Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF eröffnet haben, gehören Macro Advisors, Inc., RPg Family Wealth Advisory, LLC, Philadelphia Investment Partners, LLC, Beacon Financial Group, Castle Wealth Management Llc, Guyasuta Investment Advisors Inc, Toroso Investments, LLC, TRB Wealth Management, LLC, David Kennon Inc, Wills Financial Group LLC, Integrated Advisors Network LLC, Global Assets Advisory, LLC, AssuredPartners Investment Advisors, LLC, ATX Financial Planning, LLC, Alpha Zero LLC, Eddie Patel Inc, Sovereign Financial Group, Inc., Financial Solutions Advisory Group, Inc., Segall Bryant & Hamill, Llc, und Riverstone Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 129.706 | 6,11 | 6.561 | 5,76 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 23.512 | 0,66 | 1.190 | 0,76 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 10.747 | 1,56 | 544 | 1,12 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 10.767 | 545 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2.068 | 0 | ||||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 21.363 | 0,11 | 1.081 | 0,19 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 21.272 | 65,14 | 1.077 | 65,28 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 18.833 | 31,26 | 953 | 31,45 | ||||
| 2026-05-08 | 13F | Bokf, Na | 328.803 | 2,10 | 16.644 | 2,19 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 227.396 | 6,76 | 11.511 | 6,84 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 4.377 | 0,76 | 222 | 0,91 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 10.428 | 526 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 229.196 | 14,18 | 12 | 10,00 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 5.001 | 253 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 38.060 | 17,57 | 1.927 | 17,65 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2.250 | 309,09 | 114 | 318,52 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 43.950 | 9,24 | 2.225 | 9,34 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 74.740 | 37,60 | 3.783 | 37,71 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 193.977 | 3,35 | 9.819 | 3,43 | ||||
| 2026-05-08 | 13F | Boulder Wealth Advisors, LLC | 221.346 | 11.205 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 3.355 | 0,63 | 170 | 0,60 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 162.966 | 14,26 | 8.249 | 14,35 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 43.686 | 4,50 | 2.211 | 4,59 | ||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 29.945 | 4,53 | 1.516 | 4,48 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 19.800 | 1.002 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 303.364 | 39,10 | 15.356 | 39,22 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 492.482 | 11,76 | 24.929 | 11,85 | ||||
| 2026-04-24 | 13F | Optas, LLC | 9.400 | 79,05 | 476 | 79,25 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 255.442 | 13 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 113.588 | 1,38 | 5.750 | 1,45 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 45.954 | 2.326 | ||||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 79.056 | 2,75 | 4.002 | 2,83 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 57.684 | 0,22 | 2.920 | 0,27 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 7.766 | 13,34 | 393 | 13,58 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 241.541 | 16,37 | 12.227 | 16,46 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 311.906 | 37,80 | 15.776 | 37,34 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 684.435 | 14,77 | 34.646 | 14,86 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 28.867 | 56,71 | 1.461 | 56,93 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 70.251 | 3.545 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 99.596 | 4,82 | 5.042 | 4,74 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 143.450 | 7.261 | ||||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 33.058 | 3,21 | 1.677 | 3,52 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 4.884 | 127,48 | 247 | 127,78 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 625 | 0,64 | 32 | 0,00 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 6.000 | 304 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 38.705 | 86,30 | 1.959 | 86,57 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 14.914 | 755 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 59.678 | 3.021 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 13.700 | 1,46 | 693 | 1,61 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 16.109 | 10,62 | 815 | 10,73 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 154 | 0,65 | 8 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 100.534 | 261,02 | 5.089 | 261,43 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 11.690 | 0,42 | 592 | 0,51 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 16.380 | 1,96 | 829 | 2,09 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 26.056 | 1.316 | ||||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 8.918 | 0,65 | 451 | 0,67 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 19.350 | 8,40 | 979 | 8,54 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.225 | 62 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 35.586 | 1,33 | 1.801 | 1,41 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 5.894 | 7,54 | 298 | 7,58 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 19.420 | 9,81 | 983 | 9,96 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 12.170 | 616 | ||||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 1.178.093 | 16,08 | 59.635 | 16,17 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 7.447 | 0,01 | 378 | 0,53 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 27.570 | 59,41 | 1 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 170.656 | 49,34 | 8.639 | 49,47 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 471.838 | 36,47 | 23.884 | 36,57 | ||||
| 2026-04-21 | 13F | Ackerman Asset Management, LLC | 24.722 | 106,50 | 1.251 | 106,78 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 4.154.724 | 3,20 | 210.312 | 3,28 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 5.477 | 277 | ||||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 4.132 | 209 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 50.293 | 30,96 | 2.546 | 31,05 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 109.840 | 12,15 | 5.560 | 12,26 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 225.240 | 8,10 | 11.368 | 7,67 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 9.213 | 0,30 | 466 | 0,43 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 90.188 | 4.565 | ||||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 12.975 | 207,46 | 657 | 207,98 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 31.298 | 143,43 | 1.584 | 143,69 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 71.126 | 3.600 | ||||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 764.380 | 4,56 | 38.693 | 4,64 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 6.027 | 21,61 | 305 | 22,00 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 9.709 | 87,43 | 491 | 87,40 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 494.588 | 1,29 | 25.036 | 1,38 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.198.208 | 5,93 | 111.529 | 5,90 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 2.436 | 123 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 8.393 | 425 | ||||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 1.062.906 | 4,62 | 54 | 3,92 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 15.633 | 108,69 | 791 | 109,26 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 9.618 | 62,19 | 487 | 62,54 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 43.049 | 2.179 | ||||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 20.648 | 4,85 | 1.045 | 4,92 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 0 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 219.994 | 1,48 | 11.127 | 1,15 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.804 | 20,57 | 294 | 20,08 | ||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 5.006 | 0,85 | 253 | 0,80 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 162.706 | 87,35 | 8.236 | 87,52 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 10.890 | 32,42 | 551 | 32,77 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 640 | 1,11 | 32 | 0,00 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 67.110 | 3.397 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 15.230 | 771 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 20 | 1 | ||||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 604.726 | 6,95 | 30.611 | 7,04 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 28.361 | 0,00 | 1.436 | 0,07 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.310 | 168 | ||||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 50.907 | 2.572 | ||||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 9.683 | 5,42 | 489 | 5,17 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 7.895 | 400 | ||||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 65.488 | 37,81 | 3.315 | 37,95 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 12.552 | 2,83 | 635 | 2,92 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 20.138 | 0,03 | 1.019 | 0,10 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 292.426 | 45,18 | 14.800 | 45,26 | ||||
| 2026-05-14 | 13F | Betterment LLC | 8.804 | 26,37 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 89.177 | 4.514 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 142.219 | 0,24 | 7.199 | 0,33 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 237.933 | 27,98 | 12.044 | 28,09 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 4.436 | 225 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8.389 | 17.020,41 | 425 | 21.100,00 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 4.701 | 14,44 | 238 | 14,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 31.169 | 9,05 | 1.578 | 9,13 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 1.119.419 | 6,68 | 56.665 | 6,76 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14.516 | 79,99 | 735 | 80,34 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 16.820 | 13,63 | 851 | 13,77 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 14.954 | 16,75 | 757 | 16,85 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 9.614 | 4,10 | 487 | 3,85 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 17 | 1 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 614.679 | 21,17 | 31.115 | 21,27 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 40.319 | 0,30 | 2.041 | 0,34 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 2.516 | 15,57 | 127 | 15,45 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 5.343 | 24,26 | 270 | 24,42 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 4.378 | 0,05 | 222 | 0,00 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 34.738 | 22,88 | 1.758 | 23,02 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 864.203 | 21,51 | 43.746 | 21,60 | ||||
| 2026-04-14 | 13F | Searcy Financial Services Inc /adv | 14.087 | 6,70 | 713 | 6,90 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 401 | 20 | ||||||
| 2026-04-08 | 13F | Canandaigua National Corp | 33.482 | 1.695 | ||||||
| 2026-04-07 | 13F | Boltwood Capital Management | 20.505 | 0,24 | 1.038 | 0,29 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 26.245 | 1.205,72 | 1.329 | 1.214,85 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.374.429 | 16,87 | 170.814 | 16,96 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 41.749 | 0,60 | 2.113 | 0,67 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 18.307 | 1,85 | 927 | 1,87 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 98.779 | 2,90 | 5.000 | 2,99 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 4.323 | 219 | ||||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 1.102.918 | 2,30 | 55.830 | 2,38 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 93.615 | 8,74 | 4.739 | 8,82 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 17.673 | 4,03 | 894 | 4,07 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 12.356 | 625 | ||||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 731.853 | 1,89 | 37.046 | 1,97 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 9.768 | 25,78 | 494 | 26,02 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 41.386 | 0,84 | 2.095 | 0,92 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.395 | 121 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 65.357 | 59,29 | 3.308 | 59,42 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 72.588 | 51,96 | 3.663 | 51,61 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 277.350 | 6,63 | 14.039 | 6,72 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 4.659 | 0,67 | 236 | 0,43 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 7.942 | 8,08 | 402 | 8,36 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 42.920 | 4,32 | 2.173 | 4,42 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 404.266 | 0,15 | 20 | 0,00 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 31.533 | 446,69 | 1.596 | 448,45 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 1.224.629 | 4,01 | 61.991 | 4,09 | ||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 628.366 | 31.808 | ||||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 19.258 | 137,93 | 975 | 138,14 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1.295 | 66 | ||||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 16.091 | 0,01 | 815 | 0,12 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 11.655 | 64,15 | 590 | 64,07 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 4.874 | 0,83 | 247 | 0,82 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 19.752 | 1.000 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 710.454 | 0,44 | 35.963 | 0,52 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 131.415 | 6,26 | 6.652 | 6,35 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 493.163 | 5,68 | 24.964 | 5,76 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 14.578 | 0,66 | 738 | 0,68 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 24.517 | 8,35 | 1.241 | 8,39 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6.876 | 63,40 | 348 | 64,15 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 41.984 | 23,62 | 2.125 | 23,76 | ||||
| 2026-05-12 | 13F | Creative Planning | 147.105 | 1,66 | 7.446 | 1,74 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 140.119 | 7.093 | ||||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 31.788 | 1.373 | ||||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 153.641 | 10,71 | 7.777 | 10,80 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 17.519 | 7,68 | 887 | 7,79 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.106 | 444,19 | 106 | 457,89 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 322.783 | 40,81 | 16.339 | 40,93 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 3.950 | 200 | ||||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 8.618 | 436 | ||||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 109.729 | 21,07 | 5.554 | 21,16 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 74.962 | 3,12 | 3.795 | 3,18 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.330.297 | 21,07 | 67.340 | 21,16 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 67.423 | 3.413 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 17.534 | 121,92 | 888 | 122,31 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 11.116 | 3,13 | 563 | 3,12 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 40.946 | 2,20 | 2.073 | 2,27 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 12.240 | 620 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 65.036 | 15,25 | 3.289 | 15,21 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 24.882 | 4,87 | 1.259 | 4,49 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 41.094 | 7,07 | 2.080 | 7,16 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 16.263 | 5,13 | 823 | 5,24 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 106.856 | 9,73 | 5.409 | 9,83 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 129.738 | 25,19 | 6.567 | 25,30 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 26.264 | 85,64 | 26 | 85,71 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 30.642 | 19,69 | 1.551 | 19,86 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 198.485 | 2,74 | 10.048 | 2,82 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.701.226 | 16,87 | 237.976 | 16,97 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 4.026 | 204 | ||||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 84.625 | 8,29 | 4.284 | 8,38 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 355.896 | 28,10 | 18.001 | 128.478,57 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 7.130 | 20,50 | 361 | 20,40 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 74 | 0 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 91.995 | 54,36 | 4.657 | 54,48 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.111 | 259 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 4.955 | 251 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 12 | 500,00 | 1 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 359.233 | 1,35 | 18.184 | 25,47 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 25 | -71,59 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 647 | 8,38 | 33 | 6,67 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 38.651 | 16,88 | 1.957 | 16,99 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 13.450 | 681 | ||||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 93.568 | 7,93 | 4.736 | 8,03 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 89.886 | 2,21 | 4.550 | 2,29 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 10.943 | 554 | ||||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 138.319 | 15,55 | 7.002 | 15,64 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 96.067 | 0,08 | 4.863 | 0,14 | ||||
| 2026-05-06 | 13F | Hanseatic Management Services Inc | 243.353 | 27,84 | 12.319 | 28,31 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 48.408 | 1,17 | 2.450 | 1,24 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 6.875 | 26,15 | 348 | 26,18 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 18.289 | 0,62 | 926 | 0,65 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 98.994 | 3,42 | 5.011 | 3,51 | ||||
| 2026-05-04 | 13F | Vista Finance, Llc | 44.800 | 59,86 | 2.268 | 59,99 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 153.204 | 2,21 | 7.755 | 2,30 | ||||
| 2026-05-15 | 13F | 9823 Capital, L.P. | 49.962 | 19,87 | 2.529 | 19,97 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 17.310 | 6,05 | 876 | 6,18 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 54.702 | 6,84 | 2.769 | 6,95 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 64.572 | 21,45 | 3.269 | 21,53 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 9.177 | 17,44 | 465 | 17,47 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.670.830 | 0,25 | 84.576 | 0,33 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 458.782 | 36,79 | 23.224 | 36,90 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 893.574 | 12,34 | 45.233 | 12,43 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 275.486 | 26,15 | 13.945 | 26,26 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 141.262 | 0,65 | 7.151 | 0,73 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 128.908 | 5,40 | 6.525 | 5,48 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 11.840 | 168,12 | 599 | 168,61 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5.743 | 13,23 | 291 | 13,28 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 161.235 | 1,65 | 8.162 | 1,72 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 25.726 | 13,56 | 1.302 | 13,71 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 294.610 | 0,78 | 14.913 | 0,86 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 30.746 | 559,50 | 1.556 | 562,13 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 28 | 1 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 26.036 | 1 | ||||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 107.142 | 5.424 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 150 | 8 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 83.992 | 4,76 | 4.252 | 4,83 | ||||
| 2026-05-11 | 13F | Eddie Patel Inc | 23.156 | 1.172 | ||||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 33.245 | 1.683 | ||||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 222.864 | 35,16 | 11.281 | 35,26 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 7.259 | 16,13 | 367 | 16,14 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1.979 | 100 | ||||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 73.154 | 2,36 | 3.703 | 2,46 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 5.411 | 274 | ||||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 10.378 | 33,67 | 525 | 33,93 | ||||
| 2026-05-05 | 13F | PFG Advisors | 5.964 | 302 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 4.049 | 188,39 | 205 | 187,32 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 69.249 | 3.505 | ||||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 98.674 | 5,72 | 4.995 | 5,78 | ||||
| 2026-05-07 | 13F | Alpha Zero LLC | 24.585 | 1.244 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 31.253 | 1,16 | 1.582 | 1,28 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 137 | 7 | ||||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 269.630 | 262,14 | 13.649 | 262,50 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 99.688 | 5,01 | 5.046 | 5,10 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 54.031 | 2,82 | 2.735 | 2,94 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 8.280 | 1,23 | 419 | 1,45 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 4.220 | 214 | ||||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 184.094 | 9.319 | ||||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 5.475 | 277 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 746 | 4.562,50 | 38 | |||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 4.660 | 0,34 | 236 | 0,43 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 28.135 | 26,05 | 1 | 0,00 | ||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 82.364 | 2,26 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 36.976 | 10,59 | 1.872 | 10,64 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 6.621 | 0,61 | 335 | 0,90 | ||||
| 2026-01-29 | 13F | Comerica Bank | 6.618 | 115,50 | 335 | 115,48 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 39.445 | 709,63 | 1.997 | 711,38 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 70.968 | 268,65 | 3.592 | 269,17 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 21 | 1 | ||||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 25.370 | 1.284 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 5.281 | 267 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 68.855 | 62,47 | 3.485 | 62,62 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 60.864 | 25,85 | 3.079 | 25,84 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 51.558 | 7,18 | 2.610 | 7,23 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 684 | 35 |
