Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares S&P Small-Cap 600 Value ETF eröffnet haben, gehören Sherman Porfolios, Llc, Marin Bay Wealth Advisors, LLC, Gerald Baker Financial Group LLC, Quent Long Short Global Small Cap Fund, LP, Integrated Advisors Network LLC, Veratis Advisors, Inc., Everpar Advisors Llc, Balboa Wealth Partners, WealthCare Asset Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, SB Capital Management Inc, TCFG Investment Advisors, LLC, Aznar Financial Advisors, LLC, Lifestyle Asset Management, Inc., Fisher Asset Management, LLC, Baer Investment Advisory LLC, Childress Capital Advisors, Llc, Vann Equity Management LLC, Wagner Wealth Management, Corp, und Proactive Wealth Strategies 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Sigma Planning Corp | 56.475 | 7,17 | 6.689 | 11,63 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 14.334 | 1,30 | 1.698 | 5,47 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 3.679 | 88,57 | 436 | 96,83 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 7.134 | 8,92 | 845 | 13,58 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 235 | 49,68 | 28 | 58,82 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 4.160 | 14,19 | 493 | 18,84 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 6.582 | 109,48 | 780 | 118,21 | ||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 7.005 | 2,10 | 830 | 6,28 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 2.169 | 0,18 | 257 | 4,07 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 44.870 | 2,41 | 5 | 25,00 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 3.323 | 0,39 | 394 | 4,52 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 2.567 | 0,04 | 304 | 4,47 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 125 | 14 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 431 | 22,44 | 51 | 27,50 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2.878 | 0,03 | 341 | 3,98 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 1.999 | 237 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 9.196 | 2,99 | 1.089 | 7,29 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 1.249 | 148 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 9.238 | 124,28 | 1.051 | 130,77 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 6.444 | 0,19 | 763 | 4,38 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 4.525 | 0,07 | 536 | 4,09 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 113.743 | 13.473 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 189.997 | 8,65 | 22.505 | 13,18 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 3.134 | 0,13 | 371 | 4,51 | ||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 14.930 | 1.768 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 4.987 | 33,56 | 591 | 39,15 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 1.825 | 1,39 | 216 | 5,88 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 5.102 | 3,72 | 604 | 8,05 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 16.263 | 32,99 | 1.926 | 38,56 | ||||
| 2026-05-13 | 13F | Systematic Financial Management Lp | 8 | 1 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 407 | 48 | ||||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 2.052 | 0,20 | 243 | 4,74 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 1.834 | 0,16 | 217 | 4,33 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 49.583 | 2,32 | 5.873 | 6,59 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 108.686 | 269,42 | 12.874 | 284,84 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 128.124 | 1,97 | 15.176 | 6,21 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 1.716 | 203 | ||||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 1.750 | 207 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.888 | 0,16 | 224 | 4,21 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 1.417 | 14,55 | 168 | 19,29 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 12.417 | 1,26 | 1.602 | 14,92 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 9.672 | 9,08 | 1.146 | 12,59 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 29.371 | 463,96 | 3.479 | 487,50 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 41.529 | 9.425,00 | 4.928 | 9.756,00 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 1.940.467 | 229.848 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 327.688 | 2,42 | 37.982 | 4,39 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 101.813 | 12 | ||||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 4.348 | 0,18 | 515 | 4,46 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 9.825 | 4,23 | 1.164 | 8,59 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 17.285 | 4,10 | 2.047 | 8,42 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 81 | 10 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 20.602 | 14,65 | 2.440 | 19,43 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 7.121 | 8,14 | 844 | 12,70 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 1.349 | 10,85 | 160 | 15,22 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 39.779 | 25,12 | 4.712 | 30,32 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 12.078 | 0,17 | 1.431 | 4,30 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 255.162 | 16,39 | 30.221 | 21,21 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.739 | 31,54 | 206 | 4,06 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2.006 | 238 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 7.367 | 0,10 | 873 | -2,13 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 84 | 10 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 69.324 | 11,77 | 8.211 | 16,42 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 174.677 | 5,69 | 20.691 | 10,09 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 2.930 | 8,64 | 347 | 13,40 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 60.730 | 65,97 | 6.906 | 70,69 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 80.110 | 2,41 | 9.489 | 6,67 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 6.047 | 6,61 | 716 | 11,01 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 481 | 0,21 | 57 | 3,70 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 2.165 | 9,23 | 256 | 13,78 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 37.896 | 0,06 | 4.310 | 0,05 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 76.303 | 3,36 | 9.038 | 7,66 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 1.998 | 0,10 | 237 | 3,96 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 589.535 | 59,78 | 69.830 | 66,42 | ||||
| 2026-05-15 | 13F | Prelude Capital Management, Llc | 2.450 | 290 | ||||||
| 2026-05-18 | 13F | Cim, Llc | 3.341 | 35,81 | 396 | 41,58 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 39.731 | 0,98 | 4.706 | 5,19 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 250.385 | 9,88 | 29.658 | 14,45 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 76.425 | 836,01 | 9.053 | 875,43 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 4.634 | 527 | ||||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 2.205 | 261 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 2.742 | 46,71 | 325 | 52,83 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 58.148 | 2,06 | 6.888 | 6,31 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 4.105 | 95,10 | 486 | 103,35 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 11.784 | 383,55 | 1.396 | 403,61 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.456 | 172 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 62.870 | 7.447 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 17.147 | 2,36 | 2.031 | 6,61 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 37.181 | 4,75 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3.142 | 0,13 | 372 | 4,49 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 250 | 0,81 | 28 | 3,70 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 3.060 | 0,07 | 362 | 4,32 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 18.083 | 2.142 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 75.590 | 2,98 | 8.954 | 7,26 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 41.679 | 1,02 | 4.937 | 5,22 | ||||
| 2026-05-11 | 13F | Inspire Trust Co, N.a. | 45.000 | 8,43 | 5.330 | 12,95 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 13.845 | 4,75 | 1.640 | 9,05 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 151 | 18 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 528 | 63 | ||||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 117.833 | 10,88 | 13.957 | 15,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 143.255 | 164,82 | 16.969 | 175,86 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 10.385 | 159,69 | 1.230 | 170,93 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 13 | 2 | ||||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 1.715 | 203 | ||||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 3.126 | 370 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 2.428 | 3,19 | 288 | 7,49 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 3.164 | 2,56 | 0 | |||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 126 | 15 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 8.775 | 17,39 | 1.039 | 22,24 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 4.640 | 0,17 | 550 | 4,37 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 829 | 4,02 | 98 | 8,89 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 2.470 | 0,12 | 293 | 4,29 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 42.524 | 5.037 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 6.209 | 17,80 | 706 | 21,31 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 2.934 | 348 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 36.265 | 4 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4.927 | 22,75 | 560 | 26,41 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 18.497 | 2.191 | ||||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 6.423 | 1,65 | 761 | 5,85 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 294.751 | 96,27 | 33.519 | 101,82 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 27.791 | 1,18 | 3.292 | 5,38 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 10.940 | 0,01 | 1.296 | 4,18 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 6.552 | 9,38 | 776 | 13,95 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 5.003 | 4,80 | 569 | 7,58 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 5.960 | 706 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 2.593 | 5,71 | 307 | 10,43 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 3.962 | 0,13 | 469 | 4,45 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 8.992 | 1,59 | 1.065 | 5,86 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 5.657 | 0,71 | 670 | 5,02 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 190 | 23 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1.195 | 0,25 | 141 | 4,44 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 4.371 | 1,86 | 518 | 6,16 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 818 | 0,12 | 97 | 4,35 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 374.664 | 11,27 | 43.676 | 14,06 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 7.324 | 0,05 | 868 | 4,21 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 2.037 | 0,05 | 241 | 4,33 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 6.124 | 725 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 2.014 | 239 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 57.932 | 5,29 | 6.862 | 9,67 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 3.429 | 0,23 | 406 | 4,37 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 45.926 | 14,63 | 5.440 | 18,29 | ||||
| 2026-05-11 | 13F | Castlekeep Investment Advisors Llc | 68.231 | 22,75 | 8.082 | 27,84 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 8.998 | 2,12 | 1.066 | 6,29 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1.537 | 0,07 | 182 | 4,60 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 302 | 36 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 67.664 | 6,01 | 8 | 14,29 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 13.245 | 1.569 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 77.898 | 0,03 | 9.227 | 4,20 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 2.712 | 0,07 | 321 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 110.432 | 23,40 | 13.081 | 28,53 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 2.394 | 284 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 44.551 | 5.277 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 20.000 | 2.369 | ||||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 25.341 | 3.002 | ||||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 3.036 | 0,10 | 360 | 4,36 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 81.993 | 2,35 | 9.713 | 6,60 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 2.566 | 304 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 76.543 | 875,19 | 9.067 | 916,37 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 108.067 | 6,44 | 12.801 | 13,81 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 2.822 | 0,04 | 334 | 4,38 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 82.919 | 0,20 | 9.822 | 4,37 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 1.455 | 0,07 | 172 | 4,24 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 272.120 | 32.233 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.945 | 0,03 | 349 | 4,19 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 2.789 | 22,92 | 330 | 27,91 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 31.995 | 116,59 | 3.790 | 125,67 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 3.308 | 0,18 | 392 | 4,27 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 558 | 66 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 132.859 | 40.529,66 | 15.737 | 42.432,43 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2.112 | 100,00 | 250 | 108,33 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 5.087 | 29,05 | 604 | 27,97 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 10.749 | 4,12 | 1.222 | 4,09 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 27.920 | 6,73 | 3.304 | 11,10 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 10.490 | 1.243 | ||||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 25.182 | 2.983 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 796 | 28,39 | 94 | 34,29 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1.838 | 0,27 | 209 | 3,47 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 27.117 | 123,42 | 3.212 | 132,75 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 19.922 | 2,49 | 2.360 | 6,74 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 17.554 | 0,14 | 2.079 | 4,32 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1.522 | 180 | ||||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 40.162 | 4.995 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.890 | 29,90 | 224 | 35,15 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 99.335 | 60,13 | 11.788 | 67,11 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 64.138 | 2,13 | 7.597 | 6,39 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 550.910 | 6,46 | 65.254 | 10,89 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 13.907 | 5,23 | 1.647 | 9,65 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 500 | 59 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 4.512 | 8,41 | 534 | 12,90 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 2.118 | 251 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 342.789 | 14,03 | 40.603 | 18,78 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 20.818 | 1,56 | 2.466 | 5,75 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 415 | 49 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 1.777 | 210 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 1.691 | 200 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.432.802 | 13,77 | 169.715 | 18,50 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 234 | 138,78 | 28 | 145,45 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 8.957 | 0,12 | 1.061 | 4,23 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 36.939 | 41,60 | 4.376 | 47,51 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 5.310 | 0,06 | 629 | 4,31 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2.713 | 321 | ||||||
| 2026-05-07 | 13F | Next Capital Management LLC | 5.496 | 70,15 | 651 | 77,38 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 96.173 | 11.392 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 196.117 | 0,85 | 23.230 | 5,04 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 2.606 | 47,98 | 309 | 54,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 46.967 | 1,09 | 5.563 | 5,30 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 410 | 49 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 1.707 | 202 | ||||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 24.241 | 20,55 | 2.871 | 25,59 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 543 | 64 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 4.510 | 21,11 | 534 | 26,24 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 226 | -3,42 | ||||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 5.600 | 0,02 | 663 | 4,25 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 277.235 | 76,23 | 32.859 | 83,50 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 399.861 | 27,06 | 47.364 | 32,35 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 927.820 | 109.900 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 12.143 | 11,95 | 1.438 | 19,93 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 23.481 | 0,95 | 2.781 | 5,14 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 4.523 | 78,77 | 536 | 86,41 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 3.579 | 0,03 | 424 | 4,19 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.092.944 | 3,72 | 129.459 | 8,03 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 11.099 | 13,27 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 3.985 | 3,91 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 138.278 | 68,06 | 16 | 77,78 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 2.792 | 33,08 | 331 | 38,66 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3.679 | 2,97 | 436 | 7,14 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 20.159 | 156,51 | 2.569 | 187,68 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 5.087 | 604 | ||||||
| 2026-05-15 | 13F | Quarry LP | 500 | 59 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 2.273 | 0,04 | 269 | 4,26 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 47.927 | 5.677 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 893 | 50,59 | 104 | 51,47 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 25.591 | 1,18 | 3.031 | 5,39 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 1.853 | 0,11 | 219 | 4,29 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 22.351 | 1,50 | 2.647 | 5,71 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 6.871 | 0,06 | 814 | 4,23 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 5.105 | 1,05 | 605 | 5,23 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 1.704 | 202 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 104.318 | 0,82 | 12.357 | 5,01 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 2.501 | 296 | ||||||
| 2026-04-24 | 13F | Newton One Investments LLC | 7.682 | 24,97 | 910 | 30,04 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.057 | 125 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 24.280 | 0,61 | 2.876 | 2,39 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2.049 | 27,27 | 243 | 32,24 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4.153 | 492 | ||||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 38.336 | 0,18 | 4.541 | 4,34 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 2.295 | 12,22 | 272 | 16,81 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 2.449 | 0,04 | 290 | 4,32 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.210.240 | 3,53 | 380.253 | 7,83 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 7.046 | 363,25 | 835 | 384,88 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 2.129 | 0,28 | 253 | 4,13 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 4.739 | 3,27 | 561 | 7,68 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 40.049 | 2,52 | 4.744 | 6,78 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 9.154 | 0,01 | 1.084 | 4,23 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 4.202 | 0,17 | 498 | 4,19 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 60.742 | 4,24 | 7.195 | 8,57 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 14.299 | 0,02 | 1.694 | 4,18 | ||||
| 2026-04-15 | 13F | City Holding Co | 14.625 | 4,88 | 1.732 | 9,27 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 503.966 | 0,37 | 59.695 | 4,55 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 11.811 | 0,14 | 1.343 | 2,99 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 14.612 | 1.731 | ||||||
| 2026-04-09 | 13F | Diversified Management Inc | 6.876 | 0,17 | 814 | 4,36 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 25.794 | 0,12 | 3.055 | 4,30 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 199 | 24 | ||||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 22.339 | 4,18 | 2.646 | 8,53 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 17.067 | 146,56 | 2.022 | 156,80 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 1.506 | 0,20 | 178 | 4,71 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2.417 | 0,04 | 286 | 4,38 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 22.555 | 2,29 | 2.672 | 6,54 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.797 | 213 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 3.724 | 0,16 | 441 | 4,50 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 11.643 | 0,07 | 1.379 | 4,23 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 69.270 | 8.205 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 176.811 | 4,22 | 20.943 | 8,55 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 6.268 | 0,03 | 742 | 4,21 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 57.844 | 25,03 | 6.852 | 30,22 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 2.426 | 287 | ||||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 75 | 9 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 411.838 | 11.920,96 | 48.873 | 12.463,50 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 9.683 | 8,59 | 1.147 | 13,13 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 3.988 | 17,33 | 472 | 21,03 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 12.548 | 0,92 | 1.486 | 5,17 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 2.091 | 0,10 | 248 | 4,22 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6.764 | 1,32 | 801 | 5,53 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 337 | 40 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 8.519 | 3,90 | 1.009 | 8,26 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 6.312 | 1,28 | 817 | 9,81 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 3.032 | 0,10 | 359 | 4,36 | ||||
| 2026-05-15 | 13F | Parallax Volatility Advisers, L.P. | 50.002 | 5.000.100,00 | 5.923 | |||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2.000 | 237 | ||||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 3.606 | 0,08 | 427 | 4,40 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.899 | 225 | ||||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 7.840 | 0,09 | 929 | 4,27 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 237.895 | 5,63 | 28.179 | 10,03 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 10.625 | 1.259 | ||||||
| 2026-05-12 | 13F | Creative Planning | 168.133 | 10,33 | 19.915 | 14,92 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 4.659 | 162,18 | 552 | 172,77 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 8.525 | 3,22 | 1.010 | 7,45 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 19.129 | 0,13 | 2.266 | 4,28 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 23.198 | 16,60 | 2.748 | 21,44 | ||||
| 2026-05-13 | 13F | Benchmark Investment Advisors LLC | 1.722 | 0,06 | 204 | 6,84 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 625 | 74 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 17.288 | 2.885,84 | 2.048 | 3.049,23 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 5.485 | 624 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 23.389 | 3,12 | 2.770 | 7,41 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 14 | 2 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1.711 | 203 | ||||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 69.653 | 11,38 | 8.250 | 16,02 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 81.769 | 1.232 | ||||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 1.604 | 0,63 | 190 | 4,42 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 5.045 | 0,12 | 598 | 4,19 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 2.398 | 0,13 | 284 | 4,04 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 2.520 | 0,08 | 299 | 4,20 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 6.382 | 0,17 | 756 | 4,42 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 846.373 | 19,25 | 100.267 | 24,23 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 45.839 | 5.213 | ||||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 63.554 | 7.528 | ||||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 1.187 | 1,19 | 141 | 5,26 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 4.300 | 509 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 95.512 | 6,65 | 10.862 | 9,67 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 6.918 | 0,19 | 819 | 4,33 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 4.469 | 529 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10.987 | 1,29 | 1.249 | 4,17 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 56.601 | 0,27 | 6.704 | 4,44 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 367 | 43 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1.779 | 0,17 | 211 | 4,48 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 3.455 | 1,77 | 409 | 5,96 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.632.259 | 23,40 | 193.341 | 28,54 |
