Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares 10-20 Year Treasury Bond ETF eröffnet haben, gehören Cascade Financial Partners, LLC, Teucrium Investment Advisors, LLC, Resolute Wealth Advisor, Inc., Storen Legacy Partners, LLC, Independent Advisor Alliance, Seeds Investor Llc, Titleist Asset Management, Llc, Madson Wealth Advisors Inc, VestGen Advisors, LLC, Prosperity Bancshares Inc, Alteri Wealth LLC, EFG International AG, Sanchez Gaunt Capital Management, LLC, Inspire Advisors, LLC, Vantus Wealth LLC, Tiaa-cref Individual & Institutional Services, Llc, Kane Co Wealth Management, Inc., Quartz Partners, LLC, Keystone Financial Group, und Stablepoint Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 2.788 | 4,62 | 281 | 3,70 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 97.318 | 31,84 | 9.802 | 30,61 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 478.358 | 250,84 | 48.180 | 247,57 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 198.794 | 1,48 | 20.023 | 0,53 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 295 | 30 | ||||||
| 2026-04-27 | 13F | JB Capital LLC | 497.532 | 3,94 | 50.111 | 2,97 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 285.278 | 48,42 | 28.728 | 46,81 | ||||
| 2026-05-14 | 13F | Cumberland Partners Ltd | 11.945 | 10,24 | 1.203 | 9,26 | ||||
| 2026-05-14 | 13F | Betterment LLC | 5.155 | 4,93 | 1 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3.916 | 15,65 | 394 | 14,53 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 120 | 12 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 84.111 | 5,43 | 8.472 | 4,45 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 3.543 | 25,33 | 358 | 24,39 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 19.346 | 3,65 | 1.949 | 2,69 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 2.512 | 21,88 | 253 | 21,05 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 95.109 | 2,60 | 9.579 | 1,64 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 5.419 | 12,66 | 546 | 11,45 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 66.748 | 2,54 | 6.723 | 1,57 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 55.238 | 3,54 | 5.564 | 2,58 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 4.952 | 56,81 | 499 | 55,14 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 940 | 96 | ||||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 5.794 | 584 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 6.639 | 86,07 | 669 | 84,53 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 282 | 15,57 | 0 | |||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8.935.374 | 5,12 | 899.971 | 4,14 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 118.662 | 19,99 | 11.952 | 18,87 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 265.219 | 125,59 | 26.713 | 123,49 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 5.012 | 35,90 | 505 | 34,76 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 16.080 | 11,54 | 1.620 | 10,51 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 14.253 | 38,11 | 1.436 | 36,80 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 531 | 19,59 | 53 | 17,78 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7.429 | 7,96 | 748 | 7,01 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 11.426 | 3,97 | 1.151 | 2,95 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 7.201 | 19,40 | 725 | 18,27 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 1.834.991 | 49,38 | 184.820 | 47,98 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 38.424 | 4,13 | 3.823 | 1,78 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 9.920 | 57,69 | 999 | 56,34 | ||||
| 2026-04-29 | 13F | Demars Financial Group, LLC | 2.237 | 225 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 667.619 | 3,78 | 67.243 | 2,81 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 192 | 19 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 2.432 | 245 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 5.715 | 37,84 | 574 | 36,34 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 993 | 100 | ||||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 5.467 | 551 | ||||||
| 2026-04-29 | 13F | Financial Life Advisors | 25.501 | 2,63 | 2.568 | 1,66 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 58.025 | 37,90 | 5.844 | 36,64 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 2.781 | 6,39 | 283 | 4,83 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 246 | 25 | ||||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2.080 | 209 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 228 | 52,00 | 23 | 46,67 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 75.805 | 6,73 | 7.635 | 5,73 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 119.499 | 26,34 | 12.036 | 25,16 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 18.165 | 9,78 | 1.830 | 8,74 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 61.488 | 1,97 | 6.193 | 1,03 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 409 | 41 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 70.782 | 8,22 | 7.129 | 7,22 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 148.453 | 33,73 | 14.952 | 32,48 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 3.355 | 31,62 | 332 | 31,35 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 903.192 | 7,45 | 90.970 | 6,45 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.447 | 6,48 | 245 | 5,15 | ||||
| 2026-05-05 | 13F | UBS Group AG | 636.564 | 7,03 | 64.115 | 6,03 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 39 | 4 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 869 | 3.242,31 | 88 | 4.250,00 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 251 | 146,08 | 25 | 0,00 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 26.200 | 9,01 | 2.639 | 7,98 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 6.934 | 7,34 | 698 | 6,40 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 137 | 14 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 9.164 | 24,75 | 923 | 23,73 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 42.248 | 4.252 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 33.491 | 5,93 | 3.373 | 4,95 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.491.747 | 9,66 | 150 | 8,70 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 35.208 | 10,04 | 3.546 | 8,77 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 28.006 | 80,35 | 2.821 | 78,59 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 19.795 | 1.994 | ||||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 2.150 | 306 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 3.193 | 30,75 | 322 | 29,44 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 14.689 | 23,69 | 1.466 | 21,38 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 7.858 | 1,22 | 791 | -0,50 | ||||
| 2026-05-14 | 13F | First International Bank of Israel Ltd. | 13.033 | 31,02 | 1.313 | 29,77 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 181.522 | 4,31 | 18.283 | 3,33 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 17.158 | 12,10 | 1.728 | 11,05 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 117 | 37,65 | 12 | -8,33 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 65.098 | 40,28 | 6.557 | 38,96 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 5.170 | 155,56 | 521 | 153,66 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 63.523 | 92,72 | 6.458 | 90,28 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 2 | 0 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 17.037 | 15,44 | 1.716 | 14,33 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 35.657 | 9,22 | 3.591 | 8,20 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 2.648 | 18,37 | 267 | 17,18 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 2.218 | 3,07 | 223 | 2,29 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 34.299 | 10,80 | 3.455 | 9,76 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 271.037 | 4,69 | 27.299 | 3,71 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 9.760 | 2,22 | 983 | 1,34 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 89.845 | 4,08 | 9.049 | 3,11 | ||||
| 2026-05-12 | 13F | Professional Financial Management, Inc. | 49.593 | 6,45 | 4.995 | 5,47 | ||||
| 2026-05-08 | 13F | CMC Financial Group | 12.149 | 1.224 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 68.172 | 122,63 | 6.866 | 120,56 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4.093.149 | 3,25 | 411.894 | 2,20 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 30.459 | 71,32 | 3.068 | 69,73 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 84.744 | 3,78 | 8.535 | 2,82 | ||||
| 2026-04-23 | 13F | Asset Planning,Inc | 791 | 0,64 | 80 | 0,00 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 55 | 14 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 4.427 | 0,45 | 446 | -0,67 | ||||
| 2026-05-15 | 13F | Fmr Llc | 6.581 | 106,04 | 663 | 104,32 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3.032 | 0,66 | 305 | -0,33 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 45.957 | 7,64 | 4.629 | 6,61 | ||||
| 2026-05-12 | 13F | Creative Planning | 68.072 | 1.045,61 | 6.856 | 1.035,10 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 3.408 | 343 | ||||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 45.370 | 4.570 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.270.608 | 5,96 | 228.696 | 4,97 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 14.966 | 6,28 | 1.507 | 3,93 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 34.655 | 8,11 | 3.490 | 7,12 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 24.535 | 2.471 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 5.286 | 532 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 862.821 | 8,71 | 86.903 | 7,69 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 104.261 | 239,28 | 10.501 | 236,14 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 7.703 | 2,52 | 776 | 1,57 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 47.148 | 1.312,46 | 4.749 | 1.300,59 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 22.727 | 1,34 | 2.289 | 0,35 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8.083.555 | 7,30 | 814.176 | 6,30 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3.008.428 | 32,29 | 303.009 | 31,06 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 70.221 | 13,74 | 7.073 | 12,67 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 7.985 | 7,33 | 804 | 6,35 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 2.588 | 261 | ||||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 18.856 | 231,27 | 1.899 | 228,55 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 17.465 | 3,66 | 1.759 | 2,75 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 16.506 | 82,39 | 1.663 | 80,65 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 2.118 | 213 | ||||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 4.885 | 98,17 | 492 | 96,80 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 170.532 | 4,00 | 17.176 | 3,03 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.296.794 | 8,95 | 130.613 | 7,93 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 33.948 | 0,10 | 3.394 | -1,60 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 15.639 | 1.586 | ||||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 173.713 | 7,59 | 17.496 | 6,59 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 11.421 | 8,73 | 1.150 | 7,78 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 32.095 | 19.711,73 | 3.233 | 20.100,00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3.698 | 372 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 35.394 | 3.565 | ||||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 11.045 | 222,95 | 1.112 | 220,46 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 14.841 | 1,86 | 1.495 | 0,88 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3.701 | 12,84 | 373 | 11,71 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2.371 | 13,28 | 239 | 12,26 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 26 | 3 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 27.216 | 8,58 | 2.741 | 7,57 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 131.421 | 369,85 | 13.237 | 365,56 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 20.995 | 5,27 | 2.115 | 4,29 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4.606.221 | 21,05 | 463.939 | 19,91 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 3.844 | 62,47 | 387 | 61,25 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 18.830 | 20,13 | 1.914 | 18,59 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 2.951 | 296,11 | 297 | 296,00 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 49.534 | 15,26 | 4.989 | 14,19 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 3.055 | 308 | ||||||
| 2026-04-29 | 13F | Shelter Mutual Insurance Co | 5.868 | 55,65 | 591 | 54,31 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 517 | 52 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 30.236 | 7,94 | 3.045 | 6,95 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 6.830 | 9,54 | 688 | 8,53 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 68.466 | 21,93 | 6.896 | 20,80 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 41.442 | 51,56 | 3.240 | 16,59 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 51.604 | 2,11 | 5.198 | 1,15 | ||||
| 2026-05-14 | 13F | Ade, Llc | 2.792 | 1,34 | 281 | 0,36 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 12.055 | 28,12 | 1.214 | 26,99 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 40.545 | 3,21 | 4.084 | 2,23 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 17.463 | 92,28 | 1.759 | 90,47 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 165.251 | 4,85 | 16.438 | 2,58 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 2.135 | 217 | ||||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 31 | 3 | ||||||
| 2026-05-06 | 13F | Eq Llc | 23.974 | 18,68 | 2.415 | 17,58 | ||||
| 2026-05-15 | 13F | Teucrium Investment Advisors, LLC | 89.795 | 9.014 | ||||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 88.657 | 2,31 | 8.930 | 1,35 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 16.540 | 3,48 | 1.666 | 2,46 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 9.863 | 11,48 | 993 | 10,46 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 54.137 | 20,21 | 5.453 | 19,09 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 26.595 | 46,58 | 2.679 | 45,23 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 11.737 | 1.182 | ||||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 3.165 | 44,52 | 319 | 43,24 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 1.610 | 162 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 9.323 | 57,48 | 939 | 56,24 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 68.062 | 5,96 | 6.855 | 4,98 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 11.009 | 3,24 | 1.109 | 2,21 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 19.634 | 1,77 | 1.978 | 0,82 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11.242 | 1 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 37.784 | 15,76 | 3.806 | 14,68 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 28.954 | 6,15 | 2.902 | 4,65 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 8.828 | 142,06 | 889 | 140,27 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 4.402 | 5,34 | 443 | 4,48 | ||||
| 2026-05-15 | 13F | EFG International AG | 5.644 | 568 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 36.980 | 2,01 | 3.725 | 1,06 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 3.151 | 11,82 | 317 | 10,84 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 200.496 | 51,67 | 20.194 | 50,26 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 6.068 | 2,92 | 611 | 2,00 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 19.931 | 242,05 | 2.007 | 239,02 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 7.776 | 13,85 | 783 | 12,82 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 1.991 | 0,35 | 201 | -0,50 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 123.564 | 22,87 | 12.457 | 21,56 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 1.630 | 5,23 | 164 | 4,46 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 73.915 | 32,08 | 7.445 | 30,85 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 142.351 | 7,85 | 14.338 | 6,84 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 5.929 | 0,29 | 597 | -0,67 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 84.547 | 109,12 | 8.516 | 107,18 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 2.217 | 223 | ||||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 126.045 | 12.695 | ||||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 5.663 | 0,71 | 570 | -0,18 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 20.080 | 34,95 | 2.022 | 33,73 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 105.266 | 15,57 | 10.602 | 14,49 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 3.400 | 58,07 | 342 | 56,88 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 522.773 | 28,71 | 52.654 | 27,51 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 41.813 | 26,56 | 4.211 | 25,10 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 350 | 36 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.633 | 36,42 | 265 | 35,20 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 24.026 | 18,44 | 2.420 | 17,31 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 8.799 | 488,17 | 886 | 482,89 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 142.427 | 0,04 | 14.345 | -0,90 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 76.420 | 30,84 | 7.697 | 29,62 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 2.337 | 235 | ||||||
| 2026-05-15 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.770 | 132,89 | 178 | 131,17 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 120 | 100,00 | 12 | 83,33 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4.651 | 473 | ||||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 325 | 33 | ||||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 19.603 | 54,76 | 1.950 | 50,00 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 31.305 | 13,72 | 3.153 | 12,69 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 2.183 | 220 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 278.322 | 4,72 | 28 | 3,70 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 2.628 | 265 | ||||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 4.953 | 39,29 | 499 | 37,95 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 22.351 | 3,89 | 2.251 | 2,93 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 21.537 | 2,97 | 2.169 | 2,02 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 160.719 | 5,92 | 16.188 | 4,93 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 66.296 | 7,47 | 6.678 | 6,47 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 25.800 | 1,30 | 2.599 | 0,35 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 32.795 | 1,79 | 3.303 | 0,85 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 4.826 | 28,32 | 486 | 27,23 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 64.932 | 0,92 | 6.601 | -0,38 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 10.242 | 1,43 | 1.032 | 0,49 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 33.539 | 63,56 | 3.378 | 62,09 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 75.755 | 4,90 | 7.630 | 4,66 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 266 | 129,31 | 27 | 145,45 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 23.800 | 24,44 | 2.397 | 23,30 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1.321.393 | 1,26 | 133.091 | 0,32 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 141.525 | 9,72 | 14.254 | 8,70 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 14.860 | 21,82 | 1.497 | 20,65 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 10.541 | 57,87 | 1.062 | 56,49 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 290 | 29 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 229.825 | 9,00 | 23.038 | 7,47 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 2.884 | 21,13 | 290 | 19,83 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.774 | 6,16 | 380 | 5,26 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3 | 0 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 403.265 | 6,71 | 40.617 | 5,72 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 89.763 | 4,29 | 9.041 | 3,31 | ||||
| 2026-05-05 | 13F | PFG Advisors | 15.304 | 10,20 | 1.541 | 9,21 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 4.862 | 25,18 | 490 | 24,11 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 5.698 | 3,06 | 574 | 1,96 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 22.023 | 4,52 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 369.574 | 11,21 | 37.280 | 10,16 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 15.210 | 39,18 | 1.532 | 37,80 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 3.120 | 314 | ||||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 6.196 | 9,28 | 624 | 9,09 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 19.316 | 163,41 | 1.946 | 161,07 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 20.848 | 4,66 | 2.100 | 3,65 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 24.659 | 3,03 | 2.484 | 2,06 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 61.245 | 6 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.163 | 14,24 | 117 | 12,62 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 172.268 | 1,80 | 17.514 | 0,49 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 5.279 | 5,92 | 532 | 4,94 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 3.138 | 316 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 8.170 | 53,66 | 823 | 52,22 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 1.089 | 8,36 | 110 | 6,86 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4.879 | 8,13 | 495 | 7,39 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 2.046 | 206 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6.116 | 616 | ||||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 24.274 | 4,00 | 2.441 | 2,78 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 176.965 | 7,97 | 17.824 | 6,96 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 4.668 | 6,50 | 470 | 5,62 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2.476 | 249 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.724.258 | 1,82 | 173.667 | 0,86 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 14.995 | 1,43 | 1.510 | 0,53 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 39.094 | 9,90 | 3.938 | 8,88 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 10.186 | 6,78 | 1.026 | 5,78 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 9.139 | 2,64 | 920 | 1,66 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 4.005 | 16,70 | 403 | 15,80 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 2 | 0 | ||||||
| 2026-05-04 | 13F | Moment Partners, LLC | 2.432 | 245 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 42.000 | 382,76 | 4.230 | 378,51 | |||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 23.110 | 60,90 | 2.328 | 59,38 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 17 | 2 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 942.313 | 12.382,62 | 94.910 | 12.274,05 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 61.256 | 0,62 | 6.170 | -0,32 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 59.578 | 3,16 | 6.001 | 2,18 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 23.345 | 0,18 | 2.351 | -0,76 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 5.216 | 9,88 | 525 | 8,92 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 28.443 | 20,81 | 2.865 | 19,68 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 382 | 131,52 | 38 | 137,50 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 64.902 | 12,38 | 6.537 | 11,33 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9.659 | 973 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 26.700 | 434,00 | 2.689 | 429,33 | |||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 16.120 | 14,08 | 1.624 | 13,02 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 9.600 | 113,33 | 967 | 111,38 | |||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 26.660 | 1,32 | 2.681 | -0,33 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 10.952 | 44,45 | 1.103 | 43,25 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 3.321 | 13,38 | 334 | 12,46 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 160 | 16 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 16.092 | 5,63 | 1.621 | 4,65 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 39.798 | 18,82 | 4.008 | 17,71 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 160 | 16 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 114.241 | 10,95 | 11.506 | 9,92 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 24.395 | 0,55 | 2.512 | 0,64 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 9.306 | 102,00 | 937 | 100,21 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 10.847 | 39,42 | 1.093 | |||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 89 | 9 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9.345 | 69,88 | 941 | 68,34 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6.067 | 602 | ||||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 7.814 | 787 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21.078 | 7,85 | 2.123 | 6,84 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 91.178 | 96,46 | 9.270 | 93,97 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 45 | 5 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 815 | 82 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 87.815 | 14,71 | 8.845 | 13,70 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 5.984 | 603 | ||||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 83.496 | 41,64 | 8.410 | 40,31 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 4.433 | 0,34 | 446 | -0,67 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 175.727 | 2,94 | 17.699 | 1,98 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 4.918 | 54.544,44 | 500 | |||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 6.587 | 5,99 | 663 | 5,07 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 7.298 | 735 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 369 | 37 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 91 | 9 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 278 | 479,17 | 28 | 600,00 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 6.423 | 0,50 | 647 | -0,46 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 6.631 | 99,43 | 669 | 97,63 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 34 | 3 | ||||||
| 2026-05-14 | 13F | Jump Financial, LLC | 4.258 | 429 | ||||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 49.499 | 1,12 | 4.986 | 0,18 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 3.349 | 2,51 | 337 | 1,51 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 12.855 | 39,14 | 1.295 | 37,81 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 9.850 | 992 | ||||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 49.368 | 7,10 | 4.972 | 6,13 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 40.642 | 48,87 | 4.093 | 47,50 | ||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 2.742 | 4,78 | 276 | 3,76 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 2.638 | 266 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 629 | 31,59 | 63 | 31,25 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6.403 | 45,75 | 645 | 44,39 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 161.026 | 2,45 | 16.219 | 1,49 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 14.410 | 14,18 | 1.452 | 13,09 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.085.184 | 5,81 | 109.300 | 4,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 118.400 | 12,02 | 11.925 | 10,97 | |||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 23.652 | 6,23 | 2.382 | 5,26 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 75.498 | 340,50 | 7.604 | 336,45 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 84.250 | 10,44 | 8.406 | 7,78 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 22.788 | 220,91 | 2.295 | 218,31 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2.924 | 2,42 | 295 | 1,38 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 56.677 | 5.709 | ||||||
| 2026-05-11 | 13F | Arrow Financial Corp | 90.264 | 109,05 | 9.091 | 107,13 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 36.277 | 2,25 | 3.654 | 1,28 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 32.632 | 5,21 | 3.287 | 4,22 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 5.395 | 8,64 | 543 | 7,74 |
