Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF eröffnet haben, gehören Wright Fund Managment, LLC, Canandaigua National Corp, Gateway Wealth Partners, LLC, Pinnacle Financial Group, LLC / IL, BCS Wealth Management, Grantham, Mayo, Van Otterloo & Co. LLC, Broussard Financial Group LLC, Vanguard Advisers Inc, Lynx Investment Advisory, RMB Capital Management, LLC, Veratis Advisors, Inc., Advyzon Investment Management, LLC, Sovereign Financial Group, Inc., Vident Advisory, LLC, Tiaa-cref Individual & Institutional Services, Llc, Mma Asset Management Llc, Main Street Group, LTD, Gill Capital Partners, Llc, Beacon Investment Advisory Services, Inc., und Vanguard National Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Signaturefd, Llc | 6 | 1 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 21 | 3 | ||||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1.896 | 268 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 70.841 | 3,92 | 10.328 | 5,70 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 53 | 8 | ||||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1.390 | 203 | ||||||
| 2026-05-13 | 13F | Sepio Capital, LP | 1.650 | 13,40 | 241 | 15,38 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 334.623 | 2,41 | 48.785 | 4,17 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 6.036 | 0,57 | 880 | 2,21 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.599 | 43,43 | 379 | 45,95 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3.449 | 6,12 | 503 | 7,96 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 1.782 | 24,09 | 260 | 26,34 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 49.737 | 51,13 | 7.362 | 56,05 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 7.282 | 141,37 | 1.062 | 145,60 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 2.499 | 364 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 1.448 | 211 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 5.922 | 30,67 | 1 | |||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 14.613 | 3,40 | 2.130 | 5,19 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 58.151 | 13,20 | 8.478 | 11,66 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 18.716 | 58,81 | 2.891 | 66,00 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 24.325 | 1,68 | 3.546 | 3,44 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.476 | 215 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 60.996 | 46,31 | 8.893 | 48,82 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 99 | 14 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 468 | 2,86 | 68 | 4,62 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10.859 | 1,84 | 1.583 | 3,60 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 77.512 | 20,00 | 11.301 | 22,06 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 813.491 | 8.174,75 | 118.599 | 8.317,18 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 34.742 | 73,98 | 4.936 | 71,83 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 3.615 | 1,49 | 527 | 3,33 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 44 | 6 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 22.617 | 5,00 | 3.297 | 6,80 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 24.926 | 3,56 | 3.573 | 3,57 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 29.708 | 2,75 | 4.331 | 4,51 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 44.120 | 2,75 | 6.432 | 4,52 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 160 | 23 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8 | 1 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 4.704 | 28,28 | 686 | 30,48 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 458.577 | 3,75 | 66.856 | 5,53 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 8.035 | 0,17 | 1.171 | -1,68 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 39.197 | 2,44 | 5.715 | 4,19 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 13 | 2 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 2.740 | 8,00 | 400 | 9,92 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 3.901 | 4,67 | 569 | 6,37 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 1.937 | 7,19 | 282 | 9,30 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 6.479 | 50,81 | 945 | 53,50 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 22.177 | 3.233 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 319.984 | 9,12 | 46.650 | 10,99 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1.698.248 | 1,23 | 248 | 2,92 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 83.641 | 0,04 | 12.194 | 1,77 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 791 | 42,01 | 115 | 45,57 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 56.604 | 759,72 | 8.252 | 775,08 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 14.186 | 2.068 | ||||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 69.521 | 10,17 | 10.135 | 12,06 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 1.740 | 254 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7.256 | 1.058 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 45.962 | 39,12 | 6.588 | 39,88 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 2.671 | 4,01 | 389 | 5,71 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 4.540 | 2,25 | 662 | 3,93 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 7.715 | 15,65 | 1 | |||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 42.085 | 11,81 | 6.136 | 13,72 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 24.657 | 0,00 | 3.595 | 1,73 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.534 | 224 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 45.563 | 6,79 | 7 | 0,00 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 3.504 | 138,37 | 511 | 142,86 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 9.014 | 1.314 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4.006 | 91,22 | 574 | 92,62 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 62.165 | 0,49 | 9.063 | 2,22 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 1.732 | 0,17 | 253 | 2,02 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2.640 | 21,94 | 378 | 21,94 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 27.562 | 2,65 | 4.018 | 4,42 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 4.151 | 4,74 | 605 | 6,51 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 16.418 | 6,86 | 2.394 | 8,67 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 2.179 | 7,29 | 318 | 8,93 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 2.877 | 31,43 | 419 | 33,87 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 6.864 | 35,89 | 1.001 | 38,31 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 104 | 2,97 | 15 | 7,14 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.718.482 | 239,23 | 386.575 | 236,56 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 27.583 | 7,49 | 4.021 | 9,36 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 956 | 139 | ||||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 3.480 | 507 | ||||||
| 2026-04-14 | 13F | Flower City Capital | 41.620 | 3,08 | 6.068 | 4,84 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 13.175 | 6,04 | 1.921 | 7,87 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 32.700 | 33,91 | 4.767 | 36,20 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 5.813 | 11,90 | 946 | 20,38 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 1.973 | 288 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.675 | 4,17 | 390 | 5,71 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 17 | 6,25 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.771 | 1,66 | 254 | 2,02 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 7.733 | 352,75 | 1.127 | 361,89 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 5.319 | 47,34 | 775 | 49,90 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5.276 | 61,54 | 769 | 64,32 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 742.771 | 2,97 | 108.289 | 4,74 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 20.619 | 7,20 | 3.006 | 9,07 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 230 | 34 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 34.516 | 13,95 | 5.036 | 15,93 | ||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 103.581 | 42,03 | 15.101 | 44,47 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 563 | 77,60 | 83 | 84,44 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1.854 | 0,27 | 270 | 1,89 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 206.124 | 4,81 | 30.050 | 6,60 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 35.535 | 0,21 | 5.181 | 1,93 | ||||
| 2026-05-05 | 13F | UBS Group AG | 521.955 | 3,77 | 76.096 | 5,56 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 90 | 13 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3.777 | 26,87 | 558 | 30,99 | ||||
| 2026-05-18 | 13F | Cim, Llc | 2.542 | 0,12 | 371 | 1,93 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 100.324 | 14.626 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 12.911 | 3,10 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 28.478 | 0,07 | 4.152 | 1,77 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 28.440 | 46,34 | 4.076 | 47,15 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3.797 | 3,38 | 553 | 5,13 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 92.420 | 21,14 | 13.472 | 23,22 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 374 | 5,95 | 55 | 8,00 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 12.699 | 59,06 | 1.851 | 61,80 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 26.457 | 2,96 | 3.855 | 4,70 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 4.838 | 100,00 | 705 | 103,76 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 17.504 | 1,16 | 2.552 | 2,86 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32.443 | 466,39 | 4.730 | 476,00 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 1.806 | 2,27 | 263 | 3,95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 178.921 | 16,99 | 26.085 | 19,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2.624 | 5,47 | 383 | 7,30 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 1.533 | 224 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 582 | 429,09 | 85 | 460,00 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 15.786 | 0,54 | 2.302 | 2,27 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 98 | 512,50 | 14 | 600,00 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 46.734 | 6.813 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 8.421 | 5,26 | 1.228 | 7,07 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 13.556 | 105,11 | 1.976 | 108,66 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2.679 | 4,89 | 384 | 5,49 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4.635 | 23,86 | 676 | 25,93 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9.308 | 0,62 | 1.357 | 2,42 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3.843 | 46,74 | 560 | 49,33 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 15.866 | 42,91 | 2.313 | 231.200,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 17.500 | 343,60 | 2.551 | 351,50 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 41.591 | 1,71 | 6.064 | 3,46 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 6.981 | 1.018 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 33.045 | 19,40 | 4.818 | 21,46 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 18.577 | 2.708 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 60.057 | 4,10 | 8.756 | 5,88 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 4.998.653 | 1,10 | 728.754 | 2,84 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 29 | 4 | ||||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 7.091 | 1,82 | 1.034 | 3,51 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5.995 | 0,20 | 874 | 1,87 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 136.332 | 0,50 | 19.876 | 2,23 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8.789 | 0,10 | 1.281 | 1,51 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 5.204 | 735,31 | 759 | 751,69 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.821 | 7,50 | 265 | 9,50 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 34.852 | 22,20 | 5.081 | 24,32 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 5.207 | 5,58 | 759 | 7,51 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 15.917 | 5,60 | 2.321 | 8,01 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 32.635 | 1,30 | 4.758 | 3,03 | ||||
| 2026-05-04 | 13F | Nwam Llc | 33.207 | 0,96 | 4.841 | 0,17 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.345 | 3.742,86 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 63.595 | 530,15 | 9.272 | 541,15 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 5.350 | 3,86 | 780 | 5,56 | ||||
| 2026-04-10 | 13F | Novem Group | 2.379 | 27,97 | 347 | 30,08 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 410 | 60 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 3.628 | 18,80 | 529 | 20,82 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3.027 | 103,56 | 441 | 107,04 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 35.139 | 4,47 | 5.123 | 6,27 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 45.889 | 1,54 | 6.690 | 3,29 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3.744 | 546 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4.445 | 16,30 | 648 | 18,46 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 4.932 | 16,73 | 719 | 19,44 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 137.691 | 12,34 | 19.478 | 10,87 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 12.248 | 56,38 | 1.786 | 59,09 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 5.058 | 29,99 | 737 | 32,32 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 1.459 | 2,31 | 213 | 3,92 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 2.186 | 341 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 44 | 193,33 | 6 | 200,00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 130 | 19 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 228 | 4,59 | 33 | 6,45 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1.902 | 0,63 | 277 | 2,59 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3.873 | 2,79 | 565 | 4,44 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 10.679 | 0,41 | 1.639 | 7,55 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 158.674 | 12,54 | 23.133 | 14,48 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 3.240 | 17,60 | 472 | 19,80 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 14.004 | 0,51 | 2.042 | 2,20 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 6.992 | 1,61 | 1 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 11.960 | 6,91 | 1.744 | 8,73 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 29.247 | 20,74 | 4.264 | 22,82 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 12.558 | 2,13 | 1.831 | 3,86 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 3.739 | 545 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 3.825 | 3,21 | 558 | 4,90 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 73.365 | 3,38 | 10.696 | 5,15 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 75.834 | 0,51 | 11.056 | 2,23 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 7.484 | 0,29 | 1.091 | 2,06 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 4.848 | 1 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 16.153 | 389,63 | 2.355 | 398,73 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 13.589 | 0,81 | 1.981 | 2,54 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2.650 | 386 | ||||||
| 2026-04-24 | 13F | Newton One Investments LLC | 67.197 | 185,90 | 9.797 | 190,86 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 349.644 | 6,51 | 50.975 | 8,34 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5.790 | 6,26 | 844 | 8,07 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 30.961 | 1,90 | 4.514 | 3,65 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 7.799 | 3,09 | 1.137 | 4,89 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 38 | -9,76 | ||||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 8.982 | 1,39 | 1.310 | 3,15 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 839 | 60,42 | 122 | 64,86 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 4.995 | 2,67 | 728 | 4,45 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8.309 | 1 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 8.271 | 1.206 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 11.398 | 0,50 | 1.662 | 2,22 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10.344 | 88,83 | 1.508 | 91,97 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9.783 | 27,18 | 1.402 | 27,92 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3.682 | 9,06 | 582 | 12,60 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 186.312 | 5,09 | 27.162 | 6,89 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 128 | 19 | ||||||
| 2026-05-15 | 13F | JMN Financial LLC | 5.350 | 3,86 | 780 | 5,56 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2.990 | 18,37 | 436 | 20,17 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3.010 | 8,39 | 439 | 10,05 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 242 | 49,38 | 35 | 52,17 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 119.598 | 22,24 | 17.436 | 24,34 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 39.591 | 2,96 | 5.772 | 4,72 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3.383 | 22,13 | 493 | 24,18 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 999 | 566,00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 304 | 44 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4.459 | 0,36 | 650 | 2,20 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 62.922 | 10,75 | 9.173 | 12,65 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 108 | 38,46 | 16 | 36,36 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 1.960 | 286 | ||||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 18.886 | 23,22 | 2.753 | 25,36 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 116 | 17 | ||||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 32.715 | 10,59 | 4.770 | 12,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4.922 | 62,07 | 717 | 64,83 | ||||
| 2026-05-15 | 13F | Obsido Oy | 38.426 | 0,89 | 5.602 | 2,62 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.102 | 191,94 | 306 | 197,09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 405.256 | 12,57 | 59.082 | 14,50 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 19.554 | 9,14 | 2.851 | 11,02 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1.931 | 6,16 | 282 | 8,08 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 3.173 | 463 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1.629 | 237 | ||||||
| 2026-05-11 | 13F | Womack Financial LLC | 32.774 | 3,49 | 4.778 | 5,27 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 2.900 | 93,33 | 423 | 97,20 | |||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 2.691 | 20,19 | 392 | 22,50 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 144.798 | 1,86 | 21.110 | 3,61 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 25.743 | 1,21 | 3.753 | 2,96 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 68.016 | 4,83 | 9.916 | 6,64 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 144.563 | 5.177,95 | 21.076 | 5.276,28 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4.924 | 148,69 | 718 | 153,36 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 15.121 | 5,50 | 2.205 | 7,30 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 2.255 | 40,67 | 329 | 43,23 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 123.899 | 1,22 | 18.063 | 2,96 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 107.069 | 22,34 | 15.616 | 24,41 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 5.028 | 27,32 | 733 | 19,22 | ||||
| 2026-05-13 | 13F | Renaissance Group Llc | 1.494 | 218 | ||||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 13.467 | 6,44 | 1.963 | 8,27 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 3.240 | 6,30 | 472 | 8,26 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 1.374 | 200 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.108 | 1.716,39 | 162 | 1.912,50 | ||||
| 2026-05-12 | 13F | Creative Planning | 735.168 | 6,48 | 107.180 | 8,31 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5.906 | 12,17 | 861 | 14,06 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 765.596 | 17,03 | 111.616 | 19,04 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 17.818 | 5,05 | 2.598 | 6,83 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 1.452 | 212 | ||||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 39.803 | 2,53 | 5.803 | 4,28 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 5.276 | 21,99 | 769 | 24,23 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 17.165 | 13,88 | 2.460 | 14,53 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.540 | 32,08 | 225 | 34,13 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 189 | 1,07 | 27 | 3,85 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2.580 | 42,54 | 376 | 45,17 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 55.482 | 8.089 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 9.727 | 34,97 | 1.413 | 36,69 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 65.035 | 9 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 4.027 | 4,46 | 587 | 6,34 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.632 | 17,16 | 530 | 19,14 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 26.753 | 0,53 | 3.900 | 2,25 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 13.956 | 4,11 | 2.034 | 5,88 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 42 | 5,00 | 6 | 20,00 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2.039 | 297 | ||||||
| 2026-04-17 | 13F | BCS Wealth Management | 3.940 | 574 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 0 | 0 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5.369 | 3,65 | 783 | 5,39 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 25.687 | 5,94 | 3.743 | 7,71 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 62.476 | 1,43 | 9.108 | 3,17 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 16.507 | 0,29 | 2.407 | 1,99 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 619.635 | 12,52 | 90.337 | 14,45 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 74 | 11 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 1.736 | 15,20 | 253 | 17,67 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 15.021 | 26,96 | 2.190 | 29,14 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 2.550 | 372 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.876 | 419 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 24.741 | 1,05 | 3.607 | 2,76 |
