Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF eröffnet haben, gehören Fairfield University, Summit Financial Consulting LLC, Forum Finance Group S.A., Barings Llc, Atomi Financial Group, Inc., Navigate Wealth Management, LLC, Oversea-Chinese Banking CORP Ltd, ORG Wealth Partners, LLC, GK Wealth Management LLC, Acute Investment Advisory, Llc, Trellis Wealth Advisors LLC, Catalytic Wealth RIA, LLC, TCG Advisory Services, LLC, Nicolet Advisory Services, Llc, Quotient Wealth Partners, LLC, Vanguard Advisers Inc, Merit Financial Group, LLC, Titleist Asset Management, Llc, Pensionmark Financial Group, Llc, und Focused Alpha, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Brookstone Capital Management | 49.198 | 4,87 | 4.928 | 5,55 | ||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 6.090 | 610 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 118 | 12 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 2.378 | 238 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 591 | 11,30 | 60 | 3,51 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 76.330 | 4,26 | 7.693 | 5,60 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 25.082 | 1,44 | 2.513 | 2,11 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 190.787 | 2,63 | 19.111 | 3,31 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 2.665 | 1,02 | 267 | 1,53 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 312 | 1.014,29 | 31 | 1.450,00 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 4.903 | 0,06 | 491 | 0,82 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 3.299 | 4,73 | 330 | 5,43 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 142.813 | 0,44 | 14.306 | 1,10 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 35.079 | 3.941 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 4.925 | 57,55 | 493 | 58,52 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 70.454 | 1,78 | 7.058 | 2,44 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 82.735 | 3,23 | 8.288 | 3,90 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1.352 | 167,19 | 135 | 170,00 | ||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 2.629 | 263 | ||||||
| 2026-05-15 | 13F | NEOS Investment Management LLC | 6.604.674 | 46,26 | 661.590 | 47,21 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 5.623 | 1,11 | 563 | 1,81 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 57.868 | 1,14 | 5.797 | 1,79 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.071.219 | 6,76 | 107.304 | 7,46 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 11.041 | 207,29 | 1.106 | 209,52 | ||||
| 2026-05-14 | 13F | Betterment LLC | 5.564 | 6,16 | 1 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3.597.245 | 596,62 | 360.336 | 601,18 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 25.388 | 2 | ||||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 2.010 | 201 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 7.560 | 0,03 | 757 | 0,66 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 2.870 | 3,61 | 287 | 4,36 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 190 | 19 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 11.688 | 2,24 | 1.171 | 2,90 | ||||
| 2026-05-11 | 13F | Allianz Se | 76.000 | 7.613 | ||||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 2.280 | 1,97 | 255 | 5,81 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 122.559 | 18,46 | 12.277 | 19,23 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 15.008 | 18,72 | 1.503 | 19,48 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 129.636 | 4,90 | 12.986 | 5,58 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 118 | 12 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 92.299 | 0,01 | 9.246 | 0,65 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 557 | 56 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 894 | 0 | ||||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 10.613 | 17,69 | 1.063 | 18,51 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 5.093 | 0,53 | 510 | 1,19 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 122 | 1,67 | 12 | 9,09 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 15.853 | 0,65 | 1.588 | 1,34 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 44.761 | 20,34 | 4.484 | 21,13 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 708 | 71 | ||||||
| 2026-05-12 | 13F | Americana Partners, LLC | 4.453 | 3,39 | 446 | 4,21 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 57.906 | 17,47 | 5.800 | 18,25 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 10.690 | 4,12 | 1.071 | 4,80 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 15.526 | 48,82 | 1.555 | 49,81 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.027 | 18,75 | 203 | 20,12 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 41 | 4 | ||||||
| 2026-05-06 | 13F | Zhang Financial LLC | 2.360 | 11,58 | 236 | 12,38 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 2.950 | 9,83 | 296 | 10,49 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9.584 | 33,15 | 960 | 34,08 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 14.026 | 1,84 | 1.404 | 2,48 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 38 | 2,70 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 49.100 | 129,44 | 4.918 | 131,00 | |||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 23.441 | 2,49 | 2.348 | 3,16 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 4.451 | 2,23 | 446 | 88,56 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 4.502 | 2,86 | 451 | 3,45 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 4.779 | 8,54 | 479 | 9,13 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 10.305 | 1.032 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 22.455 | 4,23 | 2.249 | 4,95 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.365 | 137 | ||||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 35 | 400,00 | 4 | |||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 8.396 | 812 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.251 | 2,31 | 426 | 2,91 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 26.538 | 9,38 | 2.658 | 10,11 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 537.549 | 28,74 | 53.846 | 29,58 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 38.464 | 7,09 | 3.905 | 5,03 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 8.804 | 882 | ||||||
| 2026-05-15 | 13F | MidFirst Bank | 4.845 | 92,64 | 485 | 94,00 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 31.371 | 8,83 | 3.142 | 9,55 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 24.339 | 3,94 | 2.437 | 121.700,00 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 68.130 | 26,52 | 6.825 | 27,34 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 15.569 | 17,08 | 1.560 | 17,84 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 238.272 | 10,47 | 23.868 | 11,20 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 2.074 | 0,29 | 208 | 0,98 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3.486 | 22,23 | 349 | 23,32 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 11.595 | 0,27 | 1.161 | 0,96 | ||||
| 2026-04-21 | 13F | Maseco Llp | 3.700 | 0,24 | 371 | 0,82 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 203.396 | 88,74 | 20.242 | 92,03 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 4.768 | 63,01 | 478 | 63,92 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5.928 | 150,34 | 594 | 152,34 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 140.223 | 10,98 | 14.046 | 11,72 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 40.470 | 9,52 | 4.054 | 10,23 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 273.187 | 20,47 | 27.365 | 21,26 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 23.655 | 134,93 | 2.354 | 134,93 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 29 | 52,63 | 3 | 100,00 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 21.054 | 8,72 | 2.109 | 9,39 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 749 | 45,72 | 75 | 47,06 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 29.459 | 39,72 | 2.951 | 40,61 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 2.893 | 290 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3.667 | 24,94 | 365 | 26,83 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 2.582 | 0,66 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 4.197.675 | 329,72 | 412.178 | 323,99 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 10.844 | 9,17 | 1.086 | 9,92 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 2.077 | 0,10 | 208 | 0,97 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 2.030 | 203 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 11.057 | 1.108 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 12.490 | 2,47 | 1.251 | 3,13 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 4.328 | 11,69 | 434 | 12,47 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 74.375 | 3.396,71 | 7.450 | 3.430,81 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 33.938 | 1,79 | 3.400 | 2,44 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 12.848 | 1,11 | 1.287 | 1,74 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 8.337 | 28,66 | 835 | 29,66 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 3.851 | 386 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 6.215 | 350,69 | 623 | 354,01 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 4.779 | 479 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 194 | 19 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 2.977 | 298 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 5.504 | 2,12 | 551 | 2,80 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 70.784 | 33,64 | 7.090 | 34,51 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 9.990 | 5,94 | 1.001 | 6,61 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 4.150 | 97,81 | 416 | 99,52 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 139.356 | 0,79 | 13.959 | 1,45 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1.266.594 | 4,15 | 126.875 | 4,83 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 4.438 | 469 | ||||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 379.911 | 5,02 | 38 | 5,56 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 3.256 | 15,50 | 326 | 16,43 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 12.061 | 70,26 | 1.205 | 70,78 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 6.414 | 0,53 | 643 | 1,26 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 15.563 | 10,53 | 1.559 | 11,21 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6.847 | 73,25 | 686 | 74,30 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 5.071 | 508 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 4.560 | 0,71 | 457 | 1,33 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1.072 | 40,13 | 107 | 40,79 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 2.864 | 0,28 | 287 | 0,70 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 93 | 132,50 | 9 | 200,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 8.936.601 | 1,42 | 895.179 | 2,09 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 10.079 | 109,98 | 1.010 | 111,53 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 108.634 | 2,40 | 10.882 | 3,07 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 8.315 | 0,04 | 833 | 0,60 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.025 | 66,13 | 103 | 67,21 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7.969 | 25,44 | 798 | 26,27 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 31.584 | 31,45 | 3.164 | 32,29 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 4.707 | 8,91 | 472 | 9,53 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 31.846 | 73,29 | 3.190 | 74,51 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 135 | 13 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 91.497 | 21,70 | 9 | 28,57 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 4.339 | 1,05 | 435 | 1,64 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 282.158 | 0,49 | 28.264 | 1,15 | ||||
| 2026-05-05 | 13F | UBS Group AG | 12.813.599 | 734,39 | 1.283.538 | 739,84 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 3.020 | 0,83 | 303 | 1,34 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 2.217 | 222 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9.001 | 1,00 | 1 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9.452 | 1,88 | 947 | 2,49 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 2.014 | 202 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 560 | 56 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 4.985 | 499 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 149.096 | 58,02 | 14.935 | 59,05 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 583.657 | 3,08 | 58.847 | 4,36 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 98 | 10 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 978 | 98 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 13.731 | 2,99 | 1.377 | 3,69 | ||||
| 2026-05-11 | 13F | Fairfield University | 105.648 | 10.583 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 6.063 | 2,69 | 607 | 3,41 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 3.202 | 3,79 | 321 | 4,23 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.114 | 112 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 102 | 385,71 | 10 | 400,00 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 5.731 | 0,09 | 574 | 0,88 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 41.793 | 86,93 | 4.159 | 90,26 | ||||
| 2026-05-07 | 13F | Lazard Freres Gestion S.A.S. | 6.864 | 38,11 | 1 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 70 | 0 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 2.414 | 19,68 | 242 | 20,50 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 132.675 | 2.180,03 | 13.204 | 2.715,14 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 74.375 | 6,51 | 7.450 | 7,21 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 3.061 | 307 | ||||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 33.334 | 8,03 | 3.339 | 8,76 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 447 | 45 | ||||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 8.561 | 13,23 | 858 | 13,96 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 30.923 | 6,54 | 3.098 | 7,24 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 38.373 | 35,62 | 3.844 | 36,52 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 17.300 | 6,95 | 1.733 | 7,64 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 317.000 | 16,67 | 31.754 | 17,43 | ||||
| 2026-05-11 | 13F | Commerce Bank | 77.846 | 345,06 | 7.798 | 348,10 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 3.212 | 0,09 | 322 | 0,63 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 23.332 | 87,14 | 2.337 | 88,47 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 2.239 | 224 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 10.274 | 1,31 | 1.029 | 1,98 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 16.487 | 8,13 | 1.651 | 8,83 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 3.233 | 324 | ||||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 6.188 | 5,94 | 620 | 6,54 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 330 | 33 | ||||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 116.292 | 50.039 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13.425 | 451,56 | 1.343 | 454,55 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 1.352 | 135 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 688.475 | 3.042,00 | 68.965 | 3.063,49 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 33.550 | 782,89 | 3.331 | 797,57 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 5.942 | 595 | ||||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 19.455 | 21,97 | 1.949 | 22,75 | ||||
| 2026-05-15 | 13F | Zuckerman Investment Group, LLC | 104.059 | 0,70 | 10.424 | 1,36 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 6.171 | 0,39 | 614 | 2,16 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 2.019 | 202 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 570.798 | 10,81 | 57.177 | 11,53 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 1.854 | 202 | ||||||
| 2026-05-15 | 13F | EFG International AG | 2.078 | 765,83 | 209 | 804,35 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 71.993 | 6,18 | 7.212 | 6,09 | ||||
| 2026-05-06 | 13F | Eq Llc | 14.070 | 11,73 | 1.409 | 12,45 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 7.044 | 21,93 | 706 | 22,82 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 440 | 44 | ||||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 27.403 | 0,19 | 2.745 | 0,85 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 9.319 | 934 | ||||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 2.204 | 221 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 966 | 142,71 | 97 | 6,67 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 199.774 | 10,74 | 20.011 | 11,46 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 8.170 | 818 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 156.139 | 4,01 | 15.539 | 110.885,71 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 6.244 | 3,95 | 625 | 4,69 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 355.278 | 18,05 | 35.589 | 18,83 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.856.387 | 1,83 | 179.643 | -0,98 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 44.405 | 0,66 | 4.448 | 1,32 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.641 | 10,13 | 0 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 869.900 | 3,78 | 87.138 | 4,46 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 28.336 | 8,05 | 2.839 | 8,78 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 21.756 | 0,14 | 2.179 | 0,79 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4.241 | 21,00 | 425 | 21,84 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 5.205 | 1,58 | 518 | 3,19 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 9.400 | 942 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 679 | 68 | ||||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 15 | 2 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | Call | 398 | 1,79 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 74.548 | 17,06 | 7.467 | 17,83 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 839 | 84 | ||||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 6.294 | 0,25 | 631 | -2,78 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.253 | 0,27 | 226 | 0,90 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 5 | 1 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 35.982 | 5,42 | 3.604 | 6,12 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 2.949 | 10,41 | 295 | 11,32 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 487 | 0,21 | 49 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 4.517 | 0,02 | 452 | 0,67 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 58 | 6 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 523 | 52 | ||||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 5.399 | 0,26 | 541 | 0,93 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 202.789 | 4,98 | 20.313 | 5,67 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 2.000 | 200 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 77.394 | 8 | ||||||
| 2026-05-12 | 13F | First Western Trust Bank | 92.356 | 6,27 | 9.251 | 6,97 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 6.954 | 7,68 | 697 | 8,41 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 709.862 | 10,29 | 71.107 | 11,01 | ||||
| 2026-05-05 | 13F | Prairieview Wealth Partners, Llc | 85.134 | 1,98 | 8.528 | 2,64 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 90 | 9 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 5.508 | 9,57 | 552 | 10,20 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 12.490 | 2,47 | 1.251 | 3,13 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 239 | 0,00 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 4.421 | 443 | ||||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 33.287 | 3,16 | 3.334 | 3,83 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 66.923 | 0,41 | 6.704 | 1,06 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 5.100 | 3,91 | 511 | 4,51 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 108.177 | 1.403,92 | 10.836 | 1.415,52 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 39.324 | 11,95 | 3.941 | 12,73 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 6.008 | 80,10 | 602 | 81,57 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 488 | 49 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 52.834 | 59,60 | 5.292 | 60,66 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 2.084 | 209 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 9.889 | 25,57 | 1.106 | 41,12 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.150 | 1,18 | 215 | 1,90 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 60.872 | 2,24 | 6.098 | 2,90 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 87.765 | 3,92 | 8.791 | 4,59 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3.820 | 383 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 474.675 | 37,57 | 47.548 | 38,47 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 44.163 | 3,45 | 4.937 | 8,82 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 53 | 120,83 | 5 | 150,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 24.198 | 3.432,55 | 2.408 | 3.494,03 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 2.084 | 209 | ||||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 32.939 | 0,03 | 3.299 | 0,67 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 6.124 | 31,02 | 610 | 33,26 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 30.810 | 1.365,75 | 3.086 | 1.376,56 | ||||
| 2026-05-04 | 13F | Ellerson Group Inc /adv | 2.000 | 200 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 5.790 | 122,61 | 580 | 124,81 | ||||
| 2026-05-07 | 13F | MWA Asset Management | 1.670 | 318 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 119.862 | 2,46 | 12.006 | 3,13 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5.243 | 24,77 | 525 | 25,60 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 5 | 1 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.750 | 175 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2.546 | 2,54 | 255 | 3,24 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 3.091 | 0,26 | 310 | 0,98 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 2.675 | 268 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 44.345 | 0,38 | 4.442 | 1,05 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 19.367 | 114,43 | 1.940 | 115,92 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 2.664 | 9,05 | 267 | 9,47 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 14.131 | 7,00 | 1.416 | 7,69 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 2.737 | 13,38 | 274 | 14,17 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6.037 | 605 | ||||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 14.865 | 4,94 | 1.489 | 5,68 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 17 | 2 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 36.244 | 15,02 | 3.631 | 15,75 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 2.326 | 11,61 | 233 | 12,08 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 86.256 | 718,37 | 8.640 | 724,43 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 21.452 | 774,16 | 2.149 | 780,33 | ||||
| 2026-05-15 | 13F | Fmr Llc | 46.015 | 40,07 | 4.609 | 40,99 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 89 | 9 | ||||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 15.208 | 8,36 | 1.523 | 1,33 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 10.600 | 1.062 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 6.400 | 82,86 | 641 | 84,20 | |||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2.688 | 0,26 | 269 | 1,13 | ||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 8.396 | 0,55 | 812 | -2,99 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 221.199 | 0,70 | 22.158 | 1,36 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5.758.210 | 9,46 | 576.827 | 10,18 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 680.958 | 6,25 | 68.212 | 6,94 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.247 | 42,03 | 125 | 42,53 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2.380 | 14,15 | 238 | 14,98 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 687 | 0,29 | 69 | 0,00 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 12.848 | 8,49 | 1.287 | 9,17 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 8.862 | 11,72 | 888 | 12,42 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 43.457 | 6,11 | 4.353 | 6,82 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 1.960 | 0,36 | 196 | 1,03 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.740.846 | 6,12 | 374.721 | 6,81 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 8.842 | 0,06 | 886 | 0,68 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 38.011 | 13,52 | 3.808 | 14,26 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 9.113 | 26,32 | 913 | 27,20 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 826 | 132,68 | 83 | 134,29 | ||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 3.750 | 19,50 | 376 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 3.771 | 378 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 19.230 | 5,18 | 1.914 | 6,99 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 9.345 | 114,14 | 938 | 116,13 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 7.019 | 15,07 | 703 | 15,82 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 254 | 25 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 15.836 | 133,60 | 1.533 | 125,63 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 74 | 7 | ||||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 2.657 | 266 | ||||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1.781 | 0,39 | 178 | 1,14 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 2.303 | 235 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.479.492 | 2,12 | 148.203 | 2,78 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 114.924 | 13,19 | 11.512 | 13,93 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 44.913 | 16,87 | 4.499 | 17,63 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 2.300 | 6,14 | 230 | 6,98 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4.196 | 10,42 | 418 | 12,40 | ||||
| 2026-04-23 | 13F | Rexford Capital Inc | 91 | 9 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 4.861 | 20,56 | 487 | 21,20 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 6.594 | 19,39 | 661 | 20,22 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 152 | 0,66 | 15 | 0,00 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 8.954 | 8,77 | 897 | 9,40 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3.235 | 1,89 | 313 | -0,95 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 87.709 | 3.475,58 | 8.786 | 3.500,41 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 8.541 | 856 | ||||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 4 | 0 | ||||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 72.957 | 7.308 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 9.353 | 1,52 | 937 | 2,18 | ||||
| 2026-05-06 | 13F | Barings Llc | 15.737 | 1.576 | ||||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 331 | 33 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2.409.944 | 366,60 | 241.404 | 369,66 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 73.017 | 10,37 | 7.314 | 11,10 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 3.229 | 2,64 | 323 | 3,19 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 62 | 29,17 | 6 | 50,00 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5.565 | 14,36 | 557 | 15,08 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 10.629 | 1.179 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 3.583 | 33,89 | 359 | 34,59 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 2.992 | 0,07 | 300 | -4,47 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 3.915 | 3,00 | 392 | 3,70 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.557 | 256 | ||||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 47.100 | 182,04 | 4.718 | 184,05 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 4.958 | 0,51 | 497 | 1,22 | ||||
| 2026-05-12 | 13F | Creative Planning | 88.902 | 8,21 | 8.905 | 8,92 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 3.653 | 0,25 | 384 | 2,13 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 30.872 | 0,13 | 3.092 | 0,78 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.498 | 250 | ||||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 114.697 | 0,20 | 11.489 | 0,86 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 3.633 | 12,13 | 364 | 12,73 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 8.493 | 33,90 | 851 | 34,71 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 47.768 | 50,84 | 4.785 | 51,82 | ||||
| 2026-05-14 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 502.000 | 66,23 | 50.285 | 67,31 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6.037 | 605 | ||||||
| 2026-05-08 | 13F | Fire Capital Management LLC | 34.302 | 5,46 | 3.436 | 6,18 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 12.132 | 7,11 | 1.215 | 7,81 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 31.278 | 3,67 | 3 | 0,00 |
