Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Core S&P U.S. Value ETF eröffnet haben, gehören Canandaigua National Corp, Evergreen Wealth Solutions, LLC, Quent Long Short Global Small Cap Fund, LP, Evolve Private Wealth, Llc, Ipswich Investment Management Co., Inc., Catalytic Wealth RIA, LLC, Summitpoint Capital Management, Gateway Wealth Partners, LLC, Tiaa-cref Individual & Institutional Services, Llc, TrueWealth Financial Partners, Vanguard Advisers Inc, Baer Investment Advisory LLC, Tower Bridge Advisors, Cassaday & Co Wealth Management LLC, Tred Avon Family Wealth, Llc, Apella Capital, LLC, HBK Sorce Advisory LLC, TCG Advisory Services, LLC, Traynor Capital Management, Inc., und Invst, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Fmr Llc | 477.801 | 1,46 | 48.855 | 1,17 | ||||
| 2026-05-15 | 13F | Variant Private Wealth, LLC | 47.704 | 0,38 | 4.878 | 0,08 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 11.558 | 10,12 | 1.182 | 9,76 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 56.779 | 7,67 | 5.806 | 7,36 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 13.495 | 10,13 | 1.380 | 9,79 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 57.409 | 13,52 | 5.870 | 13,21 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 9.142 | 6,24 | 935 | 5,90 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 3.683.055 | 2,82 | 376.592 | 2,52 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 396 | 0,51 | 40 | 0,00 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 442.950 | 45.292 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 17.225.624 | 4,99 | 1.761.320 | 4,70 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 11.412 | 4,31 | 1.167 | 4,01 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 22.613 | 193,94 | 2.419 | 199,63 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 10.217 | 0,13 | 1.045 | -0,19 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 4.452 | 27,89 | 457 | 31,41 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 10.064 | 0,03 | 1.029 | -0,19 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 24.089 | 1,01 | 2.463 | 0,74 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 102 | 827,27 | 10 | 900,00 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.238 | 31,01 | 127 | 31,25 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 75.728 | 0,08 | 7.743 | -0,19 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 201.795 | 1,26 | 20.634 | 0,98 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 26.162 | 0,35 | 2.675 | 0,07 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 9.752 | 0,50 | 997 | 0,30 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2.965 | 28,19 | 303 | 27,85 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 2.195 | 0,41 | 224 | 0,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 64 | 7 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 11.523 | 52,66 | 1 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 21.026 | 1,92 | 2.150 | 1,61 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 6.836 | 13,63 | 699 | 13,47 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 19.656 | 2.010 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 3.897 | 398 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 358.137 | 3,09 | 37 | 2,86 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 1.984 | 203 | ||||||
| 2026-04-13 | 13F | Arwa Llc | 102.381 | 9,77 | 10.770 | 12,62 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 155.566 | 9,56 | 15.952 | 12,39 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 33.449 | 9,41 | 3.420 | 9,13 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 300 | 31 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 5.640 | 6,78 | 577 | 6,47 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 58.232 | 0,83 | 5.954 | 0,56 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 3.513 | 18,68 | 359 | 18,48 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 153.047 | 1,61 | 15.649 | 1,31 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 7.265 | 1,14 | 743 | 0,82 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2.113 | 5,07 | 216 | 4,85 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 3.924 | 0,36 | 401 | 0,25 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 71.340 | 14,47 | 7.294 | 14,15 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 470 | 48 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 37.444 | 54,04 | 3.829 | 53,61 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 5.379 | 104,76 | 550 | 104,46 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 45 | 5 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 25.191 | 3,42 | 2.576 | 3,12 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 45 | 5 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 106.867 | 1,65 | 10.927 | 1,36 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 185 | 19 | ||||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 295.600 | 0,71 | 30.225 | 0,43 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 5.318 | 0,83 | 544 | 0,56 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 42.601 | 23,66 | 4.356 | 23,30 | ||||
| 2026-05-14 | 13F | Bank of Marin | 3.922 | 2,67 | 401 | 2,56 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1.995 | 204 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1.756 | 0,34 | 180 | 0,00 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 367.483 | 1,82 | 37.575 | 1,53 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 14.852 | 0,03 | 1.519 | -0,26 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 5.941 | 3,85 | 607 | 3,58 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 7.535 | 1,25 | 770 | 0,92 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 444 | 45 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 11.691 | 25,64 | 1.195 | 25,26 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 22.083 | 0,30 | 2.258 | 0,00 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 653.302 | 1,46 | 66.800 | 1,18 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 7.347 | 37,15 | 751 | 36,79 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 2.295 | 235 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 7.239 | 138,20 | 740 | 137,94 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 145.694 | 0,26 | 14.897 | -0,02 | ||||
| 2026-01-29 | 13F | Comerica Bank | 51.795 | 6,63 | 5.311 | 9,39 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 149.660 | 15.303 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 27.434 | 32,76 | 2.805 | 32,44 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 156.812 | 20,14 | 16.034 | 19,80 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 119.388 | 2,39 | 12.207 | 2,10 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 8.730 | 7,17 | 893 | 6,83 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 10.685 | 1.093 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 400 | 41 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.165.021 | 20,67 | 732.623 | 20,33 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 27.607 | 2,19 | 2.823 | 1,88 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 4.698 | 0,19 | 480 | 0,00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 3.237 | 8,95 | 331 | 8,17 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 3.681 | 2,82 | 376 | 2,45 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 16.508 | 12,36 | 1.688 | 12,02 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 23.819 | 14,98 | 2.435 | 14,64 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2.148 | 220 | ||||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 863.837 | 3,18 | 88.578 | 5,85 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 161.395 | 0,64 | 16.503 | -2,20 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 120.130 | 14,46 | 12.352 | 14,76 | ||||
| 2026-05-13 | 13F | Alliance Wealth Advisors, LLC | 3.471 | 0,03 | 355 | -0,28 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4.732 | 15,16 | 484 | 14,73 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 3.073 | 0,33 | 314 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 97.701 | 1,86 | 9.990 | 1,57 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 5.659 | 579 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.019 | 102 | ||||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 16.902 | 1.345,85 | 1.728 | 1.352,10 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 4.841 | 0,79 | 495 | 0,41 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 2.384 | 244 | ||||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 15.566 | 0,39 | 1.592 | 0,13 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 70.222 | 7.180 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 4.310 | 45,66 | 441 | 45,21 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.440 | 17,42 | 249 | 16,90 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 12.260 | 0,10 | 1.254 | -0,16 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 103.513 | 54,49 | 11 | 66,67 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 501 | 51 | ||||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 3.800 | 0,21 | 389 | 0,00 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 8.251 | 3,72 | 844 | 3,44 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 53.792 | 1.365,72 | 5.500 | 1.362,77 | ||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 39.278 | 6,42 | 4 | 33,33 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 2.232 | 0,50 | 228 | 1,79 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 657 | 0,15 | 67 | 0,00 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 27.800 | 38,54 | 2.843 | 38,16 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 206.404 | 22,28 | 21.105 | 21,93 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 9.246 | 77,60 | 945 | 77,30 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.808 | 425,58 | 185 | 425,71 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 58.781 | 2,05 | 6.010 | 1,76 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 12.575 | 0,27 | 1.286 | 0,00 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 2.524 | 0,40 | 258 | 0,39 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 37.129 | 198,18 | 3.796 | 197,49 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 90.785 | 0,35 | 9.283 | 0,06 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 2.013 | 206 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4.764 | 487 | ||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 80.426 | 1,91 | 8.224 | 1,62 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 11.038 | 18,13 | 1.129 | 17,75 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 1.165.952 | 6,58 | 119.219 | 6,28 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 44.292 | 6,81 | 4.529 | 6,49 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 3.165 | 12,47 | 324 | 12,15 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 24.521 | 5,06 | 2.507 | 3,85 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 35 | 288,89 | 4 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 476 | 49 | ||||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 178.271 | 3,90 | 18.228 | 3,60 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1.672 | 42,78 | 171 | 41,67 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 21.375 | 4,89 | 2.186 | 4,60 | ||||
| 2026-04-10 | 13F | Ipswich Investment Management Co., Inc. | 14.805 | 1.514 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.508.476 | 2,02 | 154.242 | 1,73 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 14.237 | 0,01 | 1.456 | -0,27 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 12.376 | 3,95 | 1.265 | 3,69 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 818.409 | 4,47 | 83.299 | 3,68 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 16.002 | 502,26 | 1.636 | 501,47 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 44.340 | 49,96 | 5 | 100,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 13.895 | 1,95 | 1.421 | 1,65 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 449.471 | 44,62 | 45.958 | 44,21 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 9.871 | 115,10 | 1.009 | 114,68 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 29 | 3 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.437.925 | 17,95 | 147.028 | 17,62 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 4.311 | 0,30 | 454 | 0,22 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 63.917 | 2,07 | 6.536 | 1,79 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 70.127 | 108,67 | 7.173 | 108,15 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 9.324 | 24,47 | 953 | 24,09 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 8.763 | 6,24 | 896 | 6,04 | ||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 57.502 | 0,45 | 6.023 | 0,03 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 185 | 23,33 | 19 | 20,00 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 18.560 | 9,41 | 1.898 | 9,09 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 8.868 | 12,68 | 907 | 12,41 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.651.770 | 19,23 | 768.344 | 16,75 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 130 | 0,78 | 13 | 0,00 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 13.726 | 0,94 | 1.403 | 0,65 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 13.253 | 0,76 | 1.359 | 3,35 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 106.391 | 2,64 | 10.879 | 2,35 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 495 | 133,49 | 51 | 138,10 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 5.568 | 65,17 | 569 | 64,93 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 695.650 | 0,05 | 71.130 | -0,23 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3.125 | 0,06 | 0 | |||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 7 | 1 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 26.925 | 1,87 | 2.753 | 1,59 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 55.927 | 292,69 | 5.719 | 291,64 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2.187 | 0,23 | 224 | 0,00 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 302.273 | 0,60 | 30.907 | 0,32 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 151 | 15 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 5.228 | 0,35 | 535 | 0,00 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 13.165 | 6,88 | 1.346 | 6,66 | ||||
| 2026-05-13 | 13F | Invst, LLC | 2.295 | 235 | ||||||
| 2026-05-11 | 13F | Bailard, Inc. | 40.129 | 1,64 | 4.103 | 1,36 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 7.389 | 1,11 | 756 | 0,80 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 110.745 | 1,70 | 11.324 | 1,42 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 139.863 | 0,25 | 14.301 | -0,04 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 5.673 | 0,02 | 580 | -0,17 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6.921 | 708 | ||||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 2.933 | 0,27 | 300 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.873 | 703 | ||||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 33.764 | 33,08 | 3.452 | 32,72 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 717.475 | 1,41 | 73.362 | 1,13 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 4.345 | 5,15 | 444 | 4,96 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 2.678 | 0,04 | 274 | -0,36 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 1.112.192 | 2,90 | 113.722 | 2,61 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 4.660 | 477 | ||||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 6.422 | 55,35 | 657 | 55,08 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 810.696 | 82.894 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2.418 | 7,04 | 247 | 6,93 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 1.899 | 203 | ||||||
| 2026-04-08 | 13F | Sapient Capital Llc | 96.529 | 0,32 | 9.870 | -0,71 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 3.573 | 133,38 | 366 | 139,22 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4.062 | 0,27 | 415 | 0,00 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 4.694 | 480 | ||||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 76.631 | 2,90 | 7.836 | 2,62 | ||||
| 2026-05-11 | 13F | Collier Financial | 4.215 | 10,20 | 431 | 9,69 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 702.083 | 11,86 | 71.788 | 11,54 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 13.743 | 15,66 | 1.405 | 15,35 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 3.732 | 2,64 | 382 | 2,42 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 240.968 | 87,54 | 24.639 | 87,01 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2.299 | 231 | ||||||
| 2026-05-11 | 13F | McGowan Group Asset Management, Inc. | 3.907 | 0,36 | 400 | 0,00 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 2.043 | 4,18 | 209 | 3,48 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 39.026 | 25,54 | 3.990 | 25,20 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 195 | 178,57 | 20 | 171,43 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 2.022 | 207 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 3.413 | 19,67 | 370 | 23,00 | ||||
| 2026-05-15 | 13F | Zuckerman Investment Group, LLC | 88.535 | 6,60 | 9.053 | 6,29 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 6.787 | 0,86 | 694 | 0,43 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5.349 | 0,34 | 547 | 2,24 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 8.754 | 0,56 | 895 | 0,34 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 64.947 | 2,24 | 6.641 | 1,95 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 724 | 0,42 | 74 | 1,37 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.327 | 136 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 513.451 | 2,13 | 52.506 | 1,83 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 9.930 | 0,35 | 1.015 | 0,10 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 6.591 | 2,82 | 674 | 2,44 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 26.841 | 6,57 | 2.746 | 6,27 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2.455 | 5,32 | 251 | 5,02 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 48.908 | 1,95 | 5.001 | 1,65 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 13.061 | 0,06 | 1.339 | 2,68 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 220.943 | 1,08 | 22.591 | -2,55 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 67.175 | 6,01 | 6.869 | 5,71 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 2.735 | 280 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 4.419 | 64,70 | 452 | 64,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.423 | -0,28 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 4.638 | 230,11 | 474 | 229,17 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 224 | 23 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3.800 | 6,62 | 389 | 6,30 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 25.452 | 554,63 | 915 | 129,65 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 7.344 | 2,37 | 751 | 2,04 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 4.243 | 0,02 | 434 | -0,46 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 9.480 | 969 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 448.877 | 14,03 | 45.851 | 16,54 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 4.861 | 2,12 | 499 | 4,84 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 4.960 | 0,40 | 522 | -1,88 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6.504 | 3,96 | 665 | 3,74 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 968 | 0,41 | 99 | 0,00 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 1.560 | 0,06 | 159 | 0,00 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 1.751 | 0,40 | 179 | 0,56 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 10.910 | 0,88 | 1.116 | 0,63 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.183.894 | 8,15 | 121.053 | 7,85 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9.859.581 | 1,43 | 1.008.142 | 1,14 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 182.128 | 4,15 | 18.623 | 3,85 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 51.500 | 1,61 | 5.266 | 1,31 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2.788.906 | 7,48 | 285.166 | 7,17 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 1.979 | 0,30 | 202 | 0,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 18.160 | 2 | ||||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 4.660 | 7,62 | 477 | 7,45 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 250.032 | 4,37 | 25.566 | 4,08 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 68.355 | 1.516,72 | 6.989 | 1.556,16 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 6.992 | 1,47 | 715 | 1,13 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 1.993 | 204 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 407 | 42 | ||||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 2.084 | 0,53 | 214 | 2,90 | ||||
| 2026-05-15 | 13F | Family Management Corp | 30.957 | 1,58 | 3.165 | 1,31 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2.846 | 291 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 7.716 | 1,79 | 789 | 1,42 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 2.239 | 1,31 | 229 | 0,88 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 12.615 | 0,38 | 1.290 | 0,08 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 23.277 | 9,68 | 2.380 | 9,38 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 7.487 | 12,52 | 766 | 12,17 | ||||
| 2026-05-07 | 13F | Beck Bode, LLC | 4.023 | 0,37 | 411 | 0,24 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 28.577 | 2,01 | 2.922 | 1,71 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2.588 | 277 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 4.636 | 0,32 | 474 | 0,21 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 40.127 | 0,04 | 4.103 | -0,22 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 16.910 | 16,12 | 1.729 | 15,81 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 297.363 | 6,08 | 30.405 | 5,79 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 8.102 | 0,02 | 828 | -0,24 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 17.199 | 0,48 | 1.759 | 0,17 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 2.486 | 0,40 | 254 | 0,40 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 211.610 | 0,69 | 22 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 10.136 | 1.036 | ||||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 2.600 | 2,97 | 266 | 2,71 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 216 | 22 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 7.289 | 25,15 | 745 | 24,79 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 312.125 | 0,06 | 31.915 | -0,23 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 24.976 | 62.340,00 | 2.561 | 85.266,67 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 93.569 | 4,06 | 9.567 | 3,77 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 20.441 | 934,99 | 2.090 | 934,65 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 331.227 | 43,38 | 16.109 | -32,00 | ||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 225.265 | 8,83 | 23.033 | 8,52 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 97.655 | 20,66 | 9.985 | 20,32 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 3.492 | 0,14 | 357 | 0,00 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 6.389 | 1,88 | 653 | 1,56 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 104.819 | 324,70 | 10.718 | 323,60 | ||||
| 2026-04-21 | 13F | Ketron Financial | 5.728 | 2,32 | 586 | 1,92 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5.794 | 0,02 | 592 | -0,34 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 6.936 | 6,45 | 709 | 6,14 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 79.237 | 5,36 | 8.102 | 5,07 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 8.774 | 5,83 | 897 | 5,53 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 9.303 | 166,71 | 951 | 166,39 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 4.219 | 0,26 | 431 | 0,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 3.060 | 2.681,82 | 313 | 2.736,36 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 13.140 | 0,12 | 1.344 | -0,15 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 2.593 | 14,94 | 265 | 14,72 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 7 | 1 | ||||||
| 2026-05-18 | 13F | IFS Group,LLC | 14.011 | 4,97 | 1.433 | 7,11 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 342 | 0 | ||||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 159.592 | 6,94 | 16.318 | 6,64 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 3.000 | 307 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3.283 | 347 | ||||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 2.001 | 0,40 | 205 | 0,00 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 897 | 92 | ||||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 24.832 | 3,68 | 2.539 | 3,42 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.463 | 1.089,43 | 150 | 1.141,67 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 9.915 | 0,10 | 1.014 | -4,97 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 38.107 | 4,20 | 3.896 | 3,92 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 356 | 36 | ||||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 320.867 | 6,07 | 32.809 | 5,77 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 75.005 | 50,32 | 7.669 | 49,90 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 38.976 | 3.985 | ||||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 66.066 | 2,60 | 6.755 | 2,32 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 80.539 | 4,87 | 8.211 | 4,25 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 30.002 | 23,97 | 3.068 | 23,62 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 49.756 | 10,24 | 4.999 | 8,02 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 2.025 | 207 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 344.715 | 19,28 | 35.247 | 18,94 | ||||
| 2026-05-12 | 13F | Creative Planning | 134.278 | 0,92 | 13.730 | 0,63 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 29.547 | 2,18 | 3.021 | 1,89 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 9.349 | 7,04 | 959 | 9,86 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1.313.006 | 14,36 | 134.258 | 14,04 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 2.298 | 0,31 | 235 | 0,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5.722 | 9,18 | 585 | 8,94 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 42.044 | 268,97 | 4.573 | 291,44 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 36.745 | 769,09 | 3.768 | 792,65 | ||||
| 2026-05-07 | 13F | Alpha Zero LLC | 83.264 | 1,96 | 8.514 | 1,67 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 2.536 | 276 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 226.681 | 4,53 | 23.178 | 4,23 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 11.876 | 1.214 | ||||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 98.656 | 10.116 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 90 | 1,12 | 9 | 0,00 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 1.956 | 216 | ||||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 381.429 | 7,12 | 39.001 | 6,82 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 77.615 | 98,31 | 7.936 | 97,76 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 148 | 15 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 896 | 92 | ||||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 3.227 | 0,03 | 330 | -0,30 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 1.024.836 | 15,54 | 105 | 15,56 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 8.755 | 898 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5.700 | 5,75 | 583 | 5,43 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4.642.282 | 1,50 | 474.673 | 1,21 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 27.617 | 13,89 | 2.824 | 13,56 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 7.157 | 5,78 | 732 | 5,48 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 3.893.371 | 3,21 | 398.097 | 2,92 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 358.791 | 2,71 | 36.686 | 2,42 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 13.101 | 4,85 | 1.340 | 4,53 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 4.381 | 0,09 | 448 | -0,22 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 28.576 | 2,10 | 2.926 | 1,95 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.858 | 0,11 | 190 | 0,00 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 2.025 | 0,40 | 207 | 0,49 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1.768 | 0,40 | 181 | 0,00 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 10.839 | 0,88 | 1.108 | 0,64 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 3.581 | 18,22 | 366 | 18,06 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 21.988 | 2,07 | 2.251 | 1,95 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 69 | 1,47 | 7 | 0,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 8.394 | 5,15 | 858 | 4,89 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5.898 | 17,98 | 603 | 17,77 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 100 | 10 |
