Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Series Trust - State Street Blackstone Senior Loan ETF eröffnet haben, gehören Arizona PSPRS Trust, Apella Capital, LLC, Strategic Financial Concepts, LLC, Turtle Creek Wealth Advisors, LLC, Advance Capital Management, Inc., PCB Capital LLC, Symmetry Peak Management Llc, KM Capital Management Ltd., Innovative Asset Advisors Group, LLC, Evermay Wealth Management Llc, Park National Corp /oh/, Motiv8 Investments LLC, Indiana Trust & Investment Management CO, Merkkuri Wealth Advisors LLC, Burk Holdings LLC, und Fairman Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cumberland Partners Ltd | 8.869 | 6,55 | 356 | 3,79 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 12.242 | 2,50 | 491 | -0,20 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 54.370 | 8,67 | 2.182 | 5,72 | ||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 524.778 | 162,39 | 21.065 | 155,20 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 56.489 | 9,04 | 2.267 | 6,03 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 5.776 | 232 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 12.687 | 87,90 | 509 | 83,09 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 64 | 100,00 | 0 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 35 | 1 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 1 | |||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 43.798 | 9,78 | 1.758 | 6,80 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 25.652 | 1,12 | 1.030 | -1,63 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 65.721 | 0,14 | 2.638 | -2,58 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 275.617 | 24,70 | 11.063 | 21,29 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 374.008 | 0,60 | 15.013 | 99.980,00 | ||||
| 2026-05-11 | 13F | Commerce Bank | 9.246 | 0,92 | 371 | -1,85 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 156.785 | 46,31 | 6.293 | 42,31 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 77.788 | 4,37 | 3.122 | 1,53 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 5.365 | 2,02 | 0 | |||||
| 2026-05-15 | 13F | Symmetry Peak Management Llc | Put | 5.000 | 201 | |||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 16.672 | 0,23 | 669 | -2,48 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 64.320 | 3,95 | 2.582 | 1,10 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 9.860 | 6,49 | 396 | 3,40 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 6.160 | 247 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 13.433 | 1,42 | 539 | |||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 8.430 | 1,04 | 338 | -1,74 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 7.416 | 25,44 | 298 | 22,22 | ||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 93.954 | 8,47 | 3.771 | 5,51 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 5.214 | 553,38 | 209 | 553,13 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 259.880 | 10,15 | 10.408 | 6,90 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 5.567 | 224 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 118 | 5 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 35 | 9,38 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 5.848 | 235 | ||||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 6.463 | 7,47 | 259 | 4,44 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 6.885 | 276 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 7.283 | 292 | ||||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 22.316 | 1,17 | 896 | -1,65 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 66.612 | 10,76 | 2.674 | 7,74 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 133.859 | 5,30 | 5.373 | 2,42 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 379.118 | 69,53 | 15.218 | 64,29 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 14.661 | 589 | ||||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 6.446 | 0,50 | 259 | -2,27 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 29.237 | 109,28 | 1.174 | 103,65 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 6.725 | 0,98 | 270 | -1,82 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 116.707 | 2,75 | 4.685 | -0,06 | ||||
| 2026-04-29 | 13F | PCB Capital LLC | 5.197 | 209 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.510 | 5,37 | 61 | 1,69 | ||||
| 2026-05-14 | 13F | Cedrus Wealth Group LLC | 9.451 | 3,77 | 379 | 1,07 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 26.920 | 27,59 | 1.081 | 24,14 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1.938 | 129,08 | 78 | 126,47 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 60.900 | 2.445 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 93.754 | 451,14 | 3.763 | 436,04 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 90.458 | 8,21 | 3.631 | 5,25 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 137 | 5 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 181.612 | 11,40 | 7.495 | 10,58 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 19.661 | 9,56 | 789 | 6,62 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1.195 | 49 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 11.318 | 2,10 | 454 | -0,66 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 85 | 3 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 71 | 4,41 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Bank of Marin | 10.825 | 14,33 | 435 | 11,28 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 557 | 1,09 | 22 | 0,00 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 10.615 | 32,60 | 426 | 29,09 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 16.588 | 0,73 | 666 | -2,06 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 34.610 | 1,88 | 1.389 | -0,93 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 4.929 | 14,18 | 198 | 10,67 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 54.802 | 2.221 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 937 | 38 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 938.906 | 12,82 | 37.688 | 9,73 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 88.043 | 58,22 | 3.534 | 53,92 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 256 | 10 | ||||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 129.801 | 3,46 | 5.210 | 0,64 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 44.880 | 448,52 | 1.801 | 434,42 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 5.000 | 201 | |||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 126 | 5 | ||||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 356.099 | 13,07 | 14.294 | 9,97 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 50.281 | 11,20 | 2.018 | 8,15 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 173.737 | 18,94 | 6.974 | 15,68 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 194.232 | 8,68 | 7.796 | 5,71 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 5.131 | 206 | ||||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 11.661 | 5,66 | 468 | 2,86 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 75.090 | 3,98 | 3.014 | 1,14 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 1.718 | 69 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 60.305 | 19,38 | 2.421 | 16,12 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 375 | 15 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 113.743 | 9,41 | 4.566 | 6,41 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2.424 | 100,00 | 97 | 94,00 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 6.177 | 22,93 | 248 | 19,32 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 137.149 | 9,91 | 5.505 | 6,91 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 2.952 | 118 | ||||||
| 2026-05-06 | 13F | AXS Investments LLC | 60.287 | 58,19 | 2.420 | 53,88 | ||||
| 2026-05-05 | 13F | PFG Advisors | 8.670 | 28,58 | 348 | 25,18 | ||||
| 2026-05-14 | 13F | Betterment LLC | 22.781 | 8,27 | 1 | |||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 348 | 14 | ||||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 174.552 | 0,81 | 7.006 | -2,07 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 730 | 1.453,19 | 29 | 2.800,00 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 14.453 | 0,54 | 580 | -2,19 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 24.618 | 0,64 | 988 | -2,08 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 86.462 | 15,23 | 3.504 | 13,18 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 5 | 400,00 | 0 | |||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 222 | 0 | ||||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 17.907 | 51,93 | 719 | 47,74 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 3.000 | 120 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 115.400 | 1.924,56 | 4.632 | 1.871,06 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 117.800 | 63,84 | 4.728 | 59,35 | |||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6.209 | 16,64 | 249 | 13,70 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 119.235 | 10,03 | 4.786 | 7,02 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 60.928 | 3,49 | 2.446 | 0,66 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 14.387 | 9,22 | 578 | 6,26 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.251.471 | 2,35 | 90.375 | -0,45 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 252.778 | 5,55 | 10.147 | 2,66 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 14.741 | 4,34 | 592 | 1,37 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 1.297 | 68,66 | 52 | 67,74 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 16.017 | 24,29 | 643 | 20,90 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 122.251 | 10,25 | 4.907 | 7,23 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.134 | 1,89 | 46 | 0,00 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 11.513 | 41,42 | 475 | 40,53 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 7.153 | 287 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.509.154 | 102,80 | 60.577 | 97,25 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 58.101 | 14,88 | 2.332 | 11,74 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 264.486 | 5,16 | 10.616 | 2,28 | ||||
| 2026-05-11 | 13F | Davy Global Fund Management Ltd | 15.052 | 11,65 | 604 | 8,63 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 5.929 | 50,10 | 238 | 45,40 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 8.392 | 9,17 | 337 | 5,99 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 185.262 | 18,66 | 7 | 16,67 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 1.604.350 | 44,99 | 64.399 | 41,02 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.330 | 53 | ||||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 42.992 | 24,04 | 1.726 | 20,63 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 6.232 | 250 | ||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 11.595 | 17,85 | 465 | 14,53 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 1.894 | 1,12 | 76 | -1,30 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 5.172 | 2,56 | 213 | 1,91 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 21.301 | 195,23 | 855 | 187,88 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 13.778 | 32,84 | 553 | 29,21 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 37.770 | 9,86 | 1.516 | 6,91 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 95.836 | 7,29 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 41.686 | 8,44 | 1.673 | 5,49 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 9.297 | 0,87 | 373 | -1,84 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.196.794 | 1,79 | 88.179 | -0,99 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 30.352 | 1,22 | 1.218 | -1,54 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 37.015 | 1.486 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 363.433 | 19,33 | 14.588 | 16,07 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 34.629 | 15,77 | 1.390 | 12,64 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 11.004 | 12,15 | 442 | 8,35 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 6.280 | 252 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 43 | 2 | ||||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 191.140 | 147,22 | 7.672 | 140,50 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 83.996 | 1,97 | 3.372 | -0,82 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 34.109 | 5,14 | 1.369 | 2,32 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 8.402 | 2,99 | 335 | -0,30 | ||||
| 2026-04-21 | 13F | Sandro Wealth Management LLC | 9.667 | 0,94 | 388 | -1,77 | ||||
| 2026-05-13 | 13F | BTS Asset Management, Inc. | 14.943 | 2,26 | 600 | -0,66 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 89.976 | 2,01 | 3.612 | -0,80 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 110.967 | 30,27 | 4.454 | 26,71 | ||||
| 2026-05-15 | 13F | State Street Corp | 3.653.808 | 7,23 | 146.664 | 4,29 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 1.748.050 | 102,85 | 70.167 | 97,30 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 7.840 | 0,81 | 315 | -1,87 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 14.875 | 4,69 | 597 | 1,88 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 127.637 | 37,43 | 5.123 | 33,66 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 6.084 | 1,54 | 244 | -1,21 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 32.166 | 3,60 | 1.291 | 0,78 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 40.373 | 5,30 | 1.621 | 2,40 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 125.578 | 21,95 | 5.041 | 18,62 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 31.761 | 2,84 | 1.275 | 0,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 2.327.959 | 29,11 | 93.445 | 25,57 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 21.247 | 88,33 | 880 | 87,42 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 60.415 | 9,17 | 2.425 | 6,22 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 8.826 | 12,55 | 354 | 9,60 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 232.547 | 6,26 | 9.334 | 3,34 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6.851 | 0,09 | 275 | -2,48 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 47 | 2 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 1.787 | 72 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 47.635 | 29,21 | 1.912 | 25,71 | ||||
| 2026-01-29 | 13F | Comerica Bank | 35.287 | 0,32 | 1.456 | -0,41 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 68.212 | 14,65 | 2.738 | 11,53 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 337.729 | 31,47 | 13.556 | 27,86 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 70.172 | 14,04 | 2.817 | 10,91 | ||||
| 2026-05-14 | 13F | Risk Paradigm Group, LLC | 67.802 | 8,40 | 2.722 | 5,42 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 526.704 | 41,62 | 21 | 40,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 8.640 | 0,78 | 347 | -1,98 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 314.379 | 2,88 | 12.619 | 0,06 | ||||
| 2026-05-15 | 13F | Fmr Llc | 9.216 | 2.626,63 | 370 | 2.738,46 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 39.538 | 5,30 | 1.587 | 2,45 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 27.062 | 2,12 | 1.086 | -0,64 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 6.834 | 7,05 | 274 | 4,18 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 381.592 | 21,02 | 15 | 15,38 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 12.756 | 1,47 | 512 | -1,16 | ||||
| 2026-05-13 | 13F | Ensign Peak Advisors, Inc | 4.493.681 | 47,87 | 180.376 | 43,82 | ||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 38.996 | 1.565 | ||||||
| 2026-05-04 | 13F | Optima Capital Llc | 13.127 | 3,69 | 527 | 0,77 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 259.333 | 1,96 | 10.410 | -0,83 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 141.265 | 24,88 | 5.670 | 21,47 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 12 | 0 | ||||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 6.608 | 0,21 | 265 | -2,57 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 19.107 | 3,40 | 767 | 0,52 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 7.521 | 4,63 | 302 | 1,69 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 5.430 | 2,39 | 218 | -0,46 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 32.443 | 2,00 | 1.302 | -0,76 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 26.703 | 1.072 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 224.587 | 78,75 | 9.015 | 73,85 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.967 | 32.683,33 | 79 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 51.412 | 1,72 | 2.055 | -1,49 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 327 | 10,10 | 0 | |||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 20.748 | 4,58 | 833 | 1,71 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 15.743 | 3,13 | 632 | 0,32 | ||||
| 2026-04-16 | 13F | Arizona PSPRS Trust | Put | 8.456.071 | 339.427 | |||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 64.805 | 15,12 | 2.601 | 11,97 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 12.425 | 2,00 | 0 | |||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 12.596 | 8,20 | 506 | 5,21 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 12.701 | 11,98 | 524 | 11,25 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 8.890 | 0,05 | 357 | -2,73 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 49.030 | 0,98 | 1.968 | 98.300,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 74.963 | 26,99 | 3.009 | 23,52 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 163.006 | 485,36 | 6.543 | 469,45 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 97.754 | 5,88 | 3.924 | 2,97 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 16.140 | 2,10 | 648 | -0,77 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 16.433 | 3,78 | 660 | 0,92 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 54.415 | 1,44 | 2.184 | -1,31 | ||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 21.020 | 29,83 | 844 | 26,20 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 97.416 | 122,74 | 3.910 | 116,74 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 113.212 | 1,52 | 4.672 | 0,78 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 359.832 | 25,11 | 14.444 | 21,68 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 9.538 | 1,98 | 383 | -0,78 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.412 | 70.500,00 | 58 | |||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 12.423 | 32,34 | 499 | 28,68 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 5.130 | 206 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1.012.277 | 6.701,57 | 41.078 | 6.568,51 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 61.956 | 1,54 | 2.487 | -1,27 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 661.937 | 7,19 | 27 | 4,00 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 16.203 | 9,05 | 650 | 6,04 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 7.478 | 1,51 | 300 | -1,32 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 520 | 3,17 | 21 | 0,00 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2.764 | 0,25 | 110 | -2,65 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 13.542 | 16,84 | 544 | 13,60 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | 14 | 0,00 | |||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 47.611 | 14,32 | 1.911 | 11,23 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.098 | 0,73 | 44 | -2,22 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 85.916 | 0,44 | 3.449 | -2,32 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 507.278 | 62,93 | 20.362 | 58,47 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 228.877 | 5,02 | 9.187 | 2,15 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 81.542 | 3.255 | ||||||
| 2026-05-15 | 13F | Liberty Mutual Group Asset Management Inc. | 3.018.987 | 107,19 | 121.182 | 101,52 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 138.766 | 4,41 | 5.570 | 1,57 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 55.881 | 0,03 | 2.243 | -2,69 | ||||
| 2026-05-15 | 13F | Amundi | 367.394 | 14.747 | ||||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 8.379 | 9,52 | 336 | 6,67 | ||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 21.110 | 2,08 | 847 | -0,70 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 56.043 | 8,70 | 2.250 | 5,74 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 105.463 | 28,23 | 4.233 | 24,72 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 75.576 | 62,13 | 3.017 | 56,92 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 9.799 | 51,43 | 393 | 47,19 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 72.124 | 95,47 | 2.895 | 90,21 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 54.808 | 17,73 | 2.200 | 14,47 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 21.824 | 7,51 | 876 | 4,66 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 49.538 | 14,93 | 1.988 | 11,81 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 59.474 | 4,24 | 2.387 | 1,40 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 30.492 | 0,99 | 1.224 | -1,85 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 18.152 | 166,59 | 749 | 164,66 |
