Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF eröffnet haben, gehören Ubs Asset Management Americas Inc, NorthCrest Asset Manangement, LLC, Evergreen Wealth Solutions, LLC, Golden State Equity Partners, Oak Barrel Wealth Advisory LLC, Unique Wealth, Llc, Level Four Advisory Services, Llc, Merit Financial Group, LLC, Northern Trust Corp, Hrt Financial Lp, Mayflower Financial Advisors, LLC, Asset One Wealth Management LLC, Emergent Wealth Advisors, LLC, Johnson Financial Group, LLC, Brand Asset Management Group, Inc., Retirement Planning Group, Baer Investment Advisory LLC, Victory Financial Group, Llc, Inspire Advisors, LLC, und Segall Bryant & Hamill, 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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | Saxon Interests, Inc. | 9.882 | 37,98 | 835 | 25,75 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 6.867 | 52,60 | 580 | 39,09 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 181.868 | 4,00 | 15.373 | -5,27 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2.627 | 10,05 | 222 | 0,45 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7.948 | 0,97 | 672 | -8,08 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 4.743 | 76,85 | 401 | 61,29 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 16.914 | 11,03 | 1.430 | 1,13 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.457 | 0 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 20.301 | 6,89 | 1.716 | -2,67 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 124.022 | 10.482 | ||||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 7.652 | 5,53 | 647 | -3,87 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 99.912 | 5,87 | 8.445 | -3,57 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 4.619 | 390 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 193.170 | 6.095,32 | 16.327 | 5.549,13 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 43.212 | 3.653 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 55.940 | 13,85 | 4.728 | 3,71 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 3.970 | 4,86 | 336 | -4,56 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 3.908 | 8,71 | 330 | -0,90 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 22.350 | 12,25 | 1.889 | 2,27 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 36.370 | 19,11 | 3.074 | 8,51 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 10.637 | 84,29 | 899 | 70,91 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 12.470 | 4,71 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 524.474 | 8,81 | 44.329 | -0,90 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 80.303 | 20,63 | 7 | 0,00 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 22.953 | 267,78 | 1.940 | 234,89 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 66.749 | 4,37 | 6.194 | 3,32 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 4.746 | 4,38 | 459 | 9,03 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 909.712 | 70,86 | 76.889 | 55,62 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 13.413 | 21,01 | 1.134 | 10,21 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 14.980 | 22,18 | 1.266 | 11,35 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5.138 | 12,80 | 434 | 2,84 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5.774 | 2,30 | 488 | -6,69 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 18.993 | 6,66 | 1.787 | 9,44 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 11.070 | 936 | ||||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 107.844 | 6,37 | 9.115 | -3,11 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 98.963 | 101,27 | 8.814 | 93,20 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 249 | 21 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 326.607 | 4,27 | 27.605 | -5,03 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 25.922 | 21,51 | 2.191 | 10,66 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 13.421 | 27,23 | 1.157 | 20,17 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 524 | 9,39 | 44 | 0,00 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 36.393 | 0,87 | 3.076 | -8,12 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 28.278 | 2.390 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3.109 | 263 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 3.574 | 24,01 | 302 | 13,11 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 667.338 | 3,42 | 61.929 | 2,37 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 805 | 165,68 | 68 | 142,86 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 38.360 | 4,71 | 3.242 | -4,62 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 195.610 | 5,82 | 16.533 | -3,62 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 11.524 | 0,51 | 974 | -8,46 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 40 | 3 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 5.860 | 5,93 | 495 | -3,51 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 5.562 | 1,00 | 470 | -8,02 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 15.838 | 1,41 | 1.339 | -7,66 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 80 | 7 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 426 | 0,47 | 36 | -7,69 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 60 | 5 | ||||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 14.943 | 1.387 | ||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 136.156 | 16,03 | 11.508 | 5,67 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 11.307 | 4,62 | 956 | -4,69 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 3.446 | 291 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 36.689 | 1.599,35 | 3.101 | 1.450,00 | ||||
| 2026-05-01 | 13F | American Trust | 604.032 | 5,06 | 51.053 | -4,32 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 2.620 | 1,00 | 221 | -7,92 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 7.840 | 19,53 | 1 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 14.221 | 38,63 | 1.202 | 26,29 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2.537 | 12,61 | 0 | |||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 194.940 | 3,20 | 16.476 | -6,01 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 517.947 | 3,97 | 43.777 | -5,31 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2.352 | 12,05 | 199 | 2,06 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 85.415 | 1.318,85 | 7.257 | 1.200,36 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10.950 | 926 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 9.795 | 19,15 | 828 | 8,53 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 21.535 | 73,73 | 1.998 | 71,94 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.196.206 | 123,16 | 101.103 | 103,25 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 96.143 | 2,82 | 8.126 | -6,35 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 12.932 | 7,44 | 1.200 | 6,38 | ||||
| 2026-04-22 | 13F | Motco | 48.969 | 21,70 | 4.139 | 10,85 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 421 | 9,64 | 36 | 0,00 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 404.453 | 23,89 | 34.184 | 12,84 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 988 | 93 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 17.060 | 1.442 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 470 | 40 | ||||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 2.861 | 6,59 | 242 | -3,21 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 6.894 | 56,08 | 583 | 42,30 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 40.947 | 13,75 | 3.461 | 3,59 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 28.656 | 14,38 | 2.422 | 4,22 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 14.166 | 18,71 | 1.197 | 8,13 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3.229 | 4,70 | 273 | -4,90 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 9.038 | 12,40 | 764 | 2,28 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 4.668.574 | 0,61 | 394.525 | -8,37 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 32.806 | 31,05 | 2.773 | 19,33 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 453.276 | 2,61 | 38.311 | -6,55 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 357.993 | 211,03 | 30.258 | 183,28 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 78.212 | 134,69 | 6.611 | 113,78 | ||||
| 2026-05-15 | 13F | Fmr Llc | 389.605 | 1,87 | 32.929 | -7,22 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 38.521 | 13,43 | 3.256 | 3,30 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 4.960 | 18,75 | 419 | 8,27 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 34.397 | 8,59 | 2.907 | -1,09 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 2.969 | 261 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 3.267 | 276 | ||||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 357.252 | 10,54 | 30.195 | 0,68 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 36.139 | 15,61 | 3.054 | 5,31 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 23.703 | 8,18 | 2.024 | -0,49 | ||||
| 2026-05-12 | 13F | Vienna Asset Management LLC | 15.274 | 16,52 | 1.291 | 6,09 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 28.159 | 3,61 | 2.380 | -5,67 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 42.424 | 8,27 | 3.586 | -1,40 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 8.729 | 13,78 | 738 | 3,66 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 220 | 83,33 | 19 | 63,64 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 243.522 | 59,82 | 20.582 | 45,56 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 16.514 | 74,55 | 1.396 | 59,06 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 7.301.993 | 5,48 | 617.164 | -3,93 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 442 | 37 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 86.814 | 19,98 | 7.338 | 9,26 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 5.055 | 33,73 | 427 | 22,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 237 | 11,79 | 20 | 5,26 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 521.998 | 1,81 | 44.120 | -7,28 | ||||
| 2026-04-21 | 13F | Welch Financial Planning, LLC | 138.201 | 2,81 | 11.681 | -6,37 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 80.199 | 23,82 | 6.778 | 11,63 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 601.161 | 11,49 | 50.810 | 1,55 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 285.609 | 2,78 | 24.140 | -6,39 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12.552 | 3,67 | 1.061 | -5,61 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 292 | 734,29 | 25 | 700,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 56.068 | 1,15 | 4.739 | -7,89 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 15.561 | 24,66 | 1.315 | 13,56 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8.714 | 1 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 134 | 11 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 50.800 | 17,41 | 4.294 | 6,92 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 4.292.843 | 9,59 | 362.776 | -0,20 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 3.267 | 276 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 10.627 | 12,65 | 995 | 13,97 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.442.448 | 11,51 | 133.859 | 110.527,27 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 445.778 | 5,87 | 37.677 | -3,57 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 14.997 | 9,08 | 1.268 | -0,63 | ||||
| 2026-04-28 | 13F | SBI Okasan Asset Management Co.Ltd. | 5.279 | 1,83 | 430 | -11,52 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.889 | 34,62 | 244 | 22,61 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 7.777 | 27,32 | 657 | 16,08 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 9.450 | 173,91 | 799 | 149,38 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13.128.939 | 1,44 | 1.070.402 | -10,88 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 234.992 | 9,01 | 19.862 | -0,72 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 172.227 | 68,31 | 14.557 | 53,29 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 439.640 | 27,32 | 37.158 | 15,96 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 7.143 | 5,90 | 604 | -3,52 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.234.442 | 11,34 | 104.335 | 1,41 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 29.570 | 17,91 | 2.499 | 7,39 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 13.547 | 9,16 | 1.145 | 1,96 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.325.814 | 44,19 | 281.098 | 31,32 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 18.164 | 12,69 | 1.535 | 2,68 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 64.984 | 14,09 | 5.492 | 3,86 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 25.854 | 52,57 | 2.185 | 38,99 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 43 | 4 | ||||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 4.050 | 15,71 | 342 | 5,56 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 678.390 | 5,21 | 57.338 | -4,18 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 3.287 | 29,72 | 278 | 17,87 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.657 | 0,30 | 140 | -8,50 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 215.646 | 9,34 | 18.226 | -0,42 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 29.595 | 99,55 | 2.501 | 81,76 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6.062 | 2.479,57 | 512 | 2.338,10 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4.007 | 8,65 | 339 | -1,17 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 24 | 0 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.231.576 | 14,00 | 188.613 | 3,83 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 479.593 | 17,53 | 40.535 | 7,05 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 48.624 | 4,37 | 4.110 | -4,95 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 43.981 | 3.758 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 98.750 | 100,80 | 8.346 | 82,91 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 4.039 | 44,15 | 341 | 31,15 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.930.243 | 17,99 | 240.339 | 4,28 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 10.440 | 148,81 | 882 | 126,74 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 3.307 | 42,36 | 280 | 29,77 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 2.488 | 210 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 5.471 | 504 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 9.605 | 2,89 | 812 | -6,35 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 28.096 | 2.375 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 76.009 | 2.528,25 | 6.424 | 2.297,01 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 1.303 | 3,00 | 110 | -5,98 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 18.381 | 5,10 | 1.554 | -4,25 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 56.072 | 52,18 | 4.739 | 38,61 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 75.919 | 14,22 | 6.417 | 4,02 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 4.827 | 54,22 | 408 | 40,34 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 12.024 | 17,77 | 1.016 | 7,29 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 44.986 | 4,25 | 3.802 | -5,04 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 145.063 | 147,87 | 12.261 | 125,74 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 3.354 | 283 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.450 | 541,59 | 123 | 510,00 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 11.038 | 26,47 | 1 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 14.589 | 19,12 | 1.233 | 8,54 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 9.727 | 7,22 | 822 | -2,26 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 13.508 | 1.142 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 43.531 | 25,09 | 3.679 | 13,94 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6.899 | 583 | ||||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 6.734 | 5,90 | 569 | -3,56 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 11.306 | 7,44 | 956 | -2,15 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 63.750 | 5,21 | 5.443 | -3,20 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 369.434 | 3,12 | 31.225 | -6,08 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 55 | 3,77 | 5 | 0,00 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 8.476 | 91,50 | 716 | 74,63 | ||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 2.579 | 3,37 | 218 | -5,63 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 10.430 | 882 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.061 | 90 | ||||||
| 2026-04-13 | 13F | Trust Co | 421.866 | 4,61 | 35.656 | -4,72 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 5.729 | 484 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 2.868 | 2,98 | 242 | -6,20 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 21.354 | 7,39 | 1.805 | -2,22 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 20.255 | 13,66 | 1.712 | 3,51 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 5.010 | 423 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 14.982 | 149,12 | 1.266 | 126,88 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.348.530 | 6,50 | 113.978 | -3,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 7 | 1 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 353 | 30 | ||||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 12.066 | 8,22 | 1.020 | -1,45 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 67.440 | 4,72 | 5.700 | -4,62 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 74.164 | 1,39 | 6.268 | -7,65 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 160.789 | 5,64 | 13.590 | -3,79 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 21.078 | 2,91 | 1.782 | -6,26 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 26.045 | 0,86 | 2.417 | -0,17 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 20.036 | 14,48 | 1.693 | 4,25 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 211.610 | 9,91 | 17.885 | 0,10 |
