VFH / Vanguard World Fund - Vanguard Financials ETF - Institutionelles Eigentümerschaft, Käufer

Vanguard World Fund - Vanguard Financials ETF
US ˙ ARCA ˙ US92204A4058

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in Vanguard World Fund - Vanguard Financials ETF eröffnet haben, gehören Cornerstone Select Advisors, LLC, Vanguard National Trust Co, Tiaa-cref Individual & Institutional Services, Llc, Mount Yale Investment Advisors, LLC, Junk Investment Group, LLC, Sanchez Gaunt Capital Management, LLC, Evolve Private Wealth, Llc, Point72 Asset Management, L.P., OFS Enterprise LLC, Spartan Wealth Advisory Services LLC, Platform Technology Partners, Stanley-Laman Group, Ltd., Greenspring Advisors, LLC, John A. Wolfe & Associates, Inc., Canal Capital Management, LLC, Capital Squared Financial LLC, Kapstone Financial Advisors LLC, Apella Capital, LLC, Planning Project LLC, und Litman Gregory Asset 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
(%)
2026-05-11 13F Aptus Capital Advisors, LLC 3.951 3,38 477 -6,47
2026-05-29 13F Ipsen Advisor Group LLC 9.534 0,32 1.152 -9,23
2026-02-11 13F Parallel Advisors, LLC 13.490 2,15 1.801 3,87
2026-04-10 13F Marshall Financial Group LLC 2.826 0,25 341 -9,31
2026-04-13 13F Cyndeo Wealth Partners, LLC 3.189 1,46 385 -8,11
2026-05-14 13F Level Four Advisory Services, Llc 2.357 4,90 285 -5,02
2026-05-15 13F Charles Schwab Investment Management Inc 5.545 1,26 670 -8,36
2026-05-13 13F Banque Transatlantique SA 38.290 4.626
2026-04-10 13F Magnus Financial Group LLC 12.353 0,09 1.492 -9,41
2026-05-12 13F Entrust Financial Llc 75 9
2026-05-14 13F We Are One Seven, LLC 2.504 3,86 303 -5,92
2026-04-30 13F Peterson Wealth Services 781 0,26 94 -8,74
2026-05-16 13F Sunbelt Securities, Inc. 299 0,34 36 -7,69
2026-05-14 13F Gts Securities Llc 7.802 943
2026-04-27 13F HB Wealth Management, LLC 11.161 0,04 1.348 -9,47
2026-05-15 13F Susquehanna International Group, Llp Put 9.100 295,65 1.099 257,98
2026-04-22 13F Janney Montgomery Scott LLC 151.450 6,81 18 0,00
2026-05-06 13F Meridian Wealth Management, LLC 2.679 4,36 324 -5,56
2026-05-15 13F Susquehanna International Group, Llp 42.248 154,57 5.104 130,38
2026-04-21 13F Lewis Asset Management, LLC 5.390 7,50 651 -2,69
2026-04-16 13F Trinity Legacy Partners, LLC 24.616 3,42 3.130 -1,51
2026-04-14 13F Value Investment Professionals, LLC 2.335 0,30 282 -9,03
2026-05-12 13F Cahill Financial Advisors Inc 6.509 2,47 786 -7,20
2026-05-14 13F Baird Financial Group, Inc. 12.096 4,37 1.461 -5,56
2026-05-14 13F Betterment LLC 2.211 43,48 0
2026-04-20 13F Trust Co Of Oklahoma 143.602 1,82 17.349 -7,85
2026-05-12 13F Creative Planning 78.423 3,49 9.474 -6,34
2026-05-06 13F Tandem Wealth Advisors LLC 27.577 0,78 3.332 -2,63
2026-04-27 13F Canal Capital Management, LLC 1.740 210
2026-05-04 13F WP Advisors, LLC 7.244 0,32 875 -9,14
2026-04-20 13F Penobscot Wealth Management 47.272 4,60 5.711 -5,34
2026-05-12 13F Asset One Wealth Management LLC 9.628 10,48 1.239 7,47
2026-04-22 13F Apollon Financial, LLC 3.950 24,21 477 12,50
2026-01-30 13F BancorpSouth Bank 2.528 39,82 337 42,19
2026-05-11 13F Great Valley Advisor Group, Inc. 14.639 56,20 1.768 41,33
2026-05-08 13F Prime Capital Investment Advisors, LLC 10.131 4,14 1.224 -5,78
2026-05-08 13F Blair William & Co/il 16.168 4,44 1.953 -5,47
2026-04-20 13F McKinley Carter Wealth Services, Inc. 2.709 0,11 327 -9,42
2026-05-14 13F Institute for Wealth Management, LLC. 15.670 26,69 1.893 14,66
2026-05-15 13F Tower Research Capital LLC (TRC) 21.688 0,64 2.620 -8,90
2026-05-13 13F 17 Capital Partners, Llc 11.052 8,29 1.335 -1,98
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 7.099 858
2026-05-11 13F Citigroup Inc 21.831 1,71 2.637 -7,96
2026-05-13 13F Cornerstone Select Advisors, LLC 9.493 1.147
2026-04-16 13F Evolve Private Wealth, Llc 3.265 394
2026-05-05 13F Sanctuary Advisors, LLC 120.922 2,50 14.609 -7,23
2026-05-15 13F Cardiff Park Advisors, Llc 463 0,22 56 -9,84
2026-05-12 13F Daybright Advisory Services, Inc. 5.105 20,60 617 9,03
2026-05-08 13F Retirement Planning Co of New England, Inc. 2.706 0,22 327 -9,44
2026-04-16 13F Park National Corp /oh/ 27.738 0,87 3.351 -8,69
2026-05-04 13F Sigma Planning Corp 6.321 1,62 764 -8,07
2026-05-11 13F NLB Skladi, upravljanje premozenja, d.o.o. 23.385 3,76 2.825 -6,08
2026-04-21 13F SmartHarvest Portfolios, LLC 4.176 36,65 505 23,83
2026-04-07 13F Farther Finance Advisors, LLC 15.368 81,70 1.857 64,48
2026-05-04 13F Geneos Wealth Management Inc. 3.298 22,97 398 11,17
2026-05-11 13F Allianz Se 267.713 581.884,78 32.342 538.933,33
2026-05-12 13F Americana Partners, LLC 4.266 80,92 515 64,01
2026-05-15 13F Keating Financial Advisory Services, Inc. 43 5
2026-04-21 13F Compass Advisory Group LLC 1.839 3,14 222 -6,33
2026-04-29 13F Montag A & Associates Inc 12.899 85,46 1.558 67,89
2026-05-13 13F O'shaughnessy Asset Management, Llc 41.686 119,10 5.036 98,35
2026-05-15 13F Harbour Investments, Inc. 14.731 74,46 1.780 57,85
2026-04-29 13F Compass Financial Group, INC/SD 4.293 0,16 519 -9,44
2026-02-13 13F Colony Group, LLC 118.590 1.141,13 15.828 1.162,12
2026-05-06 13F Bessemer Group Inc 10.115 19,35 1 0,00
2026-04-27 13F Mount Yale Investment Advisors, LLC 6.972 842
2026-04-23 13F Northstar Asset Management Llc 36.611 0,23 4.423 -9,29
2026-05-01 13F Johnson Investment Counsel Inc 47.542 2,95 5.744 -6,83
2026-05-07 13F Tidemark, LLC 125 8,70 15 0,00
2026-05-15 13F Citadel Advisors Llc Put 8.600 405,88 1.039 359,29
2026-05-15 13F Osbon Capital Management Llc 1.241 150
2026-05-15 13F Citadel Advisors Llc 19.728 11,32 2.383 0,76
2026-05-05 13F Legacy Advisors, LLC 2.064 1,28 249 -8,46
2026-05-15 13F Citadel Advisors Llc Call 8.800 29,41 1.063 17,20
2026-05-11 13F Cornerstone Planning, LLC 15.788 1.909
2026-05-04 13F Savant Capital, LLC 3.950 27,38 477 15,50
2026-04-17 13F Matthew Goff Investment Advisor, LLC 35.004 4.229
2026-05-15 13F Bank Of America Corp /de/ 23.948.132 1,61 2.893.174 -8,04
2026-04-16 13F First Community Trust Na 120 14
2026-05-11 13F Chilton Capital Management Llc 1.151 0,35 139 -9,15
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2.436 35,86 294 23,01
2026-04-23 13F North Star Investment Management Corp. 1.043 893,33 126 792,86
2026-05-08 13F Russell Investments Group, Ltd. 645 17,27 78 5,48
2026-05-13 13F Lido Advisors, LLC 333.523 3,94 40.293 -4,98
2026-04-09 13F OFS Enterprise LLC 2.068 250
2026-05-05 13F Evergreen Advisors, LLC 347 42
2026-05-04 13F Copia Wealth Management 300 36
2026-04-09 13F Peterson Wealth Advisors, LLC 2.531 0,24 306 -9,50
2026-04-14 13F Joule Financial, LLC 30.418 29,41 3.675 17,12
2026-04-15 13F Signature Estate & Investment Advisors Llc 12.437 3,77 1.502 -6,07
2026-02-17 13F SageView Advisory Group, LLC 790 105
2026-04-08 13F Miracle Mile Advisors, LLC 1.836 222
2026-05-11 13F Ashton Thomas Private Wealth, LLC 272 33
2026-04-10 13F Waldron Private Wealth LLC 5.679 0,30 686 -9,14
2026-05-15 13F Jones Financial Companies Lllp 91.748 9,13 10.756 -4,15
2026-05-12 13F Bnp Paribas Arbitrage, Sa 5.000 2.693,30 604 2.526,09
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 2.262 0,35 273 -9,00
2026-05-13 13F Green Harvest Asset Management LLC 1.623.706 7,81 196.160 -2,43
2026-05-01 13F Financial Connections Group, Inc. 60 0
2026-02-18 13F Financial Advisory Service, Inc. 123 16
2026-05-19 13F Royal Fund Management, LLC 20.900 9,99 2.531 -0,51
2026-04-07 13F Boltwood Capital Management 1.997 1,06 241 -8,37
2026-05-01 13F Coordinated Financial Services, Inc. 2.559 8,94 309 -1,28
2026-04-20 13F Jfs Wealth Advisors, Llc 1.734 4,58 209 -5,43
2026-05-13 13F Lloyd Advisory Services, LLC. 98 12
2026-05-07 13F Scarborough Advisors, LLC 343 0,29 41 -8,89
2026-05-15 13F Integrated Wealth Concepts LLC 48.036 13,18 5.803 2,44
2026-04-13 13F Gibraltar Capital Management, Inc. 50.692 1,00 6.124 -8,58
2026-05-01 13F Advisors Capital Management, LLC 28.611 2,60 3.457 -7,15
2026-05-04 13F Greenspring Advisors, LLC 1.790 216
2026-05-15 13F Gateway Wealth Partners, LLC 2.979 360
2026-05-14 13F Bank of Marin 13.249 0,58 1.601 -8,99
2026-04-21 13F Laurel Oak Wealth Management, Llc 3.428 3,82 414 -5,91
2026-05-14 13F StoneX Group Inc. 5.083 614
2026-05-14 13F BTG Pactual Asset Management US LLC 51.872 8,76 6.267 3,21
2026-04-13 13F CMH Wealth Management LLC 145.284 9,92 17.552 -0,52
2026-04-17 13F Aspire Growth Partners LLC 1.980 0,05 239 -9,47
2026-05-06 13F Wall Street Financial Group, Inc. 43.619 1,74 5.270 -7,97
2026-05-14 13F Ieq Capital, Llc 53.561 0,00 6.471 -9,50
2026-05-14 13F White Lighthouse Investment Management Inc. 7.138 1,83 862 -7,81
2026-04-28 13F SBI Securities Co., Ltd. 4.124 0,88 498 -8,62
2026-05-15 13F Summit Financial, LLC 58.839 22,03 7.108 10,44
2026-04-22 13F Kapstone Financial Advisors LLC 1.712 207
2026-04-13 13F Mather Group, Llc. 1.150 139
2026-05-14 13F Jacobs Equity LLC 7.178 21,19 867 9,75
2026-04-20 13F Kestra Private Wealth Services, Llc 29.257 6,98 3.535 -3,18
2026-04-07 13F CoreCap Advisors, LLC 1.286 2,88 155 -6,63
2026-05-15 13F Two Sigma Investments, Lp 669.100 80.834
2026-04-09 13F Tompkins Financial Corp 1 0
2026-05-11 13F Howard Wealth Management, Llc 6.707 0,71 810 -8,89
2026-04-07 13F Eastern Bank 84 10
2026-05-14 13F Wealth Alliance 9.870 1,33 1.192 -8,31
2026-05-07 13F Hollencrest Capital Management 1.916 0,26 232 -9,41
2026-04-14 13F Focus Financial Network, Inc. 31.039 3,99 3.750 -5,90
2026-05-13 13F NewEdge Wealth, LLC 3.854 5,30 466 -4,71
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 715 1,42 86 -8,51
2026-05-15 13F Point72 Asset Management, L.P. Put 2.300 278
2026-04-28 13F Kathmere Capital Management, LLC 4.706 569
2026-05-11 13F Haverford Trust Co 4.047 0,37 489 -9,29
2026-05-19 13F Western Wealth Management, LLC 8.260 0,01 998 -9,53
2026-05-05 13F Napier Financial, LLC 130 16
2026-04-14 13F Prospera Financial Services Inc 14.464 4,10 1.748 -5,77
2026-02-17 13F Snowden Capital Advisors LLC 22.756 0,20 3.038 1,91
2026-05-15 13F Point72 Asset Management, L.P. 23.738 122,77 2.868 101,62
2026-05-11 13F Commerce Bank 8.098 25,45 978 13,59
2026-05-06 13F Assetmark, Inc 49.357 116,78 5.963 96,18
2026-05-14 13F Horizon Investments, LLC 70 8
2026-05-15 13F Equitable Holdings, Inc. 50.752 147,87 6.770 147,71
2026-05-11 13F Madden Advisory Services, Inc. 17.863 229,27 2.158 197,93
2026-05-06 13F Spartan Wealth Advisory Services LLC 2.000 242
2026-05-08 13F Mosaic Financial Group, Llc 4.626 0,06 1
2026-04-15 13F Wealthcare Capital Partners, LLC 11.932 0,77 1.442 -8,80
2026-02-13 13F Sei Investments Co 1.803 241
2026-05-05 13F UBS Group AG 1.906.091 10,19 230.275 -0,28
2026-05-08 13F Resources Investment Advisors, LLC. 3.126 39,99 378 26,51
2026-05-13 13F Quantbot Technologies LP 2.039 246
2026-05-05 13F Cullen/frost Bankers, Inc. 207 25
2026-04-14 13F Searcy Financial Services Inc /adv 114.275 2,59 13.806 -7,16
2026-05-15 13F Quantinno Capital Management LP 49.427 44,89 5.971 31,14
2026-05-12 13F TD Waterhouse Canada Inc. 212.792 6,10 25.713 -3,94
2026-04-30 13F Money Concepts Capital Corp 2.641 51,78 319 37,50
2026-05-13 13F Kingdom Financial Group LLC. 98 9.700,00 12
2026-04-22 13F Silver Coast Investments LLC 38.771 11,15 4.684 0,58
2026-05-14 13F Lebenthal Global Advisors, LLC 24.521 2.962
2026-02-10 13F Transatlantique Private Wealth Llc 33.247 18,33 4.438 20,37
2026-05-05 13F PFG Advisors 4.207 0,05 508 -9,45
2026-05-15 13F Aqr Capital Management Llc 30.978 86,97 3.742 69,24
2026-05-15 13F Cerity Partners LLC 79.403 144,08 9.593 120,91
2026-04-28 13F McGuire Investment Group, LLC 6.088 0,73 735 -8,81
2026-05-15 13F Vestmark Advisory Solutions, Inc. 6.829 825
2026-05-08 13F Idaho Trust Bank 11.941 0,11 1.443 -9,42
2026-04-22 13F Kennedy Investment Group 3.705 52,16 448 37,54
2026-04-24 13F Root Financial Partners, LLC 57 7
2026-05-14 13F Brown Brothers Harriman & Co 836 188,28 101 163,16
2026-05-11 13F HBK Sorce Advisory LLC 2.720 9,90 343 4,26
2026-05-15 13F Hancock Whitney Corp 58.818 0,16 7.106 -9,35
2026-04-29 13F KDK Private Wealth Management, LLC 9.105 0,54 1.100 -9,02
2026-05-15 13F Warren Averett Asset Management, LLC 29.655 1,92 3.583 -7,78
2026-05-05 13F D.a. Davidson & Co. 25.208 5,77 3.045 -4,28
2026-05-12 13F Independent Advisor Alliance 15.409 805,35 1.862 719,82
2026-05-18 13F Claris Financial LLC 7.850 0,01 948 -9,46
2026-05-14 13F Northern Trust Corp 30.333 9,02 3.665 -1,35
2026-04-14 13F Beacon Investment Advisory Services, Inc. 122 15
2026-05-08 13F Moors & Cabot, Inc. 2.009 1,36 243 -8,33
2026-05-11 13F Founders Financial Alliance, LLC 4.800 0,86 580 -8,82
2026-05-13 13F Triumph Capital Management 1.363 5,66 165 -4,65
2026-05-12 13F Leavell Investment Management, Inc. 5.081 0,99 614 -8,64
2026-04-21 13F Merkkuri Wealth Advisors LLC 12 1
2026-05-15 13F Royal Bank Of Canada 579.925 9,37 70.061 -1,02
2026-05-14 13F Empower Advisory Group, LLC 3.295 6,29 398 -3,63
2026-05-13 13F Protective Life Corp 9 1
2026-04-20 13F Hilton Head Capital Partners, LLC 4.347 4,85 525 -5,06
2026-04-27 13F Soltis Investment Advisors LLC 2.693 0,30 325 -9,22
2026-05-13 13F Bank Of Montreal /can/ 48.443 11,69 5.852 1,09
2026-04-13 13F Ayalon Holdings Ltd. 178.031 39,00 22 23,53
2026-04-21 13F Chapin Davis, Inc. 1.793 0,06 217 -9,62
2026-05-15 13F Two Sigma Securities, Llc 2.857 345
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 1.745 9,75 211 -0,94
2026-05-01 13F Wealthspire Advisors, LLC 5.364 225,29 648 194,55
2026-05-18 13F Arkadios Wealth Advisors 1.940 1,36 234 -8,24
2026-05-13 13F First Trust Advisors Lp 3.770 13,01 455 2,25
2026-05-12 13F CIBC Bancorp USA Inc. 5.277 7,98 637 -0,62
2026-05-14 13F Gladstone Institutional Advisory LLC 31.463 5,68 3.801 -4,35
2026-04-23 13F Wheelhouse Advisory Group LLC 83.692 3,74 10.111 -6,83
2026-04-20 13F City State Bank 27.721 2,73 3.349 -7,05
2026-04-28 13F Fischer Financial Services, Inc. 9.998 2,46 1.208 -7,30
2026-04-30 13F Kestra Advisory Services, LLC 90.471 68,66 10.930 52,64
2026-04-10 13F Quaker Wealth Management, LLC 35.526 4,95 4.292 -5,02
2026-05-07 13F Madison Asset Management, LLC 65.452 0,33 7.907 -9,20
2026-04-10 13F Pure Financial Advisors, Inc. 6.696 809
2026-05-15 13F Huntington National Bank 2.631 1.665 15,63
2026-05-15 13F/A EverSource Wealth Advisors, LLC 787 95,29 95 79,25
2026-05-14 13F Main Management ETF Advisors, LLC 924.885 112
2026-04-21 13F Welch Group, LLC 1.941 0,10 234 -9,30
2026-04-13 13F IFP Advisors, Inc 1.268 4,11 153 -5,56
2026-05-01 13F Valmark Advisers, Inc. 8.146 3,97 984 -5,84
2026-04-30 13F Sequoia Financial Advisors, LLC 5.116 3,06 618 -6,65
2026-04-15 13F Seacrest Wealth Management, Llc 1.821 2,94 220 -8,75
2026-05-08 13F Vanguard National Trust Co 7.582 916
2026-05-15 13F Mission Wealth Management, Lp 10.855 1,06 1.311 -8,51
2026-05-07 13F Cassaday & Co Wealth Management LLC 490 59
2026-05-14 13F Main Management LLC 157.110 209,72 19 200,00
2026-05-06 13F Main Street Group, LTD 663 80
2026-04-29 13F/A Salem Investment Counselors Inc 100 12
2026-04-23 13F Interchange Capital Partners, LLC 2.716 12,14 324 0,31
2026-05-05 13F Leo Wealth, LLC 5.017 0,08 606 -9,42
2026-05-01 13F Capital Squared Financial LLC 1.722 208
2026-04-28 13F Stephens Inc /ar/ 6.986 33,60 844 20,92
2026-04-20 13F CWA Asset Management Group, LLC 9.746 10,93 1.177 0,43
2026-05-11 13F Pathstone Holdings, LLC 38.504 4,72 4.652 -5,24
2026-04-21 13F Maltin Wealth Management, Inc. 3.248 0,78 392 -8,84
2026-05-12 13F TIAA Wealth Investment Management LLC 66 8
2026-05-14 13F Raymond James Financial Inc 1.279.151 3,44 154.534 -6,39
2026-05-15 13F Beacon Pointe Advisors, LLC 28.260 50,59 3.414 36,29
2026-05-04 13F Chicago Partners Investment Group LLC 3.685 0,14 473 -1,25
2026-05-01 13F Citizens Financial Group Inc/ri 9.655 4,31 1.166 -5,59
2026-05-15 13F/A Arrowroot Family Office, LLC 3.154 0,45 381 -9,07
2026-05-07 13F Hanover Advisors Inc 4.581 0,44 553 -9,05
2026-04-27 13F Platform Technology Partners 1.945 235
2026-04-29 13F Skopos Labs, Inc. 2.065 35,32 249 21,46
2026-04-21 13F Red Tortoise LLC 1.516 0,33 183 -8,96
2026-05-05 13F HighTower Advisors, LLC 133.399 1,43 16.116 -8,20
2026-05-13 13F Buckingham Strategic Partners 5.039 11,16 609 0,50
2026-05-12 13F Curio Wealth, Llc 99 76,79 12 57,14
2026-04-22 13F Harbor Asset Planning, Inc. 853 10,78 103 0,98
2026-04-22 13F Capital Management Associates, Inc 11.022 19,27 1.332 7,95
2026-05-14 13F Cwm, Llc 3.415 21,27 413
2026-05-11 13F POM Investment Strategies, LLC 595 72
2026-05-15 13F Smartleaf Asset Management LLC 1.959 0,31 232 -11,83
2026-05-06 13F Hartland & Co., LLC 7.641 1,72 923 -7,88
2026-05-01 13F Hantz Financial Services, Inc. 2.034 33,29 0
2026-05-11 13F Strengthening Families & Communities, LLC 92 1,10 11 -8,33
2026-05-11 13F OpenArc Corporate Advisory, LLC 8.617 0,63 1.041 -8,92
2026-04-29 13F/A True Link Financial Advisors, LLC 200 24
2026-04-30 13F Ibex Wealth Advisors 4.300 519
2026-05-12 13F ESG Planning 39.708 5,33 4.797 -4,67
2026-04-15 13F Merit Financial Group, LLC 46.101 1,25 5.569 -8,37
2026-04-13 13F Creative Financial Designs Inc /adv 586 0,17 71 -10,26
2026-05-05 13F Wealthfront Advisers Llc 11.624 20,08 1.404 8,67
2026-04-15 13F RCW Management, LLC 28.222 1,76 3.410 -7,91
2026-05-01 13F Anchor Investment Management, LLC 36.024 4,63 4.352 -5,31
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 4.657 0,74 563 -8,91
2026-05-04 13F John A. Wolfe & Associates, Inc. 1.757 212
2026-05-15 13F Morgan Stanley 3.665.584 1,70 442.839 -7,96
2026-04-30 13F Yukon Wealth Management, Inc. 8.313 7,07 1.004 -2,14
2026-05-14 13F Vivaldi Capital Management, LLC 10.150 14,78 1.226 3,90
2026-05-12 13F Jane Street Group, Llc 18.181 2.196
2026-04-30 13F Winch Advisory Services, LLC 4.485 0,34 542 -9,23
2026-05-12 13F Jane Street Group, Llc Call 6.300 80,00 761 62,96
2026-05-12 13F Disciplined Investors, L.L.C. 12.402 0,40 1.498 -9,10
2026-04-15 13F Founders Grove Wealth Partners, Llc 59.085 4,59 7.138 -5,34
2026-05-01 13F Fifth Third Bancorp 136.333 49,48 16.470 35,29
2026-05-06 13F Hurley Capital, LLC 1.065 0,28 129 -9,22
2026-05-13 13F NFP Retirement, Inc. 6.725 0,37 812 -9,17
2026-05-12 13F/A Panoramic Investment Advisors, Llc 3.902 0,31 471 -9,25
2026-01-29 13F Comerica Bank 44.972 1,91 6.003 3,66
2026-05-13 13F Franklin Resources Inc 450 54
2026-02-12 13F Planning Project LLC 947 126
2026-05-06 13F VSM Wealth Advisory, LLC 3.355 10,00 405 -0,49
2026-04-10 13F Abound Wealth Management 326 38,14 39 25,81
2026-04-16 13F Sheets Smith Wealth Management 1.668 0,12 202 -9,46
2026-04-21 13F LCM Capital Management Inc 61.912 1,11 7.480 -8,49
2026-05-07 13F One Charles Private Wealth Services, LLC 12.004 1,57 1.450 -8,05
2026-05-14 13F Allworth Financial LP 26.198 0,76 3.165 -8,82
2026-04-09 13F Wedmont Private Capital 3.326 6,91 418 -1,18
2026-05-11 13F Wells Fargo & Company/mn 1.932.970 6,72 233.522 -3,41
2026-05-14 13F Retiremitten Financial Llc 397 48
2026-05-13 13F Ubs Asset Management Americas Inc 64.046 212,98 7.737 183,30
2026-05-15 13F Armis Advisers, LLC 3.420 0,03 428 4,66
2026-04-17 13F Certified Advisory Corp 3.656 25,38 442 13,37
2026-04-16 13F Stanley-Laman Group, Ltd. 1.834 222
2026-05-13 13F Caitlin John, LLC 226 14,72 27 3,85
2026-05-04 13F Westside Investment Management, Inc. 7.376 1,37 891 -8,24
2026-04-17 13F RFG Advisory, LLC 8.803 36,08 1.064 23,17
2026-05-15 13F Cresset Asset Management, LLC 103.527 8,44 12.507 -1,85
2026-04-27 13F Td Private Client Wealth Llc 5.206 55,68 629 40,81
2026-05-14 13F Evergreen Capital Management Llc 5.110 0,08 617 -9,40
2026-05-12 13F Benjamin Edwards Inc 3.888 12,86 470 2,18
2026-02-12 13F Litman Gregory Asset Management LLC 600 80
2026-04-07 13F Signaturefd, Llc 124 103,28 15 75,00
2026-05-08 13F Junk Investment Group, LLC 6.530 789
2026-05-08 13F Minot DeBlois Advisors LLC 500 60
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 3.536 427
2026-04-17 13F LMG Wealth Partners, LLC 40.849 3,65 4.935 -6,20
2026-05-11 13F Foundations Investment Advisors, LLC 37.220 7,28 4.497 -2,92
2026-02-12 13F CIBC Private Wealth Group, LLC 4.895 0,16 653 1,87
2026-05-14 13F Safeguard Investment Advisory Group, LLC 5.164 3,38 618 -7,21
2026-05-08 13F Vanguard Advisers Inc 100 12
2026-05-15 13F Goldman Sachs Group Inc 144.203 43,56 17.421 29,93
2026-05-06 13F Avalon Trust Co 2.900 350
2026-04-20 13F Apella Capital, LLC 1.555 201
2026-04-08 13F Sharper & Granite LLC 26.339 12,21 3.182 1,56
2026-04-06 13F GAMMA Investing LLC 570 5,95 69 -4,23
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