Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Lpwm Llc, TRB Wealth Management, LLC, Baer Investment Advisory LLC, My Portfolio Guide, LLC, TCP Asset Management, LLC, Retiremitten Financial Llc, Roan Capital Partners, Quent Long Short Global Small Cap Fund, LP, Split Rock Private Trading & Wealth Management, LLC, Qrg Capital Management, Inc., Sanchez Levi Garrett, Integrity Wealth Partners, LLC, Sanchez Gaunt Capital Management, LLC, Quadrature Capital Ltd, Sentinel Advisory Group, LLC, Clearview Wealth Management LLC, Shelton Capital Management, Hibernia Wealth Partners, LLC, und Stark Wealth Management LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 183 | 18.200,00 | 9 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.489.125 | 39,35 | 351.315 | 39,65 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.684 | 219 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 38.508 | 7,02 | 1.806 | 7,24 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.163 | 55 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 242.142 | 11.359 | ||||||
| 2026-05-06 | 13F | Intrust Bank Na | 101.187 | 22,80 | 4.747 | 23,05 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 10.820 | 2,40 | 508 | 2,63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 220.942 | 11,66 | 10.364 | 11,91 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 26.391 | 145,04 | 1.238 | 145,63 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 12.121 | 16,95 | 569 | 17,11 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 15.175 | 36,39 | 712 | 36,73 | ||||
| 2026-05-12 | 13F | Axos Invest Inc. | 87.731 | 25,79 | 4.115 | 26,07 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 9.898 | 1,11 | 464 | 1,31 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 263.119 | 28,44 | 12.343 | 28,71 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 300 | 14 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 98 | 5 | ||||||
| 2026-04-22 | 13F | Truefg, Llc | 275.306 | 1,56 | 12.915 | 1,78 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 336.843 | 0,95 | 15.801 | 1,17 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 17.106 | 6,83 | 802 | 7,08 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 1.018.948 | 2,87 | 47.799 | 3,09 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 51.141 | 17,90 | 2.399 | 18,18 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 145.866 | 40,90 | 6.843 | 41,19 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 225.759 | 41,55 | 10.590 | 41,86 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 817.602 | 0,57 | 38 | 0,00 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 7.200 | 4,70 | 365 | 13,40 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 1.468 | 131,55 | 0 | |||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 19.157 | 6,36 | 899 | 6,52 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 229.648 | 1,85 | 10.773 | 2,07 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 7.246 | 52,77 | 340 | 52,70 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 15.026 | 705 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 21.753 | 2,78 | 1 | |||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2.639 | 2,84 | 124 | 2,50 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 9.421 | 4,83 | 442 | 5,00 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 63.834 | 101,43 | 2.994 | 101,89 | ||||
| 2026-04-29 | 13F | PCB Capital LLC | 16.127 | 10,10 | 756 | 10,36 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.093 | 39,59 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 78.368 | 28,17 | 3.675 | 28,36 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 9.199 | 78,10 | 432 | 78,84 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 160 | 8 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 396 | 19 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 343.208 | 71,81 | 16.100 | 72,18 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 25.379 | 23,00 | 1.191 | 23,29 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 325 | 15 | ||||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 97.208 | 14,98 | 3.724 | -5,89 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 126.500 | 2,83 | 5.934 | 3,06 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 25.792 | 3,87 | 1.210 | 4,04 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.739 | 132,80 | 82 | 138,24 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 126.770 | 4,91 | 5.947 | 5,13 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 44.088 | 7,75 | 2.068 | 7,99 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 67.973 | 0,57 | 3.189 | 0,79 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 27.430 | 14,78 | 1.287 | 15,03 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 15.695 | 11,30 | 736 | 11,52 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 30 | 1 | ||||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 5.513 | 259 | ||||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 249.422 | 3,58 | 11.700 | 3,81 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 16.145 | 6,26 | 757 | 6,47 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 4.941 | 3,69 | 232 | 3,59 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 21.626 | 111,27 | 1.014 | 111,69 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 33.060 | 23,71 | 1.551 | 24,00 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 188.990 | 8,66 | 8.866 | 8,89 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 14.922 | 2,92 | 700 | -4,12 | ||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 430.119 | 0,79 | 20.177 | 1,01 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 4.898 | 0,37 | 230 | 0,44 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 8.596 | 66,17 | 403 | 66,53 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 645 | 27,22 | 30 | 30,43 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 44.532 | 2,93 | 2.089 | 3,11 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2.360 | 111 | ||||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 48.272 | 1,76 | 2.264 | 1,98 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 4.277 | 215 | ||||||
| 2026-05-14 | 13F | Alpha Advisors, LLC/VA | 31.136 | 1,61 | 1.461 | 1,81 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.898.596 | 4,82 | 89.026 | 4,99 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 27 | 1 | ||||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 102.313 | 48,44 | 4.799 | 48,76 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 10.407 | 81,18 | 488 | 82,09 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 1.043.960 | 35,11 | 48.972 | 35,40 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 25.013 | 0,22 | 1.173 | 0,43 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 46.808 | 9,69 | 2.196 | 9,91 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 21.500 | 46,44 | 1.009 | 46,72 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 120.091 | 17,70 | 5.653 | 18,34 | ||||
| 2026-04-29 | 13F | Isthmus Partners, Llc | 347.279 | 16.291 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 17.522 | 2,07 | 822 | 2,24 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 419.004 | 3,39 | 19.614 | 3,39 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 63 | 0 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 2.148.733 | 21,65 | 101 | 21,95 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 31.875 | 41,97 | 1.495 | 42,38 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 5.183 | 3,41 | 243 | 2,53 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 20.082 | 19,20 | 942 | 17,02 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 786.674 | 2,73 | 36.824 | 2,73 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 430.690 | 3,96 | 20.204 | 4,18 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 43.339 | 7,52 | 2.033 | 7,79 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 39.238 | 5,23 | 1.841 | 5,44 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 127.406 | 0,60 | 5.977 | 0,81 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 111.670 | 2,54 | 5.238 | 2,77 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 14.771 | 693 | ||||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 363.404 | 0,27 | 17.047 | 0,48 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 8.596 | 1,51 | 403 | 1,77 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 6.118 | 1,21 | 287 | 1,77 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 17.159 | 1,91 | 805 | 2,03 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 155.265 | 1,43 | 7.284 | 1,65 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 198.316 | 4,82 | 9.303 | 5,04 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 14.417 | 6,85 | 676 | 7,13 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 216.958 | 1,51 | 10.178 | 1,73 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 57.917 | 0,15 | 2.717 | 0,33 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 774.130 | 6,65 | 36.314 | 6,88 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 20.200 | 948 | ||||||
| 2026-05-15 | 13F | State Street Corp | 4.901.772 | 10,90 | 229.942 | 11,14 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 220.807 | 54,20 | 10.358 | 54,55 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 15.891 | 2,69 | 745 | 2,90 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 26 | 1 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 17.892 | 26,62 | 839 | 26,93 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 785.788 | 59,89 | 36.861 | 60,24 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 287.316 | 7,87 | 13.449 | 7,87 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 9.333 | 4,19 | 438 | 4,30 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 38.148 | 1.790 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 30.249 | 0,60 | 1.419 | 0,78 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 9.935 | 95,07 | 466 | 95,80 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 174.870 | 1,65 | 8.203 | 1,88 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 212.213 | 76,06 | 9.955 | 76,43 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 106.871 | 26,54 | 5.013 | 26,82 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 27.947 | 1.311 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 9.657 | 15,46 | 453 | 15,86 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 12.501 | 12,60 | 586 | 12,91 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 666.463 | 7,43 | 34.056 | 13,64 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 46.888 | 76,30 | 2.200 | 66,84 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 4.082 | 191 | ||||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 5.657 | 265 | ||||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 291.873 | 1,66 | 13.692 | 1,88 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 17.523 | 2,35 | 822 | 2,50 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 290.079 | 1,94 | 13.608 | 2,15 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 154.523 | 2,04 | 7.249 | 2,26 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 248.602 | 5,84 | 11.662 | 6,06 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 125.368 | 23,73 | 5.881 | 23,97 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 37.151 | 11,47 | 1.743 | 11,67 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 193.754 | 100,29 | 9.089 | 100,73 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 117 | 5 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 6.077 | 0,25 | 285 | -3,39 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 71.866 | 17,10 | 3.371 | 17,37 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 194.583 | 26,56 | 10.037 | 39,47 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 3.259.172 | 17,49 | 152.888 | 17,74 | ||||
| 2026-04-10 | 13F | Novem Group | 36.616 | 1,62 | 1.718 | 1,84 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 38.934 | 2,15 | 1.826 | 2,35 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 10.841 | 0,57 | 509 | 0,20 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.897 | 89 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 189.600 | 8.894 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 223.613 | 6.374,03 | 10.490 | 6.414,91 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 103.456 | 4,62 | 5.314 | 10,07 | ||||
| 2026-05-08 | 13F | Bokf, Na | 2.560 | 19,51 | 120 | 20,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 28.326 | 11,75 | 1.329 | 11,97 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 583 | 27 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1.330.362 | 16,57 | 62.409 | 16,82 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 24.330 | 2,04 | 1.141 | 2,24 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 16.696.640 | 7,12 | 783.239 | 7,35 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 440.147 | 1,37 | 20.647 | 1,58 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13.102 | 3,63 | 613 | 3,72 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 149.217 | 3,46 | 7.000 | 3,67 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.334.577 | 8,82 | 62.608 | 9,05 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 91.269 | 1,92 | 4.281 | 2,15 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 141.082 | 34,09 | 6.618 | 34,38 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 97.141 | 3,33 | 4.557 | 3,55 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 7.550 | 13,45 | 354 | 13,83 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 111.237 | 23,69 | 5.218 | 23,97 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 5.077 | 2,46 | 238 | 3,03 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 4.799 | 225 | ||||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 5.139 | 15,87 | 241 | 16,43 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 64.644 | 4,36 | 3.032 | 4,59 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 632.460 | 5,21 | 32.249 | 11,04 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 17.674 | 5,32 | 829 | 5,61 | ||||
| 2026-04-07 | 13F | Eastern Bank | 189 | 293,75 | 9 | 300,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 322 | 15 | ||||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 88.449 | 4,63 | 4.149 | 4,85 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 378.755 | 24,91 | 17.767 | 25,18 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 4.688 | 220 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 144 | 7 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 79.830 | 25,52 | 3.745 | 25,76 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 7.751 | 62,94 | 363 | 63,06 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 25.427 | 1.193 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 136.744 | 103,89 | 6.415 | 104,33 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 533 | 25 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 22.605 | 30,95 | 1.060 | 31,19 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 31.084 | 111,90 | 1.458 | 112,54 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 29.534 | 70,12 | 1.385 | 70,57 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 125.841 | 17,12 | 5.903 | 17,38 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 372.711 | 11,91 | 17.484 | 4,21 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 58.471 | 11,24 | 2.743 | 11,46 | ||||
| 2026-01-29 | 13F | Comerica Bank | 218.216 | 5,24 | 10.215 | 5,24 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.209.880 | 6,26 | 103.255 | 6,04 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 8.497 | 52,74 | 399 | 53,08 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 5.895 | 277 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 135.374 | 938,86 | 6.350 | 942,69 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 280.768 | 2,58 | 13.171 | 2,79 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 217.412 | 5,06 | 10.199 | 5,29 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 57.809 | 5,21 | 2.712 | 5,40 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 151.263 | 0,83 | 7.096 | 1,04 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 4.423 | 207 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 19.380 | 909 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 60.435 | 6,15 | 2.835 | 6,38 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 346.383 | 3,51 | 16 | 6,67 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 74.788 | 2,62 | 3.508 | -2,15 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 16.402 | 4,81 | 768 | 4,78 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 21.372 | 0,88 | 1.003 | -3,65 | ||||
| 2026-04-24 | 13F | Optas, LLC | 90.890 | 0,32 | 4.264 | 0,52 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 7.921 | 44,46 | 372 | 44,92 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 134.906 | 8,11 | 6.328 | 8,34 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 63.295 | 8,66 | 2.969 | 8,91 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 54.976 | 0,85 | 2.579 | 1,06 | ||||
| 2026-05-14 | 13F | Trivant Custom Portfolio Group, LLC | 40.106 | 10,37 | 1.881 | 10,65 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 26.536 | 9,67 | 1.245 | 9,89 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 7.130 | 334 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.863.686 | 9,04 | 134.336 | 9,28 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 628 | 29 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 17.180 | 22,44 | 809 | 23,17 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 5.830 | 273 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 38.230 | 15,87 | 1.738 | 12,49 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 380.104 | 17.831 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 1.021.039 | 47.897 | ||||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 10.005 | 9,00 | 469 | 9,32 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 2.728 | 0,44 | 128 | 0,00 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 30.260 | 0,14 | 1.420 | 0,35 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 59.973 | 0,06 | 2.813 | 0,29 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 8.459 | 0,58 | 397 | 0,76 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 140.501 | 4,17 | 6.886 | 9,06 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 11.943 | 16,32 | 560 | 16,67 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 45.090 | 41,57 | 2.115 | 41,95 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 4.410 | 2,32 | 207 | 2,49 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.360.627 | 26,15 | 110.737 | 26,42 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 6.634 | 9,31 | 311 | 9,51 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 22.146 | 4,15 | 1.039 | -1,14 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 4.359 | 204 | ||||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 8.319 | 0,18 | 390 | 0,52 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 55.849 | 2.614 | ||||||
| 2026-05-08 | 13F | Palatine Hill Wealth Management, LLC | 131.213 | 2,92 | 6.155 | 3,15 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 14.661 | 4,06 | 688 | 4,25 | ||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 23.662 | 1,57 | 1.110 | -2,20 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2.743 | 129 | ||||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 86.272 | 0,28 | 4.047 | 0,50 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 15.525 | 17.744,83 | 728 | 18.100,00 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 64.289 | 3.016 | ||||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 4.513 | 0 | ||||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 12.199 | 147,24 | 624 | 159,58 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4.133.529 | 193.904 | ||||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 244.079 | 2,40 | 12.507 | 12,09 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 171.409 | 4,07 | 8.740 | 6,33 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 473 | 1,07 | 22 | 4,76 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 1.033.603 | 6,46 | 48.486 | 6,69 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 25.186 | 29,39 | 1 | |||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 3.721 | 2,76 | 175 | 2,96 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 21.074 | 0,55 | 989 | 0,71 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 54.459 | 2,92 | 2.555 | 3,15 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3.773 | 177 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 42.919 | 20,42 | 2.013 | 20,68 | ||||
| 2026-04-22 | 13F | Vicus Capital | 571.782 | 32,60 | 26.822 | 32,88 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 231.880 | 1,66 | 10.877 | 1,87 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 261.256 | 0,48 | 12.256 | 0,69 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 52.684 | 0,63 | 2.471 | 0,86 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 9.509 | 10,63 | 446 | 10,95 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 235.201 | 11 | ||||||
| 2026-05-15 | 13F | FreeGulliver LLC | 8.736 | 27,16 | 410 | 27,41 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 297.721 | 163,15 | 13.966 | 163,76 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 97.412 | 1,81 | 4.570 | 2,03 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 46 | 2 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.362 | 19,86 | 158 | 19,85 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 8.490 | 1,46 | 398 | 1,79 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 12.718 | 134,78 | 597 | 135,57 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1.780 | 1,42 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 15.983 | 34,63 | 750 | 34,95 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 24.460 | 1.147 | ||||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 78.290 | 81,16 | 3.673 | 81,60 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 22.147 | 366,25 | 1.039 | 367,57 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 409.393 | 55,39 | 21.137 | 71,39 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 235.203 | 8,17 | 11.033 | 8,40 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 13.245 | 621 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 80 | 4 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 273.432 | 7,20 | 12.827 | 7,42 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 139.014 | 8,53 | 6.521 | 8,77 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 587.379 | 519,91 | 27.554 | 521,26 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 310.231 | 6,19 | 11.700 | 7,94 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 102.720 | 30,77 | 4.819 | 31,03 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 15.959 | 100,21 | 749 | 100,54 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 97.454 | 7,16 | 4.572 | 7,38 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 14.929 | 3,64 | 700 | 3,86 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 133.385 | 14,28 | 6.257 | 14,53 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 5.175 | 4,74 | 243 | 4,76 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 36.678 | 0,94 | 1.721 | 1,18 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 5.276 | 247 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 52.805 | 71,84 | 2.477 | 72,25 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 931 | 44 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 224.605 | 0,57 | 10.536 | 0,78 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 22.536 | 2,13 | 1.057 | 2,42 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 168 | 166,67 | 8 | 250,00 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 560 | 12,45 | 26 | 13,04 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 14.429 | 6,18 | 677 | 6,29 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 4.462 | 209 | ||||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 24.465 | 68,31 | 1.148 | 68,68 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 92.044 | 17,73 | 4.318 | 17,98 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 104.841 | 23,03 | 4.918 | 23,32 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.985.833 | 22,46 | 140.065 | 122.764,04 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 47.345 | 944,22 | 2.221 | 947,17 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 190.009 | 240,51 | 8.944 | 242,38 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 31.262 | 174,81 | 1.466 | 175,56 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 88.822 | 110,96 | 4.167 | 111,47 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 274 | 13 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 43 | 2 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 11.169 | 129,34 | 524 | 130,40 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 81.304 | 1,14 | 3.814 | 1,36 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 25.965 | 5,61 | 1.218 | 5,91 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 56.308 | 10,84 | 2.623 | 7,24 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 27.722 | 6,34 | 1.360 | 8,54 | ||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 111.075 | 2,86 | 5.211 | 3,09 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 173.574 | 8,17 | 8.142 | 8,40 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.108.190 | 8,58 | 98.895 | 8,81 | ||||
| 2026-05-07 | 13F | Bahl & Gaynor Inc | 9.935 | 1,79 | 466 | 2,19 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 6.239 | 293 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 19 | 1 | ||||||
| 2026-04-07 | 13F | G&S Capital LLC | 33.738 | 30,55 | 1.583 | 30,85 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 50.991 | 5,50 | 2.392 | 5,75 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 10.517 | 0,55 | 478 | -2,25 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 10.911 | 41,72 | 512 | 41,94 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 722 | 34 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 291.989 | 0,61 | 13.697 | 0,82 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 22.052 | 5,61 | 1.034 | 5,83 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2.436 | 114 | ||||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 6.809 | 19,60 | 319 | 19,92 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 21.749 | 2,00 | 1.020 | 2,20 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 220.859 | 59,28 | 10.360 | 59,63 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 8.302 | 250,15 | 391 | 254,55 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 27.676 | 5,92 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1.128 | 53 | ||||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 32.918 | 4,32 | 1.544 | 4,54 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 452 | 21 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 880.195 | 66,84 | 41.290 | 67,19 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 18.307.901 | 15,33 | 858.824 | 15,58 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 79 | 4 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 5.410 | 2,04 | 254 | 2,02 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 45.383 | 37,07 | 2.331 | 50,42 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 8.039 | 5,11 | 366 | 0,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 35.131 | 8,92 | 1.648 | 9,15 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 27.744 | 20,76 | 1.301 | 21,02 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 5.474 | 27,60 | 257 | 28,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 14.187 | 15,83 | 666 | 16,06 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 220.807 | 10.358 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 473 | 22 | ||||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 111.200 | 2,54 | 5.216 | 2,76 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 787 | 78.600,00 | 37 | |||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 33.283 | 10,04 | 1.561 | 10,32 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2.364 | 21.390,91 | 111 | |||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 24.187 | 5,83 | 1.135 | 6,08 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 4.809 | 226 | ||||||
| 2026-05-15 | 13F | Gould Capital, LLC | 1.252 | 59 | ||||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 17.415 | 13,11 | 817 | 13,33 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 282.689 | 37,90 | 13.261 | 38,20 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 5.743 | 6,73 | 269 | 7,17 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.155.291 | 8,14 | 54.194 | 8,37 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 2.492 | 117 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 22.903 | 25,81 | 1.074 | 19,47 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 9.178 | 24,08 | 431 | 24,28 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 112.235 | 1,30 | 5.265 | 1,50 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 40.794 | 5,88 | 1.914 | 6,10 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 11.213 | 431 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 6.759 | 345 | ||||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 248.912 | 17,11 | 11.676 | 17,36 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 100.577 | 2,25 | 4.718 | 2,48 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 6.290 | 8,11 | 295 | 8,46 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 19.370 | 34,28 | 909 | 34,52 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 9.395 | 4,04 | 441 | 4,27 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 255.842 | 16,61 | 12.002 | 16,85 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 156.103 | 9,01 | 7.323 | 9,23 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 42.498 | 7,47 | 1.994 | 7,67 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 77.758 | 3,40 | 3.648 | 3,61 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 92.098 | 16,50 | 4.320 | 16,76 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 1.609 | 75 | ||||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 247.499 | 120,90 | 11.610 | 114,96 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 25.750 | 0,98 | 1.208 | 1,17 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 215 | 10 | ||||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 440.795 | 2,80 | 20.678 | 3,02 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 10.890 | 32,50 | 511 | 32,81 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 60.505 | 1,08 | 2.842 | 1,39 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 2.592 | 121 | ||||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 14.257 | 45,04 | 669 | 45,22 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 21.496 | 0,94 | 1.008 | 1,20 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 8.944 | 13,49 | 420 | 13,86 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 22.727 | 0,75 | 1.066 | 1,04 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 5.119 | 240 | ||||||
| 2026-05-06 | 13F | Redmond Asset Management, LLC | 8.273 | 1,19 | 388 | 1,57 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 6.422.921 | 5.726,52 | 301.299 | 5.739,13 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 690.861 | 6,76 | 32.408 | 6,99 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 17.008 | 1,46 | 798 | 1,66 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1.119.846 | 8,08 | 52.532 | 8,31 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 17.085 | 208,62 | 801 | 209,27 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 487.287 | 0,01 | 22.859 | 0,22 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 235 | 11 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 102.665 | 5,08 | 4.816 | 5,29 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 178.638 | 2,14 | 8.380 | 2,35 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.970.809 | 3,92 | 92.451 | 4,14 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 5.500 | 0,46 | 258 | 0,78 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 15.706 | 737 | ||||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 872.116 | 22,16 | 40.911 | 22,42 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 67.190 | 98,56 | 3.152 | 99,05 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 49 | 4.800,00 | 2 | |||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 38.111 | 4,49 | 1.788 | 4,69 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 36.801 | 6,97 | 1.726 | 7,20 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 15.080 | 3,23 | 707 | 3,51 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 9.640 | 451 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 39.126 | 6,98 | 1.835 | 7,25 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 39.509 | 24,87 | 1.853 | 25,12 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 30.191 | 1.416 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 469 | 22 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 82 | 4 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 29.421 | 11,21 | 1.380 | 11,47 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 110.941 | 76,05 | 5.204 | 76,47 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 8.326 | 2,11 | 391 | 2,36 | ||||
| 2026-04-13 | 13F | Trust Co | 5.723 | 26,64 | 268 | 27,01 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 4.468 | 0,79 | 210 | 0,97 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 728.883 | 5,72 | 34.192 | 5,95 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 24.806 | 0,87 | 1.164 | 1,04 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 4.530 | 213 | ||||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 79.256 | 2,56 | 3.718 | 2,76 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 4.992 | 1,05 | 234 | 1,30 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 367.377 | 0,67 | 17.234 | 0,88 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 16.542 | 23,82 | 776 | 24,00 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 117.502 | 3,48 | 5.512 | 3,71 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 865.193 | 1,88 | 40.586 | 2,10 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 24.364 | 28,93 | 1.143 | 29,19 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 5.284 | 240 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 204.658 | 18,21 | 9.601 | 18,47 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 51.355 | 3,90 | 2.409 | 4,15 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 14.938 | 5,32 | 701 | 5,58 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 12.393 | 5,74 | 581 | 6,02 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 16.073 | 3,04 | 757 | 3,56 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 8.690 | 0,52 | 408 | 0,74 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 255.748 | 4,79 | 11.997 | 5,02 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 415.708 | 1,21 | 19.501 | 1,43 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 4.269 | 200 | ||||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 362.626 | 0,26 | 17.011 | 0,48 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 33.081 | 1,65 | 1.552 | 1,84 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 58.913 | 2.764 | ||||||
| 2026-05-15 | 13F | Advisory Resource Group | 51.063 | 7,34 | 2.395 | 7,59 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 533.268 | 1,25 | 24.962 | 103.908,33 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 44.805 | 8,67 | 2.102 | 8,91 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 103.914 | 20,37 | 5.235 | 29,58 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 32.018 | 3,00 | 1.502 | 3,16 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 666.657 | 1,76 | 31.273 | 1,98 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 72.356 | 6,51 | 3.394 | 6,73 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 21.772 | 0,13 | 1.021 | 0,39 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 9.457 | 0,05 | 444 | 0,23 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 12.420 | 2,46 | 583 | 2,65 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 18.856 | 2,78 | 885 | 3,03 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 6.943 | 0,01 | 326 | 0,31 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-05-08 | 13F | Maia Wealth LLC | 48.538 | 26,85 | 2.277 | 18,30 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 158 | 7 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 1.964 | 27,53 | 0 | |||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 165.962 | 29,97 | 7.785 | 30,25 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 9.124 | 2,89 | 428 | 3,13 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 326.192 | 11,75 | 15.302 | 11,99 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1.431 | 67 | ||||||
| 2026-05-11 | 13F | Partners in Financial Planning | 71.261 | 4,23 | 3.343 | 4,44 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 62.909 | 47,53 | 2.951 | 47,85 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 11.883 | 11.325,96 | 1 | |||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 3.367 | 158 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 741.710 | 1,54 | 34.794 | 1,75 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 1.409 | 145,90 | 66 | 153,85 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 182.669 | 197,69 | 8.569 | 196,81 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 223.980 | 2,88 | 10.507 | 3,10 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.986 | 15,20 | 93 | 16,25 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 31.014 | 38,05 | 1.455 | 38,34 | ||||
| 2026-05-07 | 13F | Jefferson Bridge Capital, LLC | 15.879 | 1,84 | 745 | 2,06 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 50.395 | 22,35 | 2.364 | 22,61 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 26.989 | 2,73 | 1.266 | 3,01 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 8.976.812 | 28,28 | 421.102 | 28,55 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 191.173 | 2,92 | 8.968 | 3,14 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 15.624 | 39,59 | 735 | 35,11 | ||||
| 2026-05-14 | 13F | Main Management ETF Advisors, LLC | 296.170 | 18,88 | 14 | 18,18 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 118.531 | 1,49 | 5.560 | 1,72 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 20.652 | 16,44 | 969 | 16,63 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 86.182 | 1,40 | 4.043 | 1,61 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 47.619 | 66,22 | 2.487 | 90,21 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 214.339 | 56,14 | 10.055 | 56,48 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 55.316 | 3,83 | 2.595 | 4,05 | ||||
| 2026-05-15 | 13F | Quantitative Investment Management, LLC | 16.732 | 58,36 | 1 | |||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 3.610 | 0,92 | 169 | 0,60 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 479.948 | 8,45 | 22.514 | 8,68 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 688 | 32 | ||||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 108.890 | 7,76 | 5.582 | 17,99 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11.464 | 20,75 | 538 | 20,95 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 597.277 | 968,80 | 28.018 | 971,43 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 58.227 | 266,39 | 2.939 | 280,08 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 161.469 | 6,25 | 7.574 | 6,48 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 6.438 | 1,18 | 302 | 1,68 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 117 | 5 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 67.992 | 6,46 | 3.183 | 6,46 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 2 | 0 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 240 | 11 | ||||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 304.934 | 2,02 | 14.304 | 2,24 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 116.631 | 1,78 | 5.471 | 2,01 | ||||
| 2026-05-08 | 13F | Bci Securities, Inc. | 7.271 | 341 | ||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 23.805 | 1.117 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 195.155 | 9.155 | ||||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 3.385 | 107,92 | 159 | 107,89 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 273.364 | 12.824 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 64.004 | 95,96 | 3.002 | 96,47 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 75.251 | 21,55 | 3.530 | 21,85 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 22.004 | 8,44 | 1.032 | 8,75 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 93.212 | 1,78 | 4.373 | 2,01 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 13.162 | 6,03 | 672 | 12,58 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14.332 | 80,89 | 672 | 81,62 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 143.845 | 9,19 | 6.748 | 9,42 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 10.193 | 21,45 | 478 | 21,94 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 377.461 | 3,21 | 17.707 | 3,43 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 3.718 | 268,85 | 174 | 270,21 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 218 | 10 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 16.771 | 4,58 | 787 | 4,80 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 43.392 | 773,08 | 2 | |||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 49.150 | 18,71 | 2.306 | 18,94 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 113.424 | 44,66 | 5.321 | 44,96 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 790.812 | 11,80 | 37.097 | 12,04 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 6.272 | 3,34 | 294 | 3,52 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 13.239 | 1,34 | 610 | -0,16 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 70.597 | 62,35 | 3.217 | 58,08 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 10.177 | 35,05 | 477 | 35,51 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 16.662 | 0,46 | 782 | 0,64 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 142.494 | 131,92 | 6.684 | 132,41 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 6.722 | 20,62 | 315 | 21,15 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 28.536 | 49,04 | 1.339 | 49,33 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 13.941 | 56,94 | 654 | 57,35 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 99.622 | 14,50 | 4.673 | 14,76 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 96.763 | 4.539 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1.309.760 | 8,01 | 61.310 | 8,01 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 24 | 1 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 62.988 | 2.955 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 202.099 | 2,35 | 9.481 | 2,58 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 163.531 | 107,18 | 7.671 | 107,66 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 7.938 | 0,08 | 372 | 0,27 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 0 | 0 | ||||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 16.561 | 0,42 | 777 | 0,65 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 8.186 | 4,83 | 384 | 2,95 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 708.008 | 4,06 | 33 | 6,45 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 39.962 | 6,64 | 1.875 | 6,84 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 27.035 | 11,74 | 1.265 | 11,75 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 4.103.234 | 1,90 | 192.483 | 2,11 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 7.012 | 4,70 | 329 | 4,79 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 156.071 | 6,28 | 7.321 | 6,52 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 44.065 | 2,62 | 2.067 | 2,89 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 9.343 | 438 | ||||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 5.257 | 4,08 | 247 | 4,24 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 4.286 | 201 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 145.300 | 578,97 | 6.816 | 580,92 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 4.293 | 201 | ||||||
| 2026-04-21 | 13F | October Effect Ltd | 24.065 | 26,31 | 1.129 | 26,60 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 21.978 | 1.031 |
