Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab U.S. REIT ETF eröffnet haben, gehören Waterford Advisors, LLC, Point72 Asset Management, L.P., Value Investment Professionals, LLC, Sanders Morris Harris Llc, Integrity Alliance, Llc., Private Advisory Group LLC, Banque Cantonale Vaudoise, Saxony Capital Management, LLC, StoneX Group Inc., Antonelli Financial Advisors, LLC, Merit Financial Group, LLC, Maripau Wealth Management Llc, Dorsey & Whitney Trust CO LLC, Orographic Financial Advisors, LLC, Synergy Financial Group, LTD, Nicolet Bankshares Inc, My Purposeful Wealth Corp., First Western Trust Bank, Bahl & Gaynor Inc, und ETF Store, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 17.260 | 1,83 | 371 | 4,52 | ||||
| 2026-05-07 | 13F | Bahl & Gaynor Inc | 9.313 | 200 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 50.016 | 1.075 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 262 | 6 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 535 | 0,19 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 842 | 18 | ||||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 24.652 | 0,17 | 530 | 2,92 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 150.274 | 0,02 | 3.229 | 2,90 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 5.187 | 111 | ||||||
| 2026-04-21 | 13F | Foster & Motley Inc | 990.058 | 2,52 | 21 | 5,00 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 14.073 | 0 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 60.084 | 17,20 | 1.291 | 20,65 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 221.690 | 3,77 | 4.764 | 6,74 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 561.307 | 7,14 | 12.062 | 10,22 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 32.196 | 2,21 | 692 | 5,02 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 6.214 | 38,24 | 144 | 54,84 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 51.949 | 0,13 | 1.116 | 3,05 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 2.100.294 | 15,95 | 45.133 | 19,28 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 261.708 | 0,53 | 5.624 | 3,42 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1.880 | 58,12 | 40 | 66,67 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 66.112 | 1.659 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2.331 | 50 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 16 | 77,78 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 74 | 2 | ||||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 155.704 | 7,04 | 3.656 | 16,14 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.611 | 1,38 | 35 | 3,03 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 644 | 13 | ||||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 11.849 | 20,61 | 255 | 23,90 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 61.899 | 3,28 | 1.330 | 6,23 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 285.716 | 169,47 | 6.140 | 177,33 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 19 | 72,73 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 12.702 | 273 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 380.550 | 18,35 | 8.030 | 19,55 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 609.930 | 1,12 | 13.107 | 4,02 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 10.330 | 1,16 | 222 | -1,34 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 15.657 | 16,33 | 336 | 19,57 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 33.156 | 713 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 25.136.358 | 3,31 | 540.180 | 6,28 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 17.474 | 5,88 | 376 | 9,01 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 35.888 | 14,69 | 771 | 18,07 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 10.510 | 226 | ||||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 522.062 | 0,04 | 11.219 | 2,92 | ||||
| 2026-05-14 | 13F | Peloton Wealth Strategists | 49.028 | 1 | ||||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 63.401 | 1.362 | ||||||
| 2026-05-01 | 13F | Dumac, Inc. | 7.929.093 | 1,05 | 170.396 | 3,95 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 227.071 | 7,91 | 4.880 | 11,01 | ||||
| 2026-05-15 | 13F | EFG International AG | 1.500 | 200,00 | 32 | 220,00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 330 | 0,61 | 7 | 16,67 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 10.119 | 217 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 68.725 | 27,23 | 1.477 | 30,85 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1.293 | 28 | ||||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 17.188 | 5,13 | 369 | 8,21 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 91.531 | 3,70 | 1.967 | 6,73 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 264.821 | 13,02 | 5.691 | 16,29 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 22.614 | 40,23 | 486 | 44,35 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 19.089 | 410 | ||||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 641.124 | 2,58 | 13.393 | -0,65 | ||||
| 2026-05-05 | 13F | PFG Advisors | 26.212 | 6,03 | 563 | 9,11 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 48.302 | 3,67 | 1.038 | 6,68 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 1.086 | 15,29 | 23 | 21,05 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 53.741 | 18,38 | 1.155 | 21,73 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 278 | 0,36 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 72.967 | 1.568 | ||||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 815.731 | 14,95 | 17.530 | 18,25 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 10.243 | 2,97 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 215 | 0,94 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 21.371 | 446 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 19.341 | 12,44 | 455 | 20,69 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 33 | 135,71 | 1 | |||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 54 | 1 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 32.260 | 693 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 86 | 2,38 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 13.547 | 0,41 | 291 | 3,56 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 14.925 | 0,54 | 321 | 3,23 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 23.871 | 513 | ||||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 6.522 | 140 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 16.756 | 8,79 | 360 | 12,15 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 3.307 | 0,64 | 71 | 4,41 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2.853 | 61 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 72 | 2 | ||||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 2.600 | 56 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 749 | 0,54 | 16 | 6,67 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 103.908 | 6,53 | 2.233 | 9,57 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 4.754 | 0,53 | 102 | 4,08 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 2.528 | 0,68 | 59 | 7,27 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 289 | 6 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 796 | 2,71 | 17 | 6,25 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 231.864 | 9,49 | 4.983 | 12,64 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 22.413 | 6,73 | 482 | 9,82 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 10.527 | 2,50 | 226 | 5,61 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 148.526 | 2,73 | 3.192 | 5,66 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 900 | 0,22 | 19 | 5,56 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 19.154 | 33,32 | 412 | 37,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 9.853 | 1,55 | 212 | 4,46 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 8.551 | 0,05 | 184 | 2,81 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 3.452 | 74 | ||||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 21.075 | 0,54 | 453 | 3,43 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 40.709 | 15,25 | 875 | 18,59 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 709.478 | 44,39 | 15.247 | 47,48 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 108.984 | 12,02 | 2.567 | 21,90 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 106.108 | 0,54 | 2.280 | 3,40 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9.957 | 3,56 | 214 | 6,50 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 367.849 | 5,78 | 7.905 | 8,82 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 7.959 | 171 | ||||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 17.846 | 52,44 | 384 | 56,97 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 380 | 8 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 19.148 | 4,42 | 412 | 7,31 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 32.003 | 24,71 | 688 | 28,17 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 17.305 | 35,08 | 372 | 38,95 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 202.261 | 4,53 | 4.628 | 14,47 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 59 | 1 | ||||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 354.241 | 2,16 | 7.613 | 5,09 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 12.701 | 14,57 | 293 | 22,08 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 5.104 | 11,91 | 110 | 14,74 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 18.286 | 3,26 | 393 | 6,23 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 89.355 | 0,88 | 1.920 | 3,78 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 241 | 0,84 | 5 | 25,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.035 | 5,08 | 22 | 10,00 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 147.022 | 7,40 | 3.071 | 6,04 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 33.080 | 0,66 | 711 | 3,50 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 680.970 | 6,61 | 14.634 | 9,67 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 195 | 0,52 | 4 | 0,00 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 372 | 8 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 35.942 | 9,19 | 772 | 12,37 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 28.476 | 0,64 | 595 | -2,62 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 397.445 | 6,35 | 8.541 | 9,42 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 12.253 | 0,03 | 263 | 3,14 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 91.239 | 8,88 | 1.961 | 12,00 | ||||
| 2026-04-20 | 13F | State of Alaska, Department of Revenue | 17.966 | 64,49 | 0 | |||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 82.870 | 1,08 | 1.781 | 3,97 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 97 | 2 | ||||||
| 2026-04-21 | 13F | Ramiah Investment Group | 103.511 | 8,40 | 2.224 | 11,53 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.027.148 | 1,52 | 43.563 | 4,44 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 253.118 | 0,70 | 5.440 | 3,58 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 49 | 44,12 | 1 | |||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 218.046 | 0,73 | 4.686 | 3,60 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 34.703 | 13,30 | 725 | 9,70 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 60.071 | 3,44 | 1.291 | 6,35 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 17.677 | 380 | ||||||
| 2026-04-03 | 13F | Adirondack Trust Co | 167 | 4 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 397.966 | 17,28 | 8.552 | 20,65 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 6.109 | 0,21 | 131 | 3,15 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 123 | 0,82 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 426 | 0,24 | 9 | 12,50 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 101.088 | 8,50 | 2.172 | 11,61 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2.659.675 | 0,15 | 57.156 | 3,02 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 649 | 0,15 | 14 | 0,00 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 19.688 | 3,61 | 423 | 6,82 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 248.316 | 2,46 | 5.336 | 5,41 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 206.643 | 6,74 | 4.441 | 9,79 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 74 | 1,37 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 29.044 | 0,95 | 624 | 3,83 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 168.788 | 12,71 | 3.627 | 15,95 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 354.640 | 0,20 | 7.621 | 3,08 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 5.925 | 127 | ||||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 40.180 | 863 | ||||||
| 2026-04-20 | 13F | Values Added Financial LLC | 14.779 | 0,09 | 318 | 2,92 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 27.589 | 9,85 | 593 | 12,98 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 42.693 | 131,96 | 917 | 138,80 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 35.437 | 1,55 | 762 | 4,53 | ||||
| 2026-04-24 | 13F | Lederer & Associates Investment Counsel/ca | 18.373 | 2,16 | 0 | |||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 37 | 131,25 | 1 | |||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 9.752 | 2,23 | 210 | 5,03 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 26.538 | 570 | ||||||
| 2026-04-21 | 13F | WT Wealth Management | 36.681 | 4,52 | 788 | 7,50 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 12.461 | 4,02 | 268 | 5,95 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 92 | 17,95 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 19.382 | 0,09 | 417 | 2,97 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 412 | 0,49 | 9 | 0,00 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 125.904 | 9,33 | 3 | -99,92 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 18.213 | 5,14 | 391 | 8,31 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 115.596 | 22,14 | 2.484 | 25,64 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3.534 | 3,51 | 76 | 5,63 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 7.101 | 1,81 | 153 | 4,83 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 23.320 | 19,85 | 501 | 22,79 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 77.484 | 81,29 | 1.665 | 86,66 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 27.270 | 7,25 | 586 | 10,36 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 96.662 | 4,80 | 2.077 | 7,84 | ||||
| 2026-05-12 | 13F | Wakefield Asset Management LLLP | 39.545 | 12,41 | 850 | 15,67 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 52.958 | 2,65 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 9.860 | 212 | ||||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 7 | 0 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 14.520 | 312 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1.771 | 46,97 | 38 | 52,00 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 55.759 | 28,54 | 1.198 | 32,23 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 1.340 | 29 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 11.336 | 350,56 | 244 | 367,31 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 206.034 | 9,62 | 4.428 | 12,76 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 550 | 382,46 | 12 | 450,00 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 208 | 4 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 30.822 | 13,39 | 644 | 9,73 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 231.107 | 3,80 | 4.966 | 6,80 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 96.777 | 0,36 | 2.080 | 3,23 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 19.913 | 428 | ||||||
| 2026-05-08 | 13F | Firestone Capital Management | 476.701 | 7,10 | 10.244 | 10,19 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 12.361 | 0,86 | 266 | 3,52 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1.921 | 3,78 | 41 | 7,89 | ||||
| 2026-04-17 | 13F | ZynergyRetirementPlanningLLC | 806.322 | 7,28 | 17.328 | 10,36 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1.064.539 | 0,46 | 22.877 | 3,34 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 31.961 | 5,37 | 687 | 8,37 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 10.244 | 220 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 28.291 | 188,80 | 608 | 197,55 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 172 | 4 | ||||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 229.197 | 2,49 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 111.181 | 6,01 | 2.389 | 9,09 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 534 | 0,75 | 11 | 0,00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 31.794 | 99,39 | 683 | 105,11 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 19 | 0 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 69 | 1 | ||||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 155.955 | 0,74 | 3.351 | 3,65 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 561 | 42,75 | 12 | 50,00 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 311.865 | 4,01 | 6.702 | 6,99 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 736 | 0,14 | 16 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 10.324 | 58,44 | 222 | 62,50 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 17.169 | 13,69 | 369 | 15,72 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 406.889 | 1,07 | 8.744 | 3,97 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 91.529 | 127,84 | 1.975 | 135,40 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 18.120 | 86,40 | 389 | 91,63 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 12.291 | 264 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11.044.733 | 848,60 | 237.351 | 875,87 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 107 | 7,00 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 38 | 1 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 16.152 | 1,36 | 347 | 4,52 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 160.588 | 1.411,99 | 3.451 | 1.406,99 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 1.976 | 1,28 | 42 | 5,00 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 402.510 | 9.322 | ||||||
| 2026-04-30 | 13F | ETF Store, Inc. | 9.309 | 200 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 33.676.678 | 2,82 | 723.723 | 5,78 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 52.614 | 7,11 | 1.131 | 10,14 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 95.179 | 94,03 | 2.045 | 99,71 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 221.134 | 6,75 | 4.752 | 9,82 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 21.038 | 0,66 | 452 | 3,67 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 9.338 | 201 | ||||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 40.044 | 10,27 | 861 | 13,46 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 588 | 13 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 224 | 85,12 | 5 | 100,00 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2.488 | 35,22 | 53 | 39,47 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 95.622 | 1,41 | 2.055 | 4,32 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 0 | -100,00 | ||||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 30 | 1 | ||||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 279.230 | 10,60 | 6.001 | 13,77 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 11.732 | 0,33 | 252 | 3,28 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 41.376 | 4,05 | 889 | 7,11 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 42.840 | 100,00 | 918 | 100,00 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 48.420 | 114,71 | 1.041 | 120,81 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 101.126 | 7,35 | 2.173 | 10,47 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 6.420 | 2,82 | 0 | |||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 10.588 | 1,13 | 228 | 4,13 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 76.725 | 9,97 | 1.649 | 13,11 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 63 | 1 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 55.359 | 2,80 | 1.156 | 115.500,00 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 663.187 | 231,12 | 14.252 | 240,69 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 26.834 | 31,97 | 577 | 35,85 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 85.232 | 17,19 | 1.832 | 3,86 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 332 | 13,70 | 7 | 16,67 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 50.057 | 1.076 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 167.737 | 71,85 | 3.605 | 76,84 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 516.526 | 1,76 | 11.921 | 10,37 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 257 | 0,78 | 6 | 0,00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 1.559 | 1,50 | 34 | 3,13 | ||||
| 2026-05-14 | 13F | Morningstar Investment Management LLC | 705.180 | 24,70 | 15.154 | 137.663,64 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 121.439 | 6,27 | 2.610 | 9,30 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 15.472 | 0,49 | 332 | 3,43 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 5.074 | 107 | ||||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 15.270 | 328 | ||||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 43.831 | 0,15 | 942 | 0,21 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 17.431 | 31,14 | 375 | 35,02 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 9.792 | 1,30 | 205 | -1,92 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 70 | 1 | ||||||
| 2026-04-27 | 13F | LCW Services, LLC | 39.121 | 197,93 | 841 | 206,57 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 16.597 | 0,08 | 357 | 2,89 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 12.179 | 262 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 10.017 | 244,23 | 209 | 237,10 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 124.084 | 88,13 | 2.667 | 93,61 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 16.230 | 0,04 | 349 | -4,66 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 927.321 | 6,71 | 20 | 5,56 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 63 | 1 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4.773 | 158,28 | 103 | 168,42 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 364.963 | 6,43 | 7.627 | 3,11 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 1.499.321 | 10,22 | 32.220 | 13,38 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 294.005 | 4,48 | 6.318 | 7,49 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 112.814 | 2 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 386 | 8 | ||||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1.010.445 | 61,08 | 21.391 | 63,24 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 23.927 | 19,27 | 514 | 22,67 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 86.849 | 21,28 | 1.866 | 24,82 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 40.153 | 10,17 | 863 | 13,27 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 13.545 | 291 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 795.744 | 3,45 | 17 | 6,25 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 29.622 | 637 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 319.173 | 15,07 | 6.859 | 18,38 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 40 | 1 | ||||||
| 2026-04-20 | 13F | Friedenthal Financial | 24.589 | 2,39 | 528 | 5,39 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 278.580 | 7,95 | 5.987 | 11,06 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 12.771 | 1,57 | 274 | 4,58 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 98.736 | 3,56 | 2.122 | 6,53 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 12.023.737 | 2,93 | 258.390 | 5,89 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 19.180 | 1,92 | 412 | 4,83 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 358.572 | 5,17 | 7.706 | 8,29 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 746.140 | 2.599,40 | 16.035 | 2.678,86 |
