Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares S&P Mid-Cap 400 Growth ETF eröffnet haben, gehören Sherman Porfolios, Llc, OFS Enterprise LLC, Parr Mcknight Wealth Management Group, Llc, BlueStem Wealth Partners, LLC, Private Advisory Group LLC, Summitpoint Capital Management, Vanguard National Trust Co, Tiaa-cref Individual & Institutional Services, Llc, Veratis Advisors, Inc., Cerity Partners Retirement Plan Advisors LLC, Vann Equity Management LLC, Westfield Capital Management Co Lp, Navigate Wealth Management, LLC, Childress Capital Advisors, Llc, Evergreen Wealth Solutions, LLC, TD Waterhouse Canada Inc., Gerald Baker Financial Group LLC, Navigation Group, LLC, Fortis Capital Advisors, LLC, und SB Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Bokf, Na | 482.566 | 1,43 | 48.556 | 5,35 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 7.380 | 733 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 11.647 | 0,03 | 1.172 | 3,81 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 6.655 | 4,77 | 670 | 8,78 | ||||
| 2026-04-06 | 13F | CX Institutional | 25.221 | 1,19 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 6.703 | 1,88 | 674 | 5,81 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 78.813 | 0,13 | 7.930 | 4,00 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 192.490 | 14,67 | 19.368 | 19,10 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 343 | 33 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 21.394 | 4,42 | 2.153 | 8,41 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 6.625 | 3,37 | 667 | 7,42 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4.519 | 18,64 | 455 | 23,04 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 28.405 | 5,65 | 2.858 | 9,75 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 10.536 | 1.060 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 2.801 | 13,54 | 282 | 17,57 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 11.024 | 79,84 | 1.109 | 87,02 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 3.562 | 14,50 | 358 | 18,94 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 2.356 | 0,08 | 237 | 3,95 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 10.609 | 7,85 | 1.067 | 11,96 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2.415 | 15,99 | 243 | 20,40 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2.690 | 271 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 53.530 | 6,20 | 5.386 | 10,30 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 100 | 10 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 632 | 64 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 296 | 30 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 33.694 | 0,62 | 3.390 | 4,50 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 20.482 | 8,27 | 2.061 | 12,45 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2.236 | 225 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2.340 | 1,74 | 227 | 2,73 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 24.280 | 6,03 | 2.443 | 10,14 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.093 | 211 | ||||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 7.544 | 8,25 | 759 | 12,44 | ||||
| 2026-05-11 | 13F | Westfield Capital Management Co Lp | 4.905 | 494 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 2.629 | 8,46 | 264 | 12,82 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 29.365 | 6,33 | 2.955 | 10,43 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 67.012 | 1,58 | 6.743 | 5,49 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 723 | 0,14 | 73 | 4,35 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3.903 | 393 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 45.246 | 4,53 | 4.553 | 8,56 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 100.594 | 619,30 | 10.122 | 647,49 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 3.248 | 0,03 | 327 | 3,82 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 903.223 | 2,05 | 87.811 | 2,41 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 4.426 | 100,09 | 445 | 107,94 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 2.256.315 | 227.030 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 370 | 2,49 | 37 | 8,82 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1.989 | 3,16 | 200 | 14,29 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 25.861 | 71,16 | 2.505 | 73,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 69.863 | 13,85 | 7.030 | 18,25 | ||||
| 2026-05-13 | 13F | Kimelman & Baird, LLC | 0 | 0 | ||||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 22.216 | 2.235 | ||||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 98.194 | 2,60 | 9.880 | 6,57 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 80 | 8 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 45.373 | 1.308,66 | 4.849 | 1.373,86 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.961.451 | 4,96 | 197.361 | 9,01 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 3.435 | 0,03 | 346 | 3,92 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 11.854 | 0,28 | 1.193 | 4,10 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 231.726 | 2,23 | 23.316 | 6,18 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 481 | 48 | ||||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 3.274 | 0,03 | 329 | 3,79 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 18.444 | 0,12 | 1.856 | 3,98 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 70.740 | 7.118 | ||||||
| 2026-04-20 | 13F | Davidson Trust Co | 7.913 | 4,75 | 796 | 8,89 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 1.496 | 0,07 | 151 | 4,17 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 3.844 | 78,13 | 387 | 84,69 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 11.759 | 14,91 | 1.183 | 19,37 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 33.134 | 4,41 | 3.334 | 8,43 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 209 | 1,46 | ||||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.581 | 3,08 | 260 | 7,02 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 13.935 | 18,78 | 1.402 | 23,42 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 2.448 | 0,12 | 246 | 4,24 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 12.019 | 0,02 | 1.209 | 3,87 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 3.845 | 0,05 | 387 | 3,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 180.031 | 2,43 | 18.115 | 6,38 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 8.932 | 0,06 | 899 | 3,94 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 206.070 | 6,51 | 20.735 | 10,62 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 48.775 | 0,20 | 5 | 0,00 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 3.310 | 0,61 | 333 | 4,72 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5.457 | 549 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 122.134 | 12 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 380 | 0,26 | 38 | 5,56 | ||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 37.028 | 33,85 | 3.726 | 39,04 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 11.799 | 18,56 | 1.187 | 23,13 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 1.226.067 | 2,79 | 123.367 | 6,76 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 49.670 | 2,59 | 4.998 | 6,55 | ||||
| 2026-05-01 | 13F | American Trust | 3.382 | 1,35 | 340 | 5,26 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 31 | 3 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 295.026 | 105,18 | 29.685 | 113,12 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 30.611 | 3 | ||||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 200 | 20 | ||||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 20.082 | 0,01 | 2.021 | 3,86 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 8.982 | 10.596 | 9,36 | |||||
| 2026-04-24 | 13F | Greater Midwest Financial Group, LLC | 2.727 | 0,11 | 274 | 4,18 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 551.904 | 3,19 | 55.532 | 7,17 | ||||
| 2026-05-11 | 13F | Commerce Bank | 32.138 | 18,35 | 3.234 | 22,93 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 513 | 0,20 | 57 | 7,69 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 156.931 | 7.394,32 | 15.790 | 7.716,83 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 2.670 | 221,69 | 269 | 235,00 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 28.974 | 113,78 | 2.915 | 122,01 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.439 | 145 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 132.237 | 1,96 | 13.306 | 5,89 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 3.349 | 0,03 | 337 | 3,70 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 11.388 | 2,62 | 1.146 | 6,51 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 8.280 | 0,19 | 833 | 4,13 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 100.001 | 10.062 | ||||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 3.205 | 0,19 | 322 | 4,21 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 7.640 | 0,58 | 769 | 4,49 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1.100 | 111 | ||||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 6.002 | 0,03 | 604 | 3,79 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 3.504 | 1,48 | 353 | 5,39 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 26.531 | 2.670 | ||||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 2.113 | 213 | ||||||
| 2026-05-11 | 13F | United Bank | 31.076 | 0,89 | 3.127 | 4,76 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 50.002 | 5.031 | ||||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 82.207 | 8.272 | ||||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 3.319 | 3,69 | 334 | 7,42 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 474.140 | 8,42 | 45.935 | 9,54 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 256 | 25 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 5.107 | 514 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2.596 | 3,22 | 261 | 7,41 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 39.054 | 96,28 | 4.240 | 119,98 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 2.537 | 0,08 | 255 | 4,08 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 27.199 | 34,90 | 2.737 | 40,09 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 12.964 | 1,12 | 1.304 | 4,99 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 52.188 | 26,34 | 5.251 | 31,24 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 21.179 | 0,01 | 2.131 | 3,90 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 3.425 | 1,24 | 345 | 5,20 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3.900 | 397 | ||||||
| 2026-04-08 | 13F | Sapient Capital Llc | 4.188 | 13,65 | 421 | 16,94 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 35.090 | 1,20 | 3.531 | 117.566,67 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.829 | 0,03 | 385 | 4,05 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 574.619 | 34,85 | 56.775 | 37,53 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 564 | 57 | ||||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 21.116 | 56,60 | 2.125 | 62,63 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 9.145 | 1,39 | 920 | 5,38 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 246.667 | 0,52 | 24.820 | 4,40 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 42 | 4 | ||||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 8.772 | 883 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 210 | 677,78 | 0 | |||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 2.024 | 204 | ||||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 15.827 | 0,60 | 1.593 | 4,46 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 2.173 | 1,97 | 219 | 5,83 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 23.542 | 557,60 | 2.369 | 584,39 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 10.439 | 1.050 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 750 | 1,76 | 75 | 5,63 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 7.789.591 | 7,89 | 783.789 | 12,05 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 1.053 | 5,30 | 106 | 9,38 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 10.627 | 1,70 | 1.069 | 5,63 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 212.590 | 0,28 | 21 | 5,00 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 34.574 | 3.479 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 386 | 0,26 | 39 | 2,70 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2.785 | 299 | ||||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 3.961 | 3,91 | 399 | 7,86 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 307.696 | 7,03 | 30.961 | 12,15 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 22.354 | 2,81 | 2.249 | 6,79 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 3.896 | 18,20 | 392 | 22,88 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 68.061 | 2,64 | 6.848 | 6,60 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 4.326 | 44,06 | 435 | 50,00 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 56.777 | 4,31 | 5.713 | 8,33 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 3.015 | 40,04 | 318 | 42,60 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.745 | 33,30 | 679 | 38,37 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 145.980 | 3.286,22 | 14.689 | 3.422,30 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 5.029 | 506 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 2.075 | 0,05 | 209 | 4,00 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 432 | 43 | ||||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 2.162 | 5,62 | 218 | 9,60 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 4.809 | 466 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 22.418 | 11,19 | 2.256 | 15,46 | ||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 940 | 95 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 9.949 | 4,78 | 1.086 | 11,38 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 56.000 | 6,41 | 5.629 | 10,50 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 504 | 972,34 | 57 | 1.020,00 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 10.233 | 37,15 | 995 | 36,16 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 10.221 | 1.028 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1.372 | 138 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 67.659 | 0,83 | 6.884 | 5,89 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 6.258 | 0,19 | 630 | 5,18 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 10.425 | 4,45 | 1.049 | 8,49 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 4.161 | 19,57 | 419 | 24,04 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 2.370 | 238 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4.991 | 10,54 | 502 | 14,87 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 8.190 | 856 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 133 | 13 | ||||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 57.388 | 0,09 | 5.774 | 3,96 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 379 | 38 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 6.366 | 0,02 | 641 | 3,90 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 31.287 | 3.148 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.335 | 51,52 | 235 | 57,05 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 11.789 | 0,09 | 1.186 | 3,94 | ||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 19.455 | 0,10 | 1.958 | 3,99 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 3.151 | 0,03 | 317 | 3,93 | ||||
| 2026-05-06 | 13F | Bonfire Financial | 6.619 | 0,02 | 666 | 3,90 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 6.461 | 1,40 | 724 | 8,07 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 674 | 53,53 | 68 | 59,52 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 19.792 | 1.991 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 2.272 | 0,89 | 229 | 4,59 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 4.186 | 0,02 | 421 | 3,95 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 2.956 | 1,97 | 297 | 6,07 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 78.565 | 0,64 | 7.611 | 1,68 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 949.569 | 15,58 | 95.546 | 20,04 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 2.713 | 273 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 52.222 | 390,85 | 5.255 | 410,10 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3.698 | 3,47 | 372 | 7,51 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 2.400 | 241 | |||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 486 | 49 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 100 | 10 | ||||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 4.898 | 493 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 530.687 | 5,97 | 53.397 | 10,06 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 5.380 | 24,11 | 541 | 29,12 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 10.476 | 9,59 | 1.047 | 12,96 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 33.870 | 1,40 | 3.408 | 0,18 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 5.327 | 9,09 | 536 | 13,32 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 1.041.989 | 104.845 | ||||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 3.182 | 6,07 | 320 | 10,34 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.575 | 158 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 7.726 | 0,95 | 777 | 4,86 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3.409 | 24,69 | 343 | 29,92 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 12.346 | 1,06 | 1.242 | 4,90 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 12.571 | 22,35 | 1 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 280.395 | 7,14 | 28.213 | 11,28 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 99.973 | 31,63 | 10.059 | 36,73 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 8.300 | 835 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 14.788 | 197,37 | 1.488 | 209,15 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 185.467 | 0,90 | 18.662 | 4,80 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 8.900 | 896 | |||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 3.557 | 7,76 | 358 | 11,91 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2.229 | 224 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 58.736 | 17,91 | 5.910 | 22,46 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 3.639 | 0,08 | 366 | 3,98 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 161.035 | 296,30 | 16.203 | 311,66 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 4.134 | 1,62 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 29.891 | 3,32 | 3.008 | 7,32 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 3.938 | 0,10 | 396 | 3,94 | ||||
| 2026-05-14 | 13F | Main Management LLC | 31.131 | 23,47 | 3 | 50,00 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 7.457 | 5,18 | 750 | 9,33 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.207 | 625 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 12.095 | 0,04 | 1.217 | 3,84 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 41.360 | 4,46 | 4.162 | 8,50 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 3.738 | 376 | ||||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 16.804 | 11,93 | 1.691 | 16,23 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 141.895 | 31,84 | 14 | 40,00 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 8.713 | 19,93 | 877 | 24,61 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 19.169 | 12,42 | 1.929 | 16,78 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 281 | 28 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.110.021 | 2,24 | 111.690 | 6,18 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.167 | 117 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 66.811 | 6.723 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 58.050 | 0,65 | 5.841 | 4,53 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 5.370 | 0,06 | 540 | 4,05 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 1.100 | 92 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 12.500 | 6,00 | 1.258 | 10,07 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 38.732 | 2,84 | 3.897 | 6,83 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 616 | 62 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 11.911 | 1,78 | 1.279 | 12,89 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 318 | 29 | ||||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 24.515 | 8,00 | 2.467 | 12,04 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 11.432 | 1,86 | 1.150 | 5,80 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 3.247 | 0,03 | 327 | 3,82 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 234 | 1,74 | 24 | 4,55 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 2.250 | 226 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 872 | 678,57 | 88 | 770,00 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 2.021 | 203 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 10.062 | 1,85 | 1.012 | 5,75 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 10.369 | 0,25 | 1.043 | 4,09 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 2.079 | 209 | ||||||
| 2026-05-13 | 13F | Heritage Trust Co | 73.272 | 3,34 | 7.373 | 7,32 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2.688 | 833,33 | 270 | 900,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 32.664 | 7,63 | 3.287 | 11,77 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 752 | 0,13 | 76 | 4,17 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 11.209 | 0,57 | 1.086 | 1,59 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 102.025 | 9,31 | 10.266 | 13,53 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 20.816 | 9,41 | 2.023 | 8,59 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 3.660 | 368 | ||||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 37.983 | 4,30 | 3.822 | 8,34 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 381.923 | 0,33 | 38.429 | 4,20 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 4.725 | 11,57 | 475 | 15,85 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 87.643 | 0,32 | 8.819 | 4,19 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 18.525 | 1.864 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 175 | 18 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 4.101 | 10,12 | 413 | 14,44 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 3.219 | 0,12 | 313 | 0,32 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 99.862 | 27,50 | 10.048 | 32,44 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 6.172 | 0,10 | 621 | 4,02 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 3.534 | 0,86 | 356 | 4,72 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 212.240 | 2,50 | 21.356 | 6,46 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 2.902 | 5,45 | 292 | 9,40 | ||||
| 2026-05-05 | 13F | PFG Advisors | 7.421 | 1,23 | 747 | 5,07 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 5.519 | 555 | ||||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 71.228 | 0,31 | 7.167 | 4,17 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 472 | 0,21 | 48 | 4,44 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 262 | 1,95 | 26 | 8,33 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 79.393 | 0,53 | 7.989 | 4,40 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 7.024 | 33,89 | 707 | 38,98 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 491.460 | 19.935,06 | 50.001 | 20.997,47 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 18.876 | 0,03 | 1.899 | 3,66 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 4.827 | 0,02 | 486 | 3,85 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 3.219 | 0,03 | 324 | 3,86 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 15.753 | 4,18 | 1.585 | 8,27 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 6.934 | 55,16 | 698 | 61,34 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 85.576 | 1,31 | 8.611 | 5,22 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 25.948 | 2.514 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 2 | 0 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 65.418 | 68,00 | 6.582 | 74,50 | ||||
| 2026-05-06 | 13F | Anb Bank | 38.364 | 3,22 | 3.860 | 7,22 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 14.036 | 0,04 | 1.412 | 3,90 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25.350 | 453,49 | 2.551 | 475,62 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 20.800 | 2.093 | ||||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 4.353 | 438 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 10.065 | 0,06 | 1.013 | 3,90 | ||||
| 2026-05-12 | 13F | Creative Planning | 204.788 | 8,95 | 20.606 | 13,15 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.085 | 7,96 | 109 | 12,37 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 64.569 | 6.497 | ||||||
| 2026-02-20 | 13F | SB Capital Management Inc | 2.677 | 259 | ||||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1.071 | 108 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 4.819 | 485 | ||||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 1.322 | 27,85 | 133 | 33,00 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 293 | 29 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2.097 | 211 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 12.339 | 1.242 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 4.740 | 6,47 | 477 | 10,44 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 3.964 | 0,10 | 399 | 3,92 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 13.498 | 32,88 | 1.358 | 38,01 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 306.286 | 2,20 | 30.819 | 6,15 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 18.519 | 41,00 | 1.941 | 52,35 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 1.030 | 104 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 18.392 | 9,46 | 1.851 | 13,71 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 119.077 | 1,20 | 11.982 | 3,49 | ||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 8.924 | 35,58 | 898 | 40,82 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 35.425 | 15,20 | 3.564 | 19,64 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 101.275 | 0,29 | 10 | 11,11 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 49.994 | 2,46 | 5.030 | 6,41 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4.600.564 | 10,18 | 462.909 | 14,44 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 1.386 | 139 | ||||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 6.892 | 1,92 | 693 | 5,80 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 9.246 | 1,19 | 930 | 5,08 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 2.293 | 0,04 | 231 | 3,60 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 13.742 | 0,92 | 1.383 | 4,78 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 4.758 | 522 | ||||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 14.515 | 0,03 | 1.460 | 3,91 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 6.103 | 0,49 | 614 | 4,42 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 39.041 | 7,92 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 11.897 | 1.333 |
