Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Core S&P U.S. Growth ETF eröffnet haben, gehören Evergreen Wealth Solutions, LLC, Macro Advisors, Inc., Quent Long Short Global Small Cap Fund, LP, Tiaa-cref Individual & Institutional Services, Llc, Seeds Investor Llc, Navigation Group, LLC, Evolve Private Wealth, Llc, Baer Investment Advisory LLC, Ipswich Investment Management Co., Inc., Renasant Bank, Gateway Wealth Partners, LLC, TrueWealth Financial Partners, Vanguard Advisers Inc, Summitpoint Capital Management, 55 North Private Wealth, LLC, Stone Point Wealth LLC, Golden State Equity Partners, Dagco, Inc., TCG Advisory Services, LLC, und J Hagan Capital, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Summit Financial, LLC | 16.338 | 0,60 | 2.534 | -7,08 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 7.477 | 1,95 | 1.160 | -5,85 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 4.444 | 7,66 | 689 | -0,58 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 55.782 | 93,81 | 8.652 | 79,02 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 282.672 | 43.845 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 14.379.337 | 1,09 | 2.230.379 | -6,63 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 37.487 | 6.602 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 352.325 | 1,49 | 54.649 | -6,26 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 190 | 29,25 | 29 | 20,83 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 1.346.436 | 43,32 | 209 | 32,48 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 113.980 | 7,86 | 19.142 | 10,08 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 118.649 | 0,46 | 18.404 | -7,21 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 150.312 | 10,06 | 23.315 | 1,65 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 3.327 | 4,03 | 516 | -3,91 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 504 | 0,20 | 78 | -7,14 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 3.652 | 566 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 390 | 95,00 | 61 | 81,82 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3.092 | 153,65 | 480 | 134,80 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1.499 | 0,13 | 232 | -7,57 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 214.919 | 7,05 | 33.336 | -1,13 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 2.116 | 0,14 | 328 | -7,34 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 19.741 | 18,96 | 3.062 | 9,87 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 12.326 | 1.912 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 222 | 34 | ||||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 281.945 | 15,39 | 43.732 | 6,57 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 1.414 | 219 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 3.958 | 1,67 | 614 | -6,13 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 12.613 | 1.956 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 30.361 | 144,53 | 4.709 | 125,85 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 73 | 12 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2.284 | 10,71 | 354 | 2,31 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 38.498 | 1,67 | 5.971 | -6,09 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 33.861 | 0,17 | 5.252 | -7,47 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 92 | 15 | ||||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 135.505 | 19,42 | 21.018 | 10,30 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 265.733 | 16,18 | 41.218 | 7,31 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2.143 | 76,52 | 332 | 63,55 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 64.035 | 11,01 | 9.932 | 2,53 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 218 | 34 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 1.722 | 18,27 | 267 | 9,43 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 13.976 | 126,22 | 2.168 | 108,97 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 165 | 26 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 10.762 | 12,47 | 1.669 | 3,86 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 212.909 | 0,79 | 33.024 | -6,91 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 3.203 | 4,67 | 497 | -3,31 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 34.806 | 19,88 | 5.398 | 10,71 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 45 | 7 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 95.293 | 398,73 | 14.981 | 366,41 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 841 | 0,12 | 130 | -7,80 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 32.420 | 2,48 | 5.672 | 9,16 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.320 | 10,90 | 360 | 2,28 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 2.480 | 0,32 | 385 | -7,47 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 68.079 | 9,01 | 10.560 | 0,69 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 2.135 | 5,85 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 5.088 | 8,76 | 788 | -0,51 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 1.926 | 299 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 1.788 | 8,36 | 277 | 0,00 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 3.946 | 2,39 | 612 | -5,41 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1.603 | 3,22 | 249 | -4,62 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 9.925 | 23,85 | 1.540 | 14,42 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 1.208 | 203 | ||||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 8.088 | 0,27 | 1.255 | -7,39 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 170.474 | 44,35 | 26.444 | 33,33 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1.298 | 201 | ||||||
| 2026-04-28 | 13F | Seascape Capital Management | 2.202 | 18,83 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 299 | 46 | ||||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 76 | 12 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 74.826 | 2,52 | 12.566 | 4,64 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 124.598 | 74.065,48 | 19.326 | -8,97 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 118.851 | 2,66 | 18.435 | -5,18 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 191 | 8,52 | 30 | 0,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 119.557 | 8,27 | 19.686 | 6,16 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.484 | 22,75 | 230 | 13,30 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 200 | 31 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.868.030 | 24,49 | 444.860 | 14,98 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 3.118 | 484 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 19.385 | 0,54 | 3.007 | -7,16 | ||||
| 2026-05-01 | 13F | American Trust | 2.410 | 0,96 | 374 | -6,75 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 11.476 | 1,72 | 1.780 | -6,02 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 4.864 | 2,94 | 755 | -5,63 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 2.544 | 15,11 | 395 | 6,20 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 1.481 | 2,35 | 262 | 7,41 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5.742 | 60,08 | 891 | 47,84 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 2.045 | 0,10 | 317 | -6,21 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 6.904 | 6,12 | 1.071 | -2,01 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 5.628 | 0,11 | 873 | -7,52 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 26.866 | 1,22 | 4.167 | -6,51 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 1.353 | 0,07 | 210 | -7,93 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 6.618 | 2,02 | 1.026 | -6,98 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 602 | 90 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 2.343 | 0,13 | 363 | -7,63 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 10.813 | 1.389,39 | 1.677 | 1.285,95 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 90.026 | 24,07 | 13.964 | 14,59 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 4.667 | 724 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 52.808 | 72,47 | 8.191 | 59,28 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.367.788 | 14,15 | 212.158 | 5,43 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 45.002 | 6.980 | ||||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 17.421 | 1,26 | 2.702 | -6,47 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 17.068 | 2,09 | 2.647 | -5,70 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1.517 | 5,42 | 235 | -2,49 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 86.904 | 17,07 | 13 | 8,33 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 117.845 | 0,54 | 18.279 | -7,14 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 30.592 | 2,63 | 4.745 | -5,19 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 529 | 1,93 | 82 | -6,90 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.505 | 20,69 | 234 | 11,48 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 275 | 43 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.002 | 155 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 14.545.035 | 3,85 | 2.256.081 | -4,08 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 81.101 | 2.640,82 | 12.580 | 2.436,09 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 6 | 1 | ||||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 7.031 | 0,03 | 1.091 | -8,63 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 3.930 | 0,05 | 610 | -7,59 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 20.633 | 16,30 | 3.200 | 7,42 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 2.641 | 410 | ||||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 58 | 9 | ||||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 26.299 | 3,93 | 4.079 | -4,00 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 1.958 | 6,53 | 322 | 4,55 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 7.345 | 57,15 | 1.139 | 45,28 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 1.903 | 5,55 | 295 | -2,32 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.109 | 440,98 | 172 | 405,88 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4.171 | 647 | ||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 75.786 | 9,88 | 11.755 | 1,49 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 52.774.558 | 21,30 | 8.185.862 | 12,03 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 31.986 | 1.127,87 | 4.961 | 1.035,24 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 22.524 | 4,56 | 3.494 | -3,43 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 478.278 | 13,96 | 74.186 | 5,25 | ||||
| 2026-05-14 | 13F | SPWM Advisors LLC | 1.650 | 0,06 | 307 | 10,87 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 15.587 | 2.662 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 43 | 72,00 | 7 | 50,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 132.142 | 3,99 | 20.496 | -3,95 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 3.540 | 0,03 | 549 | -7,58 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 7.785 | 52,44 | 1.208 | 40,84 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 865 | 134 | ||||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 1.470 | 228 | ||||||
| 2026-04-10 | 13F | Ipswich Investment Management Co., Inc. | 7.521 | 1.167 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.220.118 | 13,56 | 189.253 | 4,89 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 4.712 | 9,15 | 731 | 0,83 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11.751 | 6,36 | 1.823 | -1,78 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 3.399 | 0,09 | 527 | -7,54 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 443.651 | 25,34 | 68.911 | 15,90 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 7.947 | 111,41 | 1.233 | 95,25 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 241.251 | 1,12 | 37.420 | -6,60 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 280.491 | 29,99 | 43.507 | 20,06 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 4.082 | 9,67 | 686 | 11,93 | ||||
| 2026-05-13 | 13F | Bank OZK | 1.720 | 12,64 | 267 | 3,91 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.114.250 | 10,83 | 172.831 | 2,36 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 1.586 | 246 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 12.032 | 0,22 | 1.875 | -7,04 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 29 | 4 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 2.022 | 0,15 | 314 | -7,67 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 132 | 85,92 | 21 | 81,82 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 24.810 | 0,27 | 3.848 | -7,39 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 6.741.171 | 25,87 | 1.013.694 | 12,69 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 17.342 | 1,98 | 2.690 | -5,85 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 19.571 | 36,43 | 3.036 | 25,99 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 9 | 200,00 | 1 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 3.065 | 27,18 | 475 | 17,57 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 239.000 | 37.071 | ||||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 4.344 | 0,12 | 752 | 3,30 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 25.013 | 1,47 | 3.880 | -6,28 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 842 | 14,56 | 132 | 6,45 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 11.536 | 0,16 | 1.789 | -7,50 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 2.127 | 45,49 | 334 | 36,33 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 4 | 1 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 24.421 | 10,21 | 3.788 | 1,77 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 38.986 | 1,59 | 6.547 | 3,69 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 16.137 | 0,75 | 2.710 | 2,85 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 39.562 | 224,73 | 6.136 | 200,05 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5.129 | 796 | ||||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 20.439 | 2,19 | 3.170 | -5,60 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 31.110 | 2,29 | 4.825 | -5,52 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1.757 | 20,92 | 273 | 11,48 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 22.224 | 1,08 | 3.447 | -6,64 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2.792 | 59,18 | 433 | 47,28 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 30.001 | 0,84 | 4.653 | -6,87 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 36.227 | 6 | ||||||
| 2026-05-13 | 13F | Invst, LLC | 1.472 | 228 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 15.054 | 2.335 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 73.951 | 2,27 | 11.471 | -5,54 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 77.885 | 1,46 | 12.081 | -6,29 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 9.003 | 0,31 | 1.396 | -7,37 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 22.812 | 31,39 | 3.575 | 22,64 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 29.481 | 4.573 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 8.919 | 5,59 | 1.383 | -2,47 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1.543 | 0,06 | 239 | -7,36 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 8.654 | 5,37 | 1.342 | -2,68 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 17.915 | 96,70 | 2.779 | 81,69 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 339.219 | 1,40 | 52.616 | -6,34 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2.372 | 5,75 | 368 | -2,39 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 3.260 | 0,87 | 506 | -6,83 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 5.975 | 2,61 | 927 | -5,99 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 62.431 | 10,41 | 9.684 | 1,97 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 1.293 | 4,87 | 201 | -3,38 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 813.996 | 5,26 | 126.259 | -4,85 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 2.781 | 431 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 8.519 | 9,13 | 1.504 | 14,11 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 11.054 | 38,21 | 1.715 | 27,62 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 122.573 | 3,30 | 19.012 | -4,59 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 135.676 | 142,67 | 21.045 | 124,13 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 13.625 | 27,99 | 2.113 | 18,24 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 237.052 | 117,02 | 36.769 | 100,44 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 76.934 | 7,55 | 11.933 | -0,67 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 28.649 | 37,07 | 4.444 | 26,58 | ||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 70.289 | 10.903 | ||||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 1.479 | 221 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 8.723 | 1.353 | ||||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 96.327 | 4,01 | 14.941 | -3,94 | ||||
| 2026-04-29 | 13F | Renasant Bank | 6.600 | 1.024 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 428 | 21,59 | 66 | 11,86 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.459 | 0,07 | 226 | -7,38 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1.721 | 2,38 | 267 | -5,67 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 1.410 | 0,28 | 219 | -7,63 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 65.588 | 1,24 | 10.173 | -6,50 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 3.293 | 117,22 | 511 | 100,79 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.859 | 44,67 | 288 | 33,95 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 1.528 | 3,66 | 237 | -4,05 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 6.160 | 0,90 | 955 | -6,83 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 39.935 | 0,82 | 6.194 | -6,89 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 121.279 | 3.987,60 | 18.812 | 3.677,31 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 4.929 | 2,84 | 765 | -4,98 | ||||
| 2026-05-11 | 13F | Palacios Wealth Management, LLC | 1.180 | 209 | ||||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 6.329 | 0,11 | 982 | -7,54 | ||||
| 2026-05-14 | 13F | RPG Investment Advisory, LLC | 4.982 | 9,11 | 773 | 0,78 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 1.831 | 284 | ||||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 14.961 | 322,99 | 2.321 | 291,23 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 156.556 | 2,07 | 24.283 | -5,28 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 1.481 | 0,14 | 230 | -7,66 | ||||
| 2026-05-11 | 13F | Collier Financial | 3.252 | 9,49 | 504 | 1,20 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 181 | 28 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 37.307 | 5,10 | 5.787 | -2,94 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 735 | 17,07 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 5.358 | 316,96 | 831 | 286,51 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 1.990 | 62,32 | 309 | 50,24 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 600 | 500,00 | 93 | 481,25 | |||
| 2026-05-14 | 13F | We Are One Seven, LLC | 15.030 | 44,76 | 2.331 | 33,73 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 2.400 | 2.300,00 | 372 | 2.225,00 | |||
| 2026-04-21 | 13F | Red Tortoise LLC | 0 | 0 | ||||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 9.776 | 28,34 | 1.516 | 18,53 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 21.539 | 7,19 | 3.341 | -1,01 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 819 | 291,87 | 127 | 260,00 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 1.434 | 0,07 | 222 | -7,50 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 30.555 | 1,13 | 4.739 | -6,60 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 20.667 | 22,17 | 3.210 | 12,83 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 180.842 | 0,08 | 30.371 | 2,13 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2.613 | 43,02 | 405 | 32,35 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 9.348 | 0,12 | 1.565 | 0,58 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 7.540 | 702,98 | 1.170 | 644,59 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 9.027 | 0,88 | 1.516 | 2,99 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4.279 | 664 | ||||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 35.096 | 5,62 | 5.444 | -2,46 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 6.934 | 7,69 | 1.076 | -0,56 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 340.350 | 0,53 | 52.792 | -5,05 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 5.724 | 0,10 | 888 | -7,60 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 190.527 | 8,62 | 29.553 | 0,32 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 3.125 | 0,06 | 485 | -7,63 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 15 | 2 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.029 | 160 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1.954.232 | 20,15 | 303.121 | 10,97 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 19.749 | 182,82 | 3.063 | 166,81 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 5.911 | 4,60 | 917 | -3,48 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 2.815 | 437 | ||||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 7.064 | 51,26 | 1.096 | 39,67 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 1.564 | 0,06 | 243 | -7,63 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 42.060 | 17,82 | 6.524 | 8,81 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 1.636 | 0,12 | 257 | -5,17 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 1.705 | 1,07 | 264 | -6,71 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 4.101 | 636 | ||||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 4.977 | 3,51 | 772 | -4,46 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 17.774 | 24,19 | 2.757 | 14,73 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 233 | -7,57 | ||||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 2.028 | 315 | ||||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 5.261 | 9,38 | 816 | 1,12 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 985 | 205,90 | 176 | 224,07 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 273.494 | 2,25 | 42.422 | -5,56 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 193 | 30 | ||||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 46.420 | 3,15 | 7.796 | 5,28 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 44.642 | 1.073,25 | 6.924 | 983,57 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 98 | 5,38 | 15 | 0,00 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4.134 | 4,79 | 641 | -3,17 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 21.090 | 0,30 | 3.271 | -7,36 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 8.723 | 84,26 | 1.353 | 70,19 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 829 | 3.354,17 | 129 | 3.100,00 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 1.478 | 0,14 | 229 | -7,29 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 66.118 | 15,76 | 10.256 | 6,92 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 1.987 | 2,53 | 308 | -5,23 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 15.590 | 2.418 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 9 | 1 | ||||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 4.197 | 49,95 | 651 | 38,30 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 18.254 | 269,89 | 2.831 | 241,91 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 410.554 | 2,32 | 63.681 | -5,50 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 36.774 | 202,07 | 5.704 | 179,06 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 11.014 | 1.850 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 2.865 | 16,94 | 444 | 8,03 | ||||
| 2026-05-05 | 13F | PFG Advisors | 16.032 | 1,83 | 2.487 | -5,98 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 406 | 1,50 | 63 | -7,46 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 4.113 | 2,06 | 638 | -5,77 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 9.097 | 17,90 | 1.411 | 8,96 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 60 | 9 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 23.119 | 10,14 | 3.586 | 1,73 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 2.694 | 0,07 | 418 | -7,74 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 21.323 | 13,57 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 1.337 | 0,15 | 207 | -7,59 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 4.093 | 0,05 | 635 | -7,71 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 12.637 | 4,12 | 1.960 | -2,29 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 4.797 | 3,61 | 744 | -4,25 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.618 | 3.694,20 | 406 | 3.590,91 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 27.816 | 0,22 | 4.315 | -7,44 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 12.619 | 1.957 | ||||||
| 2026-05-18 | 13F | Graney & King, LLC | 6.960 | 0,09 | 1.080 | -7,54 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3.083 | 73,49 | 533 | 78,86 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 48.902 | 1,08 | 7.585 | -6,63 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 1.538 | 239 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.842 | 441 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 402 | 538,10 | 62 | 520,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12.164 | 8,41 | 1.887 | 0,11 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1.981 | 311 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 319 | 49 | ||||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 100.231 | 4,80 | 15.547 | -3,21 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 638.079 | 3,65 | 98.972 | -4,27 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 30.090 | 4,20 | 4.667 | -3,75 | ||||
| 2026-04-10 | 13F | Novem Group | 3.098 | 0,26 | 481 | -7,34 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 8.003 | 0,02 | 1.241 | -6,48 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 3.039 | 1,81 | 471 | -5,99 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 5.427 | 57,85 | 842 | 45,75 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 1.655 | 37,46 | 257 | 26,73 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 68.225 | 4,63 | 10.582 | -3,37 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 15.780 | 25,91 | 2.448 | 16,30 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3.744 | 6,24 | 581 | -1,86 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 749 | 0,13 | 118 | -7,09 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 336.216 | 3,41 | 52.150 | -4,49 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 25.836 | 1,06 | 4.007 | -6,66 | ||||
| 2026-05-12 | 13F | Creative Planning | 79.840 | 4,47 | 12.384 | -3,51 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 2.140 | 0,75 | 332 | -6,74 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 10 | 2 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5.443 | 25,62 | 914 | 28,37 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 7.223 | 3,36 | 1.194 | 0,51 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 787.337 | 10,55 | 122.129 | 2,11 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 156.840 | 1,49 | 24.328 | -6,27 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 158.945 | 6.492,49 | 29.521 | 7.206,93 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 10.522 | 100,50 | 1.632 | 85,24 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 66.824 | 11.222 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 12.038 | 738,30 | 1.867 | 674,69 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 31.986 | 4.961 | ||||||
| 2026-05-14 | 13F | Wealth Alliance | 2.322 | 4,31 | 360 | -3,49 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 1.342 | 257 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 100 | 25,00 | 16 | 200,00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 710 | 0,14 | 110 | -7,56 | ||||
| 2026-05-08 | 13F | Bokf, Na | 935 | 74,77 | 145 | 62,92 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3.058 | 1,43 | 474 | -6,14 | ||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 2.012 | 0,05 | 312 | -7,42 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 2.847 | 3,72 | 442 | -4,13 | ||||
| 2026-05-14 | 13F | Betterment LLC | 5.840 | 5,09 | 1 | |||||
| 2026-04-15 | 13F | Monument Capital Management | 3.551 | 7,25 | 551 | -1,08 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 38.342 | 1,74 | 5.947 | -6,02 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5.505 | 1,74 | 854 | -6,06 | ||||
| 2026-05-15 | 13F | Fmr Llc | 696.328 | 1,45 | 108.007 | -6,94 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 1.419 | 3,80 | 220 | -4,76 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 8.499 | 0,72 | 1.318 | -6,92 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 22.548 | 30,48 | 3.497 | 20,50 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 198.319 | 0,15 | 30.761 | -7,51 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 338.734 | 5,00 | 52.541 | -3,02 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 814 | 126 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1.133.813 | 0,18 | 175.866 | -7,48 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 22.895 | 17,67 | 3.551 | 8,69 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 520 | 81 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 2.220 | 0,09 | 344 | -7,53 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 2.069 | 0,10 | 321 | -7,78 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 6.708 | 1,88 | 1.040 | -5,88 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 4.152 | 697 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 86.798 | 0,93 | 14.577 | 3,01 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 496.636 | 6,49 | 77.035 | -1,65 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 1.599 | 0,13 | 248 | -7,46 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 25.096 | 5,11 | 3.893 | -2,92 |
