Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF eröffnet haben, gehören Penserra Capital Management LLC, Navigate Wealth Management, LLC, City Of London Investment Management Co Ltd, Sylvest Advisors, LLC, Estate Counselors, LLC, Tiaa-cref Individual & Institutional Services, Llc, Skopos Labs, Inc., Williams & Novak, LLC, Sanctuary Advisors, LLC, Benjamin Edwards Inc, Banque Transatlantique SA, Dynamic Advisor Solutions LLC, Moors & Cabot, Inc., Summit Wealth Group Llc / Co, Planning Project LLC, Vanguard Advisers Inc, Hantz Financial Services, Inc., Vanguard National Trust Co, Gill Capital Partners, Llc, und Synergy Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 34.636 | 81,11 | 1.646 | 83,50 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 915 | 43 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 93.768 | 138,12 | 4.457 | 141,26 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2.109.275 | 2,60 | 100.254 | 3,93 | ||||
| 2026-05-08 | 13F | Boulder Wealth Advisors, LLC | 550.343 | 12,73 | 26.158 | 14,20 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 8.410 | 0,36 | 400 | 1,53 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 8.570 | 89,35 | 407 | 91,98 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 38.540 | 1.946 | ||||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 495.030 | 0,38 | 23.529 | 1,69 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1.568 | 34,25 | 75 | 37,04 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 10.161 | 42,29 | 477 | 47,83 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13.037 | 620 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 496.355 | 22,29 | 24 | 21,05 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 5.535 | 0,40 | 263 | 1,94 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 6.945 | 330 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 3.689 | 173 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 19.024 | 57,41 | 904 | 59,44 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 8.871 | 40,45 | 422 | 42,23 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 22.962 | 70,40 | 1.091 | 72,63 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 20.378 | 0,01 | 956 | 3,80 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 174.410 | 2,77 | 8.290 | 4,11 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 44.909 | 0,12 | 2.135 | 1,43 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 157.137 | 12,88 | 7.469 | 14,35 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 518.214 | 15,49 | 26.849 | 23,42 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 66.190 | 0,52 | 3.146 | 1,85 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 990 | 47 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 492.260 | 0,71 | 18.179 | 2,22 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 64.547 | 30,25 | 3.068 | 153.250,00 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 14.959 | 0,30 | 711 | 1,72 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 315.293 | 1,16 | 14.986 | 2,47 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1.900 | 90 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.022.402 | 17,42 | 48.595 | 18,95 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 37.268 | 1,20 | 1.771 | 2,55 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.057.237 | 14,15 | 97.780 | 15,63 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 221.078 | 0,77 | 11.019 | 7,04 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 826 | 39 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 758.894 | 0,38 | 35.948 | 1,34 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 14.506 | 1.029 | 207,78 | |||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 318 | 1,60 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 153.748 | 10,15 | 7.308 | 11,57 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 4.241 | 202 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 34.929 | 166,11 | 1.660 | 169,92 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 4.990 | 5,16 | 237 | 6,76 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 254.055 | 16,73 | 11.854 | 16,08 | ||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 595.164 | 1,54 | 28.288 | 2,86 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.933.484 | 3,46 | 91.898 | 4,80 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 5.905 | 282 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5.415 | 16,08 | 257 | 17,89 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 770 | 37 | ||||||
| 2026-05-15 | 13F | City Of London Investment Management Co Ltd | 13.400 | 637 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 198.845 | 8,48 | 9.451 | 9,90 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 9.657 | 1,66 | 459 | 2,92 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 8.086 | 0,38 | 384 | 1,86 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 25.139 | 13,83 | 1.195 | 15,25 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 8.796 | 0,06 | 418 | 1,46 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 15.687 | 0,44 | 746 | 1,78 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 25 | 1 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 10.133 | 0,38 | 487 | 2,96 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 102.856 | 33,16 | 4.889 | 34,88 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 257.812 | 544,95 | 12 | 1.100,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 142.688 | 1,04 | 6.782 | 2,35 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 53.226 | 8,58 | 2.530 | 10,00 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 29.924 | 42,16 | 1.422 | 44,07 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5.823 | 277 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 49.603 | 2,81 | 2.358 | 4,15 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.120 | 14,05 | 53 | 15,22 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 16.914 | 13,58 | 804 | 15,04 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 64.529 | 3 | ||||||
| 2026-04-06 | 13F | CX Institutional | 509 | 228,39 | 0 | |||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 331.940 | 6,10 | 15.777 | 7,49 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 138.122 | 8,05 | 6.565 | 13,29 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 657.688 | 10,52 | 31.260 | 11,95 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 4.493 | 214 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 760 | 36 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3.013.264 | 5,22 | 141.382 | 109.498,45 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 3.610 | 34,45 | 172 | 36,80 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 198.295 | 149,15 | 9.425 | 152,38 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 277 | 0,36 | 13 | 8,33 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 11.301 | 0,06 | 537 | 1,51 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 9.260 | 0,39 | 440 | 1,85 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 541.398 | 26 | ||||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 101.223 | 1,02 | 5.321 | 13,19 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 30.169 | 12,42 | 1.434 | 10,15 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.985 | 0 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.479 | 308 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 12.307 | 14,13 | 623 | 19,35 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 7.224 | 311,86 | 343 | 318,29 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 133.046 | 3,67 | 6.324 | 5,02 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 675 | 32 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 196.759 | 3,22 | 9.352 | 4,55 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 17.546 | 30,86 | 834 | 32,43 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 2.027.977 | 0,00 | 96.390 | 1,30 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 40.616 | 19,26 | 1.930 | 20,79 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 12.832 | 16,10 | 609 | 17,37 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 32.291 | 196,30 | 1.535 | 200,20 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 22.417 | 0,04 | 1.065 | 1,33 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 100.137 | 9,88 | 4.760 | 11,32 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 213.570 | 44,94 | 10.151 | 46,84 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 138.282 | 12,06 | 7 | 20,00 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 4.655 | 0,34 | 221 | 1,84 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 1.571.539 | 0,40 | 74.695 | 1,70 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 7.664 | 0,39 | 364 | 1,68 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 2.133 | 142,94 | 101 | 146,34 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 228.549 | 0,03 | 10.863 | 1,33 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 14.435 | 0,15 | 686 | 1,48 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 962 | 1.649,09 | 46 | 2.150,00 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 16.080 | 33,48 | 764 | 35,22 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 10.374 | 12,15 | 493 | 13,59 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 532 | 0,38 | 25 | 4,17 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 2.573 | 135 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 317.911 | 0,26 | 15.110 | 1,57 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 220 | 10 | ||||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 10.889 | 518 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 28.313 | 790,07 | 1.346 | 802,68 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 109.489 | 1,17 | 5.204 | 2,48 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 16.034 | 256,07 | 762 | 261,14 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 5.227 | 0,19 | 248 | 1,64 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 1.265.634 | 0,62 | 60.167 | 1,93 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 158 | 0,64 | 8 | 0,00 | ||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 135.727 | 4,85 | 6.451 | 6,22 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 15.910 | 2,47 | 756 | 3,85 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 170.207 | 2,45 | 8.090 | 3,78 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 643.009 | 3,76 | 30.562 | 5,11 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 35.994 | 0,67 | 1.711 | 1,97 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 8.573 | 85.630,00 | 407 | |||||
| 2026-05-12 | 13F | Invesco Ltd. | 3.076.917 | 0,16 | 146.246 | 1,46 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4.903 | 0,35 | 233 | 1,75 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 5.578 | 265 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 948.885 | 2,46 | 45.100 | 3,79 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 4.261 | 203 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 11.061 | 7,38 | 526 | 8,70 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.192 | 104 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 10.398 | 147,28 | 494 | 150,76 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 11.779 | 1,34 | 560 | 2,57 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 6.219 | 0,11 | 296 | 1,37 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 30.479 | 0,02 | 1.449 | 1,33 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 11.992 | 0,01 | 570 | 1,25 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 78.568 | 6,50 | 3.752 | 8,41 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1.890 | 90 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 1.043 | 0,38 | 50 | 2,08 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4.851 | 657,97 | 228 | 710,71 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 23.372 | 1,31 | 1.111 | 2,59 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 21.131 | 14,97 | 1.004 | 16,47 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 275.840 | 7,82 | 13.111 | 9,22 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 51.593 | 24,41 | 2.452 | 26,07 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 2.684 | 0,37 | 128 | 1,60 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5.071 | 0,28 | 0 | |||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 7.298 | 0,05 | 346 | 1,17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.798.890 | 2,62 | 133.031 | 3,95 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 1.363 | 8,61 | 65 | 10,34 | ||||
| 2026-05-15 | 13F | Fmr Llc | 236.705 | 17,45 | 11.251 | 18,97 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 70.478 | 0,08 | 3.350 | 1,36 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 972 | 46 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.327 | 0,43 | 111 | 1,85 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 18.774 | 0,49 | 892 | 1,83 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 63.242 | 27,78 | 3.006 | 29,41 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 4.491 | 1,24 | 213 | 2,40 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3.668 | 174 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 156.793 | 373,04 | 7.452 | 379,23 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 13.449 | 0,01 | 1 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 29.800 | 26,81 | 1.416 | 28,49 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 105.527 | 31,48 | 5.016 | 33,20 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 623.997 | 6,55 | 29.035 | 5,66 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 9.870 | 0,37 | 469 | 1,74 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 10.566 | 0,89 | 502 | 2,24 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 4.725 | 225 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 5.461 | 260 | ||||||
| 2026-05-11 | 13F | Ellevest, Inc. | 139.502 | 0,28 | 6.631 | 1,59 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.714.516 | 367,40 | 80.419 | 384,95 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 4.653 | 0,39 | 221 | 1,84 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 10.146 | 3,78 | 482 | 5,24 | ||||
| 2026-05-12 | 13F | Creative Planning | 274.782 | 3,74 | 13.060 | 5,09 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 128.662 | 2.495,04 | 6.115 | 2.535,78 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.233.042 | 2,86 | 58.607 | 4,19 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 398.063 | 26,69 | 18.920 | 28,33 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 265.573 | 22,34 | 12.623 | 23,94 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 343.934 | 12,95 | 16.347 | 14,43 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 49.161 | 6,49 | 2.337 | 6,33 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 16.596 | 0,04 | 789 | 1,29 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 140.620 | 16,97 | 6.684 | 18,49 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 4.223 | 201 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 6.246 | 297 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 78.240 | 5,30 | 3.719 | 6,66 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 428.347 | 14,47 | 20.359 | 15,96 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 1.065 | 0,47 | 51 | 2,04 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 449.867 | 0,15 | 21.382 | 1,45 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 14.852 | 6,12 | 1 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.827.651 | 0,90 | 229.458 | 2,21 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 56.764 | 214,38 | 2.698 | 218,54 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 138.000 | 2.018,19 | 6.559 | 2.050,49 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 6.059 | 14,47 | 309 | 20,70 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 27.575 | 9,97 | 1.311 | 11,39 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 6.116 | 0,26 | 287 | 4,00 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 420 | 20 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 18.271 | 1,58 | 868 | 2,97 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 102.827 | 0,17 | 4.887 | 1,47 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 11.959 | 0,03 | 568 | 1,43 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16.977 | 4,32 | 807 | 5,64 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 36.812 | 2,53 | 1.750 | 3,86 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 16.153 | 8,31 | 768 | 9,73 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 52.633 | 2.502 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 57.248 | 19,26 | 2.721 | 20,78 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 3.521 | 0,37 | 167 | 1,83 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 9.356 | 0,67 | 445 | 1,83 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 325 | 15 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.503.181 | 5,91 | 71.446 | 7,28 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 404.028 | 36,09 | 19.203 | 37,86 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 46.324 | 2.202 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 31.263 | 17,09 | 1.486 | 18,61 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 11.102.869 | 0,84 | 527.719 | 2,15 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 103.931 | 0,19 | 4.940 | 1,48 |
