VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF - Institutionelles Eigentümerschaft, Käufer

Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
US ˙ ARCA ˙ US9219325050

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF eröffnet haben, gehören Diversify Wealth Management, Llc, Junk Investment Group, LLC, XTX Topco Ltd, Evergreen Wealth Solutions, LLC, Vanguard Advisers Inc, Bcm Advisors, Llc, Optiver Holding B.V., Prairiewood Capital, LLC, Tiaa-cref Individual & Institutional Services, Llc, RFG Advisory, LLC, Midwest Trust Co, OpenArc Corporate Advisory, LLC, Rsm Us Wealth Management Llc, Vanguard National Trust Co, Canandaigua National Corp, Five Pine Wealth Management, Facet Wealth, Inc., Farringdon Capital, Ltd., Old Port Advisors, und Guardian Wealth Advisors, Llc / Nc .

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.

Upgradezum Freischalten von Premium-Daten.

Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-05-04 13F Sigma Planning Corp 13.789 2,81 5.622 -5,72
2026-04-21 13F Gutierrez Wealth Advisory, LLC 3.157 17,06 1.287 7,34
2026-05-01 13F Midwest Trust Co 1.070 436
2026-02-12 13F Litman Gregory Asset Management LLC 38 17
2026-05-11 13F Citigroup Inc 6.633 48,49 2.704 36,22
2026-04-08 13F Ehrlich Financial Group 17.060 6.955
2026-05-04 13F Archer Investment Corp 2.120 5,79 864 -3,03
2026-04-17 13F RFG Advisory, LLC 1.243 507
2026-04-22 13F Apollon Wealth Management, LLC 7.524 0,47 3.068 -7,87
2026-04-17 13F Fifth Third Wealth Advisors LLC 1.552 10,38 633 1,12
2026-05-06 13F World Equity Group, Inc. 642 262
2026-04-07 13F Farther Finance Advisors, LLC 5.359 15,20 2.213 7,01
2026-01-30 13F BancorpSouth Bank 6.749 20,95 3.001 23,51
2026-05-11 13F RWM Asset Management, LLC 31 13
2026-02-05 13F Tucker Asset Management Llc 894 2,52 398 4,75
2026-05-01 13F Diversify Wealth Management, Llc 35.153 2.722
2026-05-13 13F Mariner, LLC 166.650 3,08 67.942 -5,48
2026-04-27 13F Td Private Client Wealth Llc 266.977 4,05 108.844 -4,59
2026-05-08 13F Prime Capital Investment Advisors, LLC 1.260 514
2026-04-29 13F/A True Link Financial Advisors, LLC 170 69
2026-05-13 13F O'shaughnessy Asset Management, Llc 6.436 8,39 2.624 -0,61
2026-01-29 13F Comerica Bank 12.907 0,44 5.738 2,56
2026-05-13 13F Lloyd Advisory Services, LLC. 25 10
2026-04-28 13F Stratos Wealth Partners, LTD. 1.332 0,53 543 -7,81
2026-04-22 13F Janney Montgomery Scott LLC 52.487 0,34 21 -8,70
2026-04-15 13F Iams Wealth Management, Llc 7.480 52,53 3.050 39,91
2026-05-05 13F One Day In July LLC 1.911 4,88 779 -3,83
2026-05-21 13F Vestor Capital, Llc 585 207,89 0
2026-04-16 13F Roble, Belko & Company, Inc 103 415,00 0
2026-04-17 13F James J. Burns & Company, LLC 1.323 0,08 539 -8,18
2026-05-04 13F Savant Capital, LLC 21.227 2,57 8.654 -5,93
2026-04-29 13F Investment Insight Wealth Management, LLC 2.907 0,03 1.185 -8,29
2026-02-11 13F Empowered Funds, LLC 1.678 746
2026-02-12 13F CIBC Private Wealth Group, LLC 1.008 69,98 448 73,64
2026-04-14 13F Nbc Securities, Inc. 123 0,82 50 -7,41
2026-05-07 13F Pacific Sun Financial Corp 565 3,67 230 -4,96
2026-04-22 13F Pasadena Private Wealth, LLC 1.145 11,71 467 2,42
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 1.312 535
2026-04-13 13F Market Street Wealth Management Advisors Llc 733 18,80 299 8,76
2026-05-13 13F Lido Advisors, LLC 1.543 7,60 629 0,64
2026-04-14 13F West Branch Capital LLC 51 2,00 21 -9,09
2026-05-08 13F Vanguard National Trust Co 1.011 412
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 1.988 0,56 810 -7,74
2026-04-27 13F HB Wealth Management, LLC 1.499 75,73 611 61,21
2026-04-23 13F SevenBridge Financial Group, LLC 3.774 500,00 293 3,55
2026-05-11 13F Beacon Capital Management, LLC 504 0,40 206 -8,07
2026-05-14 13F Betterment LLC 33.395 14,87 14 8,33
2026-05-08 13F Vanguard Advisers Inc 6.734 2.745
2026-05-15 13F Gateway Wealth Partners, LLC 2.814 50,48 1.147 38,03
2026-04-22 13F Apollon Financial, LLC 2.782 0,11 1.134 -8,26
2026-04-29 13F IAG Wealth Partners, LLC 20 8
2026-05-15 13F MidFirst Bank 1.935 1,47 789 -6,97
2026-05-07 13F Dakota Wealth Management 831 6,54 339 -2,31
2026-05-05 13F Crestwood Advisors Group LLC 605 247
2026-04-28 13F Southern Michigan Bank & Trust 11 4
2026-05-12 13F Strategic Wealth Partners, Ltd. 100 122,22 41 100,00
2026-05-15 13F/A Independent Financial Group, Llc 11.997 8,48 4.891 -0,51
2026-05-27 13F Security Financial Services, INC. 1.709 5,95 697 -2,93
2026-05-15 13F Alliancebernstein L.p. 1.095 120,77 487 120,91
2026-04-17 13F AdvisorNet Financial, Inc 676 73,78 276 59,88
2026-05-04 13F Retirement Planning Group 4.730 2,56 1.928 -5,95
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 37.598 8,19 15.328 -0,79
2026-05-01 13F International Assets Investment Management, Llc 189 4,42 78 -3,75
2026-05-06 13F Simon Quick Advisors, Llc 4.134 1,22 1.685 -7,16
2026-05-15 13F Sierra Capital LLC 5.333 5,65 2 0,00
2026-04-15 13F Parsons Capital Management Inc/ri 3.093 24,97 1.261 14,55
2026-05-15 13F Summit Financial, LLC 39.669 50,51 16.172 38,02
2026-05-05 13F Net Worth Advisory Group 931 0,22 379 -8,23
2026-04-23 13F Cornerstone Wealth Management, LLC 3.111 7,24 1.268 -1,63
2026-05-01 13F Anchor Investment Management, LLC 150 0,67 61 -9,09
2026-05-05 13F Atria Investments Llc 29.930 259,17 12.202 229,43
2026-04-30 13F Indivisible Partners 909 1,00 370 -7,27
2026-04-28 13F Golden State Equity Partners 23 10
2026-05-05 13F Steel Peak Wealth Management LLC 644 0,94 263 -7,42
2026-05-13 13F Keystone Financial Group 16.753 0,75 6.830 -7,63
2026-05-08 13F New England Private Wealth Advisors LLC 746 0,13 304 -8,16
2026-05-01 13F Ferguson Wellman Capital Management, Inc 1.139 3,26 464 -5,31
2026-04-08 13F Canandaigua National Corp 934 381
2026-05-13 13F Cove Private Wealth, LLC 5.075 0,10 2.069 -8,21
2026-05-08 13F Coldstream Capital Management Inc 3.057 19,74 1.247 9,88
2026-06-02 13F/A Optiver Holding B.V. 1.887 769
2026-05-15 13F Richwood Investment Advisors, LLC 4.476 500,00 304 -6,75
2026-03-12 13F Nalls Sherbakoff Group, Llc 0 0
2026-05-15 13F Jones Financial Companies Lllp 63.877 32,14 25.238 17,44
2026-05-07 13F Legacy Wealth Managment, LLC/ID 8 3
2026-05-12 13F Belvedere Trading LLC 0 0
2026-05-01 13F Innovative Wealth Building LLC 790 41,07 322 29,32
2026-05-12 13F Belvedere Trading LLC Put 10.400 65,08 4.240 51,39
2026-05-15 13F Cerity Partners LLC 115.914 6,02 47.443 -2,39
2026-05-13 13F SRS Capital Advisors, Inc. 3.149 604,47 1.284 547,98
2026-05-19 13F Western Wealth Management, LLC 3.121 194,43 1.272 170,06
2026-05-08 13F/A JPL Wealth Management, LLC 25 10
2026-05-12 13F BOK Financial Private Wealth, Inc. 1.748 45,67 712 33,58
2026-02-13 13F Colony Group, LLC 143.582 3,71 63.827 5,86
2026-05-15 13F Two Sigma Investments, Lp 229.820 93.695
2026-05-05 13F UBS Group AG 622.304 0,04 253.707 -8,26
2026-05-11 13F CAPROCK Group, Inc. 27.078 0,33 11.040 -8,00
2026-04-28 13F SBI Securities Co., Ltd. 2.884 4,95 1.176 -3,77
2026-05-15 13F Ameriprise Financial Inc 312.762 0,00 127.279 -8,43
2026-04-28 13F Fortis Capital Advisors, LLC 1.733 3,59 707 -5,11
2026-05-13 13F NewEdge Wealth, LLC 1.446 92,80 590 76,88
2026-05-05 13F Bcm Advisors, Llc 4.914 385
2026-04-29 13F Waters Parkerson & Co., Llc 1.142 0,09 466 -8,28
2026-05-14 13F Cowa, Llc 1.074 0,56 438 -7,22
2026-05-15 13F Equitable Holdings, Inc. 117.602 7,96 52.074 7,52
2026-05-13 13F AE Wealth Management LLC 6.141 35,95 2.504 24,65
2026-04-20 13F Focused Wealth Management, Inc 8.114 0,74 3.308 -7,60
2026-05-14 13F Ieq Capital, Llc 2.274 0,09 927 -8,32
2026-05-11 13F Linscomb & Williams, Inc. 608 19,69 248 9,78
2026-05-11 13F National Wealth Management Group, LLC 1.133 52,08 462 39,27
2026-04-28 13F Kiley Juergens Wealth Management, Llc 1.546 630
2026-05-15 13F Quantinno Capital Management LP 48.099 5,00 19.610 -3,71
2026-04-22 13F Investment Advisory Group, LLC 2.797 0,14 1.140 -8,14
2026-04-14 13F Zrc Wealth Management, Llc 136 2,26 55 -6,78
2026-05-12 13F Innovative Asset Advisors Group, LLC 16 7
2026-05-11 13F Haverford Trust Co 1.111 0,09 453 -8,32
2026-05-15 13F Integrated Wealth Concepts LLC 4.668 106,64 1.903 89,54
2026-04-24 13F Clarity Wealth Advisors, LLC 633 0,16 258 -8,54
2026-04-17 13F United Advisor Group, LLC 2.142 6,14 873 -2,68
2026-04-17 13F Aspire Growth Partners LLC 1.272 10,70 519 1,57
2026-04-29 13F Cary Street Partners Financial Llc 2.107 0,81 859 -7,53
2026-05-15 13F Aqr Capital Management Llc 33.717 26,61 13.746 16,11
2026-05-13 13F BlackRock, Inc. 2.568 202,83 1.047 177,72
2026-05-15 13F Capital & Planning, Llc 6 2
2026-04-20 13F Aegis Wealth Management, Inc. 860 25,55 351 15,13
2026-05-01 13F Mutual Advisors, LLC 25.933 14,42 10.573 4,93
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 3.906 1,82 1.592 -6,63
2026-05-07 13F Burk Holdings LLC 359 146
2026-05-05 13F PFG Advisors 2.251 3,73 918 -4,88
2026-04-20 13F Jfs Wealth Advisors, Llc 3.908 29,06 1.593 18,35
2026-05-11 13F Elevation Wealth Management LLC 529 216
2026-05-12 13F Holderness Investments Co 1.542 0,59 629 -7,78
2026-05-19 13F Silicon Valley Capital Partners 815 0,12 332 -8,03
2026-04-24 13F Key FInancial Inc 5 2
2026-04-27 13F CWS Financial Advisors, LLC 2.322 2,29 947 -6,24
2026-04-28 13F Nbt Bank N A /ny 37 15
2026-05-15 13F Bragg Financial Advisors, Inc 1.203 14,79 490 5,38
2026-02-13 13F Nicolet Advisory Services, Llc 965 4,89 435 8,48
2026-04-27 13F PFG Investments, LLC 2.150 17,49 876 7,75
2026-04-30 13F Conning Inc. 35.650 11,18 14.534 1,96
2026-05-14 13F Cwm, Llc 10.898 8,69 4.443 110.950,00
2026-05-15 13F National Bank Of Canada /fi/ 228 300,00 93 268,00
2026-02-18 13F Financial Advisory Service, Inc. 4 2
2026-04-06 13F Versant Capital Management, Inc 2 1
2026-04-27 13F Evolution Wealth Management Inc. 90 37
2026-05-15 13F Warren Averett Asset Management, LLC 1.127 19,26 459 9,29
2026-05-14 13F Regal Investment Advisors LLC 989 6,57 403 -2,18
2026-05-15 13F Evergreen Wealth Solutions, LLC 8.416 3.431
2026-05-04 13F Nwam Llc 587 0,17 239 -8,78
2026-05-06 13F Spartan Wealth Advisory Services LLC 553 225
2026-04-23 13F waypoint wealth counsel 668 3,73 272 -4,90
2026-04-20 13F Kestra Private Wealth Services, Llc 2.324 5,54 947 -3,17
2026-05-12 13F Kingsview Wealth Management, LLC 1.754 79,71 715 65,13
2026-05-13 13F Bank Of Montreal /can/ 1.807 23,85 737 13,58
2026-04-07 13F Eastern Bank 25 10
2026-05-15 13F Farringdon Capital, Ltd. 639 261
2026-04-30 13F Financial Freedom, LLC 6 2
2026-05-13 13F Heritage Wealth Advisors 85 35
2026-04-14 13F Prospera Financial Services Inc 6.498 7,71 2.651 -1,19
2026-05-08 13F McAdam, LLC 877 10,04 358 0,85
2026-05-14 13F Rockefeller Capital Management L.P. 34.034 1,19 13.876 -7,22
2026-04-21 13F Encompass Wealth Advisors, Llc 12.406 7,71 5.058 -1,23
2026-05-12 13F Rsm Us Wealth Management Llc 1.051 429
2026-04-13 13F Mather Group, Llc. 1.431 9,40 583 0,34
2026-05-18 13F Arkadios Wealth Advisors 1.599 0,38 652 -8,05
2026-05-14 13F We Are One Seven, LLC 13.663 1,15 5.570 -7,24
2026-05-12 13F Operose Advisors LLC 15 6
2026-05-12 13F Independent Advisor Alliance 2.529 42,24 1.031 30,38
2026-05-12 13F Ausdal Financial Partners, Inc. 527 6,90 215 -1,83
2026-05-14 13F Pinnacle Financial Partners, Inc. 2.006 2,92 818 -5,54
2026-05-05 13F Newbridge Financial Services Group, Inc. 199 1,02 81 -6,90
2026-04-10 13F Shelter Rock Management, LLC 642 11,85 262 2,35
2026-05-11 13F Pathstone Holdings, LLC 2.637 0,38 1.075 -7,88
2026-04-27 13F Pensionmark Financial Group, Llc 3.935 0,92 1.604 -7,44
2026-05-15 13F Mercer Global Advisors Inc /adv 7.986 25,72 3.256 15,26
2026-04-21 13F New Perspectives, Inc 641 0,16 261 -8,10
2026-05-14 13F Raymond James Financial Inc 234.029 31,90 95.411 20,95
2026-05-14 13F Modern Wealth Management, LLC 3.295 0,43 1.361 -6,65
2026-02-17 13F Glenmede Trust Co Na 1.153 54,77 513 105,62
2026-04-14 13F Wealthcare Advisory Partners LLC 2.552 2,74 1.040 -5,80
2026-05-08 13F Summit Asset Management, LLC 3.526 16,41 1.438 6,76
2026-04-30 13F Shakespeare Wealth Management, Inc. 107.322 5,60 43.754 -3,17
2026-05-14 13F Tripletail Wealth Management, LLC 370 94,74 153 80,95
2026-04-28 13F Kingswood Wealth Advisors, Llc 4.857 24,09 1.980 13,74
2026-05-11 13F Savvy Advisors, Inc. 986 61,37 402 48,34
2026-05-14 13F Northern Trust Corp 13.690 0,26 5.581 -8,06
2026-05-13 13F Visionary Wealth Advisors 2.338 953
2026-05-15 13F XTX Topco Ltd 9.567 3.900
2026-05-05 13F SOUTH STATE Corp 75 30
2026-02-17 13F Snowden Capital Advisors LLC 1.060 67,46 472 71,27
2026-04-20 13F Hilton Head Capital Partners, LLC 1.437 4,43 586 -4,26
2026-05-01 13F Valmark Advisers, Inc. 14.627 51,59 5.963 39,03
2026-05-15 13F United Capital Financial Advisers, Llc 1.009 2,75 411 -5,73
2026-04-30 13F Mosaic Family Wealth Partners, Llc 14.608 5.956
2026-05-15 13F Huntington National Bank 7.139 6.620 65,87
2026-05-08 13F Roundview Capital LLC 795 9,20 324 0,31
2026-04-22 13F Spire Wealth Management 329 48,20 134 36,73
2026-05-14 13F Hrt Financial Lp 1.194 0
2026-05-15 13F Steffes Financial, Ltd. 51.412 8,57 20.960 -0,44
2026-05-22 13F Coastline Complete Wealth LLC 34.406 1.649,16 14.027 1.504,92
2026-05-13 13F Protective Life Corp 234 95
2026-04-14 13F Beacon Investment Advisory Services, Inc. 222 91
2026-04-20 13F Cherrydale Wealth Management, Llc 2.392 0,13 975 -8,11
2026-05-15 13F Beacon Pointe Advisors, LLC 11.667 22,37 4.757 12,22
2026-05-12 13F Jane Street Group, Llc Put 900 367
2026-05-12 13F Jane Street Group, Llc Call 32.800 132,62 13.372 113,34
2026-05-15 13F Gotham Asset Management, LLC 43.698 43,64 17.815 31,72
2026-05-13 13F Anson Capital, Inc. 11.105 5,42 4.528 -3,33
2026-04-27 13F DB Fitzpatrick & Co, Inc 1.128 7,63 460 -1,29
2026-05-07 13F Insight 2811, Inc. 867 2,85 353 -5,61
2026-05-04 13F Brookwood Investment Group LLC 1.136 2,62 463 -5,89
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 13.178 1,33 5.373 -6,87
2026-05-15 13F Morgan Stanley 890.400 4,92 363.008 -3,79
2026-04-23 13F Wheelhouse Advisory Group LLC 62.639 2,70 25.537 -6,49
2026-04-22 13F Joel Isaacson & Co., LLC 149.623 3,54 61.000 -5,06
2026-05-12 13F Channel Wealth Llc 597 5,11 243 -3,57
2026-05-15 13F Advisory Services Network, LLC 4.410 22,03 1.798 11,89
2026-04-16 13F Prairiewood Capital, LLC 1.700 693
2026-05-13 13F Buckingham Strategic Partners 2.084 2,31 850 -6,29
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 45.376 19,86 18.499 9,91
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 618 252
2026-05-04 13F Chicago Partners Investment Group LLC 3.907 459,74 303 -2,26
2026-05-14 13F Us Bancorp \de\ 31.176 6,61 12.710 -2,24
2026-04-28 13F Belpointe Asset Management LLC 2.608 0,89 1.063 -7,48
2026-04-27 13F Soltis Investment Advisors LLC 1.413 3,44 576 -5,11
2026-05-13 13F Freestone Capital Holdings, LLC 639 261
2026-05-15 13F First Manhattan Co 932 380
2026-05-15 13F Smartleaf Asset Management LLC 1.375 139,13 539 109,34
2026-05-06 13F Hartland & Co., LLC 712 0,71 290 -7,64
2026-05-05 13F Cullen/frost Bankers, Inc. 46 19
2026-05-01 13F Carnegie Capital Asset Management, LLC 2.183 6,44 890 -2,41
2026-05-15 13F Silver Grove Financial Group, Inc. 9 4
2026-01-30 13F Canandaigua National Bank & Trust Co 925 0,22 411 2,49
2026-05-15 13F NorthRock Partners, LLC 3.089 509,27 210 -7,11
2026-04-21 13F Pinnacle Associates Ltd 4.045 5,56 1.649 -3,17
2026-05-12 13F Invesco Ltd. 1.269 0,87 517 -7,51
2026-05-04 13F Barrett & Company, Inc. 120 0,84 49 -9,43
2026-05-08 13F Maia Wealth LLC 1.560 0,97 636 -4,36
2026-04-13 13F IFP Advisors, Inc 2.664 7,07 1.086 -1,81
2026-04-16 13F Quotient Wealth Partners, LLC 978 10,26 399 1,02
2026-04-15 13F Fifth Third Securities, Inc. 32.142 4,32 13.104 -4,34
2026-04-16 13F Evolve Private Wealth, Llc 575 235
2026-05-01 13F Hantz Financial Services, Inc. 194 90,20 0
2026-05-15 13F London & Capital Asset Management Ltd 1.300 0,39 530 -7,83
2026-05-28 13F Cozad Asset Management Inc 20.340 0,02 8.293 -8,27
2026-04-16 13F Petredis Investment Advisors Llc 93.517 0,97 38.126 -7,41
2026-05-11 13F OpenArc Corporate Advisory, LLC 1.063 433
2026-05-13 13F Cetera Investment Advisers 73.900 1,92 30.128 -6,54
2026-05-15 13F Fmr Llc 44.135 83,06 17.994 67,03
2026-04-16 13F Swisher Financial Concepts, Inc. 1.507 54,72 615 41,80
2026-04-15 13F Stordahl Capital Management, Inc. 42.423 5,28 17.296 -3,46
2026-01-06 13F Ransom Advisory, Ltd 227 101
2026-04-09 13F PFS Partners, LLC 24 10
2026-05-06 13F Zhang Financial LLC 9.743 1,78 3.972 -6,67
2026-05-12 13F M&t Bank Corp 796 325
2026-05-12 13F CIBC Bancorp USA Inc. 2.994 404,89 1.221 372,87
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 3.350 6,35 1.366 -2,50
2026-05-12 13F Atlantic Union Bankshares Corp 504 1,20 205 -7,24
2026-05-05 13F Wealthfront Advisers Llc 10.824 17,04 4.413 7,32
2026-04-08 13F Miracle Mile Advisors, LLC 46.039 0,69 18.770 -7,66
2026-05-13 13F NFP Retirement, Inc. 736 1,52 300 -6,83
2026-05-14 13F Nicolet Bankshares Inc 3.806 33,97 1.557 23,20
2026-04-28 13F Stephens Inc /ar/ 1.154 3,13 470 -5,43
2026-05-15 13F Harbour Investments, Inc. 1.575 54,26 642 41,72
2026-04-16 13F Five Pine Wealth Management 792 323
2026-05-06 13F Sound View Wealth Advisors Group, LLC 4.922 2,01 2.007 -6,48
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 1 0
2026-04-13 13F Gill Capital Partners, Llc 106 43
2026-04-14 13F Southland Equity Partners LLC 1.373 4,09 560 -4,61
2026-04-06 13F Hiley Hunt Wealth Management 2.665 0,08 1.086 -8,20
2026-05-01 13F Fifth Third Bancorp 13.147 950,08 5.360 863,85
2026-05-06 13F Cornerstone Planning Group LLC 1.415 509,91 112 5,71
2026-03-04 13F AG Campbell Advisory, LLC 15 7
2026-04-06 13F Old Port Advisors 619 252
2026-05-07 13F Facet Wealth, Inc. 750 306
2026-05-15 13F IHT Wealth Management, LLC 1.983 20,47 809 10,53
2026-05-14 13F Synergy Investment Management, LLC 43 18
2026-05-12 13F Guidance Point Advisors, LLC 1.297 0,62 530 -7,68
2026-05-13 13F Ubs Asset Management Americas Inc 3.505 38,54 1.429 27,05
2026-05-01 13F BKD Wealth Advisors, LLC 997 1,12 406 -7,31
2026-04-17 13F Baker Ellis Asset Management LLC 502 0,40 205 -8,11
2026-04-27 13F Apeiron RIA LLC 840 0,48 342 -8,56
2026-02-17 13F Main Street Financial Solutions, LLC 1.993 1,53 886 3,75
2026-04-24 13F Private Advisor Group, LLC 75.128 2,52 30.629 -5,99
2026-04-21 13F Keystone Financial Services, LLC 40.252 1,74 16.410 -6,70
2026-05-15 13F Tudor Investment Corp Et Al 9.004 56,16 3.671 43,19
2026-01-29 13F Vanguard Group Inc 7.880 14,04 3.503 16,42
2026-05-01 13F Pacific Asset Management, LLC 668 0,15 272 -8,11
2026-05-07 13F Principle Wealth Partners Llc 62.845 8,64 25.621 -0,38
2026-04-27 13F Truist Financial Corp 50.692 5,01 20.667 -3,71
2026-05-12 13F Moneta Group Investment Advisors Llc 42.631 520,72 2.897 -5,14
2026-04-27 13F Sound Income Strategies, LLC 163 1,88 67 -5,63
2026-05-13 13F/A MWA Asset Management 1.394 1,31 568 -7,04
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 684 17,12 279 7,34
2026-02-11 13F Parallel Advisors, LLC 1.268 6,38 564 8,48
2026-05-08 13F Junk Investment Group, LLC 11.420 4.656
2026-04-23 13F Rexford Capital Inc 20 8
2026-05-08 13F Compass Capital Corp /ma/ /adv 121.155 469,77 9.767 4,42
2026-05-11 13F Aptus Capital Advisors, LLC 1.557 49,00 635 36,64
2026-04-13 13F Sherman Wealth Management LLC 6.196 3,72 2.526 -4,89
2026-05-06 13F VSM Wealth Advisory, LLC 295 56,08 120 42,86
2026-05-07 13F Northwestern Mutual Wealth Management Co 53.972 7,53 22.004 -1,40
2026-05-14 13F Bridgewater Advisors Inc. 2.640 218
2026-05-18 13F Centaurus Financial, Inc. 3.443 1,74 1 0,00
2026-04-17 13F Ignite Planners, LLC 2.228 0,04 909 -8,65
2026-04-10 13F Naviter Wealth, LLC 943 10,55 384 1,32
2026-05-15 13F Armis Advisers, LLC 3.847 500,16 317 20,53
2026-05-15 13F Glen Eagle Advisors, LLC 207 0,49 84 -7,69
2026-05-06 13F LPL Financial LLC Put 600 245
2026-05-15 13F Citadel Advisors Llc Put 11.000 685,71 4.485 620,90
2026-05-08 13F Blair William & Co/il 4.149 18,04 1.692 8,26
2026-05-15 13F Cardiff Park Advisors, Llc 1.417 8,75 578 -0,35
2026-05-13 13F Principal Securities, Inc. 565 3,86 230 -4,56
2026-04-24 13F Saxony Capital Management, LLC 1.317 2,33 537 -6,29
2026-05-01 13F Triton Wealth Management, PLLC 3.101 5,26 1.288 -0,46
2026-05-15 13F Change Path, LLC 2.100 19,59 856 9,74
2026-04-15 13F Merit Financial Group, LLC 62.819 16,44 25.611 6,77
2026-05-04 13F Envestnet Asset Management Inc 402.674 7,02 164.166 -1,86
2026-05-12 13F Entrust Financial Llc 37.091 0,43 15.122 -7,91
2026-05-06 13F Bartlett & Co. Wealth Management Llc 1.674 500,00 131 5,65
2026-04-24 13F Root Financial Partners, LLC 3.076 189,64 1.254 165,68
2026-04-10 13F Abound Wealth Management 258 31,63 105 20,69
2026-04-16 13F Sprinkle Financial Consultants LLC 564 230
2026-05-12 13F Cloud Capital Management, LLC 750 5,78 0
2026-05-04 13F Avantax Planning Partners, Inc. 788 321
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista