Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree Floating Rate Treasury Fund eröffnet haben, gehören Transcendent Capital Group LLC, Prime Capital Investment Advisors, LLC, Optivise Advisory Services LLC, Mattern Capital Management, Llc, Ashton Thomas Securities, Llc, SG Trading Solutions, LLC, Gts Financial, Llc, Buckingham Strategic Partners, Cypress Wealth Services, LLC, Prudent Investors Network, Bristlecone Value Partners, LLC, Financial & Tax Architects, LLC, Luts & Greenleigh Group, Inc, Johnson Investment Counsel Inc, Signal Advisors Wealth, LLC, Alessandra Capital Management, LLC, January Capital Advisors LLC, Capital Performance Advisors Llp, Mainsail Asset Management, Llc, und Tortoise Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 6.401 | 322 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.107.390 | 33,62 | 55.746 | 33,67 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 12.059 | 89,13 | 607 | 89,69 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 2.059.340 | 2,13 | 15.610 | 16,14 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 72.319 | 62,13 | 3.641 | 62,21 | ||||
| 2026-05-07 | 13F | Vericrest Private Wealth | 24.464 | 8,41 | 1.232 | 8,46 | ||||
| 2026-05-14 | 13F | Rare Wolf Capital LLC | 319.962 | 6,29 | 16.107 | 6,33 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 106.875 | 5.380 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 136.982 | 0,05 | 6.896 | 0,09 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 1.164.700 | 58.631 | ||||||
| 2026-04-08 | 13F | Sfm, Llc | 184.965 | 1,57 | 9.311 | 1,62 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 445.184 | 20,39 | 22.410 | 20,44 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 40.836 | 2.056 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.490 | 18,91 | 75 | 19,05 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 38.497 | 14,90 | 1.938 | 14,89 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 894.095 | 72,58 | 45.009 | 72,64 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 66.479 | 33,05 | 3.347 | 33,08 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16.692 | 11,15 | 840 | 11,26 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 4.087 | 206 | ||||||
| 2026-02-24 | 13F | SG Trading Solutions, LLC | 57.149 | 3 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 653.878 | 2,10 | 32.916 | 2,14 | ||||
| 2026-04-09 | 13F | Prota Financial, LLC | 3.987 | 201 | ||||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 142.494 | 11,26 | 7.173 | 11,31 | ||||
| 2026-05-05 | 13F | Sky-mountain Capital Management, Inc. | 1.272.541 | 2,41 | 64.060 | 2,12 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 23.172 | 0,28 | 1.166 | 0,34 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 11.330 | 7,64 | 570 | 7,75 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 1.677.866 | 1,24 | 84.464 | 1,28 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 160.328 | 8.071 | ||||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 1.377.489 | 23,79 | 69.343 | 23,84 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 13.690 | 23,84 | 689 | 23,92 | ||||
| 2026-05-15 | 13F | Uniplan Investment Counsel, Inc. | 649.711 | 164,32 | 32.707 | 164,44 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 110.183 | 5,38 | 5.547 | 5,42 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 129.696 | 5,09 | 6.529 | 5,14 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 11.349 | 54,49 | 571 | 54,74 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 500 | 270,37 | 25 | 316,67 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 323.506 | 50,80 | 16.285 | 50,86 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 153.990 | 31,82 | 7.749 | 32,04 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 11.498 | 5,62 | 579 | 5,67 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 272.570 | 140,62 | 13.721 | 140,72 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 95.923 | 3,36 | 4.829 | 3,38 | ||||
| 2026-05-06 | 13F | Euro Pacific Asset Management, LLC | 46.266 | 402,45 | 2 | |||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 10.091 | 508 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 527.514 | 43,53 | 26.555 | 43,59 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 455 | 23 | ||||||
| 2026-05-04 | 13F | Headland Capital, LLC | 287.202 | 2,84 | 14.458 | 2,87 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 576.938 | 3,89 | 29.043 | 3,93 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 10.924 | 550 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 4.000 | 201 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 138.562 | 6.975 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 54.249 | 44,56 | 2.731 | 44,60 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 6.629 | 334 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 495.884 | 35,19 | 24.963 | 35,24 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 5.803 | 20,52 | 292 | 20,66 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 18.167 | 9,69 | 915 | 9,72 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 97.996 | 7,47 | 4.933 | 7,52 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 18.025 | 0,88 | 907 | 0,89 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 874 | 0 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 18.318 | 0,80 | 922 | 0,88 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 214.730 | 4.139,49 | 10.810 | 4.155,51 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 8.667 | 1,17 | 436 | 1,16 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 24.615 | 1.239 | ||||||
| 2026-04-30 | 13F | Alessandra Capital Management, LLC | 5.200 | 262 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 116.396 | 154,43 | 5.859 | 154,52 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 4.170 | 210 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 42 | 2 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 73.684 | 180,20 | 3.709 | 180,35 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 15.022 | 146,42 | 756 | 147,06 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 25 | 300,00 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 79.530 | 749,23 | 4.004 | 749,89 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 735.163 | 237,61 | 37.008 | 237,76 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 616.330 | 64,74 | 31.026 | 64,81 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 47.281 | 2,58 | 2.380 | 2,63 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 107.911 | 14,78 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.700 | 10,03 | 86 | 10,39 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 345.770 | 8,01 | 17.406 | 8,05 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 914 | 46 | ||||||
| 2026-04-15 | 13F | Retireful, LLC | 20.496 | 1.032 | ||||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 150.935 | 5,75 | 7.598 | 5,79 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 37.189 | 3,88 | 1.872 | 3,94 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 42.234 | 12,35 | 2.126 | 12,43 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 22.684 | 3,97 | 1.142 | 4,01 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 21.819 | 0,85 | 1.098 | 0,92 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 29.546 | 51,32 | 1.487 | 51,43 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 5.373 | 270 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 12.109 | 0,75 | 610 | 0,83 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 435.187 | 33,45 | 21.907 | 33,51 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 11.282 | 568 | ||||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 68.713 | 3.459 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 5.101 | 257 | ||||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 297.875 | 100,76 | 14.995 | 100,58 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 262.511 | 26,17 | 13.215 | 26,22 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 312.843 | 17,23 | 15.749 | 17,28 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13.366 | 0,66 | 673 | 0,75 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 57.547 | 73,41 | 2.897 | 73,52 | ||||
| 2026-05-05 | 13F | Mraz, Amerine & Associates, Inc. | 822.468 | 14,43 | 41.403 | 14,48 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 38.283 | 1.702,40 | 1.927 | 1.717,92 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 117.914 | 98,99 | 5.936 | 99,09 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 26.982 | 45,71 | 1.358 | 45,86 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 59 | 3 | ||||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 14.089 | 25,07 | 709 | 25,04 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 17.268 | 38,51 | 869 | 38,60 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 16.176 | 35,86 | 814 | 35,89 | ||||
| 2026-05-18 | 13F | Cim, Llc | 92.133 | 1,10 | 4.638 | 1,13 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 19.518 | 89,00 | 983 | 89,21 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.708.924 | 3,88 | 86.029 | 3,92 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 59.402 | 13,78 | 2.990 | 13,82 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 53.317 | 2.684 | ||||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 643.608 | 617,43 | 32.399 | 617,74 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 3.697 | 3,27 | 186 | 3,33 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 5.337 | 269 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 74.580 | 3.754 | ||||||
| 2026-05-19 | 13F | Gts Financial, Llc | 42.372 | 2.133 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2.916 | 147 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 772.932 | 856,36 | 38.909 | 856,94 | ||||
| 2026-05-01 | 13F | Mueller Wealth, LLC | 284.750 | 6,35 | 14.334 | 6,39 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 7.480 | 377 | ||||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 155.364 | 65,96 | 7.821 | 66,05 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 391.879 | 33,94 | 19.723 | 33,97 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 72.181 | 37,56 | 3.634 | 37,61 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2.949 | 0,41 | 148 | 0,68 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.939.267 | 18,06 | 198.303 | 18,11 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 5.707 | 5,08 | 287 | 5,13 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 48.449 | 28,77 | 2.439 | 28,79 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 119.503 | 296,70 | 6.016 | 297,03 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 522.522 | 15,89 | 26.304 | 15,93 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 16.615 | 0,89 | 836 | 0,97 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.991 | 54,22 | 100 | 56,25 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 627.323 | 157,34 | 31.579 | 157,45 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 30.309 | 0,71 | 1.526 | 0,73 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 482.711 | 13,68 | 24.300 | 13,73 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 42.126 | 0,12 | 2.121 | 0,14 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 88.735 | 65,40 | 4.467 | 65,47 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 295.493 | 7,43 | 14.875 | 7,48 | ||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 115.511 | 24,95 | 6 | 25,00 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 75.007 | 240,06 | 3.776 | 240,40 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 51.890 | 24,39 | 2.612 | 24,44 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 21.082 | 3,74 | 1.061 | 3,82 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 5.398 | 272 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 72.874 | 98,73 | 3.668 | 98,70 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 4.240 | 0,74 | 213 | 0,95 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 895.079 | 13,80 | 45.058 | 13,84 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 258.922 | 207,52 | 13.034 | 207,70 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 41.428 | 11,72 | 2.086 | 11,80 | ||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 10.924 | 66,50 | 550 | 66,36 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 74.407 | 47,05 | 3.746 | 47,09 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 9.947 | 21,94 | 501 | 21,95 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.261.965 | 34,34 | 63.527 | 34,40 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 33.095 | 648,76 | 1.666 | 650,45 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 86.472 | 0,64 | 4.353 | 0,67 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1.396 | 70 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 215 | 72,00 | 11 | 66,67 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 20.215 | 1.018 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2.316.049 | 16,42 | 116.590 | 16,47 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.522 | 77 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 63.081 | 1,72 | 3.176 | 1,76 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 4.761 | 1,97 | 240 | 2,14 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 9.927.563 | 15,49 | 499.754 | 15,54 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 88.527 | 42,85 | 4.456 | 42,91 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 221.260 | 11,87 | 11.138 | 11,92 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 145.414 | 25,94 | 7.320 | 26,01 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 10.887 | 130,17 | 548 | 130,25 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 28.746 | 6,33 | 1.447 | 6,40 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.171.030 | 35,46 | 58.950 | 35,51 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 778.937 | 179,29 | 39.212 | 179,40 | ||||
| 2026-05-14 | 13F | Betterment LLC | 6.328 | 0 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 8.289 | 0,44 | 417 | 0,48 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 14.338 | 42,71 | 722 | 42,77 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 6.778 | 341 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 57.095 | 3,56 | 2.874 | 3,60 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 15.267 | 10,16 | 769 | 10,19 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 84.888 | 514,06 | 4.273 | 514,82 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 7.200 | 362 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 54.751 | 42,38 | 2.756 | 42,50 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 832.449 | 480,13 | 41.905 | 480,40 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 25.010 | 33,95 | 1.260 | 34,08 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 107.469 | 16,22 | 5.410 | 16,27 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 65.973 | 3.321 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 17.321 | 0,99 | 872 | 0,93 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 361.596 | 10,67 | 18.196 | 10,78 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 17.860 | 2,10 | 899 | |||||
| 2026-05-15 | 13F | Bedell Frazier Investment Counseling, LLC | 39.186 | 8,89 | 1.973 | 8,95 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 88 | 4 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 65.233 | 74,30 | 3.284 | 74,35 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 7.744 | 3,61 | 390 | 3,46 | ||||
| 2026-04-16 | 13F | Stonebridge Wealth Management, LLC | 463.001 | 3,16 | 23.307 | 3,21 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 48.618 | 0,97 | 2.447 | 0,99 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 292.783 | 4,24 | 14.739 | 4,28 | ||||
| 2026-05-12 | 13F | Creative Planning | 48.176 | 86,13 | 2.425 | 86,25 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 561.762 | 175,62 | 28.279 | 175,76 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 1.009.122 | 50.799 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 51.641 | 0,32 | 2.600 | 0,35 | ||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 8.508 | 13,02 | 428 | 13,23 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 72.223 | 1,39 | 3.636 | 1,42 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 35.792 | 14,85 | 2 | 0,00 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 121.979 | 27,69 | 6.140 | 27,76 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 1.120.648 | 68,60 | 56.413 | 68,66 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 380.923 | 41,94 | 19.176 | 41,99 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 868.238 | 24,59 | 43.707 | 24,65 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 357.790 | 8,06 | 18.011 | 8,11 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 19.733 | 16,40 | 993 | 16,41 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 623.069 | 1,99 | 31.365 | 2,04 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 160 | 8 | ||||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 23.417 | 0,25 | 1.179 | 0,17 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 156.923 | 9,91 | 7.900 | 9,95 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 76.946 | 15,12 | 3.873 | 15,17 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 12.758 | 148,79 | 642 | 148,84 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 77.959 | 106,00 | 3.924 | 106,09 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 590.380 | 7,69 | 29.720 | 7,74 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 109.126 | 12,27 | 5.494 | 12,33 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 18.389 | 5,71 | 926 | 5,71 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 60.995 | 152,78 | 3.071 | 152,88 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 4.350 | 219 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 19.450 | 2,25 | 980 | 2,40 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 807.604 | 25,95 | 40.655 | 26,00 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 734 | 37 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 41.593 | 324,85 | 2.094 | 325,41 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 930.640 | 54,30 | 46.848 | 54,36 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 112.397 | 119,36 | 5.658 | 119,47 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 15.934.091 | 10,79 | 802.122 | 10,83 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 31.893 | 9,79 | 1.606 | 9,86 | ||||
| 2026-05-06 | 13F | Bonfire Financial | 375.546 | 17,41 | 18.905 | 17,45 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 228 | 11 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 144.075 | 19,14 | 7.257 | 19,26 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 769.824 | 38.753 | ||||||
| 2026-05-07 | 13F | Advisor Resource Council | 11.696 | 25,14 | 589 | 25,11 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 265.065 | 4,34 | 13.343 | 4,38 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 40.980 | 19,55 | 2.063 | 19,61 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 12.691 | 79,50 | 639 | 79,72 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 16.309 | 0,18 | 821 | 0,24 | ||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 665.797 | 46,39 | 33.516 | 46,45 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 11.093 | 0,28 | 1 | |||||
| 2026-04-24 | 13F | Client First Capital LLC | 468.583 | 3,81 | 23.588 | 3,86 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 42.914 | 0,14 | 2.160 | 0,19 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 63.034 | 562,12 | 3.173 | 562,42 | ||||
| 2026-05-08 | 13F | Goldenstone Wealth Management LLC | 301.578 | 4,80 | 15.181 | 4,84 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 23.157 | 23,91 | 1.166 | 23,94 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 32.361 | 6,63 | 1.629 | 6,68 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 146.461 | 22,01 | 7.373 | 22,05 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 49.490 | 0,91 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 38.991 | 9,02 | 1.963 | 9,06 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 9.936 | 500 | ||||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 81.328 | 0,57 | 4.094 | 0,61 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 546.971 | 5.263,51 | 27.535 | 5.267,25 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 12.365 | 0,90 | 622 | 0,97 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 620 | 31 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 21.405 | 10,29 | 1.078 | 10,35 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3.827.440 | 19,85 | 193.106 | 20,22 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 34.297 | 247,70 | 1.725 | 247,08 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 980 | 49 | ||||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 111.278 | 27,27 | 6 | 25,00 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 133.059 | 8,43 | 6.698 | 8,47 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 372.953 | 8,68 | 18.774 | 8,72 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 17.710 | 8,59 | 892 | 8,66 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 307.754 | 96,75 | 15.492 | 221.214,29 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 17.440.508 | 4,73 | 877.955 | 4,77 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 21.801 | 21,06 | 1.097 | 21,22 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 37 | 2 | ||||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 234.750 | 2.883,23 | 11.817 | 2.891,65 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 7.140 | 0,72 | 359 | 0,84 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 25.323 | 5,41 | 1.275 | 5,46 | ||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 31.187 | 0,89 | 1.570 | 0,90 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 63.162 | 0,35 | 3.180 | 0,38 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 455.153 | 22.926 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 493 | 25 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 26.337 | 97,78 | 1.326 | 97,76 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 264.070 | 2,83 | 13.293 | 2,87 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 11.117 | 7,34 | 560 | 7,29 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 44.468 | 47,19 | 2.239 | 47,24 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 1.474.438 | 2,61 | 74.223 | 2,66 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 18.594 | 936 | ||||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 211.979 | 29,01 | 10.671 | 29,06 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 2.009.823 | 78,33 | 101.175 | 78,40 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 108.067 | 371,78 | 5.440 | 372,22 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7.854 | 7,16 | 395 | 7,34 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 300 | 28,21 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 24.070 | 1.212 | ||||||
| 2026-04-29 | 13F | Warner Group LLC | 183.374 | 5,37 | 9.231 | 5,41 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 36.818 | 2,54 | 1.853 | 2,60 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 474 | 21,23 | 24 | 21,05 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 520.229 | 20,03 | 26.178 | 20,15 | ||||
| 2026-04-21 | 13F | Granite Islands Private Wealth, Llc | 40.376 | 152,82 | 2.033 | 153,05 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 135.765 | 37,46 | 6.834 | 37,51 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 138.223 | 26,50 | 6.958 | 26,56 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 502.451 | 15,73 | 25.320 | 15,73 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 15.638 | 0,01 | 787 | 0,13 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 246.746 | 11,01 | 12.421 | 11,05 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 580 | 29 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 961.440 | 15,72 | 48.399 | 15,77 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.072 | 54 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 146.697 | 460,34 | 7.382 | 460,87 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 73.081 | 126,39 | 3.679 | 126,48 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.000 | 50 | ||||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 10.251 | 8,72 | 516 | 8,86 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 1.689 | 0,90 | 85 | 1,19 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 743.381 | 427,90 | 37.422 | 428,10 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 6.225 | 4,53 | 314 | 4,68 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 74.882 | 4,49 | 3.770 | 4,55 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 2.581 | 130 | ||||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 27.525 | 1.386 | ||||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 7.093 | 357 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 11.773 | 11,55 | 593 | 11,49 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.527.134 | 18,22 | 76.876 | 18,26 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 12.424 | 1.788,15 | 1 | |||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.073 | 3,97 | 54 | 5,88 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 4.904 | 0,88 | 247 | 0,82 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1.265.991 | 0,79 | 63.730 | 0,83 | ||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 111.097 | 5,68 | 5.593 | 5,73 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 184.836 | 46,75 | 9.305 | 46,82 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 21 | 5,00 | 0 |
