Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares S&P Mid-Cap 400 Value ETF eröffnet haben, gehören OFS Enterprise LLC, Parr Mcknight Wealth Management Group, Llc, SB Capital Management Inc, Gerald Baker Financial Group LLC, Private Advisory Group LLC, Wealth Care LLC, Tiaa-cref Individual & Institutional Services, Llc, GLR Partners, LLC, Vanguard National Trust Co, Calamos Advisors LLC, Childress Capital Advisors, Llc, Vann Equity Management LLC, Merit Financial Group, LLC, BIP Wealth, LLC, Greenspring Advisors, LLC, Zwj Investment Counsel Inc, Apella Capital, LLC, Financial Solutions Advisory Group, Inc., OpenArc Corporate Advisory, LLC, und ABLE Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Bokf, Na | 268.987 | 0,22 | 35.641 | 0,91 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 430 | 0,47 | 57 | 0,00 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 3.375 | 7,14 | 447 | 7,97 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 2.145 | 284 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 174.235 | 1,33 | 23.086 | 2,03 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 40.633 | 2,33 | 5.384 | 3,04 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 2.827 | 0,07 | 375 | 0,81 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 465 | 61 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1.721 | 2,32 | 228 | 2,71 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 2.689 | 0,26 | 356 | 1,14 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 7.633 | 22,19 | 1.011 | 23,14 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 2.628 | 0,34 | 348 | 1,16 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 630 | 84 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 27 | 4 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 106 | 14 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 30.467 | 5,90 | 4.037 | 6,63 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 1.998 | 22,28 | 265 | 22,79 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 10.044 | 13,50 | 1.331 | 14,26 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 7.993 | 26,65 | 1.059 | 27,59 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 7.957 | 0,24 | 1.054 | 0,96 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 11.765 | 0,41 | 1.559 | 1,10 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 62.779 | 0,51 | 8.318 | 1,22 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 100 | 13 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 10.703 | 2,77 | 1.418 | 3,50 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 441 | 59 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 100.692 | 6.088,81 | 13.265 | 6.098,13 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 2.351 | 312 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1.598 | 212 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 1.587 | 0,13 | 210 | 0,96 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 438.176 | 1,21 | 56.704 | -0,47 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 2.776 | 1,20 | 384 | 6,39 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 2.442 | 0,37 | 324 | 0,94 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 12.736 | 7,48 | 1.752 | 7,29 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.443 | 0,35 | 191 | 1,06 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5.428 | 4,44 | 719 | 5,27 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 3.612 | 0,28 | 479 | 1,06 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.355 | 59,99 | 441 | 62,13 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 1.624 | 215 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 136 | 1,49 | 18 | 5,88 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 13.178 | 6,12 | 1.746 | 6,85 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 3.563 | 19,80 | 472 | 19,49 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 20.401 | 0,11 | 2.703 | 0,82 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3.154 | 100,25 | 418 | 101,45 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 2.594 | 15,14 | 344 | 15,88 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6.328 | 0,05 | 838 | 0,60 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 56.397 | 1,03 | 7.473 | 1,73 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 76.475 | 2,64 | 10.133 | 3,35 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 1.533 | 0,39 | 203 | 1,50 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.540 | 204 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 35.307 | 1,93 | 4.678 | 2,66 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 19.931 | 0,23 | 2.641 | 0,92 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 47.676 | 6,48 | 6.317 | 7,23 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 13.824 | 1.832 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 103.300 | 8,57 | 13.687 | 9,32 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 18.184 | 70,58 | 2.393 | 73,08 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 50 | 7 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.194.627 | 17,89 | 290.788 | 18,71 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 39.882 | 5.284 | ||||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 3.062 | 406 | ||||||
| 2026-04-20 | 13F | Davidson Trust Co | 7.731 | 9,71 | 1.025 | 10,46 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 5.656 | 749 | ||||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 1.516 | 201 | ||||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 4.008 | 0,02 | 531 | 0,76 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 3.820 | 3,08 | 506 | 2,85 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 56.725 | 7,03 | 7.516 | 7,77 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 1.657 | 0,36 | 220 | 0,92 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 102.835 | 5,35 | 13.626 | 6,08 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 212 | 0,47 | 28 | 3,70 | ||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 27.492 | 34,25 | 3.643 | 35,19 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 8.710 | 14,39 | 1.154 | 15,28 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15.288 | 0,26 | 2.026 | 0,95 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.075 | 3,75 | 275 | 4,18 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 17.878 | 982,20 | 2.369 | 991,24 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 1.091.192 | 3,62 | 144.583 | 4,33 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 367 | 49 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 2.016 | 5,66 | 267 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 2.941 | 0,07 | 390 | 0,78 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 54.184 | 9,02 | 7 | 16,67 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 77 | 10 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3.419 | 1,39 | 453 | 2,26 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 155.807 | 116,16 | 20.644 | 117,67 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 5.007 | 1,91 | 664 | 2,63 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 3.221 | 5,50 | 427 | 6,23 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 1.840 | 0,05 | 244 | 0,83 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 15.997 | 18,36 | 2.120 | 19,18 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 22 | 3 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.402.568 | 1,26 | 318.340 | 1,96 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2.658 | 0,30 | 352 | 1,15 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 150.000 | 198,21 | 19.875 | 200,32 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1.090 | 144 | ||||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 3.864 | 25,54 | 512 | 26,17 | ||||
| 2026-05-11 | 13F | Commerce Bank | 21.212 | 2,30 | 2.811 | 3,01 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 6.949 | 1,68 | 921 | 2,34 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 61.348 | 8.129 | ||||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 14.910 | 1.976 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 6.122 | 5.668 | -9,28 | |||||
| 2026-05-07 | 13F | Burk Holdings LLC | 80 | 11 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 313 | 41 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5.745 | 0,03 | 798 | 0,88 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 3.864 | 512 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 130.618 | 9,26 | 17.188 | 10,83 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 1.947 | 0,05 | 258 | 0,78 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 25.628 | 503,86 | 3.643 | 552,87 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 19.414 | 0,88 | 2.572 | 1,58 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 1.663 | 0,24 | 220 | 0,92 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.350.338 | 0,72 | 178.920 | 1,42 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 4.586 | 3,64 | 608 | 4,30 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 39.733 | 27,44 | 5.265 | 28,33 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2.930 | 0,17 | 388 | 1,04 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 12.766 | 5,38 | 1.801 | 7,72 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 5.843 | 774 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 29.680 | 3,04 | 3.933 | 3,75 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 412.787 | 42,89 | 53.560 | 40,89 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 4.553 | 603 | ||||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 8.094 | 2,12 | 1.072 | 2,78 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 55.402 | 42,44 | 7.341 | 43,42 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 1.582 | 210 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 62.899 | 0,93 | 8.334 | 1,63 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 46.351 | 589,85 | 6.143 | 594,12 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 1.516 | 201 | ||||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 268 | 36 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 19.500 | 2.584 | ||||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 2.166 | 0,05 | 287 | 1,06 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 79.980 | 20,20 | 10.597 | 21,03 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 2.048 | 271 | ||||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 1.308 | 0,31 | 173 | 1,17 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 91.176 | 2,41 | 12.081 | 3,12 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 106.470 | 145,90 | 14.107 | 147,62 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 220 | 0,46 | 29 | 3,57 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 7.000 | 928 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 12.239 | 0,53 | 1.622 | 1,19 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 176.595 | 7,42 | 23.399 | 9,44 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 558.496 | 3,79 | 74.000 | 4,51 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 4.583 | 0,26 | 607 | 1,00 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1.235 | 0,82 | 176 | -0,57 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 11.997 | 177,90 | 1.579 | 181,79 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 4.147 | 1,64 | 550 | 2,43 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 18.072 | 35,89 | 2.395 | 36,80 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 11.046 | 2,50 | 1.464 | 3,17 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2.840 | 99,86 | 376 | 102,15 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1.085 | 144 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 265.442 | 3,75 | 35.171 | 4,46 | ||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 564 | 75 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 42.741 | 51,24 | 5.663 | 52,31 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 15.895 | 0,77 | 2.092 | 0,77 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 8.750 | 1.159 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 4.977 | 2,79 | 659 | 3,45 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 176 | 3,53 | 23 | 4,55 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 34.145 | 0,41 | 4.524 | 1,12 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 15.067 | 9,59 | 2.006 | 10,89 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 1.649 | 218 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1.230 | 163 | ||||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 9.395 | 1,75 | 1.245 | -2,66 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 5.133 | 0,12 | 680 | 0,89 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 5.010 | 0,22 | 664 | 0,91 | ||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 13.974 | 0,20 | 1.852 | 0,87 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 4.394 | 2,33 | 582 | 3,01 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 34 | 5 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 490 | 65 | ||||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 1.753 | 3,85 | 232 | 4,50 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2.278 | 0,31 | 302 | 1,01 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3.890 | 515 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 6.727 | 1,54 | 885 | 3,03 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 511 | 131,22 | 68 | 131,03 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1.540 | 204 | ||||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 12.009 | 1.591 | ||||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 63.185 | 8,46 | 8.314 | 10,03 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 23.025 | 32,80 | 3.063 | 34,28 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 460 | 0,44 | 61 | 0,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2.363 | 4,60 | 313 | 5,39 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 224.193 | 2,73 | 29.706 | 3,44 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.098 | 40,77 | 142 | 37,86 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 400 | 53 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 3.882 | 15,81 | 514 | 16,55 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3.640 | 20,45 | 482 | 21,41 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 145.448 | 1,36 | 19.272 | 2,06 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 266.001 | 15,68 | 35.245 | 16,48 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 54.282 | 0,06 | 7.192 | 0,76 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.237.341 | 4,57 | 296.448 | 5,29 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 58.500 | 2,27 | 7.751 | 2,98 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 922.764 | 15,90 | 122.266 | 16,70 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 585 | 78 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2.650 | 351 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 6.105 | 14,71 | 809 | 15,43 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 15.785 | 23,29 | 2 | 100,00 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 5 | 1 | ||||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 4.166 | 3,58 | 552 | 4,16 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 153.885 | 0,59 | 20.390 | 1,29 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 18.675 | 3,18 | 2.474 | 3,91 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 31.544 | 4,93 | 4.180 | 5,64 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3.230 | 0,12 | 428 | 0,94 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 19.605 | 0,65 | 2.598 | 1,33 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 4.574 | 0,33 | 606 | 1,17 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 18.991 | 0,32 | 2.516 | 1,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 6.696 | 887 | ||||||
| 2026-04-21 | 13F | River Street Advisors LLC | 3.913 | 7,12 | 518 | 7,92 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 29.018 | 3.845 | ||||||
| 2026-04-15 | 13F | Weil Company, Inc. | 1.764 | 0,28 | 234 | 0,87 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 56.983 | 2,92 | 7.552 | 3,64 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 9.541 | 0,69 | 1.264 | 1,44 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.040.744 | 1,00 | 535.399 | 1,70 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 5 | 1 | ||||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 202 | 27 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 12.935 | 284,63 | 1.714 | 287,56 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 19.173 | 0,07 | 2.540 | 0,75 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2.024 | 286 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3.515 | 2,51 | 466 | 3,10 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 16.428 | 2.177 | ||||||
| 2026-02-12 | 13F | Fuller & Thaler Asset Management, Inc. | 3.409 | 18.363 | ||||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 3.222 | 0,03 | 0 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 639.260 | 0,91 | 84.702 | 1,60 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.352 | 179 | ||||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 6.584 | 0,06 | 873 | 0,81 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 2.900 | 9,43 | 384 | 10,34 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 4.842 | 1,53 | 670 | 6,86 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 9.325 | 5,45 | 1.236 | 6,19 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 17.561 | 2 | ||||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 53.429 | 11,89 | 7.079 | 12,60 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 203 | 0,50 | 0 | |||||
| 2026-05-07 | 13F | Key Capital Management, INC | 172 | 23 | ||||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4.290 | 0,82 | 568 | 1,61 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 1.530 | 0,20 | 203 | 1,00 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 494 | 61 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 2.308 | 1,58 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 1.600 | 212 | |||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 20.231 | 0,33 | 2.682 | 1,06 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 1.626 | 0,06 | 215 | 0,94 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 16.513 | 0,71 | 2.188 | 1,44 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 8.489 | 0,64 | 1.117 | 2,10 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 4.149 | 16,35 | 550 | 17,06 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 78.370 | 1,29 | 10.384 | 1,99 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 56.771 | 14,59 | 7.522 | 15,39 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1.989 | 10,07 | 264 | 10,97 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 83.967 | 4,05 | 11.126 | 4,77 | ||||
| 2026-04-10 | 13F | Novem Group | 41.905 | 3,76 | 5.552 | 4,48 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 8.249 | 4,63 | 1.093 | 5,30 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 547 | 33,74 | 73 | 35,85 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 13.757 | 2,15 | 1.823 | 2,82 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 9.274 | 0,11 | 1.229 | 0,74 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 31.122 | 0,31 | 4.124 | 1,00 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 2.961 | 392 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 16.086 | 4,52 | 2.131 | 5,23 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 1.810 | 240 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 1.647 | 6,26 | 233 | 4,95 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1.651 | 0,36 | 214 | -1,39 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 1.515 | 201 | ||||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 2.693 | 357 | ||||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 7.785 | 9,71 | 1.032 | 10,50 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 5.566 | 0,04 | 737 | 0,68 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 563 | 47,38 | 75 | 48,00 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 511 | 0,39 | 68 | 0,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2.065 | 11,26 | 275 | 12,30 | ||||
| 2026-05-06 | 13F | Anb Bank | 26.034 | 0,26 | 3.450 | 0,97 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 21.390 | 8,52 | 2.834 | 9,29 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 2.115 | 16,53 | 280 | 17,65 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 19.318 | 2.542 | ||||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 8.925 | 0,01 | 1.183 | 0,68 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 3 | 0 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.793 | 0,11 | 238 | 0,85 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.932 | 0,14 | 388 | 0,78 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 2.889 | 2,37 | 383 | 2,96 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 8.058 | 3,11 | 1.068 | 3,79 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.951 | 21,94 | 259 | 22,86 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 27.667 | 16,77 | 3.666 | 17,58 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 795 | 49,16 | 105 | 50,00 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 14.264 | 1.890 | ||||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 3.410 | 0,21 | 452 | 0,89 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 21.360 | 7,79 | 2.830 | 8,55 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 797 | 106 | ||||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 3.385 | 0,09 | 449 | 0,67 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 82.843 | 1,24 | 10.977 | 0,80 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 48.051 | 6.367 | ||||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 8.384 | 0,35 | 1.111 | 1,00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 29.895 | 0,82 | 3.961 | 1,54 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16.584 | 0,76 | 2.197 | 1,48 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 88 | 12 | ||||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 2.267 | 0,22 | 300 | 1,01 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4.094.852 | 7,46 | 542.568 | 8,20 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 3.750 | 0,32 | 497 | 1,02 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 104.492 | 0,14 | 13.845 | 0,84 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 98 | 1,03 | 13 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1.921 | 0,79 | 269 | 7,20 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 21.159 | 1,05 | 2.804 | -2,98 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 2.900 | 384 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 15.879 | 23,42 | 2.104 | 24,22 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 252.258 | 6,12 | 33.423 | 5,99 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 47.262 | 4,43 | 6.262 | 5,16 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 1.861 | 0,11 | 247 | 0,82 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 180 | 24 | ||||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 1.724 | 0,29 | 228 | 0,88 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 10.085 | 32,96 | 1.336 | 33,87 |
