186.057 | 1,59 | 4.510 | 1,44 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9.059 | 0,04 | 220 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 102.620 | 26,77 | 2.488 | 26,56 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 14.360 | 12,01 | 348 | 11,90 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 48.942 | 0,32 | 1.186 | 0,17 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 46.618 | 13,81 | 1.130 | 13,68 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 144.099 | 15,58 | 3.481 | 14,92 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 8.500 | 206 | ||||||
| 2026-05-01 | 13F | Rossmore Private Capital | 110.108 | 7,20 | 2.669 | 7,06 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9.571 | 232 | ||||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 857.584 | 6,73 | 20.788 | 6,56 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 330.998 | 57,05 | 8.023 | 56,79 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 61.475 | 2,06 | 1.490 | 1,92 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 7.460 | 3,01 | 181 | 2,86 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 33.124 | 41,29 | 803 | 40,95 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 75.147 | 0,47 | 1.822 | 0,33 | ||||
| 2026-04-06 | 13F | CX Institutional | 575 | 0,70 | 0 | |||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 9.056 | 4,72 | 220 | 4,78 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 338.044 | 3,15 | 8.194 | 2,99 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 4.716 | 114 | ||||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 25.823 | 3,00 | 626 | 2,80 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 47.931 | 1.161 | ||||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 398.278 | 11,07 | 9.673 | 10,99 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 32.275 | 2,22 | 782 | 2,09 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 216.807 | 1,39 | 5.255 | 1,23 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 269.497 | 33,60 | 6.533 | 33,39 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 52.695 | 2,27 | 1.277 | 2,16 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 20.472 | 496 | -1,78 | |||||
| 2026-05-14 | 13F | Tableaux Llc | 30.306 | 51,27 | 735 | 51,03 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 51.437 | 1.247 | ||||||
| 2026-05-13 | 13F | Black Cypress Capital Management, LLC | 5.800 | 75,76 | 141 | 75,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 272.482 | 0,30 | 6.605 | 0,14 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 29.322 | 23,61 | 711 | 23,48 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 16.306 | 0,01 | 395 | 0,00 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 85.133 | 40,38 | 2.064 | 40,15 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 113.786 | 614,78 | 2.758 | 614,51 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 61.533 | 6,45 | 1.492 | 6,27 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 556.683 | 6,65 | 13.494 | 6,47 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 15.941 | 386 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 31.643 | 767 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 257.207 | 204,79 | 6.238 | 204,59 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 53.485 | 464,13 | 1.296 | 463,48 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 11.277 | 10,23 | 273 | 10,08 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1.003.964 | 25,17 | 24.336 | 24,97 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 148.278 | 1,28 | 3.594 | 1,13 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 71.499 | 1,12 | 1.733 | 0,99 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 859 | -31,14 | ||||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 42.175 | 23,41 | 1.022 | 23,28 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.710.353 | 4,48 | 41.459 | 4,31 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 105.135 | 2,29 | 3 | 0,00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 28.946 | 6,69 | 702 | 6,53 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2.838 | 69 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 246.380 | 42,52 | 6 | 25,00 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 33.489 | 22,25 | 812 | 21,95 | ||||
| 2026-05-14 | 13F | Peloton Wealth Strategists | 351.820 | 0,40 | 9 | 0,00 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 2.089 | 0,67 | 51 | 0,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.437.609 | 5,83 | 83.328 | 5,65 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 2.310 | 548,88 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 14.646 | 0,50 | 355 | 0,57 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 265.210 | 0,35 | 6.429 | 0,19 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 88.262 | 2.132 | ||||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 250.308 | 27,26 | 6.067 | 27,06 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 12.800 | 310 | ||||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 170.074 | 11,69 | 4.123 | 11,50 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 398.322 | 3,22 | 9.655 | 3,05 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 68.500 | 5,06 | 1.660 | 4,86 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 15.980 | 387 | ||||||
| 2026-05-13 | 13F | Crews Bank & Trust | 222.525 | 4,55 | 5.394 | 4,39 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 77.378 | 34,86 | 1.876 | 34,60 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 29.808 | 2,38 | 723 | 2,27 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 15.178 | 0,70 | 368 | 0,55 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 201.097 | 30,68 | 4.875 | 30,46 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 34.137 | 32,79 | 827 | 32,53 | ||||
| 2026-01-29 | 13F | Comerica Bank | 48.253 | 16,97 | 1.172 | 16,63 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 29.655 | 719 | ||||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 83.433 | 9,44 | 2.022 | 9,30 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 483.816 | 10,62 | 11.728 | 10,43 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 15.632 | 0,74 | 379 | 0,53 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 8.285 | 47,63 | 201 | 47,06 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 63.106 | 12,84 | 1.530 | 12,68 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8.907 | 216 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.819.241 | 5,76 | 44.040 | 5,44 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 680.902 | 16,01 | 16.505 | 15,82 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 15.200 | 3,40 | 368 | 3,37 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 108.274 | 1,46 | 2.625 | 1,31 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 280.567 | 15,54 | 6.801 | 15,35 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 251.668 | 4,20 | 6.100 | 4,04 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 65 | 0,00 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 4.400.005 | 6,29 | 106.656 | 6,12 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 21.712 | 526 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 23.751 | 0,23 | 576 | 0,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 22.769 | 1.521,72 | 552 | 1.520,59 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 118.459 | 3,78 | 2.871 | 3,61 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 56.945 | 0,01 | 1.380 | -0,14 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4.553 | 80,46 | 110 | 80,33 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 13.663 | 11,24 | 331 | 11,07 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1.295.766 | 1,45 | 31.409 | 1,29 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 10.488 | -2,06 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 159.136 | 5,95 | 3.857 | 5,79 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 55.515 | 3,16 | 1.346 | 2,99 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 117.124 | 6,55 | 2.839 | 6,41 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 48.515 | 1.176 | ||||||
| 2026-04-13 | 13F | Mlp3, Llc | 215 | 0,00 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15.138 | 24,24 | 367 | 24,07 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 192.727 | 6,54 | 4.672 | 6,35 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 893.964 | 10,59 | 21.670 | 10,40 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.375.777 | 0,85 | 81.829 | 0,68 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 19.600 | 0,01 | 475 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 375.764 | 27,83 | 9.109 | 27,62 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 772.155 | 1,22 | 18.717 | 1,06 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 20.757 | 73,70 | 503 | 73,45 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 18.490 | 448 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 11.928 | 3,51 | 289 | 3,58 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 88.225 | 10,27 | 2.139 | 10,09 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 263.207 | 5,41 | 6 | 0,00 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10.073 | 244 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 582.167 | 16,49 | 14.112 | 117.491,67 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 279.164 | 64,34 | 6.761 | 63,94 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.263.390 | 9,25 | 103.345 | 9,07 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 167.679 | 2,74 | 4.056 | 2,37 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 110.707 | 1,49 | 2.684 | 1,32 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 10.150 | 19,41 | 246 | 19,42 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 15.528 | 13,49 | ||||||
| 2026-05-12 | 13F | Meiji Yasuda Life Insurance Co | 755.000 | 32,92 | 18.301 | 32,70 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.455.970 | 6,99 | 35.293 | 6,81 | ||||
| 2026-05-07 | 13F | Hamel Associates, Inc. | 272.676 | 4,86 | 6.610 | 4,69 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 189.888 | 6,71 | 4.603 | 6,53 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 121.268 | 14,74 | 2.940 | 14,54 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 715 | 17 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 79.079 | 1.917 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 222.935 | 0,83 | 5.399 | 0,41 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 80.828 | 2,37 | 1.959 | 2,19 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 145.628 | 4,18 | 3.530 | 4,04 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 23.889 | -4,22 | ||||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 11.710 | 5,88 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 731.736 | 137,41 | 17.767 | 136,82 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 244.671 | 104,56 | 5.921 | 103,89 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 9.416 | 229 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 11.383 | 276 | ||||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 86.797 | 0,10 | 2.104 | -0,10 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 72.703 | 8,55 | 1.762 | 8,36 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 11.245 | 1,06 | 272 | 0,37 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 27.597 | 0,11 | 669 | -0,15 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 22.478 | 9,77 | 545 | 9,46 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 1.762.449 | 8,72 | 42.722 | 8,54 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 32.000 | 776 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 121.828 | 17,79 | 2.953 | 17,60 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 19.430 | 471 | -0,21 | |||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.551 | 1,51 | 38 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 261.023 | 3,57 | 6.380 | 4,01 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 39.151 | 0,51 | 949 | 0,42 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 1.217.920 | 4,04 | 29.522 | 3,87 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 233.352 | 2,73 | 5.656 | 2,56 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 739.406 | 90,23 | 17.923 | 89,92 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5.976 | -4,58 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 28.715 | 2,99 | 1 | |||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 67.945 | 44,23 | 1.647 | 44,01 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 701.448 | 4,81 | 17.003 | 4,65 | ||||
| 2026-04-24 | 13F | Balentine LLC | 47.020 | 0,62 | 1.140 | 0,44 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 323.661 | 136,00 | 7.846 | 135,66 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 83.371 | 296,99 | 2 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 26.805 | 5,78 | 647 | 5,20 | ||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 10.003 | 242 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 46.997 | 1,21 | 1.141 | 0,97 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 334.454 | 3,74 | 8.107 | 3,58 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 4.286 | 1,93 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 59.975 | 1.454 | ||||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 2.048.974 | 3,34 | 49.667 | 3,17 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 207.912 | 5,70 | 5.040 | 5,53 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 24.597 | 10,63 | 596 | 10,58 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 986.619 | 6,68 | 23.916 | 6,51 | ||||
| 2026-04-13 | 13F | Trust Co | 6.938 | 0,35 | 168 | 0,60 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 34.856 | 0,70 | 845 | 0,48 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 89.383 | 3,27 | 2.167 | 3,09 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 283.263 | 6,19 | 6.852 | 5,64 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 60.571 | 249,50 | 1.468 | 249,52 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 2.590 | 0,70 | 63 | 0,00 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 172.785 | 4,07 | 4.188 | 3,89 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 83.159 | 814,04 | 2.016 | 815,91 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 44.015 | 0,73 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 786 | 0,77 | 19 | 5,56 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9.267.348 | 3,49 | 224.641 | 3,32 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 18.649 | 452 | ||||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 9.400 | 228 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 354.327 | 17,09 | 8.589 | 16,89 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 203.090 | 1,78 | 4.923 | 1,61 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 10.540 | 1,06 | 255 | 0,79 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 8.440 | 0,70 | 205 | 0,49 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 60.053 | 0,53 | 1.458 | 0,34 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 52.598 | 4,46 | 1.275 | 4,26 | ||||
| 2026-05-07 | 13F | First National Trust Co | 579.749 | 32,34 | 14.053 | 32,13 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 49.937 | 28,43 | 1.210 | 28,18 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 9.661 | 7,98 | 234 | 7,83 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 30.344 | 20,29 | 736 | 20,10 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 24.210 | 6,77 | 587 | 6,55 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 36.654 | 3,04 | 888 | 2,90 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5.201.127 | 0,49 | 126.075 | 0,34 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 9.126 | 0,37 | 221 | 0,45 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 591.182 | 59,52 | 14.330 | 59,26 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 102.848 | 11,96 | 2.493 | 11,79 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 307.305 | 1,87 | 7.449 | 1,71 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 110.552 | 4,20 | 2.680 | 4,04 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 14.390 | 349 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 837 | 0,84 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.791 | 13,73 | 68 | 13,56 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 1.620 | 39 | ||||||
| 2026-05-07 | 13F | Jefferson Bridge Capital, LLC | 60.133 | 2,78 | 1.458 | 2,61 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 112.741 | 30,21 | ||||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 9.342 | 0,31 | 226 | 0,00 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 23.798 | 110,51 | 577 | 110,22 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 11.996 | 0,37 | 291 | 0,00 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 147.070 | 2,45 | 3.552 | 1,92 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 15.382 | 373 | -6,30 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6.155 | 149 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 99.257 | 14,18 | 2.406 | 13,98 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 135.396 | 3,60 | 3.282 | 3,40 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 72.465 | 50,72 | 1.757 | 50,47 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 46.823 | 5,27 | 1.134 | 5,10 | ||||
| 2026-04-29 | 13F | Es4, Llc | 215.592 | 0,70 | 5.226 | 0,52 | ||||
| 2026-04-24 | 13F | United Community Bank | 12.580 | 305 | ||||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 49.557 | 1.201 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 54.274 | 37,19 | 1.316 | 36,98 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 21.896 | 4,22 | 531 | 3,92 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 242.321 | 35,34 | 5.862 | 34,83 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.777 | 43 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 281.089 | 7,53 | 6.814 | 7,34 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 18.143 | 1,87 | 440 | 1,62 | ||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 57.473 | 5,54 | 1.393 | 5,37 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 34.024 | 2,94 | 825 | 2,61 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 203.315 | 2,89 | 4.928 | 2,73 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 11.875 | 288 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 12.453 | 22,04 | 0 | |||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 375.457 | 6,27 | 9.101 | 6,10 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 136.758 | 3.315 | 1,31 | |||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2.000 | 48 | ||||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 13.330 | 44,84 | 323 | 44,84 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 46.641 | 11,95 | 1.131 | 11,77 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 27.128 | 179,53 | 657 | 179,57 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 5.266 | 2,63 | ||||||
| 2026-05-11 | 13F | American Money Management, LLC | 17.797 | 0,01 | 431 | -0,23 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 6.825 | 214,52 | 165 | 217,31 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 5.244 | 127 | ||||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 615 | -0,16 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 258.026 | 20,45 | 6.233 | 19,82 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 3.300 | 80 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 59.021 | 25,31 | 1.431 | 25,11 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 76.976 | 2,58 | 1.866 | 2,42 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 3.500 | 85 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 108.359 | 1,64 | 2.627 | 1,47 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 236.946 | 0,46 | 5.744 | 0,30 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 666.245 | 4,56 | 16.150 | 4,38 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 56.564 | 0,81 | 1.371 | 0,66 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.150.506 | 1,53 | 27.888 | 1,36 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 38.294 | 5,11 | 928 | 4,98 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 187.025 | 19,41 | 4.533 | 19,23 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 143.164 | 4,85 | 3.470 | 4,68 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 38.940 | 0,04 | 944 | -0,21 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 1.420.636 | 63,96 | 34.436 | 59,31 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 88.107 | 3,34 | 2.136 | 3,14 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 5.850 | 39,29 | 142 | 39,60 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 466.908 | 7,43 | 11.318 | 7,25 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 0 | 0 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 451.426 | 201,34 | 10.943 | 200,85 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 1.465.127 | 4,50 | 35.515 | 4,33 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 12.191 | 7,66 | 296 | 7,66 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 34.727 | 15,03 | 839 | 14,32 | ||||
| 2026-04-07 | 13F | InvesTrust | 347.814 | 1,13 | 8.431 | 0,97 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 13.404 | 325 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1.933.008 | 4,95 | 46.856 | 4,78 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 16.185 | 392 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 18.691 | 37,97 | 453 | 38,11 | ||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 45.104 | 45,91 | 1.093 | 45,73 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 233.185 | 83,74 | 5.652 | 0,71 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 31.214 | 757 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 9.103 | 221 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 787.989 | 7,90 | 19.101 | 7,72 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 171.240 | 28,08 | 4.151 | 27,85 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 614.150 | 16,31 | 14.887 | 16,12 | ||||
| 2026-04-10 | 13F | Novem Group | 520.477 | 26,67 | 12.616 | 26,46 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 5.318 | 129 | ||||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 259.209 | 6.283 | 6,28 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 813 | 0,62 | 20 | 0,00 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1.371.208 | 8,92 | 33.238 | 8,75 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 26.619 | 14,33 | 644 | 13,98 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 114.766 | 9,94 | 2.782 | 9,75 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 117.004 | 28,06 | 2.836 | 27,86 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 1.269.820 | 2,61 | 30.780 | 2,44 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.537.007 | 17,58 | 37.319 | 120.280,65 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 75.236 | 8,64 | 1.824 | 8,45 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 9.667 | 0 | ||||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 15.048 | 26,54 | 364 | 26,39 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4.510 | 8,49 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 293.757 | 3,06 | 7.121 | 2,89 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 98.054 | 168,16 | 2.377 | 167,87 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 26.265 | 5,47 | 637 | 5,30 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 41.128 | 13,14 | 997 | 12,93 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 34.323 | 2,59 | 832 | 2,46 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 119.133 | 59,44 | 2.888 | 59,15 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 9.001 | 0,70 | 218 | 0,46 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 18.500 | 23,33 | 448 | 23,08 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 104.366 | 7,68 | 2.530 | 7,48 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 222.541 | 0,21 | 5 | 0,00 |
