Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Russell 1000 ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, TIAA Wealth Investment Management LLC, Owl Creek Wealth Partners LLC, Phillip James Consulting Co., Trust Co of Tennessee, Sentinel Advisory Group, LLC, Vanguard National Trust Co, GK Wealth Management LLC, BigSur Wealth Management LLC, DV Trading LLC, SB Capital Management Inc, PlanVest Financial, Inc, OFS Enterprise LLC, Indivisible Partners, Hamilton Wealth, LLC, HTG Investment Advisors, Inc., Resolute Wealth Advisor, Inc., Vanguard Advisers Inc, Planning Project LLC, und Retirement Wealth Solutions 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/A | Independent Financial Group, Llc | 4.760 | 5,52 | 1.697 | 0,71 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 9.006 | 5,98 | 3.211 | 1,20 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 2.303 | 860 | ||||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 793 | 26,48 | 283 | 20,51 | ||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 629 | 224 | ||||||
| 2026-05-13 | 13F | Capital Research Global Investors | 1.333 | 462 | ||||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 2.777 | 1,13 | 990 | -3,41 | ||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 1.179 | 0,26 | 420 | -4,33 | ||||
| 2026-05-08 | 13F | Legal & General Group Plc | 54.670 | 12,88 | 19.501 | 7,84 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1.833 | 0,11 | 654 | -4,39 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 826 | 10,58 | 295 | 5,76 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 894 | 0,11 | 319 | -4,50 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 10.208 | 132,11 | 3.640 | 121,62 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 205 | 73 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 325.497 | 0,97 | 116.059 | -3,59 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 146.399 | 27,16 | 52.200 | 21,41 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 385 | 137 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 595 | 212 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11.966 | 2,33 | 4.266 | -2,29 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 7.958 | 0,01 | 2.838 | -4,51 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 200.572 | 0,14 | 71.516 | -4,39 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 95.969 | 8,86 | 34.219 | 3,94 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 3.287 | -4,95 | |||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 677 | 0,15 | 241 | -4,37 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 8.299 | 4,73 | 2.959 | 0,03 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 831 | 1,84 | 296 | -2,63 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 7.331 | 0,16 | 2.614 | -4,35 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 696 | 16,00 | 248 | 10,71 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 18.883 | 7,31 | 6.733 | 2,45 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 650 | 3,34 | 243 | 5,68 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 1.045 | 62,02 | 373 | 55,00 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 852 | 304 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 22.016 | 69,42 | 7.850 | 61,77 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 45.746 | 1,68 | 16.311 | -2,92 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 153.195 | 9,04 | 54.623 | 4,11 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 5.077 | 0,24 | 1.810 | -4,28 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 4.534 | 1.617 | ||||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 731 | 261 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 3.981 | 0,89 | 1.419 | -3,67 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 4.678 | 155,35 | 1.819 | 161,35 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 2.647 | 162,86 | 944 | 150,80 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 19.267 | 5,06 | 6.870 | 0,31 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 205.438 | 27,95 | 71.219 | 17,91 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 20.862 | 0,01 | 7.439 | -4,51 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 361.081 | 2,43 | 128.747 | -2,20 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 1.497 | 90,22 | 534 | 81,91 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 911 | 5.973,33 | 325 | 6.380,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 50.880 | 3,78 | 18.142 | -0,92 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 892.182 | 14,98 | 318.118 | 9,78 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 30.377 | 10.831 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 250.382 | 86.806 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.746 | 1,10 | 622 | -3,42 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 5.155.585 | 4,90 | 1.838.275 | 0,16 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 635 | 226 | ||||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 1.043 | 372 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 848 | 0,24 | 302 | -4,13 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 247 | 88 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 7.765 | 10,06 | 2.769 | 5,09 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 2.745 | 979 | ||||||
| 2026-04-13 | 13F | Trust Co | 122.783 | 0,54 | 43.780 | -4,00 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3.184 | 365,50 | 1.136 | 345,10 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 2.529 | 0,12 | 902 | -4,45 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 4.655 | 0,19 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 10.189 | 15,18 | 3.633 | 9,89 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 3.329 | 0,03 | 1.187 | -4,51 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 2.892 | 146,55 | 1.031 | |||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 705 | 1,29 | 251 | -3,09 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 18.302 | 0,27 | 6.526 | -4,27 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 2.455 | 1,57 | 875 | -2,99 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 14.123 | 0,44 | 5.036 | -4,11 | ||||
| 2026-04-22 | 13F | Nicholson Meyer Capital Management, Inc. | 36.748 | 1,68 | 13.102 | -2,91 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.904 | 0,05 | 679 | -4,51 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1.370 | 0,07 | 488 | -4,50 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.811 | 4,44 | 716 | 8,33 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1.550 | 553 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 659 | 0,15 | 235 | -4,49 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 1.519 | 542 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.441 | 14,00 | 514 | 8,69 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 141 | 0 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 4.528 | 23.807 | 6,51 | |||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 733 | 25,95 | 261 | 20,28 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 623 | 1,80 | 222 | -2,63 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 5.636 | 5,07 | 2.009 | 0,30 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 38.808 | 0,09 | 13.837 | -4,44 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 140.000 | 0,50 | 49.918 | -4,05 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 2.629 | 937 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 89 | 32 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 655 | 0,15 | 233 | -4,51 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 8.760 | 0,07 | 3.123 | -4,47 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 582 | 29,05 | 208 | 23,21 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 80.895 | 6,24 | 28.844 | 1,43 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 1.046 | 16,35 | 373 | 11,34 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 561 | 200 | ||||||
| 2026-04-06 | 13F | Baring Financial LLC | 1.082 | 0,09 | 386 | -4,47 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 30.429 | 0,02 | 10.850 | -4,51 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 442 | 268,33 | 158 | 256,82 | ||||
| 2026-05-07 | 13F | Hemenway Trust Co LLC | 2.689 | 3,82 | 959 | -0,93 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 179.474 | 1,69 | 61.337 | -6,75 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.329.545 | 1,40 | 830.623 | -3,19 | ||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 25.732 | 1,07 | 9.540 | -1,71 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.536.712 | 3,50 | 904.490 | -1,18 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3.819 | 0,08 | 1.362 | -4,42 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 1.522 | 4,97 | 543 | 0,18 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 122.120 | 71,13 | 43.543 | 63,40 | ||||
| 2026-04-22 | 13F | Motco | 274 | 98 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 81.907 | 2,52 | 29 | 0,00 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 698 | 0,14 | 249 | -4,62 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 50.724 | 26,48 | 18.086 | 20,77 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2.994 | 2,96 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 3.718 | 2,91 | 1.326 | -1,78 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 2.429 | 0,33 | 866 | -4,31 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 2.540 | 0,20 | 906 | -4,33 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 3.094 | 0,23 | 1.103 | -4,25 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14.703 | 2,40 | 5.249 | -2,22 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 7.361 | 19,17 | 2.625 | 13,79 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.313 | 825 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 598 | 0,17 | 213 | -4,48 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 32.760 | 146,72 | 11.681 | 135,58 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 22.034 | 1,05 | 7.856 | -3,51 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 47.428 | 6,66 | 16.911 | 1,84 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 2.265 | 0,18 | 807 | -4,38 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 3.506 | 1.250 | ||||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 657 | 5,97 | 234 | 1,30 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 1.323 | 31,64 | 535 | 41,27 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1.677 | 2,19 | 598 | -2,29 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.389 | 1.410,03 | 3.880 | 1.445,42 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3.454 | 1,47 | 1.232 | -5,02 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 182.403 | 1,47 | 65.038 | -3,11 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 724 | 0,14 | 258 | -4,44 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 1.453 | 0,21 | 518 | -4,44 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 89.506 | 8,75 | 31.914 | 3,84 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 272.506 | 97.165 | ||||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 131.275 | 14,27 | 46.807 | 9,10 | ||||
| 2026-05-14 | 13F | Ade, Llc | 5.506 | 0,22 | 1.963 | -4,29 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 90 | 0 | ||||||
| 2026-04-23 | 13F | Members Wealth Llc | 8.431 | 25,33 | 3.285 | 28,62 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 6.360 | 0,19 | 2.268 | -4,35 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 698 | 453,97 | 249 | 427,66 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 566 | 0,35 | 202 | -4,29 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 8.882 | 0,10 | 3.167 | -4,41 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 1.587 | 0,25 | 566 | -4,40 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 5.389 | 0,06 | 2 | -50,00 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 2.636 | 10,71 | 940 | 5,62 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 10.354 | 0,09 | 3.692 | -4,45 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 1.359 | 77,88 | 485 | 69,82 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 12.945 | 4,82 | 4.616 | 0,09 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 38.947 | 14 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 123.959 | 0,14 | 44.199 | -4,39 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 13.804 | 0,34 | 4.922 | -4,20 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3.525 | 68,82 | 1.257 | 61,23 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 10.511 | 1,83 | 3.748 | -2,80 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 14.486 | 0,01 | 5.165 | -4,51 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 1.182 | 0,08 | 422 | -4,54 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 444 | 9,36 | 158 | 4,64 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 206.661 | 11,58 | 73.717 | 6,52 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 1.427 | 0,21 | 509 | -4,33 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 5.121 | 70,81 | 1.826 | 63,09 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.138.383 | 25,15 | 405.902 | 19,49 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 4.656 | 4,04 | 1.660 | -0,66 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 2.392 | 0,17 | 853 | -4,38 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 8.158 | 95,21 | 2.909 | 86,47 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 411 | 0,24 | 147 | -4,58 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 1.635 | 583 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 10.409 | 10,16 | 3.609 | 1,52 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 3.190 | 0,16 | 1.137 | -4,37 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 10.311 | 0,24 | 3.677 | -4,30 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 850 | 11,26 | 303 | 4,48 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 17.927 | 10,60 | 6.972 | 15,17 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 171 | 61 | ||||||
| 2026-05-12 | 13F | KilterHowling LLC | 1.715 | 0,23 | 612 | -4,38 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 800.125 | 7,39 | 285.303 | 2,54 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 3.846 | -25,44 | ||||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 10.527 | 54,74 | 3.753 | 47,76 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 1.817 | 648 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 10.568 | 3.768 | ||||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 675 | 12,50 | 241 | 7,14 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.337 | 91,55 | 477 | 83,08 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 2.450 | 91,11 | 934 | 98,51 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 10.031 | 2,32 | 3.577 | -2,32 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 9.661 | 11,01 | 3.445 | 5,97 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 1.860 | 6,84 | 663 | 2,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 9.342 | 277,45 | 3.331 | 260,39 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 79 | 28 | ||||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 5.639 | 13,26 | 2.191 | 15,93 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1.218 | 0,16 | 434 | -4,19 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 1.516 | 0,13 | 540 | -4,42 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 61.120 | 27,12 | 21.793 | 21,38 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 149.294 | 89,12 | 53.232 | 80,57 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 4.477 | 58,76 | 1.597 | 51,57 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 68.084 | 2,95 | 25.425 | 25,34 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 923 | 3,36 | 345 | 5,52 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 150.714 | 2,11 | 76.211 | 38,26 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 15.583 | 8,65 | 5.556 | 3,73 | ||||
| 2026-05-04 | 13F | Brewster Financial Planning LLC | 119.982 | 2,15 | 42.781 | -2,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 524.139 | 9,12 | 186.887 | 4,18 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 4.725 | 0,06 | 1.685 | -4,48 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 77.651 | 2,08 | 27.687 | -2,54 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 3.428 | 1.200 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.501 | 40,28 | 535 | 34,09 | ||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 22.128 | 0,03 | 7.890 | -4,49 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 322 | 115 | ||||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 1.106 | 12,28 | 394 | 7,36 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1.014 | 188,89 | 362 | 177,69 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 86.682 | 1,72 | 30.907 | -2,88 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 203.909 | 1,01 | 72.706 | -3,56 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 2.106 | 83,29 | 751 | 74,83 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 2.197 | 56,26 | 783 | 49,14 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 9.039 | 187,23 | 3.223 | 174,30 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 4.263 | 2,18 | 1.520 | -2,38 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 3.344 | 0,24 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 825 | 294 | ||||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 2.696 | 961 | ||||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 2.281 | 0,26 | 813 | -4,24 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 2.925 | 1,04 | 1.043 | -3,61 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 18.954 | 1,48 | 6.758 | -3,10 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 1.165 | 0,26 | 415 | -4,16 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 6.404 | 100,12 | 2.284 | 91,05 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.974 | 2,09 | 1.060 | -2,48 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 2.327 | 0,69 | 830 | -3,94 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.972 | 30,81 | 1.060 | 24,88 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3.535 | 5,87 | 1.261 | 1,12 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 4.869 | 0,33 | 1.736 | -4,19 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 897 | 6,28 | 320 | 1,59 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1.474 | 14,26 | 526 | 9,15 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 756 | 0,27 | 270 | -4,27 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 14.428 | 1,90 | 5.144 | -2,70 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1.107 | 24,52 | 395 | 19,03 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 6.027 | 2.251 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 116.424 | 0,35 | 41.512 | -4,18 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.214 | 94,55 | 1.146 | 85,58 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 85.158 | 0,00 | 30.364 | -4,52 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 7.159 | 2,52 | 2.553 | -2,11 | ||||
| 2026-05-15 | 13F | Fmr Llc | 10.059.810 | 2,19 | 3.586.926 | -2,43 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 1.649 | 588 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 552.047 | 51,63 | 206.156 | 54,94 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 87.001 | 1,55 | 31.021 | -3,04 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 2.514 | 5,90 | 897 | 1,13 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6.549 | 53,99 | 2.446 | 57,34 | ||||
| 2026-01-29 | 13F | Comerica Bank | 535.026 | 0,08 | 199.800 | 2,26 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 28.336 | 0,92 | 11.400 | 7,25 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 850 | 318 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 26 | 9 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 1.034 | 0,10 | 369 | -4,42 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 897 | 1,93 | 320 | -2,74 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 580.691 | 6,19 | 207.051 | 1,39 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 442.559 | 44,00 | 157.799 | 37,49 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 19.833 | 0,02 | 7.072 | -4,51 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 2.935 | 0,24 | 1.047 | -4,30 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 594 | 7,41 | 212 | 2,43 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 36.977 | 0,99 | 13.185 | -3,58 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 2.349 | 0,26 | 838 | -4,34 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 6.958 | 2.481 | ||||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 1.583 | 0,13 | 565 | -4,41 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 20.010 | 0,08 | 7.135 | -4,45 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 2.939 | 3,16 | 1.048 | -1,50 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2.062 | 735 | ||||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 1.219 | 15,87 | 435 | 10,71 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 4.155 | 0,02 | 1.482 | -4,51 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 1.074 | 0,09 | 386 | -3,75 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 265 | 94 | ||||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 85.096 | 0,12 | 30.342 | -4,41 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2.969 | 1.059 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 2.837 | 1,79 | 1.012 | -2,79 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 1.023 | 3,12 | 365 | -1,62 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 8.033 | 5,27 | 2.903 | 1,90 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 2.029 | 723 | ||||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 5.231 | 655,92 | 1.865 | 622,87 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 2.179 | 415,13 | 777 | 394,27 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 3.834 | 36,68 | 1.367 | 30,56 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 8.139 | 2.902 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3.665 | 0,05 | 1.307 | -4,53 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 911 | 0,11 | 325 | -4,42 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 1.613 | 0,25 | 575 | -4,33 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 7.265 | 13,11 | 2.590 | 8,01 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 5.189 | 0,66 | 1.850 | -3,90 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 19.207 | 8,10 | 6.848 | 3,23 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 19.996 | 8,83 | 7 | 16,67 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 45.173 | 7,39 | 16 | 6,67 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 12.082 | 1.829 | ||||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 781 | 0,13 | 278 | -4,47 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 5.764 | 177,65 | 2.055 | 165,16 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 3.561 | 0,25 | 1.270 | -4,30 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.350 | 33.650,00 | 481 | 48.000,00 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 22.592 | 66,11 | 8.055 | 58,59 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 1.419.562 | 1,16 | 506.159 | -3,41 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5.854 | 7,87 | 2.087 | 3,01 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 11.792 | 0,23 | 4.204 | -4,30 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 839 | 0,12 | 299 | -4,47 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.279.821 | 9,86 | 456.330 | 4,89 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 1.226 | 28,65 | 437 | 20,72 | ||||
| 2026-04-13 | 13F | Rydar Equities, Inc. | 721 | 0,28 | 257 | -4,10 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 123.821 | 3,85 | 44.150 | -0,84 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 6.608 | 1,88 | 2.356 | -2,73 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 6.093 | 13,40 | 2.172 | 8,28 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 12.600 | 647,77 | 4.493 | 614,15 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 912 | 325 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 1.350 | 37,90 | 481 | 31,78 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 2.504 | 13,41 | 893 | 8,25 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 1.937 | 10,24 | 691 | 5,18 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 6.124 | 6,75 | 2.184 | 1,91 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 5.461 | 0,02 | 2 | -50,00 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 15.053 | 10,50 | 5.367 | 5,50 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 59.206 | 5,10 | 21.110 | 0,35 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 6.189 | 1,01 | 2.207 | -3,54 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 976 | 0,10 | 348 | -4,40 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 1.641.733 | 12,25 | 585.376 | 7,17 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1.112.041 | 0,23 | 396.547 | -4,27 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 5.507 | 96,68 | 2.011 | 92,34 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7.276 | 0,25 | 2.615 | -3,54 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 577 | 0,17 | 206 | -4,65 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3.218 | 23,44 | 1.147 | 17,88 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 16.444 | 2,77 | 5.863 | -1,87 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 6.828 | 0,03 | 2.435 | -4,51 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 92.276 | 4,54 | 34.460 | 4,54 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 25.506 | 10,92 | 9.095 | 5,92 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 3.211 | 0,19 | 1.145 | -5,53 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 2.970 | 0,20 | 1.059 | -4,25 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 3.491 | 2,08 | 1.245 | -2,58 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 66 | 24 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 27.389 | 0,84 | 9.766 | -3,73 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 168.327 | 11,60 | 60.019 | 6,55 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 341.619 | 3,73 | 121.808 | -0,95 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 344 | 0,29 | 123 | -4,69 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 23.032 | 0,02 | 8.212 | -4,50 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 4.454 | 0,50 | 1.588 | -4,05 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2 | 1 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 54.743 | 1,63 | 19 | -5,00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 2.987 | 4,59 | 1.065 | -0,19 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 4.239 | 47,24 | 1.512 | 40,56 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 36.387 | 2,24 | 13 | -7,69 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 3.991 | 0,55 | 1.423 | -3,98 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 10.723 | 21,88 | 3.823 | 16,38 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 29.989 | 2,57 | 11.153 | 2,14 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 27 | 10 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 1.888 | 0,69 | 673 | -3,86 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 1.145 | 408 | ||||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 2.526 | 3,57 | 901 | -1,10 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 849.980 | 145,71 | 303.069 | 134,60 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 7.117 | 2.467 | ||||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 901 | 2,74 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 263.864 | 33,78 | 94.083 | 27,73 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 8.442 | 8,44 | 3.010 | 3,51 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 12.165 | 11,24 | 4.338 | 6,19 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 59.203 | 0,41 | 21.109 | -4,13 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 5.709 | 2.036 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.955.205 | 12,38 | 730.139 | 14,83 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 16.457 | 4,24 | 5.868 | -0,47 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 9.564 | 0,01 | 3.410 | -4,51 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 593 | 211 | ||||||
| 2026-05-14 | 13F | JustInvest LLC | 4.460 | 14,54 | 1.590 | 9,35 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 12.128 | 0,27 | 4.324 | -4,25 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 22 | 8 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 5.967 | 3,40 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Utah Retirement Systems | 26.382 | 58,15 | 9.407 | 51,00 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 10.431 | 2,07 | 3.719 | -2,54 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 12.816 | 1.868,66 | 4.570 | 1.780,25 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 2.939 | 217,04 | 1.097 | 224,56 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 9.875 | 1,80 | 3.521 | -2,79 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 19.166 | 0,73 | 6.834 | -3,83 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 855 | 305 | ||||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 24.998 | 5,19 | 8.913 | 0,43 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 7.765 | 0,01 | 2.769 | -4,52 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 12.210 | 2,09 | 4.354 | -2,53 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2.959 | 1.055 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 942 | 13,63 | 336 | 8,74 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 42.229 | 2,77 | 15.057 | -1,88 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 4.513 | 3,84 | 1.609 | -0,86 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 153 | 55 | ||||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 11.923 | 1,21 | 4.251 | -3,36 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 1.853 | 0,27 | 661 | -4,35 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 5.263 | 2,79 | 1.877 | -1,88 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 776 | 0,26 | 277 | -5,15 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 3.403 | 0,21 | 1.213 | -4,26 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 7.837 | 0,09 | 2.794 | -4,41 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 511 | 0,20 | 182 | -4,21 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.106 | 0,18 | 394 | -4,37 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.733 | 26,16 | 1.331 | 20,45 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 65.258 | 51,54 | 23.268 | 44,69 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 7.733 | 21,28 | 2.757 | 15,79 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 175 | 0 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 4.475 | 47,93 | 1.600 | 41,63 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 655 | 234 | ||||||
| 2026-04-15 | 13F | Norden Group Llc | 1.973 | 0,05 | 703 | -4,48 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3.456 | 4,32 | 1.232 | -0,40 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 5.278 | 0,04 | 1.882 | -4,52 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 2.051 | 41,55 | 731 | 35,12 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 17.764 | 4,98 | 6.334 | 0,22 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 9.401 | 2,74 | 3.352 | -3,18 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 50.138 | 4,32 | 17.877 | -0,39 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 1.248 | 445 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 7.190 | 893,09 | 3 | |||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 1.862 | 0,27 | 664 | -4,33 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 8.775 | 11,83 | 3.129 | 6,76 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 1.397 | 0,07 | 498 | -4,41 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5.913 | 1,32 | 2.109 | -3,26 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 827 | 295 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 12.930 | 0,07 | 4.610 | -4,46 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 669 | 0,30 | 239 | -4,42 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 54.265 | 0,88 | 19.349 | -3,68 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 2.945 | 1,24 | 1.036 | -5,05 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 2.223 | 0,23 | 793 | -4,35 | ||||
| 2026-05-13 | 13F | Xponance, Inc. | 19.070 | 243,17 | 6.800 | 227,66 | ||||
| 2026-05-06 | 13F | Eq Llc | 4.696 | 0,02 | 1.674 | -4,51 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 1.525 | 544 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 554 | 224 | ||||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 2.705 | 0,26 | 964 | -4,27 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 1.340 | 0,15 | 478 | -4,41 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 129 | 52 | ||||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 249.440 | 0,65 | 88.940 | -3,90 | ||||
| 2026-05-08 | 13F | Cm Wealth Advisors Llc | 26.760 | 2,30 | 9.542 | -2,32 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 1.641.733 | 12,25 | 585.376 | 7,17 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 1.609 | 0,69 | 574 | -3,86 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15.274 | 0,03 | 5.952 | 3,08 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 127.789 | 1.535,18 | 45.564 | 1.461,48 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 9.399 | 26,31 | 3.510 | 29,05 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 43.891 | 61,85 | 16.391 | 61,86 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 14.251 | 0,81 | 5 | 0,00 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 7.100 | 2.532 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 45 | 16 | ||||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 9.694 | 3,17 | 3.456 | -1,48 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 290 | 103 | ||||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 5.149 | 0,10 | 1.836 | -4,48 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 662 | 0,76 | 236 | -1,67 | ||||
| 2026-05-04 | 13F | Maryland State Retirement & Pension System | 18.174 | 12,31 | 6.480 | 7,23 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 521.919 | 14,67 | 186.095 | 9,49 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 2.751 | 981 | ||||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 58.079 | 21,06 | 20.709 | 15,58 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 1.138 | 16,24 | 409 | 12,05 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 2.513 | 11,94 | 896 | 6,92 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1.598 | 71,09 | 570 | 63,51 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 1.273 | 5,38 | 454 | 0,44 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 2.491 | 109,15 | 888 | 100,00 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 11.952 | 0,03 | 4.261 | -4,48 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 5.780 | 0,10 | 2.061 | -4,45 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 9.900 | 86,79 | 3.530 | 78,32 | |||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 609.704 | 2,83 | 217.396 | -1,82 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 1.321 | 1,15 | 471 | -3,49 | ||||
| 2026-05-01 | 13F | Capital City Trust Co/fl | 5.805 | 0,83 | 2.070 | -3,72 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 6.965 | 44,02 | 2.483 | 37,56 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 747 | 26,40 | 266 | 20,91 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 656 | 0,61 | 234 | -4,12 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 1.158 | 24,38 | 413 | 18,73 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 1.921 | 50,78 | 685 | 44,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 1.831 | 10,37 | 653 | 5,33 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 1.288 | 0,23 | 459 | -4,18 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 515.288 | 5,65 | 183.731 | 0,88 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 89 | 32 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 2.703 | 3,72 | 964 | -1,03 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 12.200 | 7,96 | 4.350 | 3,11 | |||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.327 | 2,08 | 473 | -2,47 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 47.642 | 275,13 | 16.987 | 258,22 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 7.099 | 0,01 | 2.531 | -4,49 | ||||
| 2026-04-09 | 13F | Trust Co of Tennessee | 10.664 | 3.802 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 31.739 | 11.317 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.957 | 79,65 | 1.054 | 71,66 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 10.961 | 0,28 | 3.908 | -4,24 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 8.312 | 2,43 | 2.964 | -2,21 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.380.105 | 4,38 | 492.090 | -0,34 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 7.659 | 0,24 | 2.731 | -4,31 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 863 | 25,44 | 308 | 19,92 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 6.442 | 1,35 | 2.297 | -3,20 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 765 | 2,00 | 273 | -2,86 | ||||
| 2026-05-11 | 13F | Boston Partners | 309 | 58.972 | ||||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 7.448 | 10,08 | 2.656 | 5,11 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 3.248 | 0,81 | 1.307 | 19,38 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 824 | 0,12 | 294 | -4,56 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 21.027 | 52,19 | 7.497 | 45,32 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 260.127 | 8,45 | 92.751 | 3,54 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.427 | 0,56 | 533 | 2,70 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 15.281 | 19,03 | 5.449 | 13,64 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 2.579 | 8,50 | 920 | 3,61 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.168 | 6,18 | 416 | 1,46 | ||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 15.873 | 0,61 | 5.660 | -3,94 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 40.216 | 0,12 | 14.339 | -4,41 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 986 | 0,10 | 352 | -4,36 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 37.759 | 0,05 | 14.816 | 5,13 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 3.978 | 1,02 | 1.418 | -3,54 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 1.444 | 8,25 | 515 | 3,21 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1.022 | 33,77 | 364 | 27,72 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 1.841 | 0,55 | 700 | 2,49 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 17.068 | 4,52 | 6.086 | -0,21 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 7.506 | 16,55 | 2.697 | 12,19 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 377.746 | 3,33 | 133.582 | -0,02 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 19.939 | 8,18 | 7.109 | 3,28 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 2.235 | 797 | ||||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 2.003 | 714 | ||||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 340.935 | 2,21 | 121.564 | -2,41 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 14.781 | 5.270 | ||||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 2.340 | 0,21 | 835 | -4,36 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 1.022 | 364 | ||||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 211 | 75 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 2.011 | 4,79 | 717 | 0,14 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 765 | 0,13 | 273 | -4,56 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 1.199 | 428 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 292 | 104 | ||||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 2.234 | 0,13 | 796 | -4,33 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 1.053 | 10,49 | 375 | 5,63 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 27.323 | 0,45 | 9.742 | -4,09 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 37.811 | 5,87 | 13.482 | 1,08 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 940 | 1,84 | 335 | -2,62 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 282 | 100 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 13.581 | 11,29 | 4.842 | 6,25 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 25.921 | 1,89 | 9.243 | -2,72 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 129.164 | 12,02 | 46.055 | 6,96 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 903 | 42,65 | 322 | 36,02 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 29 | 1.350,00 | 10 | |||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 118 | 42 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 727 | 0,14 | 259 | -4,43 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 41.533 | 2,22 | 14.809 | -2,40 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 975 | 348 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 6.827 | 1,94 | 2.434 | -2,64 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 5.154 | 8,25 | 2.074 | 16,71 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 8.442 | 132,31 | 3.010 | 121,81 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.370 | 48,75 | 488 | 42,27 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 31.495 | 123,21 | 11.230 | 113,11 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 1.353 | 77,33 | 483 | 69,72 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 4.541 | 4,75 | 1.619 | 0,06 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4.660 | 0,09 | 1.662 | -4,43 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1.722 | 0,06 | 614 | -4,36 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 12.981 | 2,75 | 4.629 | -1,91 | ||||
| 2026-05-04 | 13F | Nwam Llc | 2.979 | 35,66 | 1.062 | 29,04 |
