IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF - Institutionelles Eigentümerschaft, Käufer

iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
US ˙ NasdaqGM ˙ US4642886380

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF eröffnet haben, gehören RMG Wealth Management LLC, Gsa Capital Partners Llp, Keeler THomas Management LLC, Versant Capital Management, Inc, BlueSky Wealth Advisors, LLC, LightSquare Wealth Management, LLC, Hidden Cove Wealth Management, LLC, Titleist Asset Management, Llc, Diversify Wealth Management, Llc, Seeds Investor Llc, Elevation Capital Advisory, LLC, Sanchez Gaunt Capital Management, LLC, Essential Partners LLC, Lewis Asset Management, LLC, Sage Advisors, Llc, Navigation Group, LLC, Accent Capital Management, LLC, Emerald Investment Advisers, LLC, Higgins & Schmidt Wealth Strategies LLC, und Pacific Excel 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
(%)
2026-05-04 13F Archer Investment Corp 497 874,51 26 1.200,00
2026-05-01 13F Midwest Trust Co 6.985 372
2026-05-11 13F RWM Asset Management, LLC 201 11
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 6.386 7,15 340 5,61
2026-05-14 13F Sandhill Capital Partners LLC 7.682 3,71 409 2,26
2026-04-30 13F Hsbc Holdings Plc 64.612 0,48 3.439 -0,75
2026-04-13 13F Bank of New Hampshire 56 3
2026-05-15 13F Harbour Investments, Inc. 9.758 69,35 519 67,42
2026-04-30 13F Private Trust Co Na 13.122 31,43 698 29,98
2026-04-22 13F WestEnd Advisors, LLC 527 3,13 28 3,70
2026-05-11 13F Haverford Trust Co 1.466.937 6,85 78.070 5,54
2026-04-24 13F Heritage Investors Management Corp 5.815 2,92 0
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 26.951 556,54 1.434 548,87
2026-05-15 13F/A Independent Financial Group, Llc 86.431 2,13 4.600 0,88
2026-04-21 13F Financial Consulate, Inc 3.739 12,32 199 10,61
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.477 15,15 238 13,88
2026-05-04 13F Summit Wealth Group, LLC 373.031 4,22 19.853 2,94
2026-05-20 13F Hobbs Group Advisors, LLC 15.278 0,02 813 -1,22
2026-05-15 13F Warren Averett Asset Management, LLC 100.209 0,26 5.333 -0,97
2026-05-12 13F Prostatis Group LLC 4.569 0,71 243 -0,41
2026-05-13 13F Visionary Wealth Advisors 4.396 234
2026-05-13 13F Cetera Investment Advisers 1.118.184 3,84 59.510 2,56
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 10.624 3,69 565 2,36
2026-04-24 13F Keybank National Association/oh 1.203.811 4,06 64.067 2,79
2026-05-01 13F Diversify Wealth Management, Llc 19.902 1.058
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 8.449 450
2026-05-11 13F Fortis Capital Management LLC 11.850 0,78 631 -0,47
2026-05-08 13F Banco Santander, S.A. 94.017 31,31 5.004 29,71
2026-05-15 13F Two Sigma Securities, Llc 13.430 715
2026-05-08 13F Wall Street Access Asset Management, LLC 77 4
2026-05-13 13F Franklin Resources Inc 1.930.392 3,69 102.735 2,42
2026-05-15 13F Burns Matteson Capital Management, LLC 187.861 12,31 9.998 10,93
2026-04-06 13F Versant Capital Management, Inc 37.943 2.019
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 3.350 178
2026-05-13 13F Mariner, LLC 713.905 138,50 37.994 135,59
2026-04-09 13F Acropolis Investment Management, LLC 2.098.568 1,91 111.686 0,67
2026-04-01 13F Bangor Savings Bank 15.737 3,35 838 2,07
2026-05-07 13F Scarborough Advisors, LLC 703.498 37.440
2026-04-30 13F Colton Groome Financial Advisors, Llc 246.092 8,35 13.097 7,03
2026-04-24 13F Squire Investment Management Company, LLC 39.174 0,79 2.085 -0,48
2026-05-13 13F GeoWealth Management, LLC 288 1,77 15 0,00
2026-05-06 13F Centennial Bank/AR/ 17.166 914
2026-04-13 13F Gradient Investments LLC 758.240 5,07 40.354 3,78
2026-05-05 13F D.a. Davidson & Co. 262.174 1,99 13.953 0,74
2026-05-28 13F Blue Fin Capital, Inc. 256.274 9,21 13.639 7,87
2026-04-08 13F Dynamic Advisor Solutions LLC 44.411 6,22 2.364 4,93
2026-04-30 13F Mascoma Wealth Management LLC 7 0
2026-04-21 13F Meridian Financial, LLC 9.807 0,31 522 -0,95
2026-05-12 13F TIAA Wealth Investment Management LLC 37 2
2026-04-23 13F Ameliora Wealth Management Ltd. 449.962 18,54 23.947 17,08
2026-04-20 13F GSB Wealth Management, LLC 20.650 0,09 1.099 -1,17
2026-05-13 13F/A Jpmorgan Chase & Co 521.769 9,70 27.617 7,77
2026-05-11 13F TD Capital Management LLC 3.329 0,54 177 -0,56
2026-05-13 13F Edmond De Rothschild Holding S.a. 19.458 11,96 1.036 10,58
2026-05-12 13F LightSquare Wealth Management, LLC 31.260 1.664
2026-04-24 13F Severin Investments, LLC 3.889 207
2026-05-06 13F LPL Financial LLC 3.637.273 14,98 193.576 13,57
2026-05-08 13F Roundview Capital LLC 322.146 3,69 17.145 2,42
2026-05-15 13F Gateway Wealth Partners, LLC 50.051 2.664
2026-05-01 13F Jmac Enterprises Llc 205.027 2,28 10.912 1,03
2026-05-15 13F Beacon Pointe Advisors, LLC 51.498 564,75 2.741 557,07
2026-05-12 13F Resurgent Financial Advisors LLC 10.492 1,90 558 0,72
2026-04-07 13F Blueline Advisors Llc 0 0
2026-05-12 13F Independent Advisor Alliance 22.533 87,85 1.199 85,60
2026-05-15 13F Eagle Global Advisors Llc 40.925 0,47 2.178 -0,73
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 7.869 419
2026-04-24 13F Wagner Wealth Management, Llc 231 0,43 12 0,00
2026-05-15 13F Bank Of America Corp /de/ 6.242.128 1,11 332.206 -0,12
2026-05-12 13F Ally Invest Advisors Inc. 1.129.499 8,34 60.112 7,01
2026-05-15 13F Advisory Services Network, LLC 32.014 3,52 1.704 2,22
2026-04-29 13F Cary Street Partners Financial Llc 24.905 11,52 1.325 10,14
2026-05-08 13F Private Advisory Group LLC 66.672 3.548
2026-04-30 13F Sequoia Financial Advisors, LLC 4.336 6,12 231 4,55
2026-04-24 13F Pw Advisors, Llc \ Fl 66.844 90,34 3.557 88,00
2026-05-05 13F LFA - Lugano Financial Advisors SA 98.343 7,72 5.191 5,51
2026-05-11 13F Seeds Investor Llc 19.875 1.066
2026-05-14 13F Us Bancorp \de\ 1.293.603 8,51 68.846 7,18
2026-05-05 13F Bank of New York Mellon Corp 948.447 5,12 50.476 3,83
2026-05-15 13F JT Stratford LLC 44.408 31,24 2.363 29,62
2026-04-28 13F Whittier Trust Co Of Nevada Inc 8.947 5,86 475 3,95
2026-04-20 13F CWA Asset Management Group, LLC 12.520 44,97 666 43,23
2026-05-12 13F Mitsubishi UFJ Trust & Banking Corp 942.281 19,99 50.076 18,21
2026-04-28 13F Kingswood Wealth Advisors, Llc 58.897 19,13 3.134 17,69
2026-05-06 13F Diversified Portfolios, Inc. 26.902 12,02 1.432 10,67
2026-05-04 13F Legacy Capital Group California, Inc. 14.773 21,45 786 20,00
2026-05-08 13F Blair William & Co/il 3.435 40,72 183 38,93
2026-05-14 13F Raymond James Financial Inc 3.296.746 5,80 175.450 4,50
2026-05-11 13F Becker Capital Management Inc 151.188 75,84 8.046 73,70
2026-05-14 13F RMG Wealth Management LLC 1.079.921 57.452
2026-05-14 13F Baird Financial Group, Inc. 707.296 9,60 37.642 8,25
2026-05-08 13F Maia Wealth LLC 93.587 32,60 4.981 30,20
2026-04-14 13F West Branch Capital LLC 287 15
2026-04-16 13F Smith, Salley & Associates 185.668 37,33 9.881 35,65
2026-05-15 13F Jones Financial Companies Lllp 1.736.033 29,18 91.419 26,26
2026-05-08 13F Elevation Capital Advisory, LLC 19.070 1.015
2026-05-08 13F Pnc Financial Services Group, Inc. 1.844.238 1,96 98.150 0,71
2026-04-16 13F Montecito Bank & Trust 37.579 2,30 2.000 1,01
2026-05-15 13F IHT Wealth Management, LLC 45.755 14,57 2.435 13,20
2026-05-11 13F Bailard, Inc. 435.224 48,02 23.163 46,21
2026-04-13 13F Chesley Taft & Associates LLC 70.256 0,96 3.739 -0,27
2026-04-21 13F Maridea Wealth Management LLC 3.923 0,74 209 -0,48
2026-05-07 13F Facet Wealth, Inc. 4.574 243
2026-05-08 13F Gsa Capital Partners Llp 59.201 3
2026-05-13 13F Headlands Technologies LLC 9.792 521
2026-05-13 13F First Trust Advisors Lp 235.926 9,75 12.556 8,40
2026-04-08 13F Evanson Asset Management, LLC 6.758 34,73 360 32,96
2026-05-05 13F Ackerman Capital Advisors, LLC 58.411 5,49 3.109 4,19
2026-05-05 13F Atria Investments Llc 18.900 1,82 1.006 0,50
2026-05-15 13F Real Talk Capital, LLC 27.565 20,65 1.467 19,17
2026-05-13 13F Lantern Wealth Advisors, LLC 9.314 4,43 496 3,13
2026-05-14 13F Hrt Financial Lp 117.806 319,04 6 500,00
2026-04-17 13F Summit Wealth Partners, LLC 272.320 2,37 14.493 1,11
2026-05-11 13F Emerald Investment Advisers, LLC 9.427 502
2026-05-13 13F Buckingham Strategic Partners 86.681 146,72 4.613 143,69
2026-05-04 13F Optima Capital Llc 42.998 4,32 2.288 3,06
2026-04-17 13F Outlook Wealth Advisors, LLC 45.337 2.413
2026-04-15 13F Parsons Capital Management Inc/ri 51.965 10,08 2.766 8,73
2026-04-13 13F John W. Brooker & Co., CPAs 4.539 242
2026-04-24 13F Axis Wealth Partners, LLC 11.270 21,33 600 19,80
2026-05-15 13F Quantinno Capital Management LP 9.357 66,29 498 64,03
2026-05-21 13F BankChampaign, National Association 778 72,89 41 925,00
2026-05-07 13F Rothschild Investment Llc 756 0,80 40 0,00
2026-02-06 13F Global Retirement Partners, LLC 26.467 43,06 1.426 42,60
2026-05-29 13F Keel Point, LLC 10.677 0,81 568 -0,35
2026-04-08 13F Winter & Associates, Inc. 28.552 39,43 1.516 37,35
2026-05-11 13F Savvy Advisors, Inc. 24.854 131,70 1.323 129,12
2026-04-16 13F Paladin Wealth, LLC 21.377 3,60 1.138 2,34
2026-05-15 13F AlphaCore Capital LLC 4.065 21,02 216 20,00
2026-05-12 13F One Capital Management, LLC 5.845.766 10,44 311.112 9,09
2026-05-06 13F ProVise Management Group, LLC 622.121 2,59 33.109 1,34
2026-05-06 13F Dunhill Financial, LLC 483 26
2026-05-08 13F Evolution Wealth Advisors, LLC 12.301 61,45 655 59,51
2026-04-15 13F Paragon Capital Management Ltd 6.515 0,46 347 -0,86
2026-05-12 13F Anchor Capital Advisors Llc 221.084 0,50 11.766 -0,73
2026-05-05 13F HighTower Advisors, LLC 1.466.452 25,13 78.045 23,60
2026-04-15 13F Aspen Investment Management Inc 157.470 4,66 8 0,00
2026-05-04 13F Legacy Financial Group LLC 321.061 0,76 17.087 -0,19
2026-04-30 13F Verdence Capital Advisors LLC 14.345 31,86 763 30,20
2026-04-20 13F Apella Capital, LLC 4.805 1,91 258 1,57
2026-05-11 13F RiverFront Investment Group, LLC 93.262 57,91 4.963 55,97
2026-04-23 13F Equita Financial Network, Inc. 11.480 16,24 611 14,66
2026-04-07 13F Agate Pass Investment Management, LLC 84.010 5,51 4.471 4,22
2026-05-08 13F King Luther Capital Management Corp 1.308 -1,95
2026-04-24 13F Charter Oak Capital Management, LLC 1.599.851 4,71 85.144 3,42
2026-02-10 13F Transatlantique Private Wealth Llc 113.408 16,34 6.110 15,90
2026-04-28 13F Southern Michigan Bank & Trust 450 24
2026-05-12 13F Asset One Wealth Management LLC 20.415 2,82 1.092 2,34
2026-04-27 13F Pensionmark Financial Group, Llc 258.717 10,29 13.769 8,93
2026-04-13 13F Arkansas Financial Group, Inc. 449.664 9,93 23.999 8,89
2026-04-22 13F Ticino Wealth 182.324 118,61 10.480 133,23
2026-04-27 13F Prasad Wealth Partners, LLC 151.454 8,31 8.060 6,98
2026-04-30 13F Equitable Trust Co 7.824 62,22 416 60,62
2026-05-11 13F Per Stirling Capital Management, LLC. 80.413 1,30 4.280 0,05
2026-05-08 13F Vanguard Advisers Inc 423 23
2026-05-04 13F Retirement Planning Group 4.328 230
2026-05-15 13F Mittelman Wealth Management 213.856 8,98 11.381 7,64
2026-04-22 13F Semitam Bonam Llc 204.709 7,62 10.895 6,30
2026-05-13 13F Lloyd Advisory Services, LLC. 487 26
2026-04-23 13F Capital Investment Counsel, LLC 42.552 7,02 2.265 5,70
2026-05-11 13F Mattson Financial Services, LLC 15.102 2,24 804 1,01
2026-04-06 13F Highline Wealth Partners Llc 204.702 14,29 10.894 12,89
2026-05-14 13F Apriem Advisors 10.019 112,18 533 109,84
2026-05-08 13F Reicon Wealth Advisors, Llc 5.505 293
2026-05-13 13F Ubs Asset Management Americas Inc 4.239 429,88 226 423,26
2026-05-05 13F Navigation Group, LLC 10.102 538
2026-04-20 13F Kestra Private Wealth Services, Llc 15.079 4,91 802 3,62
2026-04-20 13F McMahon Financial Advisors, LLC 887.369 11,30 47.226 9,93
2026-05-01 13F Advisors Capital Management, LLC 368.965 8,34 19.636 7,01
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 1.209 64
2026-04-20 13F Breakwater Capital Group 78.030 2,49 4.153 1,22
2026-04-07 13F CoreCap Advisors, LLC 162.508 6,08 8.649 4,77
2026-04-27 13F BCK Partners, Inc. 395.914 2,87 21.071 1,61
2026-05-15 13F MAI Capital Management 1.085.709 10,60 57.781 9,24
2026-01-13 13F Sage Advisors, Llc 10.716 577
2026-04-09 13F Goelzer Investment Management, Inc. 117.243 4,09 6.240 2,82
2026-05-06 13F Hartland & Co., LLC 8.199 11,29 436 10,10
2026-05-11 13F TAGStone Capital, Inc. 47.840 8,06 2.546 6,75
2026-04-15 13F WESPAC Advisors SoCal, LLC 201.866 2,45 10.743 1,20
2026-05-15 13F Equitable Holdings, Inc. 18.814 87,60 1.013 87,59
2026-04-27 13F GDS Wealth Management 446.969 4,36 23.788 3,08
2026-02-05 13F Tucker Asset Management Llc 35 2
2026-05-08 13F/A JPL Wealth Management, LLC 31.892 67,69 1.697 65,72
2026-04-20 13F Fiduciary Alliance LLC 73.971 14,52 3.964 13,91
2026-05-12 13F Chapman Financial Group, Llc 1.900 101
2026-05-13 13F Kingdom Financial Group LLC. 487 0,83 26 -3,85
2026-04-22 13F Coastal Investment Advisors, Inc. 1.793 0,22 95 -1,04
2026-05-12 13F/A Signature Securities Group Corporation 5.230 0,52 278 -0,71
2026-05-08 13F TPG Financial Advisors, LLC 207.922 3,72 11.066 2,45
2026-05-12 13F Creative Planning 217.887 54,36 11.596 52,47
2026-04-20 13F Thoma Capital Management LLC 638.651 2,24 33.989 0,99
2026-05-08 13F NewSquare Capital LLC 178.554 9.503
2026-05-19 13F Western Wealth Management, LLC 27.873 5,16 1.483 3,85
2026-04-06 13F Israel Discount Bank of New York 60.551 52,31 3.223 50,49
2026-04-07 13F Heartwood Wealth Advisors LLC 6.347 2,84 338 1,51
2026-04-27 13F Forte Asset Management Llc 69.592 2,97 3.704 1,70
2026-05-15 13F Susquehanna International Group, Llp 75.315 4.008
2026-05-11 13F Allstate Corp 4.326.783 38,36 230.271 36,67
2026-05-12 13F/A Panoramic Investment Advisors, Llc 3.777 0,56 201 -0,99
2026-05-14 13F Captrust Financial Advisors 111.323 94,70 5.925 92,34
2026-05-13 13F Kovitz Investment Group Partners, LLC 491.205 188,19 26.142 184,67
2026-05-14 13F Northern Trust Corp 12.321.025 6,12 655.725 4,82
2026-04-16 13F Mendota Financial Group, LLC 208.680 0,04 11.106 -1,19
2026-04-20 13F Balance Wealth, LLC 120.827 1,29 6.430 0,06
2026-05-07 13F Winthrop Partners - Wny, Llc 114.481 0,49 6.093 -0,75
2026-04-23 13F Bigelow Investment Advisors, LLC 43.675 4,03 2.324 2,79
2026-05-13 13F Natixis Advisors, L.p. 147.879 58,10 8 40,00
2026-05-15 13F NorthRock Partners, LLC 196.247 2,82 10.444 1,56
2026-04-24 13F Root Financial Partners, LLC 2.023 15,53 108 13,83
2026-05-06 13F Fidelis Capital Partners, LLC 33.542 44,96 1.785 43,26
2026-05-12 13F Absolute Capital Management, LLC 45.641 2,10 2.429 0,87
2026-05-11 13F Aprio Wealth Management, LLC 3.824 204
2026-05-11 13F Foundations Investment Advisors, LLC 4.737 252
2026-04-07 13F Farther Finance Advisors, LLC 116.861 12,77 6.198 11,02
2026-04-15 13F Hengehold Capital Management Llc 46.304 126,59 2.464 123,80
2026-05-07 13F Bingham Private Wealth, Llc 12.478 19,54 664 18,15
2026-05-08 13F Resources Investment Advisors, LLC. 7.331 39,35 390 37,81
2026-05-08 13F Steward Partners Investment Advisory, Llc 226.619 6,10 12.061 4,80
2026-04-23 13F Oppenheimer Asset Management Inc. 85.936 14,49 4.574 13,08
2026-05-21 13F Essential Partners LLC 14.720 783
2026-04-21 13F Lewis Asset Management, LLC 11.919 634
2026-04-10 13F Charles Schwab Trust Co 37.755 19,27 2.009 17,83
2026-05-11 13F Accent Capital Management, LLC 10.065 536
2026-05-14 13F Cumberland Partners Ltd 34.953 11,11 1.860 9,80
2026-05-13 13F Prudential Financial Inc 127.384 6.779
2026-04-20 13F Payne Capital LLC 17.487 0,01 931 -1,27
2026-05-08 13F Dodds Wealth, LLC 889.218 6,03 47.324 4,73
2026-05-06 13F Modera Wealth Management, LLC 4.097 218
2026-04-20 13F Courier Capital Llc 11.528 1,48 614 0,16
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 16.354 870
2026-04-10 13F Financial Partners Group, Inc 482.095 1,10 25.657 -0,38
2026-05-08 13F/A Beacon Capital Management, Inc. 4.352 127,50 232 124,27
2026-04-20 13F Sowell Financial Services LLC 9.528 17,72 507 16,28
2026-04-30 13F Texas Bank & Trust Co 26.782 15,67 1.425 14,27
2026-05-06 13F Greenwood Gearhart Inc 1.717.626 6,70 91.412 5,40
2026-05-05 13F Black Diamond Financial, LLC 417.222 4,49 22.205 3,21
2026-05-12 13F Atlantic Union Bankshares Corp 3.656 0,03 195 -1,02
2026-04-20 13F City State Bank 113.210 12,11 6.025 10,73
2026-05-06 13F TopTier Wealth Management, LLC 750 40
2026-04-10 13F Pure Financial Advisors, Inc. 12.028 640
2026-05-15 13F/A EverSource Wealth Advisors, LLC 6.121 88,05 326 85,71
2026-04-21 13F OneAscent Financial Services LLC 4.550 11,38 242 10,00
2026-05-13 13F Principal Securities, Inc. 5.504 37,50 293 35,81
2026-04-13 13F Farrell Financial LLC 4.265 0,80 227 -0,44
2026-05-20 13F SOA Wealth Advisors, LLC. 340 0,89 18 0,00
2026-05-14 13F Mcguire Capital Advisors Inc 208 890,48 11 1.000,00
2026-05-15 13F DT Investment Partners, LLC 335.367 2,17 17.848 0,92
2026-04-24 13F Courage Miller Partners, LLC 51.354 1,14 2.733 -0,07
2026-05-12 13F Wescott Financial Advisory Group, LLC 17.754 0,11 945 -1,15
2026-04-30 13F Kestra Advisory Services, LLC 127.763 18,19 6.800 16,74
2026-05-15 13F Integrated Wealth Concepts LLC 12.014 4,05 639 2,73
2026-01-29 13F Concurrent Investment Advisors, LLC 49.452 15,04 2.664 14,58
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 0
2026-04-22 13F Apollon Wealth Management, LLC 47.974 402,03 2.553 396,69
2026-05-11 13F Rossby Financial, LCC 5.848 11,88 310 10,32
2026-01-27 13F Meritage Portfolio Management 70.924 2,32 3.821 1,92
2026-04-27 13F Transcendent Capital Group LLC 8.805 0,09 469 -1,06
2026-04-21 13F Hidden Cove Wealth Management, LLC 30.385 1.617
2026-04-09 13F Freestate Advisors LLC 179.487 0,50 9.552 -0,73
2026-05-12 13F Great Diamond Partners, LLC 60.464 12,46 3.218 11,08
2026-05-11 13F Expressive Wealth LLC 10.065 129,58 536 127,12
2026-05-15 13F Destination Wealth Management 143.443 5,56 7.634 4,28
2026-05-15 13F Goldman Sachs Group Inc 1.611.396 5,98 85.759 4,69
2026-04-20 13F Darrow Company, Inc. 131.930 0,48 7.017 -0,82
2026-05-14 13F Allworth Financial LP 25.848 2,13 1.376 0,88
2026-04-15 13F DAVENPORT & Co LLC 167.077 2,96 8.892 1,69
2026-04-08 13F Birchbrook, Inc. 466.277 8,27 24.815 6,95
2026-05-12 13F Planwiser Financial, Llc 100.146 347,48 5.367 344,57
2026-04-15 13F Asio Capital, LLC 155.921 0,38 8.298 -0,85
2026-05-04 13F Envestnet Asset Management Inc 8.366.041 36,72 445.241 35,05
2026-04-14 13F FC Advisory LLC 6.836 0,59 364 -0,82
2026-04-28 13F Fundamentun, Llc 85.327 11,67 4.541 10,30
2026-05-04 13F Geneos Wealth Management Inc. 5.235 14,20 279 13,01
2026-05-13 13F Syon Capital Llc 564.705 7,46 30.054 6,14
2026-04-21 13F Systelligence, LLC 120.758 6.427
2026-05-04 13F Calamos Advisors LLC 43.570 160,51 2.319 157,27
2026-04-16 13F Center For Asset Management LLC 73.295 10,31 3.901 8,97
2026-05-13 13F Bank Of Montreal /can/ 745.628 2,01 39.682 0,76
2026-05-13 13F PKS Advisory Services, LLC 25.906 5,69 1.379 4,39
2026-04-13 13F Enclave Advisors LLC 24.656 0,76 1.312 -0,46
2026-05-07 13F Legacy Wealth Managment, LLC/ID 972 276,74 52 292,31
2026-05-15 13F Fiduciary Trust Co 741.489 2,22 39.462 0,97
2026-05-11 13F Commerce Bank 9.959 6,15 530 4,95
2026-05-01 13F Fifth Third Bancorp 246.159 49.131,80 13.101 50.284,62
2026-05-12 13F Kingsview Wealth Management, LLC 88.398 10,53 4.705 9,17
2026-05-08 13F McAdam, LLC 9.729 48,15 518 46,46
2026-04-23 13F Accurate Wealth Management, LLC 5.996 12,98 320 11,54
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 6.726 358
2026-05-07 13F EPG Wealth Management LLC 449 0,45 24 -4,17
2026-04-21 13F Wedbush Securities Inc 14.844 1,70 1
2026-04-16 13F Heck Capital Advisors, LLC 18.102 200,40 963 197,22
2026-04-13 13F Cyndeo Wealth Partners, LLC 385.063 7,54 20.493 6,23
2026-05-05 13F Holistic Financial Partners 26.013 2,55 1.384 1,32
2026-05-05 13F UBS Group AG 4.089.061 4,60 217.620 3,32
2026-05-06 13F Advisortrust Partners, Llc 494 26
2026-04-16 13F Waystone Advisors Llc 16.212 8,22 863 6,82
2026-05-14 13F Manhattan West Asset Management, LLC 108.835 17,11 5.792 15,68
2026-04-27 13F Flagstone Financial Management 809.747 6,51 43.095 5,21
2026-02-06 13F New Millennium Group LLC 125.464 6,55 6.760 6,14
2026-05-14 13F EP Wealth Advisors, Inc. 157.997 322,98 8.409 317,89
2026-02-17 13F SageView Advisory Group, LLC 79.764 0,37 4.298 -0,02
2026-04-16 13F BlueSky Wealth Advisors, LLC 32.852 1.748
2026-05-14 13F We Are One Seven, LLC 45.857 17,84 2.441 16,41
2026-05-06 13F Assetmark, Inc 7.997.374 8,16 425.620 6,83
2026-02-13 13F Colony Group, LLC 621.982 1.690,80 33.512 1.684,45
2026-04-23 13F Eagle Wealth Advisors LLC 55.045 68,38 2.929 66,33
2026-05-13 13F Signature Equity Partners, LLC 604 32
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 8.129 48,96 433 46,94
2026-05-04 13F Chicago Partners Investment Group LLC 300.750 24,02 16.117 23,15
2026-05-04 13F Y.D. More Investments Ltd 4.880 13,49 258 11,26
2026-04-29 13F Axxcess Wealth Management, Llc 11.785 2,78 627 1,62
2026-04-27 13F Td Private Client Wealth Llc 2.356.271 13,62 125.401 12,22
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 1.968.481 4,20 104.763 2,93
2026-05-07 13F Madison Asset Management, LLC 400.916 63,00 21.337 61,00
2026-05-05 13F Leo Wealth, LLC 7.726 411
2026-02-11 13F Parallel Advisors, LLC 3.841 0,23 207 -0,48
2026-04-14 13F Prospera Financial Services Inc 29.160 18,62 1.553 17,13
2026-05-13 13F NFP Retirement, Inc. 863.357 17,24 45.948 15,80
2026-04-20 13F Hoxton Planning & Management, LLC 13.066 6,82 695 5,46
2026-04-24 13F KC Investment Advisors, LLC 5.479 22,33 292 20,75
2026-04-22 13F Caldwell Trust Co 245.812 3,22 13.082 1,96
2026-05-01 13F Sovran Advisors, LLC 5.337 284
2026-04-14 13F Wealthcare Advisory Partners LLC 6.147 0,52 327 -0,61
2026-04-16 13F XML Financial, LLC 15.737 274,87 838 270,35
2026-04-28 13F Golden State Wealth Management, LLC 421 0,72 22 0,00
2026-05-15 13F XTX Topco Ltd 9.667 514
2026-05-11 13F Aptus Capital Advisors, LLC 1.988 95,48 106 94,44
2026-04-22 13F Wealth Advisory Solutions, LLC 9.408 2,69 501 1,42
2026-04-24 13F Key FInancial Inc 859 3,12 46 2,27
2026-05-12 13F First American Trust, Fsb 191.090 10,52 10.170 9,17
2026-05-01 13F Global Assets Advisory, LLC 2.400 248
2026-05-07 13F Northwestern Mutual Wealth Management Co 439.655 8,28 23.398 6,96
2026-05-14 13F Gts Securities Llc 25.213 1.342
2026-05-06 13F SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3.209 508
2026-05-06 13F Deutsche Bank Ag\ 316.165 1,84 16.826 0,60
2026-05-15 13F Empowered Funds, LLC 166.748 12,79 8.839 10,96
2026-04-15 13F Roan Capital Partners 5.932 316
2026-05-11 13F Phoenix Holdings Ltd. 154.070 5,59 8.195 4,33
2026-05-15 13F Charles Schwab Investment Management Inc 13.942.612 13,01 742.026 11,63
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 201 214,06 11 233,33
2026-05-05 13F Cullen/frost Bankers, Inc. 14.079 40,79 749 39,22
2026-05-11 13F Wells Fargo & Company/mn 5.028.190 1,96 267.600 0,71
2026-04-29 13F American Capital Advisory, LLC 1.815 97
2026-05-14 13F Herold Advisors, Inc. 96.818 17,65 5.153 16,22
2026-05-08 13F Stelac Advisory Services LLC 12.718 677
2026-04-29 13F Schmidt P J Investment Management Inc 519.337 1,00 27.639 -0,23
2026-05-14 13F Modern Wealth Management, LLC 247.990 2,54 13.153 0,94
2026-05-12 13F Stifel Financial Corp 1.670.740 7,21 88.917 5,90
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 58.369 123,70 3.105 101,75
2026-04-22 13F Invera Wealth Advisors, LLC 131.045 0,88 6.974 -0,34
2026-04-24 13F UMA Financial Services, Inc. 218 12
2026-04-07 13F Park Avenue Securities Llc 194.126 168,18 10 233,33
2026-04-28 13F Westfuller Advisors, LLC 165 1,23 9 0,00
2026-05-04 13F AMG National Trust Bank 57.820 10,08 3.077 8,73
2026-04-24 13F Peoples Bank /oh 77.163 0,04 4.107 -1,18
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 30.613 1,09 1.629 -0,12
2026-04-23 13F Oppenheimer & Co Inc 149.373 1,75 7.950 0,51
2026-04-24 13F Merited Wealth, LLC 11.854 9,45 631 8,06
2026-05-15 13F Huntington National Bank 101 -32,43
2026-04-27 13F PFG Investments, LLC 7.141 3,91 380 2,70
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 3.795 9,11 202 7,49
2026-02-13 13F Motiv8 Investments LLC 1.060 0
2026-05-15 13F Veridan Wealth LLC 89.264 0,65 4.751 -0,59
2026-04-20 13F Naples Global Advisors, Llc 215.336 17,31 11.460 15,87
2026-05-15 13F Citadel Advisors Llc Call 4.500 239
2026-04-21 13F GHP Investment Advisors, Inc. 228 12
2026-05-14 13F Capital Analysts, Inc. 31.830 0,26 2 0,00
2026-05-05 13F Regions Financial Corp 9.290 75,98 494 73,94
2026-04-13 13F Wolff Wiese Magana Llc 350 19
2026-05-14 13F Ballentine Partners, LLC 48.576 0,54 2.585 -0,69
2026-05-07 13F Dakota Wealth Management 1.095.757 7,81 58.316 6,49
2026-04-22 13F Union Bancaire Privee, UBP SA 27.647 9,38 1.463 7,18
2026-04-16 13F Vaughan Nelson Investment Management, L.p. 12.375 4,39 659 3,13
2026-04-08 13F First Heartland Consultants, Inc. 5.821 13,67 310 12,36
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 15.890 1,82 846 0,60
2026-05-12 13F Jane Street Group, Llc 431.965 22.989
2026-05-11 13F Founders Financial Alliance, LLC 611 370,00 33 357,14
2026-05-15 13F Vestmark Advisory Solutions, Inc. 10.402 6,92 554 5,53
2026-04-30 13F Titleist Asset Management, Llc 20.716 1.103
2026-05-05 13F Aventura Private Wealth, LLC 2.049 536,34 109 541,18
2026-04-09 13F Tilia Fiduciary Partners, Inc. 19.801 1,28 1.054 0,00
2026-04-27 13F FF Advisors,LLC 5.577 298
2026-04-14 13F Nbc Securities, Inc. 12.674 29,00 675 27,41
2026-05-15 13F National Bank Of Canada /fi/ 163.617 9,55 8.704 8,19
2026-04-15 13F PW Nova Financial Services LLC 16.910 31,88 900 30,10
2026-05-14 13F Financial Engines Advisors L.L.C. 63.675.202 0,80 3.388.794 -0,43
2026-04-03 13F Global Wealth Strategies & Associates 104 6
2026-04-27 13F Matson Money. Inc. 3.662.800 5,93 194.678 4,49
2026-04-28 13F Nbt Bank N A /ny 7.427 17,48 395 16,18
2026-05-11 13F Ashton Thomas Private Wealth, LLC 11.076 10,66 589 9,28
2026-04-08 13F RDA Financial Network 4.772 254
2026-04-20 13F Ronald Blue Trust, Inc. 82.516 16,46 4.392 15,04
2026-05-19 13F Royal Fund Management, LLC 33.178 6,12 1.766 4,87
2026-05-11 13F Rebalance, Llc 171.159 3,61 9.109 2,35
2026-05-07 13F Avidian Wealth Solutions, LLC 405.793 4,07 21.596 2,79
2026-05-18 13F Strategic Investment Advisors / MI 41.270 15,48 2.197 14,08
2026-05-12 13F Voya Financial Advisors, Inc. 24.005 8,31 1.264 5,51
2026-05-12 13F Keeler THomas Management LLC 43.402 2.310
2026-04-27 13F Truist Financial Corp 1.279.084 16,88 68.073 15,45
2026-04-24 13F Private Advisor Group, LLC 191.032 23,12 10.167 21,60
2026-05-14 13F Regal Investment Advisors LLC 25.479 81,28 1.356 79,00
2026-04-13 13F Mather Group, Llc. 40 2
2026-04-28 13F WESPAC Advisors, LLC 31.700 5,58 1.687 4,33
2026-04-23 13F Glass Jacobson Investment Advisors llc 659 0,76 35 0,00
2026-05-12 13F Benjamin Edwards Inc 30.968 1,24 1.648 0,00
2026-05-15 13F Keating Financial Advisory Services, Inc. 19 5,56 1
2026-04-10 13F YHB Investment Advisors, Inc. 72.504 164,48 3.859 161,21
2026-03-12 13F Nalls Sherbakoff Group, Llc 1.650 89
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