QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF - Institutionelles Eigentümerschaft, Käufer

iShares Trust - iShares MSCI USA Quality Factor ETF
US ˙ BATS ˙ US46432F3394

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares MSCI USA Quality Factor ETF eröffnet haben, gehören AdvisorShares Investments LLC, Tiaa-cref Individual & Institutional Services, Llc, Jane Street Group, Llc, TRB Wealth Management, LLC, Clear Wave Wealth Management Llc, Addison Capital Co, Summa Corp., Resolute Wealth Advisor, Inc., Intentional Wealth Strategies, LLC, Quent Long Short Global Small Cap Fund, LP, Gts Financial, Llc, Baer Investment Advisory LLC, Integrity Wealth Partners, LLC, Sanibel Captiva Trust Company, Inc., Davidson Kahn Capital Management, LLC, Vantus Wealth LLC, Owl Creek Wealth Partners LLC, Galaxy Group Investments LLC, Calamos Advisors LLC, und Sanchez Gaunt Capital Management, LLC .

Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-04-27 13F JB Capital LLC 371.144 3,31 71.189 -0,23
2026-05-13 13F O'shaughnessy Asset Management, Llc 70.884 26,27 13.596 21,94
2026-02-12 13F Planning Project LLC 1.155 229
2026-04-16 13F Quotient Wealth Partners, LLC 2.565 0,04 492 -3,54
2026-04-30 13F Acorn Wealth Advisors, LLC 15.782 9,23 3.027 5,51
2026-05-08 13F Boulder Wealth Advisors, LLC 150.681 2,58 28.902 -0,94
2026-04-16 13F Brookstone Capital Management 99.003 0,09 18.990 -3,34
2026-05-15 13F/A Independent Financial Group, Llc 53.252 0,65 10.214 -2,80
2026-04-27 13F Greenleaf Trust 13.869 1,42 2.660 -2,06
2026-04-29 13F LiftPoint Family Wealth Advisors LLC 24.869 4,43 4.770 0,87
2026-05-12 13F Rathbone Brothers plc 3.369 1,20 646 -2,27
2026-05-15 13F Evergreen Wealth Solutions, LLC 5.383 14,12 1.032 10,26
2026-05-13 13F Keystone Wealth Services, LLC 15.736 2,53 3.018 -0,98
2026-05-12 13F Innovative Asset Advisors Group, LLC 500 96
2026-04-15 13F AlphaStar Capital Management, LLC 2.804 22,50 538 18,28
2026-05-12 13F Cannon Financial Strategists, Inc. 1.366 0,29 262 -2,96
2026-04-27 13F Strathmore Capital Advisors, Inc. 4.639 962
2026-05-15 13F Beacon Pointe Advisors, LLC 348.994 975,61 66.941 938,80
2026-05-15 13F 10Elms LLP 18.914 42,13 3.473 31,40
2026-05-15 13F Windsor Advisory Group, LLC 302 58
2026-04-27 13F BIP Wealth, LLC 1.403 29,55 269 25,12
2026-05-15 13F Imprint Wealth LLC 3.312 35,57 635 30,93
2026-05-15 13F Equitable Holdings, Inc. 517.330 12,83 102.742 12,82
2026-04-21 13F Financial Consulate, Inc 143 27
2026-05-01 13F Citizens Financial Group Inc/ri 3.287 0,09 631 -3,37
2026-05-08 13F Evergreen Wealth Partners LLC 1.065 0,28 204 -2,86
2026-04-07 13F Signaturefd, Llc 3.570 2,62 685 -0,87
2026-04-30 13F Hsbc Holdings Plc 38.665 3,44 7.416 -0,11
2026-05-06 13F Main Street Group, LTD 50 10
2026-05-07 13F D'Orazio & Associates, Inc. 5.049 0,04 968 -3,39
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.766.694 0,13 338.870 -3,30
2026-04-21 13F Armbruster Capital Management, Inc. 170.323 3,28 32.670 -0,26
2026-04-24 13F Financial Life Planners 144 28
2026-04-21 13F ADG Wealth Management Group, LLC 13.225 2,04 2.537 -1,48
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 14.426 2.865
2026-05-14 13F Atomi Financial Group, Inc. 35.158 18,66 6.744 14,60
2026-04-30 13F Fortune Financial Advisors, LLC 2.342 0,04 449 -3,44
2026-05-15 13F Silver Grove Financial Group, Inc. 80 15
2026-05-13 13F Argent Trust Co 11.564 7,31 2.218 3,64
2026-04-28 13F ORG Wealth Partners, LLC 4.660 35,86 894 31,13
2026-05-15 13F Susquehanna International Group, Llp 58.167 73,08 11.157 67,15
2026-04-28 13F Golden State Equity Partners 23.839 2.148,96 4.573 2.077,14
2026-01-06 13F Ransom Advisory, Ltd 197 39
2026-04-28 13F Winthrop Capital Management, LLC 482 0,21 0
2026-05-04 13F Geneos Wealth Management Inc. 20.818 0,10 3.993 -3,32
2026-05-15 13F Purpose Unlimited Inc. 847 162
2026-05-05 13F Williams Jones Wealth Management, LLC. 1.827 350
2026-04-20 13F Peoples Financial Services Corp. 300 58
2026-05-11 13F OpenArc Corporate Advisory, LLC 14.976 138,09 2.873 129,94
2026-04-22 13F Detalus Advisors, LLC 85.759 1,46 16.450 -2,01
2026-04-28 13F Flagship Harbor Advisors, Llc 23.999 2,10 4.603 -1,39
2026-05-05 13F Napier Financial, LLC 1.916 368
2026-05-11 13F Fortis Capital Management LLC 25.553 0,21 4.901 -3,22
2026-05-18 13F Centaurus Financial, Inc. 151.213 2,39 29 0,00
2026-04-15 13F Adamsbrown Wealth Consultants Llc 1.880 0,11 361 -3,23
2026-05-14 13F Delos Wealth Advisors, LLC 26.039 8,70 4.995 4,96
2026-05-05 13F Aspiring Ventures, LLC 1.240 238
2026-04-17 13F/A Founders Financial Securities Llc 18.639 5,60 3.732 6,48
2026-05-15 13F Warren Averett Asset Management, LLC 134.311 56,67 25.762 51,31
2026-05-18 13F Ashton Thomas Securities, Llc 31.053 5.953
2026-05-13 13F Cetera Investment Advisers 1.574.045 2,86 301.918 -0,67
2026-05-01 13F Diversify Wealth Management, Llc 69.346 55,54 14.269 57,26
2026-05-07 13F Jefferies Financial Group Inc. 101.167 10,25 19.405 6,47
2026-05-11 13F Blue Bell Private Wealth Management, Llc 3.457 19,12 663 15,10
2026-05-01 13F Arq Wealth Advisors, Llc 50.470 4,13 9.681 0,56
2026-05-14 13F White Lighthouse Investment Management Inc. 4.474 5,99 858 2,39
2026-04-23 13F Intrua Financial, LLC 1.672 9,93 321 5,96
2026-05-13 13F GeoWealth Management, LLC 18.018 4,77 3.456 1,20
2026-04-16 13F Diversified Trust Co 5.706 0,09 1.094 -3,36
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 7.762 1.489
2026-04-29 13F Richmond Investment Services, LLC 9.671 14,23 1.855 10,29
2026-05-13 13F Tobias Financial Advisors, Inc. 105.698 1,83 20.274 -1,66
2026-04-30 13F Financial Freedom, LLC 36 7
2026-05-04 13F N.E.W. Advisory Services LLC 37 7
2026-04-14 13F Heirloom Wealth Management 3.225 619
2026-02-06 13F Global Retirement Partners, LLC 76.928 1,34 15.279 3,48
2026-04-13 13F Market Street Wealth Management Advisors Llc 21.821 23,10 4.185 18,89
2026-05-01 13F Harwood Advisory Group, LLC 255 2,00 49 0,00
2026-05-15 13F Strive Financial Group ,LLC 10 2
2026-05-14 13F Betterment LLC 103.071 608,20 20 850,00
2026-04-28 13F Unison Advisors LLC 603.217 61,61 115.703 56,07
2026-04-22 13F Aspire Private Capital, LLC 8.692 2,45 1.667 -1,07
2026-05-13 13F ShoreHaven Wealth Partners, LLC 37.971 0,19 7.283 -3,24
2026-05-15 13F Gateway Wealth Partners, LLC 54.766 217,61 10.505 206,78
2026-04-28 13F Tempus Wealth Planning, LLC 9.972 11,28 1.913 7,48
2026-04-24 13F Swmg, Llc 44.531 3,61 8.542 -2,41
2026-05-15 13F Larch Capital Partners Llc 11.937 0,88 2.290 -2,60
2026-05-01 13F Patten & Patten Inc/tn 11.157 1,00 2.140 -2,46
2026-04-15 13F Client 1st Advisory Group, Llc 44.077 13,18 8.454 9,30
2026-05-12 13F TIAA Wealth Investment Management LLC 252 47
2026-05-04 13F Barrett & Company, Inc. 169 9,74 32 6,67
2026-04-20 13F GSB Wealth Management, LLC 2.097 10,25 402 6,63
2026-05-08 13F Smithfield Trust Co 3.128 71,12 1
2026-04-20 13F Davidson Trust Co 4.058 11,03 778 7,16
2026-05-05 13F Putnam Fl Investment Management Co 15.109 0,13 2.898 -3,30
2026-05-14 13F Chancellor Financial Group WB LP 1.515 0,07 291 -3,33
2026-04-23 13F Bestgate Wealth Advisors, LLC 12.801 6,72 2.455 3,06
2026-04-22 13F SimpliFi, Inc. 17.959 1,10 3.445 -2,38
2026-05-05 13F D.a. Davidson & Co. 605.588 0,98 116.158 -2,48
2026-05-11 13F West Wealth Group, LLC 39.644 23,64 7.604 19,41
2026-05-15 13F Two Sigma Securities, Llc 12.935 2.481
2026-04-09 13F TruWealth Advisors, LLC 35.826 6,91 6.872 3,25
2026-05-13 13F Wealth Management Associates, Inc. 2.976 37,08 571 32,25
2026-05-12 13F Wood Tarver Financial Group, LLC 70.239 2,16 13 0,00
2026-05-06 13F Cornerstone Planning Group LLC 17.053 33,88 3.538 35,97
2026-05-04 13F Two West Capital Advisors LLC 6.241 3,69 1.284 7,45
2026-04-27 13F Mount Yale Investment Advisors, LLC 176.633 263,81 33.880 251,33
2026-05-11 13F Integrity Advisory Solutions, LLC 18.769 5,13 3.600 1,52
2026-05-07 13F Oak Barrel Wealth Advisory LLC 4.223 839
2026-05-14 13F Coastal Bridge Advisors, LLC 1.887 62,95 362 57,64
2026-04-27 13F Qrg Capital Management, Inc. 16.349 0,89 3.136 -2,58
2026-05-19 13F Western Wealth Management, LLC 42.229 65,77 8.100 60,11
2026-04-09 13F DHJJ Financial Advisors, Ltd. 122 0,83 23 -4,17
2026-05-12 13F Bnp Paribas Arbitrage, Sa 18.701 109,39 3.587 102,31
2026-05-05 13F Leo Wealth, LLC 2.582 3,32 495 -0,20
2026-04-27 13F Arcadia Wealth Management, LLC 7.155 0,24 1.372 -3,18
2026-05-12 13F Kirtland Hills Capital Management, Llc 4.482 217,87 928 231,07
2026-05-08 13F LaSalle St. Investment Advisors, LLC 6.413 13,97 1.230 122.900,00
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 283.133 0,52 54.308 -2,93
2026-04-30 13F Mascoma Wealth Management LLC 1.144 110,29 219 102,78
2026-05-07 13F Florida Financial Advisors, Llc 4.897 14,74 940 10,86
2026-05-06 13F Meridian Wealth Management, LLC 12.538 5,49 2.405 1,86
2026-01-16 13F Trust Co Of Vermont 2.626 1,12 522 3,17
2025-12-05 13F Vestwell Advisors, LLC 80 -45,95
2026-04-21 13F Grimes & Company, Inc. 2.130 7,14 409 3,55
2026-05-14 13F Dorsey & Whitney Trust CO LLC 55.297 1,14 10.607 -2,32
2026-05-15 13F Huntington National Bank 1.598 2.002 36,96
2026-05-01 13F Jmac Enterprises Llc 72.145 1,99 13.838 -1,50
2026-04-22 13F Traphagen Investment Advisors Llc 1.346 258
2026-05-12 13F Resurgent Financial Advisors LLC 3.814 2,55 732 -0,95
2026-05-05 13F Marks Group Wealth Management, Inc 16.732 15,85 3.209 11,89
2026-05-15 13F United Capital Financial Advisers, Llc 619.423 6,68 118.839 3,05
2026-05-15 13F Annandale Capital, LLC 147.580 29,17 28 27,27
2026-05-15 13F TCG Advisory Services, LLC 85.757 7,50 16.449 3,82
2026-05-13 13F Strategic Financial Concepts, LLC 3.396 651
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1.001 2,67 192 -0,52
2026-05-08 13F Highview Capital Management LLC/DE/ 46.623 31,94 8.943 27,42
2026-05-05 13F Soundwatch Capital LLC 5.401 16,50 1.036 12,50
2026-05-11 13F Resolute Wealth Advisor, Inc. 25.266 4.846
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 3.058 50,34 587 45,05
2026-04-15 13F Milestone Asset Management, Llc 15.750 47,89 3.021 42,84
2026-05-12 13F Independent Advisor Alliance 133.383 3.108,64 25.584 3.001,09
2026-04-23 13F Davidson Kahn Capital Management, LLC 5.605 1.138
2026-04-17 13F Signal Advisors Wealth, LLC 12.241 2,32 2.348 -1,22
2026-02-12 13F Litman Gregory Asset Management LLC 515 102
2026-05-07 13F Centerpoint Advisors, LLC 133.280 0,37 26 -3,85
2026-02-11 13F Group One Trading, L.p. 100 20
2026-05-15 13F JT Stratford LLC 5.395 3,89 1.035 0,29
2026-04-23 13F Harbor Investment Advisory, Llc 3.796 15,84 728 12,00
2026-04-28 13F AdvisorShares Investments LLC 365.784 70.161
2026-05-11 13F Seeds Investor Llc 2.196 446
2026-04-30 13F Sollinda Capital Management LLC 20.052 7,75 3.846 4,06
2026-05-08 13F Glenview Trust Co 6.719 15,41 1.289 11,42
2026-04-28 13F Integrated Advisors Network LLC 14.523 0,61 2.786 -2,86
2026-05-07 13F VisionPoint Advisory Group, LLC 1.837 352
2026-04-16 13F Montecito Bank & Trust 56.988 0,37 10.931 -3,08
2026-04-21 13F WT Wealth Management 7.788 0,54 1.494 -2,93
2026-05-22 13F WNY Asset Management, LLC 5.582 79,83 1.071 77,45
2026-05-08 13F Gen-Wealth Partners Inc 26.027 6,29 4.992 2,65
2026-05-11 13F Citigroup Inc 16.523 70,62 3.169 64,79
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 26.161 8,03 5.018 1,54
2026-04-28 13F Golden State Wealth Management, LLC 38.277 4,29 7.342 0,71
2026-05-27 13F Allen Capital Group, LLC 7.622 1,57 1.462 -1,95
2026-04-23 13F SMART Wealth LLC 3.619 88,69 694 82,63
2026-04-27 13F Tennessee Valley Asset Management Partners 56.017 5,60 10.745 1,98
2026-04-30 13F Personal Cfo Solutions, Llc 7.672 1.471
2026-04-14 13F West Branch Capital LLC 48 9
2026-04-09 13F Lantz Financial LLC 25.642 0,92 4.918 -2,54
2026-04-06 13F Stableford Capital Ii Llc 4.404 845
2026-04-15 13F Fluent Financial, LLC 19.739 0,41 3.972 1,74
2026-05-12 13F Ruggiero Investments, Inc. 6.903 0,04 1.324 -3,36
2026-05-13 13F Lido Advisors, LLC 134.736 16,75 25.844 15,11
2026-04-16 13F Ballast Rock Private Wealth LLC 2.803 538
2026-05-11 13F Catalyst Financial Partners Llc 1.916 24,98 368 20,72
2026-04-16 13F Flywheel Private Wealth LLC 29.171 0,69 5.595 -2,76
2026-04-08 13F Exchange Bank 2.885 8,46 553 4,73
2026-05-11 13F Shepherd Financial Partners LLC 127.412 1,80 24.439 -1,69
2026-04-10 13F Capital Advantage, Inc. 38.117 4,58 7.311 1,01
2026-05-13 13F Rhl Group, Llc 313 0,32 60 -3,28
2026-05-04 13F Chicago Partners Investment Group LLC 18.550 52,14 3.843 55,48
2026-05-01 13F/A Custom Index Systems, Llc 3.442 5,88 660 2,33
2026-05-08 13F Blair William & Co/il 29.232 2,18 5.607 -1,32
2026-04-16 13F Beese Fulmer Investment Management, Inc. 2.188 0,05 420 -3,46
2026-05-11 13F REAP Financial Group, LLC 468 4,93 90 1,14
2026-05-14 13F Klingman & Associates, LLC 2.435 15,18 467 11,46
2026-04-16 13F Capital Advisors, Ltd. LLC 168.631 0,34 32 -3,03
2026-05-11 13F Bailard, Inc. 9.401 4,07 1.803 0,50
2026-04-17 13F Boston Private Wealth Llc 47.736 3,31 9.156 -0,23
2026-05-15 13F Bank Of America Corp /de/ 8.741.641 36,94 1.676.734 32,24
2026-05-11 13F Commonwealth Retirement Investments LLC 9.966 9,98 1.912 6,23
2026-05-15 13F Integrated Wealth Concepts LLC 785.050 49,65 150.580 44,51
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 6.238 8,85 1.197 5,10
2026-05-08 13F Vanguard Advisers Inc 3.765 722
2026-04-30 13F Simplicity Wealth,LLC 20.838 12,60 3.997 8,73
2026-05-13 13F Quantbot Technologies LP 407 78
2026-04-15 13F Wright Fund Managment, LLC 4.298 824
2026-05-12 13F Creative Planning 135.582 30,10 26.006 25,63
2026-05-13 13F First Trust Advisors Lp 10.586 4,21 2.031 0,64
2026-04-08 13F BOS Asset Management, LLC 45.117 4,74 8.654 1,15
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 24.560 1,70 4.711 -1,79
2026-05-12 13F Channel Wealth Llc 1.919 22,86 368 18,71
2026-04-27 13F Baer Investment Advisory LLC 10.724 2.057
2026-05-14 13F Zacks Investment Management 2.481 8,72 476 4,86
2026-04-21 13F BCU Wealth Advisors, LLC 9.540 3,70 1.830 0,11
2026-04-28 13F Altfest L J & Co Inc 49.417 797,84 9.479 767,15
2026-05-15 13F Cape Investment Advisory, Inc. 1.945 19,33 373 15,48
2026-05-08 13F McAdam, LLC 4.911 18,59 942 14,48
2026-04-07 13F CoreCap Advisors, LLC 45.874 5,28 8.799 1,68
2026-04-27 13F Prasad Wealth Partners, LLC 1.388 2,66 266 -0,75
2026-04-30 13F Accredited Investors Inc. 6.657 541,33 1.277 519,42
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 1.416 38,15 272 33,50
2026-04-09 13F Acropolis Investment Management, LLC 800 153
2026-05-13 13F Truvestments Capital Llc 13 2
2026-05-14 13F Cloverfields Capital Group, Lp 7.604 25,11 1.459 20,80
2026-04-24 13F ERn Financial, LLC 56.975 0,03 10.928 -3,40
2026-05-01 13F Beverly Hills Private Wealth, LLC 1.390 25,45 267 20,91
2026-04-29 13F CVA Family Office, LLC 994 339,82 191 331,82
2026-05-15 13F Royal Bank Of Canada 1.777.079 2,87 340.861 -0,66
2026-04-14 13F Lockerman Financial Group, Inc. 1.692 37,23 325 32,79
2026-04-16 13F Clark Asset Management, LLC 4.821 37,94 925 33,14
2026-05-15 13F Flow Traders U.s. Llc 1.491 0
2026-04-27 13F Koshinski Asset Management, Inc. 1.962 5,31 376 1,90
2026-04-24 13F Able Wealth Management LLC 1.174 11,81 225 8,17
2026-05-14 13F EP Wealth Advisors, Inc. 30.179 13,03 5.789 9,15
2026-04-21 13F Maridea Wealth Management LLC 6.239 17,21 1.197 13,15
2026-05-05 13F Almanack Investment Partners, LLC. 12.622 0,17 2.421 -3,24
2026-05-15 13F Cerity Partners LLC 4.000.492 13,40 767.335 9,47
2026-05-08 13F Russell Investments Group, Ltd. 2.422 16,61 464 12,62
2026-05-15 13F Shufro Rose & Co Llc 82.208 7,09 15.768 3,42
2026-04-30 13F Summa Corp. 28.300 5.428
2026-04-15 13F Verum Partners LLC 1.264 0,16 242 -3,20
2026-04-14 13F Bay Harbor Wealth Management, LLC 33.141 2,38 6.357 -1,14
2026-05-12 13F Saiph Capital, LLC 6.683 1,83 1.282 -1,69
2026-05-08 13F StrongBox Wealth, LLC 57.322 7,73 10.995 4,04
2026-05-14 13F Diversified Enterprises, LLC 9.798 2,21 1.879 -1,26
2026-04-23 13F Willis Johnson & Associates, Inc. 3.904 0,05 749 -3,36
2026-05-05 13F UBS Group AG 3.772.843 1,47 723.669 -2,01
2026-05-12 13F Sfmg, Llc 2.370 0,08 455 -3,40
2026-05-13 13F Buckingham Strategic Partners 105.955 51,67 20.323 46,47
2026-05-14 13F Hrt Financial Lp 50.709 632,26 10 800,00
2026-04-08 13F Heritage Family Offices, LLP 2.936 2,02 563 -1,58
2026-02-10 13F Vantus Wealth LLC 5.455 1.083
2026-05-12 13F Carr Financial Group Corp 14.824 0,23 2.843 -3,20
2026-05-11 13F Savvy Advisors, Inc. 32.705 19,44 6.273 15,35
2026-04-27 13F Beacon Advisors Holdings, Llc 41.621 1,37 7.983 -2,11
2026-04-16 13F Strategic Advisory Partners, Llc 813 156
2026-05-06 13F Palladiem, Llc 7.888 41,26 1.225 9,58
2026-04-22 13F Kennedy Investment Group 2.713 0,22 520 -3,17
2026-04-15 13F NorthAvenue LLC 104 0,97 20 -5,00
2026-05-14 13F Vident Advisory, LLC 58.205 24,53 11.164 20,26
2026-04-28 13F Howe & Rusling Inc 948 5,22 182 1,69
2026-05-12 13F Thoroughbred Financial Services, Llc 2.460 0
2026-04-28 13F Lansing Street Advisors 2.503 0,24 480 -3,03
2026-05-15 13F Quantinno Capital Management LP 74.632 14,17 14.315 10,26
2026-05-06 13F ProVise Management Group, LLC 1.109 3,74 213 0,00
2026-04-21 13F Family Wealth Group, LLC 6.462 22,85 1.239 18,68
2026-04-24 13F Bayban 570 714,29 109 738,46
2026-04-16 13F CogentBlue Wealth Advisors, LLC 2.306 31,40 442 27,01
2026-04-15 13F Raub Brock Capital Management LP 5.646 4,00 1.083 0,46
2026-05-14 13F Horizon Investments, LLC 319.994 5,37 61.378 1,75
2026-05-14 13F Gwn Securities Inc. 2.768 12,89 531 9,03
2026-04-21 13F Forteris Wealth Management Inc. 24.994 1,16 4.794 -2,30
2026-04-21 13F J.E. Simmons & Co., P.C. 19.204 1,26 3.684 -2,20
2026-05-04 13F Legacy Financial Group LLC 45.697 3,33 8.765 -1,69
2026-04-28 13F Stephens Inc /ar/ 102.584 2,91 19.677 -0,62
2026-04-29 13F Addison Capital Co 49.945 9.580
2026-04-06 13F GAMMA Investing LLC 1.761 2,62 338 -0,88
2026-05-04 13F Mosaic Advisors LLC 1.535 318
2026-05-08 13F King Luther Capital Management Corp 213 -3,18
2026-04-28 13F Core Wealth Advisors, Llc 26.309 1,52 5.046 -1,96
2026-05-06 13F TCFG Investment Advisors, LLC 2.308 443
2026-04-14 13F LifeGoal Wealth Advisors 1.905 1,06 367 -1,87
2026-05-14 13F Hazlett, Burt & Watson, Inc. 958 0,10 0
2026-05-11 13F American Money Management, LLC 29.659 2,84 5.689 -0,70
2026-04-29 13F Horst & Graben Wealth Management LLC 114.578 0,91 23.739 5,24
2026-04-16 13F BridgePort Financial Solutions, LLC 10.278 0,47 1.971 -2,95
2026-05-05 13F Beaumont Financial Advisors, LLC 2.464 6,57 473 2,83
2026-04-15 13F Aventus Investment Advisors, Inc. 125.907 0,09 24.150 -3,34
2026-05-05 13F HighTower Advisors, LLC 1.349.671 3,76 258.884 0,20
2026-05-13 13F BCJ Capital Management, LLC 69.242 7,28 13.281 3,60
2026-05-04 13F State Of Michigan Retirement System 324.549 32,44 62.252 27,90
2026-04-10 13F Cassilly Financial Group LLC 6.923 1,97 1.328 -1,56
2026-04-29 13F American Wealth Advisors, LLC 1.632 0,18 313 -3,10
2026-04-20 13F Financial Enhancement Group LLC 41.997 54,83 8.690 58,62
2026-05-14 13F SlateStone Wealth, LLC 202.654 3,98 39 0,00
2026-05-12 13F Leading Edge Financial Planning LLC 2.470 474
2026-01-29 13F Vanguard Group Inc 5.053 8,57 1.004 10,83
2026-04-23 13F Mayflower Financial Advisors, LLC 85.062 2,49 16.316 -1,03
2026-04-27 13F River's Edge Wealth Management, Llc 49.940 1,86 10.357 4,71
2026-04-27 13F Pensionmark Financial Group, Llc 65.065 0,67 12.480 -2,78
2026-05-13 13F Headlands Technologies LLC 1.266 243
2026-04-28 13F Nbt Bank N A /ny 3.166 199,53 607 112,98
2026-04-24 13F Gilliland Jeter Wealth Management LLC 4.031 12,60 773 8,72
2026-05-05 13F Cullen/frost Bankers, Inc. 3.499 1,74 671 -1,76
2026-05-05 13F Prosperity Consulting Group, LLC 265.068 0,54 50.843 -2,91
2026-04-08 13F Shore Point Advisors, LLC 9.731 5,82 1.867 2,19
2026-05-06 13F World Equity Group, Inc. 3.915 8,00 752 4,45
2026-05-15 13F Vestmark Advisory Solutions, Inc. 161.547 236,19 30.986 224,66
2026-05-04 13F Retirement Planning Group 8.339 1,82 1.600 -1,66
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 143.329 7,23 27.492 3,56
2026-04-02 13F Noble Wealth Management PBC 5.454 3,10 1.046 -0,38
2026-05-11 13F Godfrey Financial Associates, Inc. 957 48,83 184 44,09
2026-05-13 13F Measured Wealth Private Client Group, LLC 234 45
2026-04-20 13F Breakwater Capital Group 29.323 5,44 5.624 1,83
2026-05-13 13F Banque Transatlantique SA 615 118
2026-05-07 13F Tidemark, LLC 2.352 211,94 451 202,68
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4.437 71,11 851 65,37
2026-05-06 13F Alteri Wealth LLC 10.612 1,40 2.036 -2,07
2026-05-01 13F Holistic Planning, LLC 10.331 32,48 1.982 27,97
2026-05-14 13F Rockefeller Capital Management L.P. 401.444 1,33 77.001 -2,14
2026-05-12 13F Ellis Investment Partners, LLC 12.403 0,51 2.379 -2,94
2026-05-15 13F Transamerica Financial Advisors, Inc. 4.987 27,48 957 23,20
2026-05-04 13F HBW Advisory Services LLC 1.749 2,76 336 -0,89
2026-02-12 13F CIBC Private Wealth Group, LLC 4.676 0,54 929 2,65
2026-05-01 13F Advisors Capital Management, LLC 8.845 9,45 1.697 5,67
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 15.028 1,93 2.883 -1,57
2026-04-03 13F Investors Research Corp 7.519 5,38 1.442 1,76
2026-05-01 13F Pacific Asset Management, LLC 1.048 0,19 201 -2,90
2026-04-10 13F Level Financial Advisors, Inc. 10.257 8,39 1.967 4,68
2026-05-11 13F Beacon Capital Management, LLC 10.968 2.104
2026-05-15 13F Tudor Investment Corp Et Al 54.921 1.702,46 10.534 1.641,16
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 54.982 100,63 10.546 93,79
2026-04-16 13F Asset Advisors Investment Management, LLC 56.302 2,29 10.799 -1,21
2026-02-05 13F Tucker Asset Management Llc 287 20,08 57 23,91
2026-05-01 13F Kraft, Davis & Associates, LLC 73.225 3,71 15.185 5,69
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 545 105
2026-05-14 13F TRB Wealth Management, LLC 103.497 19.852
2026-04-21 13F Merkkuri Wealth Advisors LLC 6.396 2,63 1.227 -0,89
2026-04-10 13F Novem Group 3.345 9,82 642 5,95
2026-04-23 13F Etesian Wealth Advisors, Inc. 19.136 47,10 3.670 42,08
2026-05-11 13F Elevated Financial Group LLC 83.080 0,50 15.936 -2,95
2026-04-17 13F Legacy Wealth Partners, LLC 2.742 4,90 526 1,16
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 15.184 4,02 2.912 -0,27
2026-04-28 13F Robertson Stephens Wealth Management, LLC 13.186 38,55 2.529 33,81
2026-04-21 13F Madson Wealth Advisors Inc 2.369 454
2026-04-09 13F Goelzer Investment Management, Inc. 6.513 65,39 1.249 59,72
2026-05-13 13F Ubs Asset Management Americas Inc 10.713 385,41 2.055 368,95
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 37.992 2,05 7.287 -1,45
2026-05-14 13F Catalytic Wealth RIA, LLC 12.610 2,75 2.419 -0,78
2026-02-20 13F SB Capital Management Inc 1.712 340
2026-04-24 13F Blue Capital, Inc. 2.089 3,36 401 -0,25
2026-04-22 13F Continuum Advisory, LLC 4.102 3,09 787 -0,51
2026-04-14 13F XY Planning Network, Inc. 11.700 8,37 2.255 5,18
2026-05-05 13F Legacy Advisors, LLC 3.101 15,49 595 11,44
2026-04-08 13F Lpwm Llc 7.125 4,52 1.367 0,89
2026-05-13 13F Cynosure Management, Llc 20.267 1,25 3.887 -2,21
2026-04-14 13F Nbc Securities, Inc. 885 52,85 170 46,96
2026-04-17 13F Swp Financial Llc 24.846 1,23 4.766 -2,24
2026-05-13 13F New England Professional Planning Group Inc. 4.040 0,12 775 -3,37
2026-05-05 13F Tortoise Investment Management, LLC 17.799 8,40 3.414 4,69
2026-05-06 13F Gryphon Financial Partners LLC 9.275 3,46 1.779 -0,11
2026-04-27 13F PFG Investments, LLC 9.351 13,04 1.794 9,20
2026-05-15 13F Fmr Llc 18.079.589 2,86 3.467.846 -0,67
2026-04-24 13F Northwest Financial Advisors 1.457 3,77 279 0,36
2026-05-15 13F MAI Capital Management 48.526 0,42 9.308 -3,02
2026-04-15 13F Silverlake Wealth Management Llc 7.329 10,79 1.406 7,01
2026-04-20 13F Jfs Wealth Advisors, Llc 8.413 0,33 1.614 -3,12
2026-04-20 13F Fiduciary Alliance LLC 4.211 30,98 861 34,80
2026-04-20 13F Emprise Bank 3.792 727
2026-04-16 13F Blue Zone Wealth Advisors, LLC 5.260 39,78 1.009 34,94
2026-05-29 13F Ipsen Advisor Group LLC 5.654 0,23 1.084 -3,21
2026-04-27 13F Mosley Wealth Management 25.929 0,76 5.043 -0,36
2026-04-13 13F Accelerate Investment Advisors LLC 6.520 0,60 1.251 -2,87
2026-04-21 13F Cfm Wealth Partners Llc 20.473 5,28 3.927 1,66
2026-05-08 13F/A JPL Wealth Management, LLC 18.915 0,18 3.628 -3,25
2026-05-11 13F Haverford Trust Co 1.777.971 3,35 341.033 -0,19
2026-05-12 13F Daybright Advisory Services, Inc. 2.048 0,20 393 -3,21
2026-04-17 13F PMG Wealth Management, Inc. 45.960 5,78 8.816 2,16
2026-05-15 13F National Philanthropic Trust 3.586 15,86 688 11,89
2026-04-07 13F First Citizens Financial Corp 23.146 16,69 4.440 12,69
2026-04-27 13F Ergawealth Advisors, Inc. 4.975 0,18 954 -3,25
2026-05-15 13F Vertex Planning Partners, LLC 18.392 9,58 3.528 5,82
2026-05-11 13F Kestra Investment Management, LLC 930.665 13,66 178.511 9,77
2026-04-16 13F True Vision MN LLC 23.961 8,01 4.596 4,29
2026-04-21 13F Magnolia Private Wealth, LLC 1.380 265
2026-05-15 13F NorthRock Partners, LLC 17.585 24,72 3.373 20,46
2026-05-12 13F Benjamin Edwards Inc 13.652 1,79 2.618 -1,69
2026-05-12 13F Advyzon Investment Management, LLC 32.403 56,57 6.215 51,22
2026-05-15 13F Citadel Advisors Llc Put 5.900 63,89 1.132 58,18
2026-05-12 13F Absolute Capital Management, LLC 18.845 24,55 3.615 20,27
2026-04-29 13F Northwest Wealth Advisors, LLC 1.428 0,21 274 -3,19
2026-04-24 13F Midwest Capital Advisors, LLC 59.240 0,90 11.363 -2,56
2026-05-15 13F Keating Financial Advisory Services, Inc. 155 9,15 30 3,57
2026-05-15 13F Peterson Wealth Management 122 23
2026-05-15 13F Citadel Advisors Llc 96.470 127,58 18.504 119,78
2026-05-15 13F Citadel Advisors Llc Call 8.800 23,94 1.688 19,65
2026-05-06 13F Bessemer Group Inc 15.534 3,36 3 0,00
2026-05-13 13F BNB Wealth Management, LLC 2.291 0,04 440 -3,30
2026-05-01 13F Valmark Advisers, Inc. 11.541 24,04 2.214 19,75
2026-05-06 13F Fidelis Capital Partners, LLC 33.582 6,25 6.441 2,61
2026-04-16 13F Security National Bank 330 385,29 63 384,62
2026-04-14 13F Opal Wealth Advisors, LLC 1.112 213
2026-05-13 13F Calton & Associates, Inc. 1.126 216
2026-04-10 13F Oxinas Partners Wealth Management LLC 2.904 33,15 557 28,64
2026-05-04 13F Procyon Private Wealth Partners, LLC 4.090 21,69 784 17,54
2026-05-11 13F Fountainhead AM, LLC 12 2
2026-05-20 13F SOA Wealth Advisors, LLC. 2 0
2026-04-20 13F Schwab Charitable Fund 1.459 0,27 280 -3,46
2026-04-07 13F Orgel Wealth Management, LLC 3.292.676 7,94 631.568 4,24
2026-04-22 13F Capital Investment Management, Inc. 7.145 6,39 1.370 2,78
2026-05-01 13F Financial Connections Group, Inc. 31 0
2026-05-11 13F Stillwater Wealth Management Group 29.610 15,38 5.679 11,42
2026-05-06 13F TopTier Wealth Management, LLC 60 12
2026-05-01 13F HFM Investment Advisors, LLC 0 0
2026-05-13 13F Natixis Advisors, L.p. 28.247 5,87 5 0,00
2026-05-05 13F Signet Financial Management, Llc 17.256 9,62 3.310 5,85
2026-05-08 13F Resources Investment Advisors, LLC. 691.130 6,30 132.566 2,65
2026-05-08 13F Sound Financial Strategies Group, LLC 24.031 20,90 4.609 16,77
2026-05-13 13F Avail Investment Partners, LLC 2.651 1
2026-05-11 13F Foundations Investment Advisors, LLC 597.656 11,50 114.636 7,68
2026-05-11 13F Sage Mountain Advisors LLC 577.602 2,78 110.790 -0,75
2026-05-08 13F New England Private Wealth Advisors LLC 1.201 9,98 230 6,48
2026-04-29 13F Opulen Financial Group LLC 7.031 0,53 1.349 -2,95
2026-05-11 13F Elevate Wealth Advisory, Inc 2.978 2,90 571 -0,52
2026-04-20 13F Payne Capital LLC 1.867 358
2026-05-11 13F/A Accent Capital Management, LLC 33 6
2026-05-14 13F We Are One Seven, LLC 121.448 13,90 23.295 10,00
2026-04-22 13F Janney Montgomery Scott LLC 865.213 2,19 166 -1,79
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 2.599.861 15.775,07 615 -81,09
2026-05-08 13F Coldstream Capital Management Inc 1.110.105 3,09 212.929 -0,44
2026-04-13 13F Compass Ion Advisors, LLC 5.811 0,10 1.115 -3,38
2026-04-27 13F Trademark Financial Management, LLC 8.759 7,04 1.680 3,38
2026-05-06 13F Fort Sheridan Advisors Llc 13.151 11,30 2.522 7,50
2026-05-12 13F Icon Wealth Advisors, LLC 155.322 8,81 31.959 12,73
2026-05-15 13F Change Path, LLC 163.942 3,42 31.446 -0,13
2026-04-21 13F Mayfair Advisory Group, LLC 18.653 0,17 3.578 -3,56
2026-04-10 13F Financial Partners Group, Inc 107.247 3,07 20.571 -2,33
2026-05-29 13F Asset Dedication, LLC 2.439 0,74 468 -2,71
2026-04-06 13F CX Institutional 1.157 0,17 0
2026-05-04 13F Purkiss Capital Advisors LLC 9.883 699,60 1.896 673,47
2026-05-13 13F Forthright Family Wealth Advisory LLC 60.585 5,30 9.957 -12,86
2026-05-07 13F Key Capital Management, INC 2.999 83,43 575 77,47
2026-05-05 13F Capital Investment Advisory Services, LLC 57.825 6,25 11.091 2,61
2026-05-04 13F Northland Securities, Inc. 10.226 1,65 1.961 -1,85
2026-05-06 13F Zhang Financial LLC 3.299 10,82 633 6,94
2026-04-21 13F OneAscent Financial Services LLC 2.091 23,80 401 19,70
2026-05-13 13F GSG Advisors LLC 60.496 4,58 11.604 0,99
2026-04-28 13F Sheridan Capital Management, LLC 29.606 0,05 5.679 -3,39
2026-04-10 13F Pure Financial Advisors, Inc. 195.118 17,89 37.425 13,85
2026-05-12 13F Summit Trail Advisors, Llc 35.336 37,21 6.778 32,49
2026-04-20 13F Cardinal Point Capital Management, ULC 5.243 185,88 1.006 176,10
2026-05-15 13F Summit Financial, LLC 55.159 47,90 10.580 42,84
2026-04-22 13F Beacon Financial Planning, Inc 33.022 47,75 6.334 42,67
2026-05-15 13F Ameriprise Financial Inc 5.422.601 37,09 1.040.147 32,43
2026-04-29 13F Financial Life Advisors 49.405 1,96 9.476 -1,54
2026-04-28 13F Bogart Wealth, LLC 4.229 25,42 811 21,23
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 4.912 942
2026-05-14 13F Frederick Financial Consultants, LLC 1.872 2,86 359 -0,55
2026-05-14 13F Miller Capital Partners, Inc. 708 2,31 136 -1,46
2026-05-05 13F Black Diamond Financial, LLC 1.658 6,28 318 2,91
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 2.815 0,14 540 -3,41
2026-04-27 13F Tsfg, Llc 43.949 5,41 8 0,00
2026-05-08 13F Steward Partners Investment Advisory, Llc 289.121 0,10 55.456 -3,33
2026-05-06 13F Catalyst Capital Advisors LLC 249.681 17,44 47.891 13,42
2026-05-13 13F Gibbs Wealth Management 3.490 28,88 670 21,20
2026-05-11 13F Hansen & Associates Financial Group, Inc. 12.026 4,01 2.323 -1,36
2026-05-12 13F Kovack Advisors, Inc. 58.822 85,97 11.201 78,29
2026-05-14 13F Blalock Williams, Llc 11.036 3,67 2.117 0,09
2026-04-22 13F Bluesphere Advisors, LLC 1.529 293
2026-04-10 13F Perigon Wealth Management, LLC 134.275 1,61 25.755 -1,87
2026-04-23 13F Summit Investment Advisory Services, LLC 1.378 0,22 264 -3,30
2026-05-13 13F Syon Capital Llc 1.098 211
2026-05-14 13F Fort Point Capital Partners LLC 2.826 9,53 542 3,05
2026-04-23 13F Global Trust Asset Management, LLC 880 12,82 169 9,09
2026-05-07 13F Basepoint Wealth LLC 74 14
2026-05-12 13F Legacy Advisory Services, LLC 44.714 14,01 8.577 10,10
2026-04-22 13F Apollon Wealth Management, LLC 266.639 2,06 51.144 -1,44
2026-02-17 13F MGB Wealth Management, LLC 221 0,45 44 2,38
2026-04-10 13F Abound Wealth Management 398 4,74 76 1,33
2026-05-20 13F TrueWealth Financial Partners 3.887 746
2026-05-11 13F Great Valley Advisor Group, Inc. 8.741 17,74 1.676 13,70
2026-05-14 13F Synergy Investment Management, LLC 115 22
2026-04-03 13F Hickory Point Bank & Trust 737 141
2026-05-01 13F Thrivent Financial For Lutherans 264.512 0,53 51 -3,85
2026-04-14 13F Beacon Investment Advisory Services, Inc. 15 3
2026-05-14 13F Brown Brothers Harriman & Co 16.832 0,44 3.229 -3,00
2026-04-13 13F Amplius Wealth Advisors, LLC 4.269 0,02 819 -3,42
2026-05-15 13F Aqr Capital Management Llc 70.730 25,02 13.567 20,74
2026-05-13 13F Clear Wave Wealth Management Llc 50.343 9.656
2026-05-14 13F CIBC World Markets Inc. 2.274 106,73 436 100,00
2026-05-14 13F PlanVest Financial, Inc 95 18
2026-04-29 13F Index Technologies Group LLC 2.488 4,80 477 1,27
2026-04-27 13F Bulltick Wealth Management, LLC 20.631 28,47 3.957 24,08
2026-05-14 13F Axim Planning & Wealth 1.196 4,00 229 0,44
2026-05-05 13F Woodmont Investment Counsel Llc 20.115 0,25 3.858 -3,19
2026-05-15 13F Inspire Advisors, LLC 22.153 245,17 4.249 233,52
2026-05-04 13F Alta Wealth Advisors LLC 15.051 21,36 2.887 17,17
2026-05-13 13F Keystone Financial Group 29.432 7,60 5.665 4,29
2026-04-22 13F Stone House Investment Management, LLC 86.137 2,24 16.522 -1,27
2026-05-12 13F Wescott Financial Advisory Group, LLC 2.317 4,84 444 1,37
2026-04-15 13F DAVENPORT & Co LLC 19.998 3,72 3.836 0,16
2026-04-21 13F Falcon Wealth Planning 1.614 18,16 310 14,02
2026-05-14 13F Bridgewealth Advisory Group, LLC 1.263 3,44 242 0,00
2026-05-14 13F Northern Trust Corp 51.370 9,49 9.853 5,73
2026-05-01 13F Johnson Investment Counsel Inc 502.976 2,94 96.476 -0,59
2026-05-15 13F Advisory Services Network, LLC 34.912 4,66 6.697 1,07
2026-05-19 13F Gts Financial, Llc 10.784 1.843
2026-04-21 13F Morton Capital Management LLC/CA 1.644 0,06 315 -3,37
2026-04-22 13F Richard Bernstein Advisors LLC 1.846.285 2.726,61 354.140 2.629,82
2026-05-12 13F Tme Financial, Inc. 23.014 6,11 4.414 2,48
2026-04-09 13F Kelly Financial Group Llc 4.710 0,90 903 -2,59
2026-05-12 13F Kingsview Wealth Management, LLC 8.815 27,44 1.691 23,09
2026-05-12 13F Moneta Group Investment Advisors Llc 7.551 11,68 1.448 7,90
2026-04-20 13F Godsey & Gibb Associates 163 69,79 31 63,16
2026-05-01 13F Avion Wealth 1.789 0,28 0
2026-05-18 13F Strait & Sound Wealth Management LLC 6.054 16,74 1.161 12,72
2026-04-20 13F Parkway Wealth Management Group, LLC 2.571 17,88 515 18,71
2026-04-16 13F Center For Asset Management LLC 1.176 0,26 226 -3,43
2026-05-11 13F MCF Advisors LLC 211.450 50.974,88 40.558 49.360,98
2026-04-22 13F Sutton Place Investors Llc 9.644 4,75 1.850 1,15
2026-04-15 13F Seacrest Wealth Management, Llc 6.900 18,52 1.324 12,60
2026-05-22 13F Wellington Grp LLC 738 146,82 142 138,98
2026-04-22 13F Apollon Financial, LLC 28.507 2,45 5.468 -1,07
2026-05-15 13F Ascent Group, LLC 119.952 4,22 23.008 0,64
2026-05-13 13F Alpha Financial Partners, LLC 2.308 11,44 443 7,54
2026-05-14 13F JustInvest LLC 5.885 2,94 1.129 -0,62
2026-05-04 13F Calamos Advisors LLC 4.920 944
2026-04-13 13F Gill Capital Partners, Llc 58 11
2026-04-20 13F MBM Wealth Consultants, LLC 28 5
2026-05-08 13F Indie Asset Partners, LLC 3.920 9,13 752 5,33
2026-04-30 13F Mosaic Family Wealth Partners, Llc 4.065 780
2026-04-21 13F Wedbush Securities Inc 9.817 5,34 2 0,00
2026-04-21 13F Old National Bancorp /in/ 33.585 1,03 6.442 -2,44
2026-04-23 13F Catalina Capital Group, LLC 4.606 5,26 883 1,61
2026-04-15 13F Merit Financial Group, LLC 501.905 7,72 96.270 4,03
2026-04-22 13F Pasadena Private Wealth, LLC 5.232 8,39 1.004 4,70
2026-04-16 13F Lifelong Wealth Advisors, Inc. 27.268 5,59 5.230 1,97
2026-04-20 13F Ritholtz Wealth Management 2.505 45,05 480 40,35
2026-04-29 13F Garde Capital, Inc. 1.349 9,67 259 5,74
2026-04-22 13F Storen Legacy Partners, LLC 5.621 0,14 1.078 -3,23
2026-05-13 13F Bank Of Montreal /can/ 75.357 2,39 14.454 -1,12
2026-05-04 13F Envestnet Asset Management Inc 17.774.161 6,20 3.409.262 2,56
2026-05-13 13F Aureus Asset Management, LLC 3.400 652
2026-05-11 13F Commerce Bank 7.849 71,23 1.506 65,38
2026-05-15 13F Destination Wealth Management 1.551 297
2026-05-13 13F Principal Securities, Inc. 110.632 1,50 21.220 -1,98
2026-04-09 13F ASL Financial, LLC 7.359 6,87 1.412 3,22
2026-02-13 13F Colony Group, LLC 2.386.956 11,22 474.097 13,58
2026-05-07 13F Maimon Wealth Management Ltd. 15.262 11,97 2.846 5,13
2026-05-14 13F Milestone Asset Management Group, LLC 2.208 1,10 424 -2,31
2026-04-13 13F Cyndeo Wealth Partners, LLC 4.481 18,08 859 14,08
2026-05-15 13F RMB Capital Management, LLC 4.183 32,16 802 27,71
2026-04-24 13F Flagship Private Wealth, LLC 49.568 0,15 9.508 -3,29
2026-05-02 13F Burton Enright Welch 11.012 12,76 2.112 8,92
2026-04-15 13F Brady Martz Wealth Solutions, LLC 9.491 17,54 1.821 13,54
2026-04-17 13F Brown, Lisle/cummings, Inc. 29 6
2026-05-05 13F Atria Investments Llc 197.593 15,80 37.900 11,83
2026-04-24 13F Root Financial Partners, LLC 3.541 60,37 679 55,02
2026-05-13 13F Protective Life Corp 1.044 200
2026-04-22 13F Morris Retirement Advisors, LLC 51.136 4,07 9.808 0,50
2026-04-29 13F Marino, Stram & Associates Llc 34.656 1,04 6.647 -2,42
2026-04-28 13F Indiana Trust & Investment Management CO 176 1.500,00 34 1.550,00
2026-05-07 13F Rachor Investment Advisory Services, LLC 2 0
2026-04-08 13F Fermata Advisors, LLC 2.497 5,09 479 1,70
2026-04-13 13F Foster Group, Inc. 750.295 4,25 143.914 0,67
2026-04-20 13F Aegis Wealth Management, Inc. 2.466 4,18 473 0,64
2026-05-11 13F Exit Wealth Advisors, LLC. 1.472 0,20 282 -3,09
2026-05-13 13F Allie Family Office LLC 7.218 86,90 1.384 80,44
2026-05-01 13F Fifth Third Bancorp 138.005 669,43 26.471 643,12
2026-05-07 13F Johnson Financial Group, Inc. 10 2
2026-05-14 13F Gts Securities Llc 70.319 13.488
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 288.758 55.387
2026-05-11 13F A4 Wealth Advisors LLC 17.449 23,17 3.347 18,95
2026-05-15 13F Ameriflex Group, Inc. 534 0,19 102 -2,86
2026-04-21 13F Mesirow Financial Investment Management, Inc. 16.382 5,00 3.142 1,42
2026-04-21 13F Pinnacle Associates Ltd 429.470 0,54 82.377 -2,90
2026-05-07 13F Facet Wealth, Inc. 2.965.946 2,70 568.898 -3,57
2026-05-13 13F Provident Investment Management, Inc. 14.291 3,46 2.741 -0,07
2026-05-01 13F Sovran Advisors, LLC 74.060 4,37 15.349 6,30
2026-05-14 13F North Ridge Wealth Advisors, Inc. 223 43
2026-04-08 13F Warner Financial, Inc 25.733 1,79 4.936 98.620,00
2026-05-13 13F BlackRock, Inc. 3.116.380 0,35 597.753 -3,09
2026-05-06 13F Eq Llc 11.813 1,49 2.266 -1,99
2026-04-15 13F Trust Co Of Toledo Na /oh/ 5.631 2,66 1.080 -0,83
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 4.070 1,04 781 -2,50
2026-05-14 13F Regal Investment Advisors LLC 51.549 7,88 9.888 4,18
2026-02-18 13F Galaxy Group Investments LLC 5.000 993
2026-05-08 13F Firestone Capital Management 3.701 0,16 710 -3,27
2026-05-13 13F Yarger Wealth Strategies, Llc 3.196 0,41 613 -3,01
2026-05-05 13F SOUTH STATE Corp 4.316 36,24 828 31,48
2026-04-14 13F Prospera Financial Services Inc 20.987 2,69 4.026 -0,84
2026-04-22 13F Millburn Ridgefield Corp 249.681 17,44 47.891 13,42
2026-04-22 13F Asset Allocation Strategies LLC 2.542 7,35 488 3,62
2026-05-15 13F Toronto Dominion Bank 1.744 335
2026-05-13 13F Capital Advisor Network LLC 1.150 221
2026-04-27 13F Wbh Advisory Inc 13.125 0,47 2.530 -2,47
2026-04-24 13F SOL Capital Management CO 75.732 54,19 12.830 142.444,44
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 34.905 1,00 6.695 -2,46
2026-05-01 13F Coordinated Financial Services, Inc. 4.435 0,82 851 -2,63
2026-04-16 13F Rainier Family Wealth Inc 7.154 48,45 1.372 43,36
2026-04-22 13F Shum Financial Group, Inc. 30.609 1,70 5.871 -1,77
2026-05-04 13F Providence First Trust Co 14.045 2,66 2.694 -0,88
2026-04-17 13F Wealthbridge Capital Management, Llc 1.396 0,07 268 -3,61
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 2.060 10,34 395 6,76
2026-05-18 13F Arkadios Wealth Advisors 33.947 106,03 6.511 98,99
2026-04-24 13F Investment Management Trust, LLC 2.030 389
2026-05-12 13F Baker Avenue Asset Management, LP 424.179 0,87 81.362 -2,59
2026-05-15 13F Walsh & Associates, LLC 540 8,00 104 4,04
2026-05-04 13F Bedel Financial Consulting, Inc. 17.902 1,45 3.434 -2,05
2026-04-30 13F Beacon Financial Group 28.135 0,39 5.396 -3,05
2026-05-12 13F Awm Capital, Llc 11.276 2.163
2026-05-05 13F Bank of New York Mellon Corp 856.096 8,95 164.208 5,22
2026-05-07 13F 360 Financial, Inc. 109.815 0,06 21.064 -3,37
2026-04-24 13F Essex Financial Services, Inc. 9.771 1,88 1.874 -1,63
2026-05-07 13F First National Trust Co 3.126 14,30 600 10,31
2026-04-30 13F Indivisible Partners 1.434 8,97 275 5,36
2026-05-15 13F Empowered Funds, LLC 3.264 32,15 626 27,76
2026-04-20 13F Hoxton Planning & Management, LLC 14.165 3,48 2.717 -0,04
2026-04-22 13F Wilkins Miller Wealth Management, LLC 3.561 0,31 683 -3,12
2026-05-12 13F First American Trust, Fsb 54.694 42,40 10.491 37,52
2026-05-11 13F POM Investment Strategies, LLC 70 13
2026-05-05 13F Fisher Asset Management, LLC 10.814 50,72 2.074 45,54
2026-05-05 13F Newbridge Financial Services Group, Inc. 377 0,27 72 -2,70
2026-04-10 13F Wealth Group Ltd 209.617 2,81 40.207 -0,72
2026-04-16 13F Sweeney & Michel, Llc 4.636 5,34 933 4,13
2026-04-29 13F Proactive Wealth Strategies LLC 1.416 272
2026-05-12 13F Causey Wealth LLC 2.364 453
2026-05-11 13F Clarendon Private LLC 16.678 25,13 3.199 20,82
2026-05-14 13F ASB Consultores, LLC 3.967 823
2026-05-15 13F Jones Financial Companies Lllp 432.898 21,15 81.082 14,25
2026-04-24 13F Bellevue Asset Management, Llc 282 0,36 54 -1,82
2026-04-27 13F Symmetry Partners, LLC 165.209 6,48 31.689 2,83
2026-04-17 13F BAM Wealth Management, LLC 2.771 2,90 532 -0,56
2026-04-30 13F Ibex Wealth Advisors 4.083 783
2026-04-03 13F Box Hill Private Wealth LLC 2.531 485
2026-04-13 13F Trust Co 30.850 2,08 5.917 -1,42
2026-05-05 13F Frisch Financial Group, Inc. 59.395 244,80 11.393 233,00
2026-05-15 13F Gotham Asset Management, LLC 14.205 11,56 2.725 7,71
2026-05-15 13F Millennium Management Llc 4.972 94,22 954 87,60
2026-05-15 13F EFG International AG 6.144 771,49 1.179 741,43
2026-04-21 13F Hudson Oak Wealth Advisory LLC 23.529 1,79 4.513 -1,70
2026-04-23 13F OakTrust Wealth Advisors, LLC 1.961 0,20 376 -3,09
2026-04-30 13F Manning & Napier Advisors Llc 16.265 63,01 3.120 56,26
2026-05-06 13F Deutsche Bank Ag\ 2.688 533,96 516 513,10
2026-04-27 13F AMG Asset Management Group, Inc. 2.350 451
2026-05-01 13F Clarity Financial LLC 1.923 10,96 369 6,98
2026-05-14 13F Ieq Capital, Llc 18.804 20,53 3.607 16,40
2026-05-06 13F Sterling Financial Planning, Inc. 1.583 0,06 304 -3,50
2026-05-12 13F Richardson Capital Management LLC 364 0,28 70 -4,17
2026-05-15 13F Tower Research Capital LLC (TRC) 6.306 1.210
2026-05-12 13F Hunter Perkins Capital Management, LLC 1.551 0
2026-04-23 13F Impact Partnership Wealth, LLC 1.628 13,45 312 9,47
2026-04-14 13F Northwest Wealth Management, Llc 1.180 226
2026-05-07 13F Magnolia Wealth Management, LLC 84 16
2026-05-06 13F Intentional Wealth Strategies, LLC 14.811 2.841
2026-04-13 13F Massmutual Trust Co Fsb/adv 2.076 2,42 398 -1,00
2026-05-06 13F VSM Wealth Advisory, LLC 637 14,16 122 10,91
2026-05-08 13F Moors & Cabot, Inc. 4.302 15,74 825 11,79
2026-04-08 13F JGP Wealth Management, LLC 2.740 3,83 526 0,19
2026-04-22 13F First Financial Group Corp 2.838 0,04 544 -3,37
2026-04-29 13F Axxcess Wealth Management, Llc 20.785 0,21 3.987 -3,23
2026-04-24 13F UMA Financial Services, Inc. 76.659 1,65 14.704 -1,84
2026-05-15 13F Clark Capital Management Group, Inc. 2.191 9,22 420 5,53
2026-05-08 13F Vanguard National Trust Co 1.301 250
2026-05-15 13F XTX Topco Ltd 43.601 623,31 8.363 598,66
2026-05-15 13F/A EverSource Wealth Advisors, LLC 12.828 17,43 2.460 13,42
2026-04-27 13F PAX Financial Group, LLC 65.003 8,58 12.468 4,86
2026-05-05 13F Sanctuary Advisors, LLC 604.311 6,43 115.913 2,78
2026-04-14 13F SNS Financial Group, LLC 780.349 2,83 149.679 -0,69
2026-05-12 13F Stifel Financial Corp 1.632.084 2,47 313.055 -1,05
2026-02-03 13F Alpha Cubed Investments, LLC 3.874 25,82 769 28,60
2026-04-21 13F J.M. Arbour, LLC 8.663 2,39 1.662 -1,13
2026-04-13 13F St Germain D J Co Inc 230 12,75 44 10,00
2026-04-16 13F Capital Investment Advisors, LLC 35.896 7,65 6.885 3,96
2026-04-15 13F Signature Estate & Investment Advisors Llc 10.486 74,56 2.011 68,57
2026-04-21 13F AA Financial Advisors, LLC 1.213 233
2026-05-15 13F Strategies Wealth Advisors, LLC 312.815 9,08 60.001 5,34
2026-05-14 13F Rubicon Advisors, GP 1.076 0,19 206 -3,29
2026-04-10 13F MKT Advisors LLC 8.040 3,40 1.555 -0,64
2026-05-12 13F Operose Advisors LLC 751 13,10 144 9,92
2026-05-11 13F L & S Advisors Inc 6.539 1,41 1.254 -2,03
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 1.797 9,57 345 5,85
2026-05-05 13F Kickstand Ventures, Llc. 61.102 4,48 11.720 0,90
2026-04-09 13F Life Line Wealth Management Llc 249.841 4,10 47.922 0,54
2026-04-23 13F J.w. Cole Advisors, Inc. 45.542 0,29 8.735 5,88
2026-04-23 13F Blue Rock Wealth Management LLC 48.939 1,85 9.387 -1,66
2026-05-04 13F Entelevest, LLC 1.433 0,21 275 -3,52
2026-04-27 13F Insight Inv LLC 10.489 51,49 2.012 46,25
2026-05-12 13F Bitterroot Capital Advisors Llc 139.516 0,12 26.761 -3,30
2026-05-05 13F Aventura Private Wealth, LLC 1.652 49,37 317 44,29
2026-05-07 13F MA Private Wealth 169.641 0,33 32.539 -3,11
2026-04-15 13F LongView Wealth Management 2.639 10,05 536 9,61
2026-05-18 13F IFS Group,LLC 7.435 3,57 1.426 1,49
2026-04-15 13F Bernardo Wealth Planning LLC 7.025 1,20 1.347 -2,25
2026-04-29 13F/A Salem Investment Counselors Inc 1.681 0,66 322 -2,72
2026-04-29 13F/A True Link Financial Advisors, LLC 320.607 0,16 61.496 -3,27
2026-04-22 13F Cornerstone Wealth Group, LLC 16.305 791,96 3.350 822,87
2026-05-07 13F Advisor OS, LLC 2.120 407
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 665.712 9,20 127.894 5,62
2026-05-13 13F Transcend Wealth Collective, Llc 17.030 9,80 3.266 6,04
2026-05-21 13F Essential Partners LLC 10 2
2026-05-14 13F Orion Capital Management LLC 1.003 0,60 192 -3,03
2026-04-28 13F HBE Wealth Management, LLC 1.424 273
2026-04-27 13F Integrity Wealth Partners, LLC 10.096 1.937
2026-05-08 13F Curtis Advisory Group, LLC 12.578 2.413
2026-04-30 13F Titleist Asset Management, Llc 23.097 3,28 4.430 -0,25
2026-04-08 13F First Heartland Consultants, Inc. 9.412 3,39 1.805 -0,11
2026-04-28 13F Interactive Financial Advisors 34.798 1,43 6.675 -2,05
2026-05-15 13F Veridan Wealth LLC 2.276 0,22 436 -3,33
2026-05-13 13F Owl Creek Wealth Partners LLC 5.277 1.012
2026-04-27 13F Beacon Financial Advisory LLC 19.182 0,03 3.679 -3,41
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 16.828 5,52 3.228 1,89
2026-05-08 13F Wilkerson Advisory Group LLC 29 6
2026-04-29 13F Skopos Labs, Inc. 9.623 1.846
2026-05-14 13F Ballentine Partners, LLC 7.521 131,91 1.443 123,91
2026-01-14 13F ORG Partners LLC 23.022 26,19 4.573 25,40
2026-04-29 13F San Luis Wealth Advisors LLC 2.567 0,20 492 -3,15
2026-04-17 13F Webster Bank, N. A. 425 82
2026-05-14 13F Meridian Wealth Partners, LLC 113.406 2,38 21.752 -1,14
2026-05-15 13F Morgan Stanley 9.065.644 1,07 1.738.882 -2,39
2026-04-09 13F Tompkins Financial Corp 787 128,78 151 120,59
2026-05-12 13F Tower Bridge Advisors 3.900 748
2026-04-27 13F Truist Financial Corp 164.348 4,04 31.524 0,48
2026-04-09 13F Wealth Quarterback LLC 70.827 0,62 13.585 -2,83
2026-05-05 13F Regions Financial Corp 3.154 149,33 605 140,64
2026-04-22 13F Clear Creek Financial Management, LLC 19.653 2,87 3.770 -0,66
2026-04-24 13F Private Advisor Group, LLC 404.816 1,10 77.648 -2,37
2026-04-15 13F Fifth Third Securities, Inc. 4.486 16,37 860 12,42
2026-04-14 13F Capital Asset Managemnet, LLC 7.067 2,54 1.355 -3,35
2026-04-15 13F Peddock Capital Advisors, Llc 36.570 4,98 7.014 1,39
2026-05-06 13F Tyche Wealth Partners LLC 19.636 2,33 3.766 -1,18
2026-04-08 13F Archer Investment Management, LLC 34.483 252,30 6.614 240,23
2026-05-05 13F Wealthfront Advisers Llc 6.093 1,08 1.169 -2,42
2026-04-15 13F Journey Strategic Wealth Llc 106.928 2,83 20.510 -0,70
2026-05-13 13F Monograph Wealth Advisors, Llc 3.314 28,95 636 24,51
2026-05-11 13F Rossby Financial, LCC 27.025 1.279,53 5.210 1.239,07
2026-05-14 13F MRP Capital Investments, LLC 109 21
2026-05-15 13F Gw Henssler & Associates Ltd 130.394 4,02 25.011 0,45
2026-05-13 13F Fortress Private Ledger, Llc 7.125 1,44 1.367 -2,08
2026-04-09 13F Sculati Wealth Management, LLC 46.457 3,56 8.911 0,00
2026-05-11 13F Founders Financial Alliance, LLC 1.500 195,28 288 187,00
2026-05-11 13F Atlas Capital Advisors Llc 467 90
2026-05-14 13F Financial Engines Advisors L.L.C. 5.815 9,45 1.115 5,69
2026-05-14 13F Gladstone Institutional Advisory LLC 82.597 17,19 15.843 13,17
2026-04-24 13F Cabot Wealth Management Inc 55.295 23,13 10.606 18,91
2026-04-07 13F Park Avenue Securities Llc 1.101.752 1,53 211 -1,86
2026-05-18 13F Strategic Investment Advisors / MI 596 114
2026-04-08 13F Ehrlich Financial Group 13.507 129,59 2.591 121,75
2026-05-13 13F Signature Equity Partners, LLC 490 12,64 94 9,30
2026-05-15 13F Larson Financial Group LLC 2.565 0,67 492 -2,96
2026-05-06 13F Sentinus, LLC 45.266 8,85 8.682 5,12
2026-04-23 13F Glass Jacobson Investment Advisors llc 2.293 0,17 440 -3,30
2026-04-20 13F Brandywine Oak Private Wealth Llc 8.451 17,02 1.621 12,97
2026-04-15 13F Regatta Capital Group, Llc 107.966 2,41 20.709 -1,10
2026-04-20 13F Chatterton & Associates Inc. 12.702 27,22 2.544 28,24
2026-04-20 13F Sowell Financial Services LLC 175.920 2,06 33.743 -1,44
2026-05-06 13F GatePass Capital, LLC 5.112 25,42 981 21,14
2026-05-14 13F Jump Financial, LLC 35.400 6.790
2026-04-28 13F Kathmere Capital Management, LLC 236.306 2,64 45.326 -0,88
2026-05-11 13F Waddell & Associates, Llc 2.679 3,60 514 0,00
2026-05-12 13F Jane Street Group, Llc Put 200.100 38.381
2026-05-08 13F Oath Planning, LLC 2.968 0,20 569 -3,23
2026-05-01 13F Team Financial Group, LLC 1.133 9,47 217 5,85
2026-05-12 13F Jane Street Group, Llc 2.006 86,43 385 80,28
2026-04-17 13F Sovereign Financial Group, Inc. 5.461 0,66 1.048 -2,79
2026-05-12 13F WealthTrak Capital Management LLC 5.883 2,83 1.128 -0,70
2026-04-08 13F Lineweaver Wealth Advisors, LLC 153.714 1,68 29.484 -1,81
2026-05-15 13F Qube Research & Technologies Ltd 115.088 103,96 22.075 96,98
2026-04-23 13F Interchange Capital Partners, LLC 24.091 43,66 4.123 23,78
2026-05-12 13F Jane Street Group, Llc Call 4.500 309,09 863 295,87
2026-04-13 13F Mather Group, Llc. 12.466 13,53 2.391 9,68
2026-05-14 13F Wealth Alliance 62.631 7,24 12.013 3,56
2026-05-04 13F Lutz Financial Services LLC 80.906 4,66 15.519 1,07
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