Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF eröffnet haben, gehören Ubs Asset Management Americas Inc, Choice Wealth Advisors, LLC, Clear Trail Advisors, LLC, Prevail Innovative Wealth Advisors, Llc, Creative Financial Designs Inc /adv, Riversedge Advisors, Llc, Magnolia Capital Advisors Llc, Baer Investment Advisory LLC, Victory Financial Group, Llc, Avondale Wealth Management, Flynn Zito Capital Management, Llc, Fiduciary Alliance LLC, Clear Wave Wealth Management Llc, Midwest Financial Network, LLC, Arkadios Wealth Advisors, Bank of New Hampshire, Yukon Wealth Management, Inc., Daymark Wealth Partners, Llc, Belpointe Asset Management LLC, und Hicks Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 80.150 | 4.322 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 292.799 | 4,17 | 15.744 | 3,59 | ||||
| 2026-04-08 | 13F | Choice Wealth Advisors, LLC | 327.921 | 17.632 | ||||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 228.576 | 3,42 | 12.291 | 2,85 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 1.150 | 62 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 176.231 | 22,02 | 9.529 | 21,81 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 10.866 | 584 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 523 | 393,40 | 0 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 8.529 | 62,89 | 459 | 61,84 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 7.530 | 405 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 352.993 | 18.980 | ||||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 69.614 | 25,35 | 3.742 | 24,65 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5.587 | 109,80 | 300 | 109,79 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 463.621 | 33,43 | 24.931 | 32,70 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 6.321 | 1,33 | 340 | 0,59 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 84.643 | 0,37 | 4.603 | 0,94 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 4.980 | 11,28 | 268 | 10,79 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 1.206 | 348,33 | 65 | 357,14 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 41.910 | 1,49 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 60.772 | 0,77 | 3.268 | 0,21 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 29.384 | 4,91 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 327.495 | 2,98 | 17.751 | 3,06 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 19.509 | 1,01 | 1.049 | 0,38 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 157.937 | 3,78 | 8.492 | 3,21 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 186.668 | 46,68 | 9.959 | 44,74 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 40.250 | 35,84 | 2.164 | 35,08 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 5.136 | 67,73 | 276 | 67,27 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 128.185 | 47,81 | 7 | 50,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 10.238 | 1,34 | 550 | 0,73 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 539.876 | 19,92 | 29.029 | 19,25 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 9.723 | 25,90 | 523 | 25,18 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 20.407 | 273,55 | 1.097 | 271,86 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.340.675 | 173,68 | 72.088 | 172,17 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 4.849 | 5,53 | 261 | 4,84 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 729.351 | 2,05 | 39.217 | 1,48 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 28.371 | 218,49 | 1.526 | 217,05 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 23.841 | 54,96 | 1.310 | 57,33 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 108.340 | 0,48 | 5.825 | -0,07 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 19.452 | 7,06 | 1.046 | 6,20 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 200 | 11 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 429.530 | 18,75 | 23.096 | 18,08 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 125.638 | 6.756 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 250.893 | 154,76 | 13.566 | 154,79 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 88.456 | 4.756 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 463 | 25 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 627.018 | 2,62 | 34 | 0,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 13.405 | 50,36 | 721 | 49,38 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 13.247 | 18,70 | 712 | 18,08 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 80.509 | 7,78 | 4.329 | 7,18 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17.222 | 32,35 | 926 | 31,72 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 83.733 | 3,30 | 4.502 | 2,74 | ||||
| 2026-05-04 | 13F | Innealta Capital, Llc | 91.449 | 124,89 | 4.917 | 123,70 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 157.765 | 73,02 | 8.483 | 72,05 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 677.096 | 42,99 | 36.407 | 42,20 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 65.953 | 3.546 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 150.050 | 10,20 | 8.068 | 9,59 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 20.129 | 62,65 | 1.082 | 61,73 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 7.145 | 384 | ||||||
| 2026-04-22 | 13F | AGH Wealth Advisors, LLC | 165.832 | 40,61 | 8.917 | 39,83 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 380.847 | 6,41 | 20.478 | 5,82 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 7.427 | 399 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 147.510 | 8,17 | 7.932 | 7,55 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 5.839 | 314 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 11.762 | 632 | ||||||
| 2026-04-15 | 13F | Avondale Wealth Management | 91.522 | 4.921 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 24.225 | 53,77 | 1.303 | 53,00 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 269.004 | 63,61 | 14.464 | 62,70 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 1.066 | 98,14 | 57 | 96,55 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 724.578 | 19,06 | 38.961 | 18,40 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 7.385 | 12,34 | 397 | 11,83 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 119.953 | 3,05 | 6.450 | 2,48 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 4.001 | 215 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 1.663.485 | 22,38 | 89.446 | 21,28 | ||||
| 2026-05-01 | 13F | Citizens Business Bank | 214.255 | 2,49 | 11.520 | 1,92 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 9.311 | 0,03 | 501 | -0,60 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 5.823 | 18,16 | 313 | 17,67 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 12.873 | 94,78 | 696 | 94,96 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 16.343 | 2,49 | 879 | 1,86 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 651.008 | 123,90 | 35.005 | 122,66 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 14.577 | 42,90 | 784 | 42,11 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 253.549 | 13.633 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 108.198 | 5.818 | ||||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 893.551 | 1,74 | 48.046 | 1,17 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 127.927 | 3,30 | 6.879 | 2,72 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3.834.235 | 27,23 | 206.167 | 26,52 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 538.251 | 7,77 | 28.942 | 7,18 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 50.433 | 5,34 | 2.712 | 4,75 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 669.290 | 2,89 | 35.988 | 2,31 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 483.310 | 83,31 | 25.988 | 82,29 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 5.141.154 | 11,21 | 276.438 | 10,59 | ||||
| 2026-04-23 | 13F | Fortitude Financial, LLC | 8.152 | 11,34 | 438 | 10,89 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1.443.755 | 8,46 | 77.631 | 7,86 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 47.317 | 286,42 | 2.544 | 284,29 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 35.847 | 27,87 | 1.927 | 27,19 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 274.078 | 14.737 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 109.210 | 635,97 | 5.853 | 629,68 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.411 | 103,02 | 75 | 102,70 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.323.773 | 12,32 | 71.179 | 112.882,54 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 967.020 | 3,19 | 51.997 | 2,62 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 138.420 | 25,41 | 7.443 | 24,72 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 70.714 | 555,00 | 3.801 | 551,80 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 171.505 | 8,86 | 9.222 | 8,25 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 4.200 | 226 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 37.939 | 7,80 | 2.040 | 7,20 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 16.132 | 18,84 | 867 | 18,12 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 15.732 | 14,91 | 846 | 14,19 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 16.943 | 911 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 5.808.797 | 52,74 | 312.891 | 52,16 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 7.274 | 19,48 | 391 | 18,84 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 15.471 | 167,71 | 832 | 166,35 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 14.205 | 4,17 | 764 | 3,53 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 177.858 | 4,90 | 9.563 | 4,32 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 6.129.907 | 2,14 | 329.605 | 1,58 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 56.436 | 3.035 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 99.327 | 5.341 | ||||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 28.258 | 444,79 | 1.519 | 442,50 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 23.865 | 11,45 | 1.290 | 11,30 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 4.693 | 252 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.404 | 1,01 | 75 | 0,00 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 221.434 | 11.907 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 238.394 | 3,03 | 3.624 | -71,04 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 251.459 | 37,27 | 13.476 | 36,04 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 109.836 | 93,04 | 5.906 | 91,97 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 577.358 | 20,01 | 31.045 | 19,35 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 238.715 | 113,36 | 12.836 | 112,18 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 4.705 | 253 | ||||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 1.987.378 | 3,43 | 106.861 | 2,86 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1.429.253 | 76.851 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 538.991 | 4,83 | 28.982 | 4,24 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5.819 | 26,39 | 313 | 25,81 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 1.000 | 173,97 | 54 | 120,83 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management, LLC | 285.338 | 5,87 | 15.343 | 5,28 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 79.665 | 438,86 | 4.284 | 436,05 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 1.622.258 | 30,20 | 86.515 | 28,56 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 170.383 | 7,64 | 9.161 | 7,05 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8.435 | 21,61 | 454 | 20,80 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 16.888.797 | 28,73 | 908.111 | 28,02 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 102.654 | 12,97 | 5.520 | 12,33 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 5.486 | 295 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 68.709 | 15,20 | 3.694 | 14,58 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 135.647 | 82,42 | 7.294 | 81,42 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 99.640 | 0,83 | 5.358 | 0,02 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 14.875 | 20,89 | 800 | 20,15 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 122.574 | 0,42 | 6.591 | -0,14 | ||||
| 2026-04-24 | 13F | Essex LLC | 670.321 | 9,10 | 36.043 | 8,50 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 60.225 | 219,84 | 3.238 | 218,07 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 372.762 | 102,45 | 20.043 | 101,34 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 59.799 | 5,51 | 3.215 | 4,93 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 11.756 | 53,98 | 632 | 52,66 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 227.847 | 27,87 | 12.251 | 27,16 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 96.665 | 15,36 | 5.198 | 14,72 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 54.972 | 7,49 | 2.956 | 6,87 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 9.456 | 70,50 | 508 | 69,90 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 36.317 | 70,50 | 1.945 | 68,90 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 318.485 | 11,63 | 17.125 | 11,00 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 48.827 | 2,73 | 2.625 | 2,18 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 16.622 | 894 | ||||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 3.744 | 201 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.347.529 | 24,05 | 72.861 | 125.520,69 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 6.516 | 6,92 | 350 | 6,38 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 99.525 | 4,51 | 5.337 | 3,39 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 68.901 | 624,05 | 3.705 | 620,62 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 4.541 | 5,04 | 246 | 4,70 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 13.770 | 740 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 17.740 | 954 | ||||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 99.327 | 5.341 | ||||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 15.215 | 19,19 | 818 | 18,55 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 81.672 | 7,63 | 4.392 | 7,02 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 128.244 | 1,55 | 6.896 | 0,98 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 14.875 | 32,05 | 800 | 31,20 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 156.447 | 0,33 | 8 | 0,00 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 228.168 | 13,80 | 12.269 | 13,16 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 7.479 | 2,75 | 402 | 2,29 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3.681.203 | 39,09 | 197.938 | 38,32 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 128.510 | 5,92 | 6.910 | 5,34 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 11.000 | 591 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 5.805.893 | 86,63 | 311.544 | 85,21 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 39.025 | 2.098 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 132.964 | 2,35 | 7.149 | 1,78 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 40.256 | 0,73 | 2.165 | 0,19 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 13.023 | 17,40 | 700 | 16,86 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.508.410 | 81,22 | 134.877 | 80,22 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 36.458 | 10,04 | 1.960 | 9,44 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 12.058 | 7,08 | 648 | 6,58 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 16.182 | 11,25 | 870 | 10,69 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10.748 | 578 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 9.135 | 491 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 6 | 0 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 356 | 19 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 47.876 | 3 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 48.779 | 16,29 | 2.623 | 15,61 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 3.555.302 | 35,17 | 191.169 | 34,42 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1.497.064 | 6,31 | 80.497 | 5,73 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 4.223.148 | 47,21 | 227.079 | 46,39 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 9.113 | 490 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.272.168 | 52,23 | 67.857 | 50,18 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 24.838 | 1.336 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 130.571 | 2.945,03 | 7.021 | 2.938,96 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 215.546 | 2,38 | 11.590 | 1,81 | ||||
| 2026-05-05 | 13F | UBS Group AG | 578.362 | 1.066,90 | 31.099 | 1.060,81 | ||||
| 2026-01-29 | 13F | Comerica Bank | 187 | 10 | ||||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 431.887 | 1,66 | 23.223 | 1,10 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 606.253 | 290,89 | 32.598 | 288,72 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.507 | 189 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 129.307 | 94,63 | 6.953 | 93,54 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 58.763 | 5,55 | 3.160 | 4,60 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 26.756 | 0,69 | 1.439 | 0,14 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 1.541 | 10,47 | 83 | 9,33 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 4.087 | 2,46 | 220 | 1,86 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 297.825 | 11,54 | 16.014 | 10,93 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 1.835 | 33,65 | 99 | 32,43 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 219.360 | 153,34 | 11.816 | 133,38 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 4.244 | 4.367,37 | 228 | 4.460,00 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 6.062 | 326 | ||||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 65.396 | 3.516 | ||||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 209.020 | 1,11 | 11.239 | 0,55 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 17.182 | 10,44 | 924 | 9,75 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 2.169.628 | 5,62 | 117 | 4,50 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 88.993 | 20,17 | 4.785 | 19,12 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 330.025 | 3,16 | 17.745 | 2,59 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 20.256 | 0,91 | 1.089 | 0,37 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 15.133 | 62,23 | 814 | 61,31 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 17.100 | 175,45 | 917 | 173,43 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 344.454 | 5,66 | 18.521 | 5,07 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 11.333 | 609 | ||||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 57.458 | 16,90 | 3.102 | 16,71 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 28.888 | 140,51 | 1.553 | 139,29 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 9.695 | 521 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.443.755 | 64,33 | 131.401 | 63,42 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 61.719 | 8,92 | 3.322 | 8,21 | ||||
| 2026-05-14 | 13F | Betterment LLC | 23.363 | 231,91 | 1 | |||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 22.039 | 10,72 | 1.185 | 10,13 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 6.497 | 349 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 233.471 | 12.554 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 179.406 | 10,21 | 9.647 | 9,60 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 15.524 | 116,18 | 835 | 114,95 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 19.201 | 30,06 | 1.032 | 29,32 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 317.831 | 89,38 | 17.090 | 88,33 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 46.028 | 11,00 | 2.475 | 10,40 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 27.627 | 419,89 | 1.486 | 417,42 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 1.469.232 | 0,87 | 79.001 | 0,31 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 119 | 6 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 82.573 | 3,41 | 4.465 | 3,24 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 699.517 | 40,22 | 37.613 | 39,45 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 78.764 | 29,95 | 4.235 | 29,23 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 47.923 | 119,17 | 2.577 | 117,94 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 6.599 | 0,08 | 355 | -0,56 |
