Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in PGIM ETF Trust - PGIM Ultra Short Bond ETF eröffnet haben, gehören LeClair Wealth Partners LLC, Navigation Group, LLC, Fortis Capital Management LLC, Bouvel Investment Partners, LLC, Alpha Zero LLC, Mount Yale Investment Advisors, LLC, Vestmark Advisory Solutions, Inc., Richardson Capital Management LLC, Macco Financial Group, Inc., O'shaughnessy Asset Management, Llc, LexAurum Advisors, LLC, Bouchey Financial Group Ltd, Guidance Capital, Inc, WealthPlan Investment Management, LLC, Jones Kertz & Associates, Inc., Indivisible Partners, Hilltop Wealth Advisors, Llc, Barnes Wealth Management Group, Inc, Sound View Wealth Advisors Group, LLC, und Forum Financial Management, LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4.939.651 | 22,83 | 244.513 | 22,61 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 8.067 | 19,96 | 399 | 19,82 | ||||
| 2026-04-14 | 13F | Congress Park Capital LLC | 105.075 | 18,13 | 5.201 | 17,94 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 34.717 | 24,76 | 1.718 | 24,58 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 366.292 | 7,28 | 18.131 | 6,60 | ||||
| 2026-05-07 | 13F | Little House Capital Llc | 159.905 | 28,14 | 7.915 | 27,91 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 28.541 | 24,24 | 1.413 | 23,97 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 377.807 | 11,96 | 18.705 | 116.806,25 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 420.392 | 0,36 | 20.843 | 0,20 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 148.478 | 1,72 | 7.350 | 1,53 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 205.427 | 5,92 | 10.169 | 5,73 | ||||
| 2026-05-12 | 13F | Creative Planning | 62.300 | 3.084 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 5.200 | 257 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 396.686 | 24,69 | 19.636 | 24,46 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 19.046 | 2,02 | 943 | 1,84 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 191.159 | 5,80 | 9.462 | 5,61 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1.629 | 81 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.009.758 | 18,72 | 49.983 | 18,51 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 303.987 | 13,61 | 15.047 | 13,40 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 264.568 | 7,89 | 13.096 | 7,70 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 413.088 | 8,44 | 20.448 | 8,24 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 6.671 | 330 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 17.396.785 | 5,11 | 861.141 | 4,91 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 4.320 | 0 | ||||||
| 2026-05-14 | 13F | Ted Buchan & Co | 5.142 | 10,25 | 255 | 9,96 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 25.395 | 241,74 | 1.257 | 241,58 | ||||
| 2026-04-23 | 13F | Jones Kertz & Associates, Inc. | 10.882 | 539 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 34.066 | 3,29 | 1.692 | 3,05 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 110.389 | 26,29 | 5.464 | 26,07 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 20.083 | 3,21 | 994 | 3,11 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 19.822 | 7,78 | 981 | 7,57 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 6.453 | 31,16 | 319 | 31,28 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 8.400 | 416 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 22.564 | 38,57 | 1.117 | 38,29 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 17.936 | 118,79 | 888 | 118,47 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.441.278 | 2,49 | 120.844 | 2,31 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 43.527 | 658,57 | 2.155 | 658,45 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 12.832 | 0,16 | 635 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 288.488 | 14,33 | 14.280 | 14,12 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 32.302 | 2,50 | 1.600 | 2,37 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 78.000 | 94,85 | 3.861 | 94,51 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 194.000 | 4,79 | 9.603 | 4,61 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 15.248 | 0,95 | 755 | 0,67 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 108.453 | 12,05 | 5.368 | 11,86 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 5.106 | 253 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 600 | 30 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 9.769 | 484 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 7.425 | 1,45 | 368 | 1,38 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 36.855 | 34,38 | 1.824 | 34,12 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 41.762 | 29,72 | 2 | 100,00 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 384 | 19 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 4.654 | 23,32 | 230 | 22,99 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 93.705 | 0,41 | 4.638 | 0,22 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 6.005 | 297 | 301,35 | |||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 232.550 | 11.511 | ||||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 76.716 | 27,65 | 3.797 | 27,42 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 12.144 | 0,02 | 601 | -0,17 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 191.076 | 22,16 | 9.458 | 21,94 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 70.143 | 99,03 | 3.472 | 98,74 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 75.654 | 0,80 | 3.745 | 0,62 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 150.042 | 3,91 | 7.427 | 3,73 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.124.589 | 0,80 | 55.667 | 0,61 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1.629 | 149,08 | 81 | 150,00 | ||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 10.237 | 121,58 | 507 | 120,96 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 503.937 | 5,36 | 24.945 | 5,16 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 24.079 | 9,51 | 1.192 | 9,27 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 275 | 14 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 6.085 | 0,71 | 301 | 0,67 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 194.980 | 7,85 | 9.652 | 7,65 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 39.414.024 | 0,01 | 1.957.300 | 0,15 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 10.985 | 70,60 | 544 | 70,22 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 563.607 | 30,87 | 28 | 28,57 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.800 | 89 | ||||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 325.323 | 7,06 | 16.104 | 6,87 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1.021 | 0 | ||||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 41.172 | 4,76 | 2.045 | 4,87 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 87.683 | 4.340 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 9.622 | 0,65 | 476 | 0,42 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 5.860 | 0,43 | 290 | 0,35 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1.280 | 63 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 69.201 | 47,70 | 3.425 | 47,44 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 373.761 | 9,46 | 18.568 | 9,66 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 21.276 | 46,40 | 1.057 | 46,67 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 107.143 | 12,94 | 5.304 | 12,73 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 132.183 | 29,09 | 6.543 | 28,88 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 45.994 | 48,14 | 2.277 | 47,89 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 43 | 2 | ||||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 505 | 25 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 22.315 | 91,78 | 1.105 | 91,33 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 14.215 | 705 | ||||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 70 | 3 | ||||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 10.078 | 499 | ||||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 4.902 | 243 | ||||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 20.372 | 51,95 | 1.008 | 51,81 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 17.080 | 0,73 | 845 | 0,60 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 325 | 16 | ||||||
| 2026-05-11 | 13F | Condor Capital Management | 15.832 | 111,04 | 784 | 110,48 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 6.271 | 49,24 | 310 | 49,04 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 72.684 | 1,39 | 3.598 | 1,21 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 201.392 | 2,78 | 9.969 | 2,59 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 13.761 | 8,98 | 681 | 8,79 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 324.349 | 266,70 | 16.055 | 266,05 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 135.074 | 39,82 | 6.686 | 39,58 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5.107.827 | 7,48 | 252.837 | 7,28 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 105.096 | 20,98 | 5.202 | 20,78 | ||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 280.457 | 3,13 | 13.883 | 2,94 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 40.238 | 141,60 | 1.992 | 141,33 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 45.831 | 21,26 | 2.281 | 21,08 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 7.028 | 43,60 | 348 | 43,39 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.375.558 | 15,07 | 216.590 | 14,86 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 10.700 | 530 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 770.603 | 19,42 | 38 | 22,58 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1.822 | 90 | ||||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 148.166 | 67,22 | 7.334 | 66,95 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 27.304 | 29,15 | 1.352 | 28,91 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 356.427 | 5,92 | 17.643 | 5,74 | ||||
| 2026-05-08 | 13F | AMJ Financial Wealth Management | 662.171 | 28,82 | 32.777 | 28,59 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 12.718.445 | 14,09 | 629.563 | 13,88 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 13.338 | 660 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 7.994 | 1,16 | 396 | 1,02 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 650 | 116,67 | 32 | 128,57 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 5.754 | 285 | ||||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 9.307 | 1,17 | 461 | 0,88 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 18.891 | 935 | ||||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 279.119 | 7,34 | 13.816 | 7,15 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 3.871.800 | 2,34 | 191.654 | 2,15 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 5.940 | 294 | ||||||
| 2026-05-11 | 13F | Elequin Capital Lp | 3.306 | 43,74 | 165 | 44,74 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 223.312 | 69,07 | 11.054 | 68,77 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 500 | 25 | ||||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 147.219 | 10,57 | 7.287 | 10,38 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 50.729 | 12,28 | 2.516 | 11,73 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 15.230 | 63,45 | 754 | 62,99 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 1.131 | 56 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.351.730 | 13,37 | 116.622 | 113.125,24 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 9.098 | 33,50 | 450 | 33,53 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 206.189 | 9,89 | 10.194 | 9,56 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 494.297 | 11,81 | 24.468 | 11,61 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 31.028 | 2,16 | 1.537 | 2,06 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 13.461 | 6,41 | 666 | 6,22 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 80.267 | 1,97 | 3.973 | 2,03 | ||||
| 2026-05-05 | 13F | Excalibur Management Corp | 22.227 | 9,64 | 1.100 | 9,45 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 395.811 | 72,31 | 19.594 | 72,00 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 509 | 25 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15.523 | 181,62 | 768 | 181,32 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 304.457 | 30,08 | 15.071 | 29,85 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 26.211 | 6,82 | 1.297 | 6,66 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 251 | 0 | ||||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 12.422 | 2,75 | 615 | 2,50 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 97.041 | 50,35 | 4.804 | 50,09 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 740.872 | 0,69 | 36.673 | 0,50 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 412.025 | 19,87 | 20.660 | 21,15 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.390.003 | 58,09 | 118.313 | 57,72 | ||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 123.859 | 89,74 | 6.131 | 89,40 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 247.217 | 11,04 | 12.237 | 10,99 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 391.680 | 80,65 | 19.463 | 80,66 | ||||
| 2026-04-09 | 13F | Vista Investment Partners Llc | 155.635 | 7.704 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 85.985 | 60,43 | 4.256 | 60,18 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 67.362 | 77,39 | 3.334 | 77,06 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 33.262 | 18,45 | 1.646 | 18,25 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 7.842.271 | 0,87 | 388.192 | 0,69 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 490.072 | 64,42 | 24.259 | 64,13 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 321.880 | 104,54 | 15.933 | 104,19 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 50.700 | 110,72 | 2.519 | 110,18 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 684.685 | 33.892 | ||||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 26.903 | 5,37 | 1.332 | 5,13 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 64.858 | 2.724,83 | 3.221 | 2.725,44 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 155.999 | 12,91 | 7.722 | 12,70 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 34.048 | 109,33 | 1.680 | 108,31 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 278.218 | 101,46 | 13.772 | 101,10 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 186.490 | 12,79 | 9.231 | 12,59 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 15.331 | 64,30 | 760 | 63,79 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 7.502 | 371 | ||||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 29.291 | 10,68 | 1.450 | 10,44 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9.762 | 483 | ||||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 114.332 | 1.058,61 | 5.659 | 1.057,26 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 6.892 | 29.865,22 | 341 | 34.000,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 45.846 | 2.278 | ||||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 25.797 | 0,47 | 1.277 | 0,24 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 53.051 | 0,58 | 2.626 | 0,42 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 169.959 | 69,77 | 8.413 | 69,46 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 478.478 | 83,69 | 23.709 | 83,55 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 84.316 | 34,00 | 4.174 | 33,75 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 11.902 | 589 | ||||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 28.541 | 24,24 | 1.413 | 23,97 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 411.953 | 24,74 | 20.395 | 24,56 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 184.279 | 43,35 | 9.122 | 43,07 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 1.542 | 76 | ||||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 51.655 | 0,16 | 2.557 | -0,04 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 530.350 | 84,35 | 26.253 | 84,02 | ||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 449.951 | 39,66 | 22.316 | 39,33 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 79.593 | 28,25 | 4 | 0,00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 56.739 | 28,02 | 2.809 | 27,81 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 11.550 | 572 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 63 | -10,14 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 5.011 | 248 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 15 | 1 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8.803 | 8,99 | 436 | 8,75 | ||||
| 2026-04-10 | 13F | Novem Group | 5.629 | 0,16 | 279 | 0,00 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2.086 | 103 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 40.663 | 13,33 | 2 | 100,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 37.030 | 107,96 | 1.833 | 107,47 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 8.124 | 3,41 | 402 | 2,81 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 75.056 | 73,06 | 4 | 50,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 34.641 | 7,60 | 1.715 | 7,39 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 148.925 | 67,55 | 7.372 | 67,26 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 323.860 | 4,25 | 16.031 | 4,06 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 295.103 | 72,72 | 14.608 | 72,42 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 99 | 0 | ||||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 685.513 | 9,95 | 33.933 | 9,75 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4.739.085 | 56,73 | 234.585 | 56,45 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 3.226.778 | 103,18 | 159.726 | 102,85 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 241 | 295,08 | 12 | 266,67 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 210.882 | 231,00 | 10.439 | 230,42 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 87.566 | 57,45 | 4.335 | 57,20 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 4.922 | 0,55 | 244 | 0,41 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 336.405 | 25,82 | 16.654 | 25,61 | ||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 33.988 | 8,08 | 1.687 | 8,15 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 11.718 | 14,85 | 580 | 14,85 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 7.941 | 1,16 | 393 | 1,03 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 166.673 | 1.999,95 | 8.250 | 1.999,24 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 53.833 | 267,36 | 2.665 | 266,94 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 45.846 | 2.269 | ||||||
| 2026-05-06 | 13F | Everest Management Corp. | 22.698 | 4,07 | 1.124 | 3,89 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 161.066 | 187,04 | 7.973 | 186,56 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 10.132 | 0,91 | 502 | 0,80 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 915 | 28,15 | 45 | 28,57 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 40.503 | 32,43 | 2.005 | 32,19 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 616.909 | 16,12 | 30.537 | 15,90 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 41 | 2 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 9.339 | 462 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 84 | 15,07 | 4 | 33,33 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 10.055 | 498 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 8.229 | 2,82 | 407 | 2,78 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 255.779 | 5,39 | 12.671 | 5,22 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 7.201 | 28,15 | 356 | 28,06 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.758 | 87 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 8.116 | 69,37 | 402 | 69,20 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.621 | 61,94 | 80 | 63,27 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 14.908 | 739 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 76.020 | 2,46 | 3.763 | 2,26 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 589.238 | 25,53 | 29.167 | 25,31 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 111.122 | 19,03 | 5.501 | 18,82 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 768.939 | 1,53 | 38.063 | 1,35 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4.223 | 209 | ||||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 38.916 | 1.926 | ||||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 40.630 | 0,17 | 2.015 | -0,35 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 190.898 | 12,70 | 9.467 | 12,16 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 585.168 | 28.966 | ||||||
| 2026-05-18 | 13F | IFS Group,LLC | 59.207 | 4,42 | 2.931 | 4,09 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 25.123 | 1.244 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3.238.063 | 19,16 | 160.802 | 19,33 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 1.217.625 | 2,58 | 5.658 | -90,39 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 298.853 | 121,23 | 14.793 | 120,82 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 5.350 | 10,31 | 265 | 10,00 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 151.385 | 19,56 | 7.494 | 19,33 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 18.994 | 56,47 | 941 | 56,41 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8.122 | 402 | ||||||
| 2026-05-12 | 13F | Americana Partners, LLC | 95.508 | 6,79 | 4.728 | 6,58 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 36.647 | 97,00 | 1.820 | 97,29 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 230.629 | 9,15 | 11.416 | 8,96 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 210.803 | 16,70 | 10.472 | 16,91 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 13.170 | 39,37 | 652 | 39,10 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 117.711 | 5,34 | 5.827 | 5,14 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 188.030 | 15,25 | 9.307 | 15,04 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 19.613 | 20,78 | 971 | 20,50 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 19.504 | 34,38 | 966 | 34,21 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 1.537.220 | 0,32 | 76.292 | 0,24 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 70.553 | 34,15 | 3.492 | 33,90 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 206.166 | 217,83 | 10.205 | 217,32 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 39.222 | 1.942 | ||||||
| 2026-05-07 | 13F | Alpha Zero LLC | 45.987 | 2.276 | ||||||
| 2026-05-08 | 13F | Leisure Capital Management | 135.952 | 2,41 | 6.730 | 2,22 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 278.538 | 2.294,58 | 13.788 | 2.293,58 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 64.148 | 102,35 | 3.175 | 101,97 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 102.805 | 10,81 | 5.089 | 10,61 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 502 | 25 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 21.000 | 1.040 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.618.528 | 15,84 | 80.120 | 15,63 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 940.649 | 43,87 | 46.562 | 43,61 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 34.557 | 12,81 | 1.711 | 12,57 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 175.446 | 46,29 | 8.685 | 46,02 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 219.146 | 318,78 | 10.863 | 318,13 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 24.604 | 51,27 | 1.220 | 51,24 | ||||
| 2026-04-10 | 13F | Client First Investment Management LLC | 161.880 | 8.013 |
