Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard World Fund - Vanguard Mega Cap Value ETF eröffnet haben, gehören Gateway Wealth Partners, LLC, Tudor Investment Corp Et Al, Diversify Wealth Management, Llc, Hidden Cove Wealth Management, LLC, Evergreen Wealth Solutions, LLC, Vanguard Advisers Inc, Macro Advisors, Inc., Olistico Wealth, LLC, WT Wealth Management, Jane Street Group, Llc, Kingswood Wealth Advisors, Llc, Mars Jewett Financial Group, Inc., TRB Wealth Management, LLC, RFG Advisory, LLC, Marin Bay Wealth Advisors, LLC, Savvy Advisors, Inc., Solutions 4 Wealth, Ltd, Verdence Capital Advisors LLC, Aprio Wealth Management, LLC, und Vanguard National Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1.458 | 1,89 | 211 | 4,98 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 42.848 | 7,56 | 6.211 | 10,44 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.556 | 35,17 | 370 | 56,78 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 25 | 4 | ||||||
| 2026-05-12 | 13F | Creative Planning | 103.341 | 1,20 | 14.979 | 3,91 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 8.142 | 10,50 | 1.180 | 13,46 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 31.168 | 6,05 | 4.518 | 8,87 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 7.243 | 0,12 | 1.050 | 2,74 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 27.965 | 17,78 | 4.054 | 20,95 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1.910 | 0,10 | 277 | 2,60 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 1.764 | 256 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.457 | 9,10 | 356 | 12,30 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 15.513 | 0,34 | 2.249 | 3,02 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 3.959 | 22,95 | 574 | 26,21 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2.617 | 21,10 | 380 | 24,26 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 4.137 | 1,17 | 600 | 3,81 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 14.089 | 316,10 | 2.042 | 324,53 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 25.100 | 1.376,47 | 3.638 | 1.422,18 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17.255 | 2.501 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1.917 | 278 | ||||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 1.733 | 0,58 | 251 | 3,29 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 518 | 75 | ||||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 1.381 | 200 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.294 | 332 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 91.350 | 5,93 | 13.241 | 8,78 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 727.459 | 8,46 | 105.445 | 11,37 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 75.505 | 0,58 | 11 | 0,00 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 163.240 | 3,86 | 23.043 | 6,44 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 4.497 | 652 | ||||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 74.609 | 49,76 | 10.815 | 53,78 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 928 | 135 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 186 | 26 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 88.554 | 2,47 | 12.836 | 5,21 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 4.432 | 10,25 | 642 | 13,23 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 49 | 188,24 | 7 | 250,00 | ||||
| 2026-04-24 | 13F | CFC Planning Co LLC | 9.254 | 19,68 | 1.341 | 22,91 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.083.447 | 0,95 | 157.046 | 3,66 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 21.484 | 3.114 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 6.070 | 14,08 | 880 | 17,04 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 149.182 | 3,04 | 21.624 | 5,81 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 6.425 | 86,56 | 931 | 91,56 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 85 | 0 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 6.745 | 0,61 | 978 | 3,28 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 7.987 | 153,39 | 1.158 | 160,59 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 18.464 | 1,63 | 2.676 | 4,37 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 4.549 | 0,55 | 659 | 3,29 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 2.636 | 25,94 | 382 | 29,49 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.859 | 269 | ||||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 23.730 | 682,14 | 3.440 | 703,50 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 1.617 | 8,02 | 234 | 10,90 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 4.621 | 3,35 | 670 | 6,02 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 28.372 | 4.113 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 32.431 | 4.877 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 2.578 | 32,89 | 374 | 36,63 | ||||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 5.631 | 816 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 11.016 | 180,88 | 1.555 | 181,19 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 29.612 | 21,12 | 4.292 | 24,37 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 404 | 0,50 | 59 | 3,57 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3.908 | 1,43 | 566 | 4,24 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 15.247 | 23,27 | 2.152 | 26,37 | ||||
| 2026-04-22 | 13F | Vicus Capital | 5.479 | 0,55 | 794 | 3,25 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 1.448 | 210 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 2.274 | 5,52 | 321 | 8,45 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 1.898 | 275 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 6.273 | 909 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7.054 | 18,69 | 1.022 | 21,96 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 49.571 | 58,05 | 7.185 | 62,30 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 5.357 | 776 | ||||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 117.715 | 17,63 | 17.063 | 20,78 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 3.800 | 0,16 | 551 | 2,80 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 197.725 | 0,23 | 28.660 | 2,92 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 6.164 | 1 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 1.700 | 246 | |||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 15.473 | 0,05 | 2.243 | 2,70 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 11.018 | 1.597 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 158.587 | 0,15 | 22.987 | 2,84 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 4.639.212 | 2,60 | 672.454 | 5,36 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 2.290 | 9,05 | 332 | 11,82 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 26.999 | 2,85 | 3.914 | 5,76 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 5.480 | 6,49 | 794 | 9,37 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 858 | 121 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 92.199 | 17,25 | 13.161 | 18,58 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 174.183 | 3,33 | 25.248 | 6,10 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 139.351 | 32,36 | 20 | 42,86 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.279.226 | 2,55 | 330.378 | 5,35 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 10.964 | 0,55 | 1.589 | 3,25 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 23.293 | 47,98 | 3.376 | 52,00 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 3.586 | 0,56 | 520 | 3,18 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 201.924 | 10,19 | 29.269 | 13,14 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 31.374 | 0,16 | 4.548 | 2,85 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 5.328 | 0,55 | 772 | 3,35 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 14.113 | 6,80 | 2.046 | 5,36 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 206.175 | 2,52 | 29.885 | 5,28 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 4.337 | 3,63 | 630 | 6,78 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 80.939 | 11.732 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 10.371 | 9,00 | 1.503 | 11,91 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 71 | 1,43 | 10 | 11,11 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 149.185 | 1,27 | 21.624 | 3,99 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 4.875 | 2,61 | 725 | 4,92 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 32.025 | 1.101,24 | 4.642 | 1.134,57 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 49.905 | 9,86 | 7 | 16,67 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 304 | 44 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1.505 | 4,22 | 218 | 7,39 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 19.812 | 22,74 | 2.872 | 26,03 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 373.096 | 0,98 | 54.080 | 3,69 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 26.490 | 0,87 | 3.840 | 3,56 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 83.927 | 0,82 | 12.165 | 3,53 | ||||
| 2026-04-23 | 13F | Bell Bank | 3.824 | 0,90 | 554 | 3,75 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 6.743 | 2,09 | 977 | 4,83 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 434.386 | 30,89 | 63.013 | 34,42 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 214.276 | 10,42 | 31.059 | 22,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 180 | 26 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 9.780 | 1,67 | 1.418 | 4,42 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 22.159 | 4,72 | 3.212 | 7,50 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 5.160 | 316,13 | 748 | 326,86 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 72.513 | 26,74 | 10.511 | 30,14 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 2.068 | 0,58 | 300 | 3,10 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2.107 | 0,10 | 305 | 2,69 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 3.908 | 35,27 | 566 | 39,07 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 3.551 | 0,17 | 530 | 5,80 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 26.535 | 321,39 | 3.846 | 333,11 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 4.246 | 4,45 | 615 | 7,33 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 24.635 | 0,33 | 3.571 | 3,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5.712 | 0,42 | 828 | 3,12 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3.153 | 0,45 | 457 | 2,93 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 142.839 | 3,29 | 20.705 | 6,07 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 44.086 | 21,90 | 6.390 | 25,17 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 1.411 | 205 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 3.067.407 | 2,94 | 444.621 | 5,70 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 102.245 | 262,65 | 14.820 | 272,46 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 10.670 | 1.547 | ||||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 24.151 | 9,06 | 3.501 | 12,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 4.431 | 9,00 | 642 | 12,04 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 27.180 | 208,16 | 3.940 | 216,39 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 14.546 | 9,04 | 2.053 | 11,21 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 18.394 | 1,71 | 2.666 | 4,47 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7.955 | 3,61 | 1.153 | 6,46 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 484.201 | 2,20 | 70.185 | 4,95 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 22 | 3 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 5.892 | 151,26 | 854 | 157,70 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 15.596.695 | 1,08 | 2.260.741 | 3,79 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5.728 | 16,14 | 830 | 19,25 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 10.606 | 8,37 | 1.537 | 11,30 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 2.072 | 0,88 | 300 | 3,81 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 23.857 | 0,23 | 3.458 | 2,95 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 14.893 | 68,63 | 2.159 | 73,06 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12.345 | 78,06 | 1.789 | 82,92 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 91 | 13 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 111.415 | 20,49 | 16.150 | 23,73 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 176.325 | 0,87 | 25.558 | 3,57 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 298 | 25,74 | 43 | 30,30 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 44.376 | 2,75 | 6.432 | 5,51 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1.645 | 0,06 | 238 | 2,59 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 1.935 | 9,69 | 280 | 12,45 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 19.025 | 68,41 | 2.758 | 72,96 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 25.865 | 0,00 | 3.749 | 2,71 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 13.034 | 12,35 | 1.840 | 26,92 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 156.391 | 7,03 | 22.669 | 9,91 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5.449 | 2,31 | 790 | 5,06 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 667 | 97 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4.596 | 3,03 | 666 | 5,88 | ||||
| 2026-05-05 | 13F | PFG Advisors | 11.700 | 4,15 | 1.696 | 6,94 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 5.523 | 800 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 368.740 | 5,56 | 55.044 | 11,63 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 7.616 | 3,16 | 1.104 | 5,85 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 27.474 | 3.982 | ||||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 183.109 | 13,10 | 26.542 | 16,13 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 260.748 | 1.587,47 | 38.364 | 1.658,96 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 119.478 | 3,17 | 17.318 | 5,94 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 6.512 | 4,28 | 944 | 7,04 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 138 | 0,73 | 20 | 0,00 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 5.575 | 18,62 | 808 | 21,87 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 17.780 | 3,93 | 2.571 | 6,33 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 4.260 | 2,60 | 617 | 5,29 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 2.181 | 0,55 | 316 | 3,27 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 11.788 | 0,69 | 1.664 | 3,16 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 14.560 | 0,06 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 11.306 | 5,72 | 1.639 | 8,55 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 1.392 | 202 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 113.403 | 1,34 | 16.438 | 4,06 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 33.197 | 6,21 | 4.812 | 9,04 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 36.654 | 0,56 | 5.313 | 3,25 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 12.733 | 8,06 | 1.846 | 10,94 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 5.721 | 7,96 | 829 | 10,83 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 18.664 | 0,50 | 2.705 | 2,50 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 116 | 35,29 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 1.829 | 0 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 2.259 | 17,17 | 327 | 20,22 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 176.079 | 4,21 | 25.523 | 7,01 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 3.154 | 2,94 | 457 | 5,79 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 19.485 | 20,23 | 2.824 | 23,48 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 11.183 | 25,20 | 1.621 | 28,65 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 831 | 2,47 | 120 | 5,26 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 2.442 | 3,74 | 354 | 6,33 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2.008 | 291 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 75 | 11 | ||||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 55.723 | 9,35 | 8.077 | 12,29 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2.216 | 321 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 374.801 | 9,65 | 54.327 | 12,59 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 3.326 | 0,60 | 482 | 3,43 | ||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 24.556 | 3.559 | ||||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 2.712 | 0,56 | 393 | 3,42 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 111.627 | 0,97 | 16.194 | 3,68 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 5.820 | 1 | ||||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 20.188 | 2.926 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 19.080 | 9,03 | 2.766 | 11,94 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 130.063 | 5,00 | 18.853 | 7,81 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 485 | 70 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 1.796 | 9,45 | 260 | 12,55 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 290.904 | 42.166 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3.916 | 568 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 25.136 | 0,62 | 3.643 | 3,32 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2.546 | 4,05 | 369 | 6,96 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1.404 | 204 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 2.010 | 0,10 | 291 | 2,83 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 47.733 | 2,64 | 6.919 | 5,39 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 8.379 | 56,73 | 1.215 | 61,01 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 74.772 | 1,71 | 10.838 | 4,44 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 20.998 | 0,15 | 3.044 | 2,84 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 4.487 | 62,22 | 578 | 48,21 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 71.058 | 14,21 | 10.300 | 16,22 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 97.914 | 2,58 | 14.193 | 5,34 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 13.612 | 8,63 | 1.973 | 11,60 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 789.955 | 9,87 | 114.504 | 12,82 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6.934 | 9,08 | 1.005 | 12,04 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 141 | 0,71 | 20 | 5,26 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 24.912 | 3.611 | ||||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 367.428 | 1,03 | 53.259 | 3,74 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 6.978 | 2,05 | 1.011 | 4,77 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 16.004 | 3,54 | 2.320 | 6,33 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 40.306 | 0,55 | 5.842 | 3,25 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.177 | 3,97 | 1.578 | 6,55 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 24.803 | 0,32 | 3.595 | 3,10 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 29.829 | 1,50 | 4.211 | 4,03 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 1.968 | 15,97 | 285 | 19,25 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 1.586 | 230 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 183.332 | 974,25 | 26.574 | 1.003,53 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 122.075 | 1,31 | 17.695 | 4,03 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 15.196 | 0,09 | 2.203 | 2,75 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 52.172 | 7.562 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 13.346 | 0,55 | 1.531 | -18,26 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 1.533 | 222 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 90.359 | 6,84 | 13.098 | 9,70 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 15.564 | 16,56 | 2.256 | 19,75 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 2.854 | 6,14 | 414 | 8,97 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 276 | 40 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4.771 | 0,48 | 692 | 3,13 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 61.122 | 33,48 | 8.860 | 37,07 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 12.954 | 349,64 | 1.878 | 362,32 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 18.903 | 0,61 | 2.740 | 3,28 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 66 | 10 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 520 | 75 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 169 | 20,71 | 0 | |||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 3.497 | 7,97 | 507 | 10,72 | ||||
| 2026-04-20 | 13F | City State Bank | 400 | 300,00 | 58 | 307,14 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 4.721 | 0,58 | 684 | 3,32 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 1.750 | 254 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 57 | 8 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 694.008 | 221,95 | 100.621 | 230,42 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 24.439 | 3,03 | 3.542 | 5,79 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 49.222 | 7.135 | ||||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 8.007 | 0,55 | 1.161 | 3,29 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1.336.897 | 5,95 | 193.783 | 8,80 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 69.186 | 7,58 | 10.029 | 10,46 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 8.350 | 406,67 | 1.210 | 421,55 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 105 | 0 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 72 | 10 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 342.048 | 7,35 | 49.580 | 10,23 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 7.032 | 0,43 | 1.019 | 3,14 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 4.870 | 0,06 | 706 | 2,62 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 7.860 | 348,63 | 1.139 | 406,22 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 167 | 4,38 | 24 | 9,09 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 10.300 | 1.493 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 20.982 | 7,51 | 3.041 | 10,42 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 17.656 | 0,42 | 2.559 | 3,14 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5.286 | 766 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.544 | 317,05 | 370 | 329,07 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 143.077 | 3,12 | 22.200 | 11,00 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 315.383 | 24,53 | 45.715 | 27,87 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 1.395 | 202 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 70 | 10 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 37.099 | 0,33 | 5.378 | 3,03 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 38.627 | 3,16 | 6 | 0,00 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 2.100 | 112,55 | 304 | 3,40 | ||||
| 2026-05-15 | 13F | Fmr Llc | 31.051 | 19,35 | 4.501 | 22,55 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 5.673 | 89,23 | 822 | 94,33 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 400 | 58 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 125.966 | 0,56 | 18.259 | 3,26 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 60.364 | 9,33 | 8.750 | 11,25 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 17 | 2 | ||||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 151.239 | 0,33 | 21.922 | 3,02 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 14.024 | 2,18 | 2.033 | 4,90 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 1.970 | 24,29 | 286 | 27,80 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 100.874 | 5,37 | 14.622 | 8,20 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 26.770 | 5,04 | 3.880 | 7,87 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 4.271 | 16,34 | 619 | 19,50 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 1.767 | 0,28 | 256 | 3,23 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 448 | 31,38 | 65 | 33,33 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 383.484 | 6,74 | 55.586 | 9,61 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 121.428 | 2,46 | 17.601 | 5,21 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 35.737 | 904,98 | 5.180 | 933,93 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 365.764 | 3,87 | 53.017 | 6,66 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 2.584 | 6,08 | 375 | 8,72 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4.515 | 9,40 | 655 | 12,37 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 2.990 | 433 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 12.683 | 5,89 | 1.790 | 8,55 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 68.376 | 12,09 | 9.911 | 15,11 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 35.403 | 30,73 | 5.132 | 34,25 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 2.322 | 5,74 | 0 | |||||
| 2026-05-14 | 13F | Bank Of Hawaii | 16.346 | 5,25 | 2.369 | 8,07 |
