Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF eröffnet haben, gehören Scarborough Advisors, LLC, Refined Wealth Management, Stillwater Private Wealth, LLC, A4 Wealth Advisors LLC, BlueSky Wealth Advisors, LLC, Beacon Bridge Wealth Partners, LLC, Frisch Financial Group, Inc., Facet Wealth, Inc., Mission Wealth Management, Lp, Parsons Capital Management Inc/ri, Leo Wealth, LLC, TradeWell Securities, LLC., Johnson Investment Counsel Inc, Professional Financial Management, Inc., Legacy Edge Advisors, LLC, Pure Financial Advisors, Inc., Spartan Wealth Advisory Services LLC, Aqr Capital Management Llc, MSH Capital Advisors LLC, und LongView Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 352 | 9 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 344.634 | 36,68 | 8.585 | 35,76 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 46.543 | 0,21 | 1.159 | -0,43 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 84.178 | 2.097 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 50.765 | 5,43 | 1.265 | 4,72 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 184.795 | 23,52 | 4.603 | 22,68 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 9.350 | 8,09 | 233 | 7,41 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 352.097 | 12,63 | 8.770 | 11,88 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 71.802 | 3,23 | 2 | 0,00 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 97.823 | 2,11 | 2.437 | 1,42 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 111.250 | 8,58 | 2.771 | 7,86 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 308.868 | 127,13 | 7.694 | 125,60 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 699.480 | 7,59 | 17 | 6,25 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1.954.043 | 10,42 | 48.675 | 9,68 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 78.024 | 23,63 | 1.944 | 22,82 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.354 | 5.316,00 | 34 | 0,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 12.606 | 10,74 | 314 | 10,18 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 29.126 | 21,80 | 726 | 21,04 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 1.141.716 | 1,73 | 28 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 309.545 | 27,57 | 7.763 | 27,30 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 14.141 | 31,89 | 352 | 31,34 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 64.942 | 32,10 | 1.618 | 31,25 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 70.097 | 37,56 | 1.746 | 36,62 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.736 | 57,45 | 118 | 56,00 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 3.897.100 | 6,59 | 97.077 | 5,87 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 20.977 | 0,53 | 523 | -0,19 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 150.239 | 15,09 | 3.742 | 14,33 | ||||
| 2026-05-11 | 13F | Commerce Bank | 58.073 | 43,79 | 1.447 | 42,89 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 62.449 | 1.556 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 850 | 21 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 11 | 0 | ||||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 18.690 | 23,93 | 466 | 23,02 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 42.758 | 20,01 | 1.065 | 19,26 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 140 | 3 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 24.452 | 26,90 | 609 | 26,09 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 81.385 | 2 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 51.503 | 7,19 | 1.283 | 6,39 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 1.496 | 2,26 | 37 | 2,78 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 355.677 | 48,95 | 9 | 60,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3.435 | 86 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 80 | 2 | ||||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 3.993.213 | 6,12 | 99.471 | 5,40 | ||||
| 2026-05-05 | 13F | UBS Group AG | 648.366 | 55,23 | 16.151 | 54,18 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 924.447 | 28,84 | 22.890 | 27,20 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 35.666 | 6,37 | 888 | 5,71 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 113.664 | 153,30 | 2.831 | 151,64 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 38.139 | 12,21 | 950 | 11,50 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 94.613 | 2.357 | ||||||
| 2026-05-12 | 13F | WorthPointe, LLC | 556.731 | 21,16 | 13.868 | 20,34 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1.073 | 27 | ||||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 1.100 | 27 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 44.330 | 3,10 | 1.104 | 2,41 | ||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 528.356 | 19,25 | 13.161 | 18,45 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 734 | 18 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 422.095 | 10,26 | 10.514 | 9,52 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 228.477 | 5.691 | ||||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 197.157 | 6,77 | 4.911 | 6,05 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 108.392 | 1,82 | 2.700 | 1,16 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 145 | 4 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 111.870 | 28,32 | 2.787 | 27,45 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 22.626 | 12,93 | 564 | 12,15 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 33.820 | 0,65 | 842 | 0,00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 17.823 | 1,23 | 444 | 0,45 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 31.087 | 10,17 | 774 | 9,48 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 694.837 | 4,58 | 17.427 | 4,37 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 5.208 | 130 | ||||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 380.634 | 669,55 | 9.482 | 664,60 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 33.624 | 1,51 | 838 | 0,84 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 48.813 | 59,66 | 1.216 | 58,62 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 25.885 | 53,77 | 645 | 52,61 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 128.041 | 863,08 | 3.190 | 857,66 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 166.541 | 9,30 | 4.149 | 8,56 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 3.321 | 974,76 | 82 | 1.071,43 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 26.487 | 4,46 | 660 | 3,78 | ||||
| 2026-05-12 | 13F | Professional Financial Management, Inc. | 10.220 | 255 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 148 | 4 | ||||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 93.394 | 11,49 | 2.326 | 10,76 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 188 | 21,43 | ||||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 120.015 | 4,94 | 3.010 | 4,70 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 500 | 12 | ||||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 100.065 | 8,38 | 2.493 | 7,55 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 3.001.765 | 4,68 | 74.774 | 3,97 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 10.215 | 254 | ||||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 377.569 | 0,93 | 9.404 | 0,23 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 14.871 | 17,03 | 370 | 16,35 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 8.847 | 220 | ||||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 173.051 | 12,44 | 4.311 | 11,69 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 74.401 | 6,01 | 1.853 | 5,10 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 8.079 | 201 | ||||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 26.561 | 13,87 | 662 | 13,18 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 1.624.915 | 5,16 | 40.477 | 4,44 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 409 | 10 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 24.010 | 4,12 | 598 | 3,46 | ||||
| 2026-04-20 | 13F | Dock Street Asset Management Inc | 316.217 | 28,99 | 7.877 | 28,11 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 348.606 | 108,81 | 8.684 | 107,38 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 3 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 12.790 | 80,52 | 321 | 79,78 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.122.593 | 11,74 | 52.874 | 10,98 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 10 | 0 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 18 | 0 | ||||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 1.272.625 | 6,17 | 31.701 | 5,45 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 15.303 | 0,48 | 381 | 0,00 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 433.206 | 4,14 | 10.791 | 3,44 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 9.164 | 228 | ||||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 10.079 | 0,02 | 251 | -0,40 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 44.469 | 23,80 | 1.108 | 23,00 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 51.707 | 33,83 | 1.288 | 33,20 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 47.110 | 3,42 | 1.174 | 2,71 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.454 | 36 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 521.716 | 5,29 | 12.996 | 4,57 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 2 | |||||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 511.425 | 6,73 | 12.740 | 6,00 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 21.000 | 523 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 488.632 | 12.172 | ||||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 27.245 | 10,01 | 679 | 9,18 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 214.704 | 1,79 | 5.348 | 1,12 | ||||
| 2026-04-09 | 13F | Mfg Wealth Management, Inc. | 60.241 | 6,44 | 1.501 | 5,71 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 458.624 | 8,36 | 11.424 | 7,63 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 2.381.002 | 9,52 | 59.311 | 8,78 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 1.002.894 | 15,11 | 24.982 | 14,33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 5.976.383 | 14,92 | 148.573 | 13,91 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 30.384 | 757 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 80.590 | 6,77 | 2 | 100,00 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 11.418 | 0,64 | 284 | 0,00 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 21.272 | 530 | ||||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 29.094 | 11,67 | 725 | 10,87 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 17.235 | 11,39 | 429 | 10,57 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 8.712 | 4,01 | 217 | 3,33 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 388.797 | 9.685 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 505.447 | 13,12 | 12.601 | 12,44 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 351.983 | 4,06 | 8.690 | 3,01 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38.051 | 0,39 | 948 | -0,32 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1.234.746 | 8,42 | 30.758 | 7,69 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1.445.430 | 6,64 | 36.006 | 5,92 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 26.877 | 20,39 | 670 | 19,68 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 67.169 | 2,31 | 1.673 | 1,64 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 87.498 | 2,17 | 2.180 | 1,49 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7.090 | 177 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 128.984 | 5,05 | 3.213 | 4,32 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 13.365 | 2,92 | 333 | 2,15 | ||||
| 2026-04-24 | 13F | United Community Bank | 1.600 | 40 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 36.652 | 104,98 | 913 | 103,57 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 104.075 | 102,72 | 2.593 | 101,40 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 652.805 | 1,32 | 16.261 | 0,64 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 57.869 | 1.442 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.151.786 | 25,74 | 28.691 | 24,89 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 11.589 | 3,75 | 289 | 2,86 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 5.754 | 1,61 | 143 | 0,00 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 28.434 | 21,26 | 708 | 20,41 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 9.179 | 229 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 450 | 11 | ||||||
| 2026-05-08 | 13F | McAdam, LLC | 496.305 | 7,36 | 12.363 | 6,62 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 592.917 | 602,60 | 14.770 | 597,97 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 678.481 | 24,53 | 16.867 | 23,51 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 162.488 | 15,37 | 4.048 | 14,58 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 17.334.539 | 1,48 | 431.805 | 0,80 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 3.480.010 | 9,64 | 86.687 | 8,90 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 8.270 | 0,02 | 206 | -0,48 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 23.384 | 586 | ||||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 12.884 | 3,73 | 321 | 2,89 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 542 | 0,74 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 11.764 | 19,35 | 293 | 18,62 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 80.293 | 1,19 | 2.000 | 0,50 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 121.279 | 39,31 | 3.021 | 38,39 | ||||
| 2026-04-24 | 13F | Lederer & Associates Investment Counsel/ca | 14.528 | 0,94 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6.189.094 | 19,66 | 154.170 | 18,85 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 1.570 | 14,35 | 39 | 14,71 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 108.895 | 2,71 | 2.713 | 2,03 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 452.423 | 4,43 | 11.267 | 3,72 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 13.594 | 0,08 | 0 | |||||
| 2026-04-21 | 13F | SWS Partners | 718.928 | 11,24 | 17.908 | 10,48 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 889 | 22 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4.249 | 119,36 | 106 | 118,75 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 7.622.548 | 5,13 | 189.878 | 4,42 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 8.820 | 220 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 46.083 | 4,05 | 1.148 | 3,33 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 701.706 | 3,91 | 17.480 | 3,20 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 249.546.261 | 4,74 | 6.216.197 | 4,03 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 748 | 19 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1.504.342 | 12,01 | 37.473 | 11,26 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 1.409.411 | 4,74 | 35.108 | 4,03 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 264.060 | 21,81 | 6.578 | 20,99 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.155 | 4,61 | 54 | 3,92 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 65.811 | 1.639 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 277.186 | 5,94 | 7 | 0,00 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 27.559 | 27,00 | 686 | 26,10 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 109.112 | 0,16 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 33 | 1 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 8.013 | 388,60 | 200 | 385,37 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 135.268 | 24,80 | 3.370 | 23,95 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 80.465 | 192,45 | 2.004 | 190,43 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 4.782 | 17,46 | 119 | 16,67 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 360.906 | 3.680,70 | 8.990 | 3.661,51 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22.879 | 2,59 | 570 | 1,79 | ||||
| 2026-05-14 | 13F | Comprehensive Wealth Management, LLC | 54.545 | 11,30 | 1.359 | 10,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 38.550 | 21,74 | 960 | 20,91 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1.472 | 52,70 | 37 | 50,00 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 5 | 0 | ||||||
| 2026-05-11 | 13F | CacheTech Inc. | 111.250 | 8,58 | 2.771 | 7,86 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 11.299 | 40,26 | 281 | 39,11 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 8 | 0 | ||||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 444.172 | 14,84 | 11.064 | 14,06 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 38.744 | 965 | ||||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 10.529 | 8,40 | 262 | 7,82 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 11.293 | 21,60 | 281 | 21,12 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 101.934 | 107,89 | 3 | 100,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 111.368 | 133,27 | 2.774 | 131,75 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 1 | 0 | ||||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 3.940 | 98 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 33.238 | 40,52 | 828 | 39,46 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 149.381 | 53,90 | 3.714 | 52,61 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 17.037 | 424 | ||||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 20.256 | 12,73 | 505 | 12,00 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 57 | 1 | ||||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 180.339 | 2,74 | 4.492 | 2,04 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 12.579 | 0,30 | 313 | -0,32 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 410.385 | 0,24 | 10.223 | -0,28 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 275.974 | 692,10 | 6.874 | 687,40 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1.283.662 | 54,41 | 31.796 | 52,37 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.431.580 | 24,28 | 35.661 | 23,44 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 237.678 | 6,89 | 5.921 | 6,17 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 121.143 | 4,72 | 3.018 | 4,00 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 1.313 | 33 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 36.798 | 917 | ||||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 53.320 | 8,71 | 1.328 | 7,97 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 242.418 | 2,58 | 6.039 | 1,89 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 22.360 | 557 | ||||||
| 2026-04-15 | 13F | Code Waechter LLC | 215.982 | 5,15 | 5.380 | 4,45 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 44.087 | 10,74 | 1.098 | 10,02 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 170.084 | 4.237 | ||||||
| 2026-02-09 | 13F | Quest Partners LLC | 1.921.346 | 643,69 | 48.187 | 642,25 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 129.700 | 188,22 | 3.231 | 186,35 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.647.990 | 35,96 | 115.781 | 35,04 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 292.394 | 13,18 | 7.284 | 12,41 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 101.926 | 7,91 | 2.539 | 7,18 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 4.217.002 | 4,65 | 105.046 | 3,94 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 164.816 | 180,69 | 4.089 | 177,79 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 344.118 | 6,20 | 8.558 | 5,32 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 288.924 | 28,30 | 7.197 | 27,45 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 11.912 | 297 | ||||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 44.728 | 1,88 | 1.114 | 1,18 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 39.717 | 13,43 | 989 | 12,64 | ||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 16.079 | 400 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 8.336 | 208 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 4.569 | 114 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 27.413 | 23,44 | 680 | 22,30 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 16.759 | 110,07 | 417 | 108,50 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 59.102 | 5,66 | 1.472 | 4,99 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 9.711 | 242 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 221.905 | 3,35 | 5.528 | 2,66 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 410.404 | 0,09 | 10.223 | -0,58 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 36.000 | 903 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 1.247.877 | 2,17 | 31.085 | 1,48 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 21.813 | 69,96 | 543 | 69,16 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 36 | 1 | ||||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 5.985 | 89,16 | 149 | 88,61 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.810.702 | 3,62 | 45.105 | 2,92 | ||||
| 2026-05-14 | 13F | Harvest Portfolios Group Inc. | 305.958 | 10,51 | 7.621 | 9,77 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 1.075.376 | 1,01 | 26.788 | 0,32 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 379.249 | 5,34 | 9.512 | 105.577,78 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1.933.622 | 35,93 | 48.022 | 34,61 | ||||
| 2026-05-05 | 13F | HC Advisors, LLC | 899.471 | 4,87 | 22.406 | 4,16 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 163 | 4 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 113.265 | 1,07 | 2.821 | 0,39 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 559.583 | 1,18 | 13.939 | 0,50 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 21.449 | 0,18 | 534 | -0,37 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 12.813 | 0,19 | 319 | -0,31 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 17.817 | 6,50 | 0 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 916.786 | 49,59 | 22.837 | 48,58 | ||||
| 2026-04-13 | 13F | Advocate Group Llc | 429.999 | 6,07 | 10.711 | 5,35 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 265.821 | 6.622 | ||||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 18.654 | 1,93 | 465 | 1,31 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 31.803 | 4,45 | 792 | 3,80 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 86.626 | 4,27 | 2.157 | 3,55 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 154.577 | 3.851 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 12.255 | 289 | ||||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 2.791.682 | 0,30 | 69.541 | -0,34 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 9.099 | 227 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 43.586 | 0,39 | 1.086 | -0,28 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 2.232 | 56 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 295.042 | 20,54 | 7.349 | 19,73 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 262.411 | 4,13 | 6.537 | 3,21 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1.118 | 847,46 | 28 | 1.250,00 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 884 | 22 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 49.027 | 13,64 | 1.221 | 12,85 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 539.264 | 7,84 | 13.433 | 7,12 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 19.449 | 11,11 | 484 | 10,25 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 17.327 | 432 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 9.522 | 119,40 | 237 | 119,44 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 246 | 50,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 92.156 | 6.403,60 | 2.296 | 6.457,14 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 85.612 | 451,52 | 2.133 | 448,07 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 80 | 2 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 185 | 5 | ||||||
| 2026-04-14 | 13F | eCIO, Inc. | 21.107 | 4,25 | 526 | 3,55 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 175.882 | 5,47 | 4.381 | 4,76 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 200 | 5 | ||||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 164.648 | 19,47 | 4.101 | 18,66 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 10.503 | 21,34 | 262 | 20,28 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 101.382 | 1,75 | 2.525 | 1,04 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 459.338 | 5,26 | 11 | 10,00 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 149.613 | 32,89 | 3.727 | 31,99 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 223.175 | 6 | ||||||
| 2026-04-28 | 13F | Hapanowicz & Associates Financial Services, Inc | 1.397.138 | 4,57 | 34.803 | 3,86 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 329.679 | 20,48 | 8.213 | 19,66 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 215.482 | 5,38 | 5.368 | 4,66 | ||||
| 2026-04-14 | 13F | Tran Capital Management, L.p. | 114.878 | 3,40 | 2.862 | 2,69 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 37.586 | 9,97 | 936 | 9,22 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 10.102 | 6,28 | 252 | 5,46 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 85.956 | 5,73 | 2.141 | 5,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 245.471 | 34,27 | 6.115 | 33,35 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 794.905 | 1.269,09 | 19.801 | 1.259,96 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 261.725 | 40,99 | 6.520 | 40,04 |
