Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Russell 3000 ETF eröffnet haben, gehören Gotham Asset Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, Vanguard National Trust Co, Global Assets Advisory, LLC, Canandaigua National Corp, Nicolet Bankshares Inc, AMG National Trust Bank, Bravera Wealth, Owl Creek Wealth Partners LLC, Virtue Capital Management, LLC, Diversify Wealth Management, Llc, Navigation Group, LLC, Vestmark Advisory Solutions, Inc., PFG Advisors, Vanguard Advisers Inc, Ridgewood Investments LLC, United Advisor Group, LLC, BSW Wealth Partners, Ccg Wealth Management, Llc, und Napier Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | One Day In July LLC | 28.673 | 11,44 | 10.629 | 6,78 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 14.031 | 3,60 | 5.201 | -0,73 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 10 | 4 | ||||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 10.154 | 56,77 | 3.764 | -4,05 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 1.343 | 1,59 | 498 | -2,74 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 11.760 | 5,29 | 4.359 | 0,90 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 23 | 9 | ||||||
| 2026-05-13 | 13F | Prudential Financial Inc | 7.440 | 6,59 | 2.758 | 1,36 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 10.689 | 0,06 | 3.962 | -4,11 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7.488 | 2,96 | 2.775 | -1,35 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 52.108 | 1,64 | 19.316 | -2,61 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 7.302 | 17,89 | 2.742 | 13,21 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 1.431 | 0,14 | 530 | -3,99 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 525 | 203 | ||||||
| 2026-05-15 | 13F | Ironwood Investment Management Llc | 11.282 | 4,87 | 4.182 | 0,50 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 1.579 | 568 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 22 | 8 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1.114 | 11,40 | 413 | 6,74 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2.015 | 42,20 | 747 | 36,13 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 1.830 | 0,60 | 678 | -3,56 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 144.141 | 6,74 | 53.430 | 2,28 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 4.389 | 14,36 | 1.627 | 9,57 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 3.383 | 1,93 | 1.264 | -1,56 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 22.498 | 5,63 | 8.340 | 1,21 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 965.992 | 36.968,00 | 3 | -99,80 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 844 | 17,22 | 313 | 12,23 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.497 | 10,72 | 555 | 5,93 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 508 | 188 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.615 | 232,99 | 599 | 219,79 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 118 | 44 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 2.236 | 829 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 475.713 | 0,35 | 171.224 | -6,63 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 1.162 | 31,60 | 431 | 26,10 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 1.007 | 2,55 | 389 | 0,52 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 15.435 | 12,34 | 5.721 | 7,64 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 1.630 | 23,67 | 604 | 18,66 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.561 | 10,55 | 604 | 12,92 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 3.917 | 0,13 | 1.452 | -4,10 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 28.806 | 10,51 | 10.678 | 5,89 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 20.850 | 0,29 | 7.729 | -3,90 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 6.264 | 0,56 | 2.322 | -3,61 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 94.846 | 63,52 | 36.691 | 66,94 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 179 | 66 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.759 | 0,22 | 1.023 | -4,04 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 6.629 | 6,17 | 2.456 | 1,70 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 58.155 | 0,37 | 21.557 | -3,82 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 12.337 | 0,31 | 4.573 | -3,87 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 912 | 369 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1.770 | 0,11 | 656 | -3,95 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 341 | 6.720,00 | 127 | 6.200,00 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 112.105 | 14,78 | 41.555 | 9,98 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 2.881 | 4,80 | 1.068 | 0,38 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 1.922 | 0,84 | 713 | -3,39 | ||||
| 2026-05-05 | 13F | Strategic Investment Management, Llc | 86.831 | 81,50 | 32.187 | 73,91 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 26.821 | 4,50 | 9.942 | 0,13 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 93.323 | 24,86 | 34.593 | 19,64 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 582 | 0,17 | 216 | -4,02 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 40.027 | 0,29 | 14.837 | -3,90 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 3.068 | 1.137 | ||||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 9.026 | 0,03 | 3.346 | -4,15 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 46.957 | 5,10 | 17.406 | 0,71 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 665 | 247 | ||||||
| 2026-04-30 | 13F | Mason & Associates Inc | 2.102 | 0,33 | 757 | -6,67 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 67.551 | 7,46 | 25.040 | 2,96 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 5.718 | 0,21 | 2.119 | -3,99 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 3.694 | 14,33 | 1.369 | 9,61 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2.299 | 852 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1.264 | 0,32 | 0 | |||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 5.487 | 7,74 | 2.034 | 3,25 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1.701.803 | 11,29 | 630.824 | 6,64 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9.983 | 0,64 | 3.701 | -3,57 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 146.638 | 118,64 | 54.356 | 109,50 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 545 | 1.420 | 840,40 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 799 | 1,14 | 296 | -2,95 | ||||
| 2026-04-13 | 13F | Trust Co | 274 | 372,41 | 102 | 359,09 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.402 | 31,03 | 520 | 25,67 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 406 | 0,25 | 151 | -3,85 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 6.174 | 4,52 | 2.289 | 0,13 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 24.122 | 8.942 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 923.534 | 11,37 | 342.336 | 6,71 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 745 | 0,40 | 276 | -3,83 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 122.656 | 18,33 | 45.466 | 13,38 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.799.933 | 24,12 | 667.199 | 18,93 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3.393 | 48,23 | 1.258 | 40,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 41.214 | 2,53 | 15.277 | -1,76 | ||||
| 2026-04-10 | 13F | Linden Thomas Advisory Services, LLC | 723 | 9,71 | 268 | 5,51 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 1.626 | 0,18 | 603 | -3,99 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 2.831 | 92,06 | 1.049 | 84,04 | ||||
| 2026-05-11 | 13F | Commerce Bank | 145.398 | 0,37 | 53.896 | -3,83 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 7.935 | 0,61 | 2.941 | -3,61 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.170 | 0,09 | 434 | -4,20 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 12.300 | 47,62 | 4.559 | 41,45 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 1.490 | 8,05 | 552 | 3,56 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 18.457 | 45,72 | 6.842 | 39,64 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 226.096 | 0,88 | 82.957 | -3,12 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 153.920 | 57.055 | ||||||
| 2026-05-01 | 13F | Mueller Wealth, LLC | 20.244 | 3,62 | 7.504 | -0,70 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 364.394 | 6,31 | 140.966 | 8,48 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 8.775 | 0,08 | 3.253 | -4,10 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 362 | 4,93 | 134 | 0,75 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 658 | 1,23 | 260 | 1,56 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 2.307 | 0,04 | 855 | -4,04 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 205 | 76 | ||||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 222.495 | 10,42 | 82.474 | 5,81 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 80.307 | 0,47 | 29.769 | -3,73 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8.667 | 104,99 | 3.213 | 96,45 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 21.355 | 4,55 | 7.916 | 0,18 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 602 | 223 | ||||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 2.358 | 0,21 | 874 | -4,07 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1.139 | 0,18 | 422 | -3,87 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1.699 | 381,30 | 630 | 362,50 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 391 | 151 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.107 | 61,40 | 1.152 | 54,70 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 781 | 17,44 | 290 | 12,45 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 51 | 19 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 32.643 | 52,23 | 12.255 | 45,25 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 56.171 | 0,29 | 20.821 | -3,90 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 115.291 | 11,38 | 41.700 | 4,13 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 2.067 | 0,19 | 766 | -4,01 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 42.590 | 1,94 | 15.787 | 98.568,75 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 1.731 | 0,99 | 642 | -3,32 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 1.144 | 4,95 | 447 | 6,18 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 71.164 | 5,80 | 26.379 | 1,38 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 252 | 94 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 5.457 | 29,13 | 2.023 | 23,75 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 3.984 | 1.477 | ||||||
| 2026-04-09 | 13F | Red Spruce Capital, LLC | 2.368 | 2,91 | 878 | -1,46 | ||||
| 2026-04-08 | 13F | Tlwm | 294.238 | 4,64 | 109.068 | 0,27 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 3.212 | 0,22 | 1.191 | -3,95 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 1.739 | 5,46 | 645 | 1,10 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 638 | 0,31 | 236 | -4,07 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 564 | 209 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 16.863 | 12,95 | 6.829 | 16,48 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 13.210 | 4.897 | ||||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4.150 | 1.538 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 1.505 | 3,29 | 561 | -1,06 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 40.287 | 1,90 | 14.934 | -2,35 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 985 | 6,72 | 365 | 2,24 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 638 | 247 | ||||||
| 2026-05-08 | 13F | Firestone Capital Management | 3.729 | 0,08 | 1.382 | -4,09 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 288.620 | 106.986 | ||||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 3.854 | 3,71 | 1.429 | -0,63 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 2.122 | 1,19 | 787 | -3,08 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 62.356 | 23.114 | ||||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 17.423 | 42,17 | 6.458 | 36,24 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 130.652 | 1,51 | 48.430 | -2,74 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 545 | 0,18 | 202 | -4,29 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 37.377 | 5,86 | 13.855 | 1,44 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.180 | 13,57 | 437 | 8,98 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 743 | 0,13 | 276 | -3,85 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 95 | 40 | ||||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 653 | 0,31 | 242 | -3,98 | ||||
| 2026-05-15 | 13F | UNC Management Company, Inc. | 527.834 | 0,20 | 196 | -3,94 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 5.804 | 1,49 | 2.151 | -2,76 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 127.395 | 8,33 | 47.223 | 3,80 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 16.822 | 1,80 | 6.235 | -2,46 | ||||
| 2026-05-13 | 13F | Xponance, Inc. | 16.599 | 220,38 | 6.153 | 206,99 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 1.398 | 154,18 | 519 | 144,34 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 28.077 | 4,09 | 10.481 | 0,44 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 98.969 | 0,30 | 36.700 | -3,91 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 156.157 | 11,05 | 57.884 | 6,41 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 1.205 | 0,42 | 447 | -3,88 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 4.218 | 431 | ||||||
| 2026-05-13 | 13F | LM Advisors LLC | 3.945 | 3,33 | 11 | 11,11 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 596 | 221 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 787 | 0,13 | 292 | -4,28 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3.500 | 3,24 | 1.306 | -0,38 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 77.859 | 14,61 | 28.861 | 9,82 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 1.053 | 0,19 | 390 | -3,94 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 820 | 0,12 | 304 | -4,42 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 1.557 | 577 | ||||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 5.719 | 4,55 | 2.137 | 0,33 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3.164 | 0,13 | 1.139 | -7,55 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 845 | 313 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 170.528 | 8,70 | 63.211 | 4,16 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 4.230 | 24,45 | 1.568 | 19,16 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 124.611 | 397,93 | 46.191 | 377,12 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 2.553 | 0,12 | 946 | -4,06 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 174.759 | 0,02 | 64.779 | -4,16 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 4.314 | 0,19 | 1.599 | -3,96 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 564 | 0,18 | 209 | -3,69 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.276 | 20,83 | 473 | 15,69 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 658 | 244 | ||||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 883 | 0,11 | 327 | -4,11 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 59.173 | 1,83 | 21.934 | -2,43 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1.379 | -4,17 | ||||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 2.153 | 0,80 | 798 | -3,39 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 42.767 | 5,05 | 15.853 | 0,65 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 500 | 150,00 | 185 | 140,26 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 4.820 | 0,15 | 1.787 | -4,08 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 884 | 0,11 | 328 | -4,11 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 9.249 | 21,65 | 3.757 | 27,75 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 7.269 | 8,92 | 2.695 | 4,34 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 7.100 | 42,00 | 2.632 | 36,04 | |||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 28.457 | 13,92 | 11 | 11,11 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 275.736 | 1,23 | 102.210 | -3,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 20.468 | 2.700,00 | 7.587 | 2.590,43 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 700 | 259 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 777 | 3.989,47 | 288 | 4.014,29 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 28.152 | 67,84 | 10.891 | 104,43 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 550 | 0,36 | 204 | -4,25 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 609 | 226 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 160.437 | 0,38 | 59.471 | -3,81 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 120 | 44 | ||||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 1.072 | 0,19 | 397 | -3,87 | ||||
| 2026-05-15 | 13F | Nepc Llc | 46.031 | 0,15 | 17.063 | -4,04 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 22 | 8 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 2.075 | 50,58 | 769 | 44,28 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 164.161 | 4,52 | 60.851 | 0,15 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 3.315 | 1.229 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 318.216 | 1,78 | 117.957 | -2,47 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 74.289 | 8,77 | 27.538 | 4,22 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.317.743 | 2,56 | 488.461 | -1,72 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 2.594 | 9,78 | 962 | 5,14 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 663 | 5,24 | 246 | 2,94 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1.819 | 0,22 | 674 | -3,99 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 29.907 | 0,20 | 11.086 | -3,98 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 248 | 4,64 | 92 | 0,00 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 428 | 8,35 | 159 | 3,95 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 1.632 | 3,10 | 605 | -1,31 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 14.928 | 0,19 | 5.533 | -4,01 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 912 | 51,24 | 338 | 45,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 33.700 | 147,79 | 12.492 | 137,43 | |||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 14.686 | 0,55 | 5.444 | -3,66 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 840 | 2,69 | 311 | -1,58 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 12.147 | 6,51 | 4.503 | 2,04 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 137.902 | 0,89 | 51.118 | -3,32 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 1.869 | 0,05 | 1 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 7.000 | 141,38 | 2.595 | 131,40 | |||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 791 | 0,25 | 293 | -3,93 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17.152 | 192,80 | 6.358 | 180,54 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 2.089 | 19,03 | 774 | 14,16 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 3.775 | 1,72 | 1.399 | -2,51 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.358 | 19,57 | 874 | 14,70 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 4.385 | 91,15 | 1.637 | 84,44 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 577 | 214 | ||||||
| 2026-05-14 | 13F | American Family Investments, Inc. | 843.738 | 210,38 | 312.757 | 197,41 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 666 | 1,22 | 247 | -3,15 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 12.897 | 1,40 | 4.781 | -2,85 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 876 | 325 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 103.739 | 1,73 | 38.454 | -2,52 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 21.171 | 15,12 | 7.848 | 10,30 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 3.498 | 0,06 | 1.297 | -4,14 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2.891 | 1,37 | 1.079 | -2,18 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 891 | 3,24 | 330 | -1,20 | ||||
| 2026-05-05 | 13F | PFG Advisors | 757 | 281 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 138.977 | 5,53 | 51.516 | 1,12 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 14.690 | 0,89 | 5.445 | -3,32 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 2.660 | 24,88 | 986 | 19,54 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 42.543 | 0,07 | 15.770 | -4,12 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 160 | 59 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 11.369 | 6,24 | 4.396 | 6,21 | ||||
| 2026-05-12 | 13F | Creative Planning | 44.596 | 6,97 | 16.531 | 2,49 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 1.640 | 0,06 | 608 | -4,11 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 656 | 243 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 1.378 | 511 | ||||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 50.376 | 0,01 | 19.488 | 2,10 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 7.359 | 8,60 | 2.728 | 4,04 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1.053 | 56,93 | 440 | 69,88 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 32.369 | 2,16 | 12.522 | 4,28 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 308 | 114 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 7.034 | 54,66 | 2.607 | 48,21 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 4.695 | 1,69 | 1.740 | -2,58 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 1.748 | 0,06 | 648 | -4,00 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 2.976 | 1.103 | ||||||
| 2026-02-20 | 13F | SB Capital Management Inc | 578 | 224 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 5.552 | 11,40 | 2.058 | 6,69 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 704 | 0,14 | 261 | -4,41 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 6.482 | 11,03 | 2.403 | 6,38 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 10.279 | 0,16 | 3.810 | -4,03 | ||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 15.060 | 2,30 | 5.582 | -1,98 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 1.387 | 0,22 | 514 | -3,93 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 3.368 | 1,35 | 1.248 | -2,88 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 19.520 | 69,83 | 7.236 | 62,73 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 760 | 36,69 | 282 | 30,70 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 7.684 | 37,24 | 2.848 | 31,49 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 3.569 | 11,57 | 1.323 | 6,87 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 1.860 | 0,16 | 690 | -4,04 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 4.941 | 4,02 | 1.832 | -0,33 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 8.094 | 0,11 | 3.000 | -4,06 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 24.744 | 0,19 | 9.172 | -3,99 | ||||
| 2026-05-14 | 13F | Betterment LLC | 1.274 | 6,26 | 0 | |||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 7.986 | 0,25 | 2.960 | -3,93 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 1.515 | 4,99 | 562 | 0,54 |
