Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Core U.S. REIT ETF eröffnet haben, gehören Stadion Money Management, LLC, Financial Solutions Advisory Group, Inc., Retiremitten Financial Llc, Es4, Llc, My Portfolio Guide, LLC, Ashton Thomas Securities, Llc, IFC & Insurance Marketing, Inc., Wright Fund Managment, LLC, Frontier Asset Management, LLC, TriaGen Wealth Management LLC, Arkadios Wealth Advisors, Virtus Family Office LLC, Advocate Investing Services LLC, Banque Cantonale Vaudoise, Summitpoint Capital Management, Krane Financial Solutions LLC, Concurrent Investment Advisors, LLC, Platform Technology Partners, Redwood Financial Network Corp, und Aznar Financial Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 44.415 | 5,83 | 2.629 | 9,96 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 3.899 | 222 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 818 | 0,37 | 48 | 4,35 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 642 | 0,16 | 38 | 2,78 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 222.463 | 3,41 | 13.172 | 7,51 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 8.220 | 10,31 | 487 | 14,62 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5.609 | 319 | ||||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 12.700 | 752 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 8.803 | 69,35 | 560 | 85,43 | ||||
| 2026-05-12 | 13F | Creative Planning | 176.791 | 40,34 | 10.464 | 45,84 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 534 | 32,18 | 32 | 34,78 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 219.533 | 23,23 | 12.994 | 28,06 | ||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 17.743 | 37,30 | 1.050 | 42,66 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1.319 | 0,30 | 78 | 5,41 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 753.274 | 10,31 | 44.586 | 14,63 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 27.879 | 1.650 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.092 | 65 | ||||||
| 2026-05-05 | 13F | 93 Financial Group, LLC | 376.929 | 3,16 | 22.310 | 7,20 | ||||
| 2026-04-06 | 13F | CX Institutional | 3.365 | 304,93 | 0 | |||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 12.532 | 168,64 | 742 | 179,62 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 10.400 | 1,56 | 616 | 5,49 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 10.659 | 342,10 | 631 | 359,85 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 102.569 | 3,82 | 6.071 | 7,89 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 16.855 | 33,29 | 998 | 38,47 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 62.852 | 1,20 | 3.720 | 5,17 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 490 | 29 | ||||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 26.656 | 1.578 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 337 | 810,81 | 20 | 850,00 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 300 | 0 | ||||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 129.848 | 0,85 | 7.686 | 4,79 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 48.160 | 1,96 | 2.851 | 5,95 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 4.307 | 255 | ||||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 12.126 | 718 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 11.080 | 2,55 | 656 | 6,50 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 3.391 | 201 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 24 | 1 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 905 | 54 | ||||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 30.219 | 1,15 | 1.789 | 5,11 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 527 | 0,38 | 31 | 6,90 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.330 | 62,28 | 190 | 57,50 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 278.174 | 13,38 | 16.465 | 17,83 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 13.744 | 0,06 | 813 | 3,96 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 6.148 | 8,89 | 364 | 13,08 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 4.015 | 0,07 | 238 | 3,95 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 243.940 | 6,24 | 14.439 | 10,40 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 113.471 | 5,92 | 6.716 | 10,05 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 3.959 | 33,61 | 234 | 39,29 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 35.423 | 2.097 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 141.708 | 0,43 | 8.388 | 4,35 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 7.555 | 12,63 | 0 | |||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 808 | 48 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 17.166 | 49,08 | 978 | 44,53 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 576.209 | 7,12 | 34.106 | 11,31 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 867.698 | 11,48 | 49.424 | 8,14 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 32.336 | 4,86 | 1.914 | 8,94 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5.191 | 21,48 | 307 | 26,34 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 18.233 | 11,46 | 1.079 | 15,90 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5.910 | 20,56 | 350 | 25,09 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 200.168 | 214,69 | 11.848 | 226,99 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 167.642 | 21,95 | 9.784 | 24,94 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 4.017 | 0,20 | 238 | 3,95 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 77.793 | 2,69 | 4.605 | 6,70 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 71.333 | 2,89 | 4.222 | 6,94 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 11.107 | 0,14 | 657 | 4,12 | ||||
| 2026-05-15 | 13F | Fmr Llc | 13.588 | 65,79 | 804 | 72,53 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 774.046 | 12.631,02 | 45.816 | 13.141,33 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 63.164 | 17,09 | 3.739 | 21,68 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 696 | 41 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 251 | 1.095,24 | 15 | 1.300,00 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 19.027 | 15,21 | 1.126 | 19,79 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 13.513 | 11,38 | 800 | 15,63 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 6.233 | 369 | ||||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 3.599 | 205 | ||||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 100 | 6 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 639 | 6,50 | 38 | 8,82 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 1.098 | 65 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 13.467 | 0,36 | 797 | 4,32 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 26.737 | 0,38 | 1.583 | 4,28 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 48.786 | 28,27 | 2.888 | 33,29 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 24.660 | 30,89 | 1.460 | 35,97 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 66.444 | 1,81 | 3.933 | 5,78 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 30.718 | 4,69 | 1.818 | 8,80 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 9.662 | 81,00 | 572 | 87,83 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 48.944 | 1,53 | 2.897 | 5,54 | ||||
| 2026-05-11 | 13F | Commerce Bank | 60.329 | 20,62 | 3.571 | 25,35 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 11.050 | 1,69 | 654 | 5,83 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 777.590 | 213.523,63 | 46.026 | 230.025,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 814 | 24,46 | 48 | |||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 12.380 | 6,86 | 733 | 11,08 | ||||
| 2026-05-06 | 13F | Virtus Family Office LLC | 13.223 | 783 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 915.687 | 5,02 | 54.199 | 9,13 | ||||
| 2026-05-14 | 13F | Betterment LLC | 8.009 | 12,85 | 0 | |||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 4.125 | 0,34 | 244 | 4,27 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 29.439 | 54,20 | 1.742 | 60,26 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 4.080 | 0,64 | 242 | 4,78 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 5.127 | 1,20 | 303 | 5,21 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 713.800 | 14,26 | 42.250 | 18,74 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 9.593 | 0,24 | 568 | 4,04 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 348 | 0,29 | 21 | 5,26 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 43.268 | 29,10 | 2.561 | 34,15 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 41 | 2 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 15.878 | 25,83 | 940 | 30,78 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 355 | 16,39 | 21 | 23,53 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.095 | 53,93 | 124 | 59,74 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 85.121 | 24,47 | 4.949 | 27,03 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 27.933 | 1.653 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 3.886 | 0,10 | 230 | 4,07 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 28.994 | 0,64 | 1.726 | 5,24 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 179.263 | 9,43 | 10.611 | 13,71 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.893 | 171 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 6.239 | 355 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 33.223 | 1.966 | ||||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 80.956 | 1,72 | 4.792 | 5,69 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 291 | 33,49 | 17 | 41,67 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 13.209 | 28,13 | 782 | 33,05 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 3.428 | 203 | ||||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 32.519 | 25,86 | 1.923 | 30,73 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.447 | 139 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 43.413 | 4,06 | 2.570 | 8,12 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 52.109 | 56,80 | 3 | 200,00 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 399.013 | 6,05 | 23.618 | 10,20 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 4.069 | 241 | ||||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 27.154 | 57,72 | 1.607 | 63,98 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 52.771 | 10,06 | 3.129 | 14,57 | ||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 29.579 | 10,93 | 1.751 | 15,28 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 10.309 | 1,26 | 610 | 5,35 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 34.051 | 6,87 | 2.014 | 11,03 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 32.519 | 1.923 | ||||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 9.900 | 38,89 | 586 | 39,95 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 130.440 | 1,24 | 7.721 | 5,21 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 956.526 | 3.520,05 | 56.617 | 3.661,86 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 4.320 | 12,94 | 256 | 17,51 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 26.683 | 1.579 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 147 | 276,92 | 9 | 300,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 22.300 | 21,58 | 1.320 | 26,34 | ||||
| 2026-05-11 | 13F | Allstate Corp | 4.942 | 293 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 23.744 | 1.566,25 | 1.405 | 1.634,57 | ||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 294.251 | 17 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 6.113 | 362 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 858 | 51 | ||||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 987 | 58 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 86.542 | 21,33 | 4.929 | 17,69 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 128.150 | 18,83 | 7.585 | 23,49 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 209 | 12 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 7.330 | 0,04 | 418 | -3,02 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 166.710 | 3,98 | 9.868 | 8,05 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.176 | 176,06 | 70 | 187,50 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 8.232 | 19,36 | 487 | 24,23 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.248 | 8,65 | 133 | 13,68 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1.746.031 | 10,96 | 99.454 | 9,72 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 3.596 | 0,31 | 0 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 4.126 | 1,60 | 244 | 5,63 | ||||
| 2026-05-29 | 13F | Krane Financial Solutions LLC | 6.006 | 356 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 60.971 | 125,19 | 4 | 200,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 177.100 | 75,93 | 10.483 | 82,84 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 253.954 | 6,93 | 15.034 | 11,11 | ||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 861.277 | 12,02 | 50.979 | 16,40 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 3.518 | 0,34 | 208 | 4,52 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 23.887 | 4,31 | 1.555 | 18,07 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 17.895 | 21,73 | 1.059 | 26,52 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 42.157 | 2.495 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 3.976 | 0,33 | 235 | 4,44 | ||||
| 2026-04-29 | 13F | Es4, Llc | 49.011 | 2.901 | ||||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 286.467 | 2,48 | 16.956 | 6,49 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 171.701 | 16,58 | 10.021 | 18,52 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 38.166 | 0,59 | 2.259 | 4,53 | ||||
| 2026-04-09 | 13F | Trust Co of Tennessee | 1.234.725 | 11,49 | 73.084 | 15,86 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 67.092 | 12,81 | 3.971 | 17,24 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 9.462 | 79,58 | 560 | 86,67 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 353 | 21 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 17.492 | 1,84 | 1.035 | 5,83 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 6.811 | 2,48 | 418 | 10,58 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 51.103 | 16,53 | 2.911 | 16,54 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 365.635 | 1,38 | 21.642 | 5,35 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 16.016 | 12,46 | 948 | 16,77 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 217 | 0,46 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 3.980 | 55,17 | 236 | 60,96 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 56.867 | 1,56 | 3.366 | 5,52 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 71.036 | 6,16 | 4.205 | 10,31 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 2.210 | 59,11 | 131 | |||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 77.161 | 2,72 | 4.567 | 6,76 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 20.466 | 40,51 | 1.211 | 46,08 | ||||
| 2026-05-14 | 13F | Stamos Capital Partners, L.p. | 57.453 | 6,21 | 3.401 | 10,35 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 54.932 | 1,33 | 3.251 | 5,31 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 285 | 9,62 | 17 | 14,29 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3.069 | 7.976,32 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 32.494 | 17,83 | 1.923 | 22,48 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 267.536 | 6,74 | 15.835 | 10,92 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 15.171 | 3,06 | 898 | 7,04 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 5.842 | 4,75 | 346 | 8,83 | ||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 51.355 | 11,17 | 3.270 | 24,29 | ||||
| 2026-04-21 | 13F | Biltmore Wealth Management, LLC | 223.292 | 4,09 | 13.217 | 8,17 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 610 | 2.003,45 | 36 | 3.500,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 11.095 | 3,99 | 657 | 8,07 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 25.184 | 7,66 | 1.491 | 11,86 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 5.521 | 0,02 | 327 | 3,82 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 3.917 | 232 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 237 | 1,28 | 14 | 7,69 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 13.131 | 57,86 | 777 | 64,27 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 181.734 | 77,36 | 10.758 | 84,34 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 8.433 | 6,36 | 499 | 10,64 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 1.483.742 | 100,00 | 86.458 | 100,00 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 59.640 | 7,76 | 3.783 | 13,10 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 115.442 | 6.833 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 273.603 | 12,04 | 16.193 | 16,42 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 13.116 | 11,23 | 776 | 15,65 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 67.297 | 3.983 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 44.679 | 27,35 | 2.645 | 32,33 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 11.809 | 89,10 | 673 | 83,61 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 24.237 | 7,67 | 1.435 | 11,86 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 32.602 | 14,46 | 1.930 | 18,93 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 17.614 | 181,46 | 1.043 | 192,70 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 117.528 | 4,28 | 6.956 | 8,37 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1.065 | 63 | ||||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 135 | 8 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 257 | 15 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 5.538 | 328 | ||||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 592 | 5,90 | 34 | 3,13 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 3.788 | 0,34 | 224 | 4,19 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 95 | 26,67 | 6 | 25,00 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 6.922 | 394 | ||||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 158.024 | 2,46 | 9.353 | 6,47 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 108.274 | 9,90 | 6.409 | 14,20 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 118.609 | 3,99 | 7.020 | 8,07 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 19.650 | 41,20 | 1.163 | 46,84 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 295.008 | 19,31 | 17.462 | 23,98 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 5.836 | 2,22 | 345 | 6,15 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 8.104 | 18,03 | 480 | 22,51 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 38.911 | 105,58 | 2.537 | 135,25 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 17.733 | 143,38 | 1.050 | 152,77 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 78.083 | 2,29 | 4.622 | 6,28 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 4.257 | 6,69 | 253 | 11,45 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 7.104 | 61,49 | 420 | 68,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 27.452 | 75,11 | 1.635 | 83,18 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 6.410 | 379 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 209.038 | 2,33 | 12.373 | 6,33 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 4.831 | 3,40 | 286 | 7,14 |
