Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF eröffnet haben, gehören TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, Liberty Mutual Group Asset Management Inc., Gateway Wealth Partners, LLC, Grant Private Wealth Management Inc, Calamos Advisors LLC, Investment Management Trust, LLC, Oxinas Partners Wealth Management LLC, Intesa Sanpaolo Wealth Management, Joule Financial, LLC, Commerce Bank, Sterling Investment Counsel, LLC, Nixon Peabody Trust Co, Wedmont Private Capital, Central Valley Advisors, Llc, Flynn Zito Capital Management, Llc, Quantinno Capital Management LP, Pursuit Wealth Management LLC, Fountainhead AM, LLC, und Second Line Capital, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Second Line Capital, LLC | 3.931 | 201 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 43.286 | 15,96 | 2.218 | 14,75 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 8.702 | 17,37 | 446 | 16,19 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 411 | 21 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 18.094.724 | 13,33 | 955.226 | 16,48 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 11.890 | 58,32 | 609 | 56,96 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 194.886 | 3,14 | 9.984 | 2,08 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 7.797 | 10,28 | 399 | 9,02 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 93.193 | 696,32 | 4.825 | 689,53 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 164 | 124,66 | 8 | 166,67 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 466 | 18,88 | 24 | 15,00 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 3.181.412 | 33,75 | 162.984 | 32,35 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 45.906 | 9,66 | 2.352 | 8,49 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 268.496 | 0,83 | 13.755 | -0,22 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 16.663 | 854 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 19 | 1 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 4.119 | 211 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.526.055 | 5,82 | 78.180 | 4,72 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 14.402 | 5,02 | 738 | 3,95 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 3.378 | 4,48 | 173 | 3,59 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 426.168 | 3,48 | 21.833 | 2,40 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 14.274 | 17,03 | 731 | 15,85 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 13.649 | 0,78 | 699 | -0,29 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 443 | 45,25 | 23 | 46,67 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 135.462 | 530,64 | 6.940 | 524,01 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 29.460 | 5,66 | 1.509 | 4,57 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18.801 | 17,73 | 1 | |||||
| 2026-05-14 | 13F | Betterment LLC | 361.816 | 4,54 | 19 | 5,88 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 80.822 | 1,83 | 4.141 | 0,78 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3.015.485 | 2,09 | 154.483 | 1,03 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 218.453 | 26,27 | 11.191 | 24,96 | ||||
| 2026-05-14 | 13F | Cumberland Partners Ltd | 22.407 | 15,67 | 1.148 | 14,47 | ||||
| 2026-01-26 | 13F/A | LifeWealth Investments, LLC | 51.754 | 58,48 | 2.644 | 61,06 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 82.626 | 1,10 | 4.233 | 0,05 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 24.898 | 1,51 | 1.276 | 0,47 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3.633 | 0,11 | 186 | -1,60 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 12.427 | 25,18 | 637 | 23,98 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 26 | 1 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 20.182 | 3,05 | 1.034 | 1,97 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 6.869 | 26,13 | 352 | 24,91 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 8.907 | 7,61 | 457 | 6,53 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 5.563 | 4,25 | 285 | 3,26 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 939 | 48 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 79 | 4 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 3.782 | 1.265,34 | 194 | 1.278,57 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 9.537 | 24,96 | 489 | 23,54 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 4.606 | 236 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 73.297 | 10,65 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 9.500 | 487 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 80 | 166,67 | 4 | 300,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.800.624 | 24,19 | 91.778 | 22,27 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 548.142 | 128,21 | 28.054 | 124,73 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 20 | 1 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 168 | 9 | ||||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 5.133 | 263 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 23.750 | 16,88 | 1.217 | 15,70 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 9.167 | 0,77 | 470 | -0,21 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 25.968 | 5,82 | 1.330 | 4,72 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 10.561 | 5,44 | 541 | 4,44 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 11.369.294 | 579.493 | ||||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 71.378 | 17,44 | 3.657 | 16,21 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 10.312 | 10,35 | 528 | 9,32 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 10.108 | 518 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2.804.359 | 1,77 | 143.667 | 0,71 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 5.613 | 0,75 | 288 | -0,35 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 27.099 | 18,32 | 1.388 | 17,13 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 28.884 | 2,23 | 1.480 | 1,16 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 11.208 | 4,86 | 574 | 3,80 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 50.984 | 13,62 | 2.612 | 12,40 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 14.637 | 11,54 | 749 | 10,47 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 358.233 | 21,04 | 18.352 | 19,78 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 15.482 | 38,24 | 793 | 36,96 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 51.417 | 4,83 | 2.634 | 3,74 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 5.512 | 18,69 | 282 | 17,50 | ||||
| 2026-05-15 | 13F | Harris Associates L P | 50 | 3 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 11.058 | 40,54 | 572 | 39,51 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 130.410 | 1,77 | 6.681 | 0,71 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 4.395 | 228 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.627 | 83 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 666 | 34 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.122.773 | 14,90 | 57.520 | 13,71 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 102.193 | 6,66 | 5.235 | 5,54 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 4.306 | 4,16 | 221 | 2,80 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4.099 | 210 | ||||||
| 2026-05-12 | 13F | Creative Planning | 36.484 | 2,79 | 1.869 | 1,74 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 10.927 | 1,14 | 560 | 0,00 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 11 | 1 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 276.626 | 4,14 | 14.172 | 3,05 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 118.784 | 25,47 | 6.032 | 23,08 | ||||
| 2026-05-14 | 13F | Prudential Plc | 74.180 | 83,70 | 3.800 | 81,82 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 20.388 | 28,38 | 1.044 | 27,01 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 61.669.415 | 21,91 | 3.159.324 | 20,64 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 2.767.024 | 16,75 | 141.755 | 15,53 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 12.735 | 8,24 | 652 | 7,06 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 9.816 | 0,88 | 503 | -0,20 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 19.680 | 8,98 | 1.008 | 7,92 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 6.912 | 0,19 | 358 | -0,83 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 30 | 2 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 5.900 | 302 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 154.061 | 1.591,31 | 7.893 | 1.575,58 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 15.485 | 67,30 | 793 | 65,55 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 6.663 | 341 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.027 | 15,39 | 53 | 13,04 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 18.690 | 957 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.565 | 100,90 | 80 | 100,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.583.035 | 0,90 | 81.099 | -0,16 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 53.281 | 43,34 | 2.730 | 41,84 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 54.708 | 2.803 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 16 | 1 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7.107 | 27,43 | 364 | 26,39 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 21.313 | 2,35 | 1.092 | 1,21 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 60.630 | 3.106 | ||||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 653.841 | 1,28 | 33.496 | 0,22 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8.278.221 | 4,09 | 424.093 | 3,01 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.357 | 48,80 | 121 | 46,34 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 6.056 | 13,58 | 310 | 11,51 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 9.139.303 | 468.206 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 36.444 | 211,06 | 1.867 | 208,09 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 6.865 | 3,33 | 355 | 2,60 | ||||
| 2026-05-14 | 13F | Spectrum Strategic Capital Management, LLC | 6.998 | 0,20 | 359 | -0,83 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 5.862.267 | 1,32 | 300.324 | 0,26 | ||||
| 2026-05-15 | 13F | BlueCrest Capital Management Ltd | 1 | 0 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 185.742 | 5,11 | 9.516 | 4,02 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 3.178.746 | 3,04 | 164.563 | 2,15 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 103.219 | 10,61 | 5.288 | 9,44 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 4.677 | 240 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 32.045 | 23,87 | 1.659 | 22,81 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.605 | 82 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 50.257 | 49,37 | 2.575 | 47,85 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 117 | 963,64 | 6 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 16.485 | 2,55 | 845 | 1,44 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 36.346 | 34,35 | 1.843 | 31,64 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 365.167 | 1,84 | 18.707 | 0,78 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.775 | 91 | ||||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 34.526 | 2,65 | 1.769 | 1,55 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 23.525 | 1.205 | ||||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 5.092 | 7,61 | 261 | 6,56 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 8.231 | 2,93 | 422 | 1,69 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 314 | 11,74 | 16 | 14,29 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5.904 | 10,58 | 302 | 8,63 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 103.718 | 4,85 | 5.313 | 3,77 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 5.046 | 259 | ||||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 93.487 | 3,38 | 4.789 | 2,31 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 28.010 | 3,25 | 1.430 | 1,85 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 11.042 | 566 | ||||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 2.162 | 0,14 | 111 | -0,90 | ||||
| 2026-05-15 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13.660 | 12,60 | 700 | 11,31 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.464.282 | 22,89 | 177.475 | 21,61 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 20.653 | 41,63 | 1.058 | 40,32 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 2.013 | 1,10 | 103 | -0,97 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 10.864 | 69,78 | 561 | 69,49 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 5.079 | 260 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 6.100 | 2,30 | 315 | 1,29 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 16.267 | 1 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 160 | 8 | ||||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 20.757 | 1.063 | ||||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 18.371 | 0,59 | 941 | -0,42 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 51.950 | 3 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 40.249 | 30,27 | 2.063 | 28,39 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.404 | 20,00 | 72 | 18,33 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.934.400 | 4,13 | 99.099 | 3,04 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 19.315 | 124,65 | 990 | 122,25 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 107.709 | 1,78 | 5.518 | 0,71 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 11.743 | 86,69 | 602 | 84,92 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 4.460 | 228 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.251 | 64 | ||||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 10.263 | 526 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 614.798 | 5,97 | 31.496 | 4,87 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 598 | 29,16 | 31 | 30,43 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 38.662 | 8,81 | 1.981 | 7,67 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 789 | 40 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 159.877 | 6,34 | 8.191 | 5,23 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 7.109 | 1,12 | 364 | 0,28 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 193.640 | 8,83 | 9.920 | 7,70 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 4.899 | 252 | ||||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 592.736 | 3,56 | 30.366 | 2,48 | ||||
| 2026-05-19 | 13F | Financial Avengers, Inc. | 101.248 | 12,47 | 5.187 | 11,29 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 10.174.811 | 5,28 | 521.256 | 4,18 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 17 | 1 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 6.579 | 20,47 | 337 | 19,50 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 278.900 | 12,09 | 14.241 | 10,55 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 4.779 | 4,16 | 245 | 2,95 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 23.277 | 7,72 | 1.192 | 6,62 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 570 | 29 | 38,10 | |||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 49.843 | 17,37 | 2.580 | 16,37 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 21.771 | 25,58 | 1.115 | 24,30 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 199 | 10 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 3.993 | 205 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 307 | 16 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 605 | 0,17 | 31 | -3,23 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 8.247 | 2,56 | 422 | 1,44 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 217.080 | 2,63 | 11.121 | 1,56 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 7.108.900 | 5,78 | 364.189 | 4,67 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.079 | 41.480,00 | 106 | |||||
| 2026-05-05 | 13F | UBS Group AG | 56.079.950 | 1.285,25 | 2.872.976 | 1.270,81 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 138.415 | 24,93 | 7.166 | 143.200,00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 3.314 | 0,76 | 170 | -0,59 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 149 | 86,25 | 8 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1.218.554 | 14.054,42 | 62.427 | 13.928,31 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 47.750 | 2,08 | 2.446 | 1,03 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1.333 | 2.238,60 | 68 | 3.300,00 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 670.281 | 3,34 | 34.338 | 2,26 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 19.217 | 9,39 | 984 | 8,25 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 7.602 | 1,14 | 389 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10.964 | 3,30 | 562 | 2,19 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 41 | 2 | ||||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 13.040 | 4,19 | 668 | 3,25 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 6.435 | 28,70 | 330 | 27,52 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 432.356 | 34,06 | 22.149 | 32,66 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 135.350 | 39,93 | 6.899 | 37,33 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 11.610.948 | 268,37 | 594.829 | 264,53 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 46.356 | 3,11 | 2.375 | 2,02 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 6.726 | 2,50 | 345 | 1,47 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 9 | 0,00 | ||||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 29 | 1 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 8.289 | 0,99 | 425 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.768 | 92,44 | 193 | 91,09 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 30.482 | 4,45 | 1.562 | 3,38 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 382.114 | 7,75 | 19.576 | 6,62 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 1.195.107 | 2,38 | 61.871 | 1,50 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 52.033 | 2.666 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 40.677 | 323,54 | 2 | |||||
| 2026-05-07 | 13F | Dakota Wealth Management | 134.825 | 41,81 | 6.907 | 40,36 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 9.968 | 506 | ||||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 188.348 | 3,92 | 9.649 | 2,83 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 790.792 | 7.154,97 | 40.512 | 7.186,33 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 200 | 50,38 | 10 | 66,67 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 13.631 | 31,35 | 698 | 29,98 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1.333 | 151,98 | 68 | 151,85 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 15.825 | 811 | ||||||
| 2026-05-15 | 13F | Liberty Mutual Group Asset Management Inc. | 714.850 | 36.622 | ||||||
| 2026-04-28 | 13F | K2 Financial Inc. | 66.902 | 10,82 | 3.449 | 10,30 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 507.366 | 27,07 | 25.992 | 25,74 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 172.840 | 73,66 | 8.863 | 71,40 | ||||
| 2026-05-05 | 13F | PFG Advisors | 7.797 | 7,25 | 399 | 6,12 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 682 | 3.147,62 | 35 | 3.300,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 46.046 | 1,82 | 2.359 | 0,73 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 40 | 2 | ||||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 369.902 | 40,98 | 18.950 | 39,52 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 28.127 | 1,12 | 1 | 0,00 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 155.854 | 2,60 | 7.984 | 1,54 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 8.399 | 430 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 105.235 | 3,66 | 5.391 | 2,59 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 20.028 | 11,67 | 1.026 | 10,56 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 20.349.943 | 7,57 | 1.042.528 | 6,45 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 426.907 | 82,48 | 21.856 | 80,29 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 10.819 | 0,77 | 554 | -0,18 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 7.157 | 367 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 199.428 | 371,61 | 10.217 | 366,70 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.241 | 115 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.334 | 5,96 | 68 | 4,62 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 6.323 | 8,40 | 324 | 7,31 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 1.692.140 | 10,75 | 86.688 | 9,59 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 10.170 | 521 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 10.749.955 | 7,86 | 550.720 | 6,73 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 85.043 | 131,51 | 4.357 | 129,14 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 7.295 | 374 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 526 | 3,75 | 27 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 79.520 | 4.074 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 566 | 29 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 11.744 | 86,71 | 602 | 84,92 |
