DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF - Institutionelles Eigentümerschaft - Verkäufer

Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
US ˙ ARCA ˙ US25434V7082

Institutionelle und Fonds-Eigentümerschaft - Verkäufer

Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.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 Mendota Financial Group, LLC 16.403 -15,12 637 -16,73
2026-05-04 13F Copia Wealth Management 1.737 -9,06 68 -10,67
2026-05-11 13F Wells Fargo & Company/mn 201.723 -9,10 7.839 -10,79
2026-05-01 13F Warburton Capital Management, LLC 2.031.981 -0,10 83 2,50
2026-05-01 13F Ruedi Wealth Management, Inc. 2.290.135 -1,85 88.995 -3,66
2026-04-27 13F Capital Advisors Inc/ok 17.340 -3,18 674 -5,08
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 2.299.117 -47,33 89.343 -49,45
2026-04-09 13F Wedmont Private Capital 76.662 -16,65 3.096 -16,44
2026-04-15 13F Websterrogers Financial Advisors, Llc 236.059 -2,01 9.173 -3,82
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 8.600 -67,43 334 -68,04
2026-04-16 13F First Merchants Corp 34.177 -3,51 1.328 -5,28
2026-04-08 13F NorthCrest Asset Manangement, LLC 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 33.677 -4,13 1 0,00
2026-05-15 13F KM Capital Management Ltd. 57.545 -1,93 2.487 7,11
2026-04-13 13F Mather Group, Llc. 718.051 -1,15 27.903 -2,97
2026-05-14 13F Captrust Financial Advisors 830.067 -1,10 32.252 -2,93
2026-05-15 13F Smartleaf Asset Management LLC 1.586.685 -0,72 59.993 -5,95
2026-05-14 13F Lauterbach Financial Advisors, LLC 1.226.668 -1,85 47.668 -3,66
2026-04-15 13F marrick wealth, LLC 783.802 -0,80 30.459 -2,63
2026-05-11 13F Umb Bank N A/mo 806.093 -0,21 31.325 -2,05
2026-05-06 13F FSA Advisors, Inc. 12.095 -26,04 470 5,86
2026-05-12 13F Curio Wealth, Llc 112.966 -1,31 4.390 -4,44
2026-05-15 13F Annandale Capital, LLC 6.699 -0,93 0
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-05-11 13F Pathstone Holdings, LLC 21.178 -92,63 823 -92,77
2026-04-21 13F Wesbanco Bank Inc 123.312 -0,01 4.792 -1,86
2026-04-30 13F Valued Wealth Advisors LLC 131.262 -15,18 5.101 -16,75
2026-05-04 13F Sigma Planning Corp 10.951 -22,21 426 -23,70
2026-04-28 13F Belpointe Asset Management LLC 19.233 -32,42 747 -33,66
2026-04-20 13F Ronald Blue Trust, Inc. 26.959 -3,21 1.048 -4,99
2026-05-04 13F Syverson Strege & Co 3.181.539 -1,38 123.635 -3,20
2026-02-02 13F Heritage Financial Services, LLC 4.520.404 -2,18 178.963 0,41
2026-04-21 13F Hippocratic Financial Advisors, LLC 246.649 -9,62 9.585 -11,29
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-29 13F Strategic Blueprint, LLC 50.406 -0,72 1.959 -2,59
2026-04-17 13F Kaufman Rossin Wealth, LLC 142.411 -15,73 5.534 -17,28
2026-04-08 13F Sax Wealth Advisors, Llc 2.042.632 -0,60 80.868 -0,60
2026-05-07 13F Meeder Advisory Services, Inc. 17.047 -0,73 662 -2,50
2026-04-23 13F McBroom & Associates, LLC 7.250 -8,23 282 -9,94
2026-04-20 13F Fiduciary Alliance LLC 13.043 -4,40 540 0,00
2026-05-13 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-01-29 13F Comerica Bank 1.600.324 -2,06 63.357 0,53
2026-05-08 13F Maia Wealth LLC 37.797 -8,22 1.469 -12,31
2026-04-22 13F Stone Point Wealth LLC 37.248 -2,60 1.447 -4,43
2026-04-15 13F Mogy Joel R Investment Counsel Inc 6.740 -8,67 262 -10,62
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 2.983.695 -31,35 116.901 -33,58
2026-05-13 13F B&D White Capital Company, LLC 847.888 -3,11 32.949 -4,90
2026-05-11 13F Foundations Investment Advisors, LLC 1.516.278 -4,01 58.923 -5,78
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-14 13F North Ridge Wealth Advisors, Inc. 1.093.766 -2,65 42.504 -4,44
2026-04-28 13F Powerhouse Assets LLC 5.997 -0,63 233 -2,10
2026-05-12 13F PCM Encore, LLC 5.190 -25,05 202 -26,64
2026-04-20 13F Watchman Group, Inc. 906.387 -2,59 35.222 -4,38
2026-04-22 13F Aspire Private Capital, LLC 25.271 -10,13 982 -11,77
2026-04-27 13F Marotta Asset Management 10.202 -0,08 399 -1,24
2026-05-01 13F Wealthspire Advisors, LLC 7.504.975 -0,24 291.643 -2,08
2026-04-28 13F Robertson Stephens Wealth Management, LLC 721.760 -0,40 28.048 -2,24
2026-05-22 13F WNY Asset Management, LLC 1.589.897 -20,75 61.783 -20,15
2026-04-28 13F Stephens Inc /ar/ 0 -100,00 0
2026-05-01 13F BKD Wealth Advisors, LLC 1.520.771 -3,91 59.097 -5,68
2026-05-01 13F UNIVEST FINANCIAL Corp 35.817 -2,66 1.392 -4,46
2026-04-28 13F Stratos Wealth Partners, LTD. 306.642 -2,13 11.916 -3,93
2026-04-14 13F Austin Wealth Management, LLC 185.326 -44,27 7.298 -45,74
2026-05-12 13F Ameritas Advisory Services, LLC 20.579 -20,00 800 -21,51
2026-04-30 13F Waterfront Wealth Inc. 260.410 -12,25 10.120 -16,43
2026-05-14 13F Modern Wealth Management, LLC 13.111 -2,65 513 -3,94
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-05-13 13F First Trust Advisors Lp 16.166 -3,15 628 -4,85
2026-04-16 13F Vested Financial Planning, LLC 980.912 -0,15 38.118 -1,99
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-04-22 13F McLean Asset Management Corp 306.393 -1,68 11.906 -5,87
2026-05-08 13F Jackson Hole Capital Partners, LLC 0 -100,00 0
2026-04-06 13F Baring Financial LLC 15.697 -3,51 610 -5,28
2026-04-21 13F OneAscent Family Office, LLC 47.786 -44,87 1.857 -45,90
2026-06-03 13F CoreFirst Bank & Trust 3.380 -8,15 131 -9,66
2026-01-07 13F Sovereign Financial Group, Inc. 0 -100,00 0
2026-05-08 13F Altiora Financial Group, LLC 2.890.247 -0,39 112.315 -2,23
2026-05-14 13F Cwm, Llc 434.837 -26,94 16.898 73.365,22
2026-04-22 13F Shotwell Rutter Baer Inc 37.626 -2,97 1.462 -6,76
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-05-12 13F Entrust Financial Llc 414.296 -1,25 16.100 -3,07
2026-04-28 13F Brighton Jones Llc 1.768.296 -6,34 68.716 -8,06
2026-04-30 13F Sollinda Capital Management LLC 6.178 -19,83 240 -21,31
2026-04-08 13F Lakeridge Wealth Management LLC 66.159 -5,32 2.571 -7,09
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-23 13F Private Wealth Management Group, LLC 933.147 -0,15 36.262 -1,99
2026-05-05 13F Regions Financial Corp 384.808 -0,78 14.954 -2,61
2026-05-04 13F Avantax Planning Partners, Inc. 261.521 -13,22 10.163 -14,83
2026-04-17 13F Monticello Wealth Management, Llc 38.908 -39,96 1.512 -41,09
2026-04-16 13F Rfg Holdings, Inc. 7.155 -4,87 278 -6,40
2026-04-22 13F Foundation Wealth Management, LLC\PA 275.950 -3,92 10.723 -5,69
2026-04-30 13F Petix & Botte Co 2.874 -50,00 223 -1,76
2026-05-14 13F JustInvest LLC 31.611 -12,71 1.228 -14,31
2026-05-12 13F First American Trust, Fsb 7.126 -15,95 277 -17,61
2026-04-20 13F Riverchase Wealth Management, Llc 400.075 -4,61 15.547 -6,37
2026-05-13 13F Yarger Wealth Strategies, Llc 70.852 -0,31 2.753 -2,13
2026-04-17 13F RFG Advisory, LLC 104.763 -18,26 4.071 -19,77
2026-02-09 13F Goepper Burkhardt LLC 0 -100,00 0
2026-05-21 13F Vestor Capital, Llc 10.250 -71,73 0
2026-01-28 13F Edge Financial Advisors LLC 12.129 -8,46 480 -6,07
2026-01-14 13F Wealthcare Capital Partners, LLC 0 -100,00 0
2026-04-24 13F Horizon Wealth Management, LLC 9.442 -0,56 367 -2,40
2026-05-12 13F Kovack Advisors, Inc. 20.622 -20,36 807 -21,37
2026-05-14 13F Catalytic Wealth RIA, LLC 0 -100,00 0
2026-04-16 13F Ellsworth Advisors, LLC 6.560 -17,67 255 -21,60
2026-04-28 13F Planning Center, Inc. 1.877.973 -2,27 72.978 -4,07
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 37.077 -1,41 1.441 -3,23
2026-05-11 13F McCartney Wealth Management LLC 301.680 -2,29 11.723 -4,09
2026-02-11 13F Group One Trading, L.p. 0 -100,00 0
2026-05-15 13F Cardiff Park Advisors, Llc 3.835.945 -3,26 149.065 -5,05
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-21 13F Buttonwood Financial Advisors Inc. 85.618 -2,99 3.327 -4,78
2026-05-15 13F Rehmann Capital Advisory Group 638.492 -0,42 24.812 -2,25
2026-05-12 13F IFG Advisory, LLC 18.187 -98,09 707 -98,13
2026-04-16 13F BlueSky Wealth Advisors, LLC 126.647 -22,39 4.922 -23,82
2026-01-23 13F Arbor Investment Advisors, LLC 0 -100,00 0
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 710.928 -0,62 27.627 -2,45
2026-04-14 13F Lockerman Financial Group, Inc. 13.133 -2,91 510 -4,67
2026-04-20 13F SILVER OAK SECURITIES, Inc 30.278 -15,66 1.177 -17,88
2026-04-20 13F ABLE Financial Group, LLC 694.084 -1,27 26.972 -3,09
2026-04-27 13F Exencial Wealth Advisors, Llc 58.692 -8,26 2.281 -9,95
2026-05-14 13F Atomi Financial Group, Inc. 6.892 -47,59 268 -48,65
2026-04-13 13F Physician Wealth Solutions Inc. 71.746 -57,86 2.788 -58,64
2026-04-30 13F Donaldson Capital Management, Llc 13.734 -34,99 534 -36,24
2026-05-01 13F Advisors Capital Management, LLC 104.199 -0,95 4.049 -2,76
2026-04-21 13F Pallas Capital Advisors LLC 70.503 -5,54 2.740 -7,28
2026-05-05 13F Coquina Private Wealth LLC 0 -100,00 0
2026-04-14 13F Rf&l Wealth Management, Llc 283.137 -0,59 11.003 -2,42
2026-05-12 13F M Holdings Securities, Inc. 298.505 -0,12 12 0,00
2026-02-03 13F McCarthy Asset Management, Inc. 106.985 -32,74 4.236 -30,96
2026-05-08 13F Coldstream Capital Management Inc 36.290 -31,91 1.410 -33,18
2026-04-24 13F Boston Trust Walden Corp 19.164 -11,02 745 -12,68
2026-04-08 13F Evanson Asset Management, LLC 3.991.743 -0,26 155.119 -2,10
2026-05-08 13F Red Wave Investments LLC 260.238 -0,83 10.113 -2,67
2026-05-08 13F Prime Capital Investment Advisors, LLC 420.219 -0,93 16.330 -2,76
2026-05-12 13F Rather & Kittrell, Inc. 1.139.712 -1,54 44.289 -3,36
2026-04-27 13F Tanglewood Legacy Advisors, LLC 0 -100,00 0
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100,00 0 -100,00
2026-04-30 13F Simplicity Wealth,LLC 444.593 -4,74 17.277 -6,50
2026-05-11 13F WPWealth LLP 133.719 -1,04 5.196 -2,86
2026-05-15 13F Principal Street Partners, LLC 6.871 -33,01 267 -34,24
2026-05-13 13F Pitcairn Wealth Advisors LLC 0 -100,00 0
2026-04-17 13F CENTRAL TRUST Co 62.792 -1,58 2.440 -3,37
2026-04-02 13F Ares Financial Consulting, LLC 71.636 -9,13 2.802 -10,22
2026-01-20 13F Maryland Capital Advisors Inc. 1.616 -13,26 64 -11,27
2026-04-27 13F Silver Lake Advisory, LLC 0 -100,00 0
2026-05-12 13F Leading Edge Financial Planning LLC 6.824 -14,09 265 -15,61
2026-05-13 13F Argent Trust Co 13.600 -11,46 528 -13,16
2026-02-12 13F Commonwealth Equity Services, Llc 7.956.573 -7,86 315.001 94.494,59
2026-04-21 13F Forteris Wealth Management Inc. 95.423 -3,87 3.708 -5,62
2026-04-21 13F Highland Financial Advisors, LLC 12.807 -8,98 498 -10,77
2026-05-15 13F Empowered Funds, LLC 11.987 -31,62 466 -33,00
2026-05-11 13F Montis Financial, LLC 162.170 -2,49 6.302 -4,30
2026-04-24 13F UMA Financial Services, Inc. 138.826 -0,62 5.395 -2,46
2026-05-14 13F Empower Advisory Group, LLC 12.697 -47,32 493 -48,32
2026-04-08 13F Clarus Wealth Advisors 0 -100,00 0
2026-05-14 13F Safeguard Investment Advisory Group, LLC 2.022.586 -7,26 78.596 -8,97
2026-04-23 13F Caliber Wealth Management, LLC / KS 49.438 -0,29 1.921 -2,09
2026-04-15 13F NorthAvenue LLC 51.511 -4,86 2.002 -6,63
2026-04-13 13F Massmutual Trust Co Fsb/adv 1.000 -27,95 39 -29,63
2026-01-27 13F Grunden Financial Advisory, Inc. 1.380.842 -2,44 54.668 0,14
2026-04-17 13F Great Waters Wealth Management 294.564 -2,09 11.447 -3,90
2026-04-15 13F Cypress Wealth Services, LLC 0 -100,00 0
2026-04-30 13F Torren Management, LLC 68.458 -2,52 2.660 -4,32
2026-04-30 13F Arista Wealth Management, LLC 233.525 -0,14 9.075 -1,98
2026-04-20 13F Balance Wealth, LLC 108.604 -1,20 4.220 -3,01
2026-02-04 13F Timonier Family Office, LTD. 9.253 -32,41 366 -30,68
2026-02-03 13F Crestwood Advisors Group LLC 0 -100,00 0 -100,00
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-05-14 13F Evergreen Capital Management Llc 35.483 -8,67 1.379 -10,40
2026-04-30 13F Cookson Peirce & Co Inc 50.978 -0,25 1.981 -2,08
2026-05-13 13F Principal Securities, Inc. 17.487 -6,41 680 -8,12
2026-04-10 13F Perigon Wealth Management, LLC 1.536.303 -0,50 59.701 -2,33
2026-05-15 13F Keating Financial Advisory Services, Inc. 53.142 -2,65 2.065 -4,44
2026-05-01 13F Hills Bank & Trust Co 5.841 -18,60 227 -20,42
2026-04-21 13F Stolz & Associates, Ps 53.746 -6,60 2.233 -2,02
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-21 13F RCS Financial Planning, LLC 682.997 -3,31 26.541 -5,10
2026-04-15 13F AlphaStar Capital Management, LLC 8.574 -53,13 333 -54,01
2026-02-13 13F Nicolet Advisory Services, Llc 89.230 -19,41 3.633 -15,12
2026-05-06 13F Bessemer Group Inc 392.629 -0,36 15 0,00
2026-04-30 13F Hassell Wealth Management, LLC 333.506 -0,08 12.960 -4,57
2026-05-01 13F Banyan Capital Management, Inc. 9.396 -7,25 365 -8,98
2026-04-08 13F Aurelius Family Office LLC 690.093 -2,58 26.817 -5,71
2026-04-20 13F Ritholtz Wealth Management 5.681 -0,86 221 -2,65
2026-04-15 13F Belleair Asset Management, LLC 103.813 -0,22 4.034 -2,06
2026-04-07 13F Cooper Financial Group 25.882 -23,60 1.006 -25,06
2026-02-06 13F New Millennium Group LLC 3.893 -25,18 154 -23,00
2026-05-11 13F Alpha Financial Advisors, LLC 118.767 -2,60 4.615 -4,39
2026-04-24 13F True Blue Financial, LLC 158.243 -2,47 6.149 -4,27
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-04 13F Prudent Man Investment Management, Inc. 2.382.749 -0,05 94.333 -0,05
2026-04-21 13F Pinnacle Associates Ltd 13.921 -4,70 541 -6,57
2026-05-04 13F Summit Wealth Group, LLC 388.492 -1,59 15.097 -3,40
2026-05-13 13F Brinker Capital Investments, LLC 1.389.678 -14,00 54.003 -15,59
2026-05-01 13F Thrivent Financial For Lutherans 35.139 -87,92 1 -90,91
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10.256 -19,15 399 -20,72
2026-04-15 13F JP Wealth Management, Inc. 809.013 -0,03 31.438 -1,88
2026-04-28 13F Spurstone Advisory Services, LLC 0 -100,00 0
2026-02-17 13F Running Point Capital Advisors, LLC 144.446 -1,65 5.719 0,95
2026-04-08 13F Archer Investment Management, LLC 37.696 -1,69 1.465 -3,49
2026-04-16 13F Freedom Financial Partners LLC 217.986 -0,46 8.471 -2,30
2026-05-12 13F WorthPointe, LLC 1.717.802 -0,32 66.754 -2,16
2026-04-24 13F Oakworth Capital, Inc. 47.412 -0,00 1.842 -1,86
2026-05-15 13F Ascent Group, LLC 14.329 -4,84 557 -6,71
2026-04-20 13F Peirce Capital Management, LLC 799.514 -0,73 31.069 -2,56
2026-04-14 13F Wealthcare Advisory Partners LLC 956.946 -38,22 37.187 -39,36
2026-05-07 13F Cutler Investment Counsel Llc 11.325 -1,31 440 -3,08
2026-05-14 13F Northern Trust Corp 139.877 -1,44 5.436 -3,26
2026-05-15 13F Beacon Pointe Advisors, LLC 5.901.121 -1,25 229.318 -3,07
2026-05-13 13F Parkside Financial Bank & Trust 52.524 -2,02 2.041 -3,82
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 3.248 -17,27 126 -18,71
2026-04-29 13F Efficient Advisors, LLC 782.273 -41,01 30.399 -42,10
2026-05-14 13F Fort Point Capital Partners LLC 242.474 -1,54 9.423 -6,17
2026-05-15 13F Ameriprise Financial Inc 38.362 -32,71 1.491 -33,98
2026-05-05 13F Mraz, Amerine & Associates, Inc. 12.828 -4,40 498 -6,21
2026-04-22 13F Capital Investment Management, Inc. 51.714 -0,52 2.010 -2,33
2026-05-15 13F/A Independent Financial Group, Llc 14.236 -3,36 553 -5,15
2026-05-15 13F CI Private Wealth, LLC 4.205.759 -6,91 163.433 -8,63
2026-04-28 13F Ti-trust, Inc 16.470 -5,21 640 -6,84
2026-01-30 13F Innealta Capital, Llc 0 -100,00 0
2026-04-13 13F St Germain D J Co Inc 25.704 -0,76 999 -2,63
2026-05-15 13F/A EverSource Wealth Advisors, LLC 689.740 -0,08 26.803 -1,92
2026-05-14 13F EP Wealth Advisors, Inc. 1.368.036 -0,54 53.162 -2,38
2026-05-12 13F Jane Street Group, Llc Call 11.000 -65,73 427 -66,38
2026-05-01 13F Keener Financial Planning LLC 72.736 -0,28 3 0,00
2026-05-07 13F True North Advisors, LLC 79.903 -26,81 3.105 -28,16
2026-05-15 13F Advisor Group Holdings, Inc. 2.271.718 -37,20 88.281 -38,36
2026-05-15 13F Perennial Investment Advisors, LLC 24.896 -10,92 967 -12,57
2026-04-22 13F Bay Capital Advisors, LLC 11.518 -33,46 448 -34,74
2026-04-03 13F Investors Research Corp 2.155 -31,26 84 -33,06
2026-04-17 13F Morris Financial Concepts, Inc. 199.496 -2,20 7.752 -4,00
2026-04-24 13F KPP Advisory Services LLC 19.248 -0,26 748 -2,23
2026-04-21 13F E&G Advisors, LP 6.985 -9,87 271 -11,44
2026-05-06 13F Keystone Financial Services 19.970 -0,50 776 -2,27
2026-04-24 13F Bedminster, LLC 10.125 -5,63 393 -7,31
2026-05-15 13F Two Sigma Investments, Lp 0 -100,00 0
2026-01-12 13F Kozak & Associates, Inc. 0 -100,00 0
2026-04-17 13F Visionary Horizons, LLC 14.075 -3,36 547 -5,21
2026-04-16 13F Lexington Hill Partners, LLC 46.360 -6,66 1.802 -8,39
2026-04-27 13F TABR Capital Management, LLC 0 -100,00 0 -100,00
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 81.789 -24,27 3.178 -25,66
2026-05-13 13F Forthright Family Wealth Advisory LLC 0 -100,00 0
2026-05-08 13F Integrated Wealthcare, Llc 100.621 -0,02 3.910 -1,86
2026-05-07 13F Washington Trust Bank 13.409 -4,29 521 -5,96
2026-05-15 13F Peapack Gladstone Financial Corp 116.665 -0,58 5 0,00
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 120.806 -2,38 4.695 -4,18
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0
2026-01-28 13F Emprise Bank 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 35.898 -32,11 1.395 21,43
2026-05-15 13F Qube Research & Technologies Ltd 99.905 -43,92 3.882 -44,96
2026-04-20 13F Dopkins Wealth Management, Llc 888.785 -6,11 34.538 -7,84
2026-04-15 13F Andrews, Lucia Wealth Management Llc 1.698.938 -8,11 66.021 -9,80
2026-05-06 13F Simon Quick Advisors, Llc 0 -100,00 0
2026-05-11 13F Kilner Capital Advisors, Llc 503.117 -5,23 19.551 -6,98
2026-04-03 13F Global Wealth Strategies & Associates 1.433 -3,37 56 -5,17
2026-05-05 13F Donalies Financial Planning, LLC 320.168 -0,48 12.442 -2,32
2026-05-12 13F Hill Investment Group Partners, LLC 495.653 -3,94 19.261 -5,70
2026-05-06 13F Great Lakes Retirement, Inc. 146.213 -52,10 5.682 -52,99
2026-05-04 13F Rogco, Lp 0 -100,00 0
2026-04-30 13F LRI Investments, LLC 2.310.836 -0,98 89.799 -2,81
2026-01-13 13F Well Done, LLC 0 -100,00 0
2026-04-09 13F IFG Advisors, LLC 177.637 -3,69 6.903 -5,48
2026-05-05 13F D.a. Davidson & Co. 119.153 -0,40 4.630 -2,22
2026-05-15 13F Royal Bank Of Canada 3.019.065 -2,94 117.321 -4,73
2026-05-14 13F Bridgewater Advisors Inc. 204.966 -0,79 8.859 5,72
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 1.718.842 -4,49 66.794 -6,25
2026-05-05 13F HighTower Advisors, LLC 5.433.706 -5,30 211.154 -7,05
2026-05-14 13F Entrewealth, Llc 128.035 -0,01 4.975 -5,88
2026-05-15 13F Knightsbridge Asset Management, Llc 123.531 -1,58 4.800 -3,40
2026-05-06 13F Clifford Swan Investment Counsel Llc 18.487 -0,19 718 -2,05
2026-04-30 13F Sequoia Financial Advisors, LLC 440.732 -3,25 17.127 -5,04
2026-04-27 13F FSM Wealth Advisors, LLC 29.126 -6,40 1.132 -8,20
2026-04-10 13F Baker Tilly Financial, Llc 154.967 -4,43 6.022 -6,18
2026-05-14 13F Guardian Asset Advisors, LLC 8.607 -6,52 334 -8,24
2026-04-23 13F Vistica Wealth Advisors, LLC 523.119 -2,38 20.328 -4,18
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 4.734 -53,96 184 -55,04
2026-04-24 13F Abacus Wealth Partners, LLC 149.383 -0,55 5.805 -2,37
2026-01-14 13F ORG Wealth Partners, LLC 0 -100,00 0
2026-05-13 13F Family Office Research LLC 323.216 -0,53 12.560 -3,34
2026-05-14 13F Level Four Advisory Services, Llc 68.724 -19,33 2.671 -20,82
2026-04-14 13F Plancorp, LLC 10.336.005 -0,89 418.505 1,37
2026-05-13 13F BCJ Capital Management, LLC 7.221 -29,71 281 -31,03
2026-04-24 13F rebel Financial LLC 30.562 -3,27 1.188 -5,04
2026-04-07 13F Five Oceans Advisors 362.046 -3,49 14.069 -5,27
2026-05-07 13F Capital Performance Advisors Llp 1.372.177 -7,03 53.323 -8,75
2026-05-14 13F Cambria Investment Management, L.P. 0 -100,00 0
2026-04-10 13F Pure Financial Advisors, Inc. 4.186.049 -1,50 162.670 -3,32
2026-04-22 13F Pinnacle Bancorp, Inc. 3.485 -3,33 135 -4,93
2026-05-20 13F TrueWealth Financial Partners 0 -100,00 0
2026-04-16 13F Phillips Financial Management, Llc 720.781 -2,83 28.010 -4,62
2026-05-14 13F Venture Visionary Partners LLC 163.386 -0,07 6.349 -1,90
2026-05-01 13F Mutual Advisors, LLC 114.672 -0,71 4.456 -2,54
2026-04-30 13F Private Trust Co Na 114.250 -0,40 4.440 -2,25
2026-05-12 13F WCG Wealth Advisors LLC 53.034 -4,04 2.061 -5,81
2026-04-14 13F Twin Cities Retirement Group LLC 123.214 -1,79 4.788 -3,58
2026-05-04 13F Retirement Planning Group 100.696 -1,59 3.913 -3,38
2026-05-13 13F Lido Advisors, LLC 44.000 -50,61 1.710 -50,42
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-10 13F Great Oak Capital Partners, Llc 51.404 -0,47 2.076 1,02
2026-05-08 13F Seneschal Advisors, LLC 70.332 -1,60 2.733 -3,39
2026-05-21 13F Verus Capital Partners, Llc 30.502 -30,42 1.185 -31,70
2026-05-14 13F Baird Financial Group, Inc. 4.414.037 -4,89 171.529 -6,64
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 86.551 -0,33 3.363 -2,15
2026-04-10 13F AssuredPartners Investment Advisors, LLC 251.219 -6,34 9.893 -6,84
2026-05-15 13F GWM Advisors LLC 2.171.690 -12,58 6.880 -93,01
2026-05-01 13F Connecticut Wealth Management, LLC 37.123 -0,46 1.443 -2,30
2026-04-24 13F Lynx Investment Advisory 6.484 -3,66 252 -5,64
2026-04-14 13F Arnold Financial Planning LLC 202.254 -0,45 7.860 -2,29
2026-05-12 13F Acorn Creek Capital Llc 7.000 -12,89 272 -14,47
2026-05-14 13F Orion Capital Management LLC 95.154 -0,25 3.698 -2,09
2026-05-04 13F Mml Investors Services, Llc 875.494 -10,54 34.022 -12,19
2026-05-19 13F Western Wealth Management, LLC 144.113 -1,26 5.600 -3,06
2026-04-08 13F Significant Wealth Partners LLC 9.730 -0,23 378 -2,07
2026-05-08 13F Grand Wealth Management, Llc 1.849.146 -11,34 71.858 -12,97
2026-05-15 13F Cresset Asset Management, LLC 79.354 -0,32 3.084 -2,16
2026-05-14 13F We Are One Seven, LLC 25.314 -0,58 984 -2,48
2026-05-01 13F Heritage Investment Group, Inc. 2.274.675 -1,46 88.394 -3,28
2026-05-04 13F N.E.W. Advisory Services LLC 600.399 -1,12 23.332 -2,94
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 34.756 -0,21 1.351 -2,03
2026-05-15 13F Citadel Advisors Llc Put 0 -100,00 0 -100,00
2026-01-15 13F Orrstown Financial Services Inc 0 -100,00 0
2026-05-14 13F Capital Planning Advisors, LLC 14.551 -0,32 565 -2,08
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 11.433 -1,69 444 -3,48
2026-05-06 13F Zhang Financial LLC 3.263.205 -1,75 126.808 -3,56
2026-04-24 13F Bayshore Asset Management, Llc 1.167.414 -0,34 45.366 -2,18
2026-05-08 13F Wilkerson Advisory Group LLC 37.466 -4,07 1.456 -5,89
2026-05-15 13F Strategies Wealth Advisors, LLC 7.455 -11,85 290 -13,47
2026-05-07 13F Francis Financial, Inc. 30.675 -6,75 1.192 -8,45
2026-05-08 13F Steward Partners Investment Advisory, Llc 123.681 -0,33 4.806 -2,16
2026-04-20 13F Cherrydale Wealth Management, Llc 1.081.040 -4,43 42.009 -6,19
2026-04-10 13F Harbor Group, Inc. 12.824 -3,85 498 -5,68
2026-05-15 13F Envision Financial Planning, LLC 0 -100,00 0
2026-04-15 13F Archford Capital Strategies, LLC 178.167 -8,96 6.924 -10,64
2026-04-21 13F Accredited Investor Services, Llc 82.688 -1,36 3.213 -3,16
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-05-14 13F Broadhurst Jeffrey B 256.826 -4,18 9.980 -5,94
2026-01-30 13F BancorpSouth Bank 18.131 -3,16 718 -0,69
2026-05-01 13F Avion Wealth 264.087 -5,32 10 -9,09
2026-04-22 13F Foundry Financial LLC 187.835 -45,62 7.299 -46,63
2026-05-06 13F Hershey Financial Advisers, LLC 15.793 -2,00 614 -3,77
2026-04-22 13F BWM Planning, LLC 10.822 -9,67 421 -11,39
2026-04-22 13F JNBA Financial Advisors 628 -73,42 24 -74,19
2026-04-30 13F Money Concepts Capital Corp 18.034 -0,06 701 -1,96
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-10 13F McGrath & Associates, Inc. 0 -100,00 0
2026-04-08 13F RVW Wealth, LLC 128.583 -0,02 4.997 -1,87
2026-05-08 13F Red Lighthouse Investment Management, Llc 1.055.204 -1,39 41.005 -3,21
2026-04-14 13F New Capital Management LP 2.557.586 -3,88 99.388 -5,65
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 91.829 -1,44 3.568 -3,25
2026-04-13 13F Winthrop Advisory Group LLC 321.678 -0,26 12.500 -2,10
2026-05-07 13F Rothschild Investment Llc 7.229 -3,36 281 -5,41
2026-05-19 13F Financial Insights, Inc. 78.195 -5,69 3.039 -7,43
2026-05-06 13F Aviance Capital Partners, LLC 61.371 -1,08 2.385 -2,93
2026-04-24 13F Keybank National Association/oh 0 -100,00 0
2026-04-28 13F Quent Capital, LLC 264 -86,36 10 -86,84
2026-04-28 13F Berger Financial Group, Inc 186.843 -2,83 7.261 -4,62
2026-05-15 13F M Wealth Management, LLC 115.406 -1,07 4.485 -2,90
2026-05-06 13F LPL Financial LLC 17.506.918 -1,33 680.319 -3,15
2026-04-27 13F Qrg Capital Management, Inc. 16.378 -35,44 636 -36,65
2026-04-21 13F Keystone Financial Group, Inc. 151.343 -5,04 5.881 -6,78
2026-04-14 13F Sensenig Capital Advisors, Inc 374.449 -4,02 14.551 -5,79
2026-04-24 13F Tcfg Wealth Management, Llc 61.887 -3,64 2.405 -5,43
2026-04-22 13F Coston, McIsaac & Partners 45.427 -0,09 2 0,00
2026-05-15 13F Silver Grove Financial Group, Inc. 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-24 13F Medallion Wealth Advisors, LLC 471 -13,89 18 -14,29
2026-04-29 13F Cary Street Partners Financial Llc 98.156 -0,55 3.814 -2,38
2026-05-06 13F Modera Wealth Management, LLC 4.831.430 -0,34 187.749 -2,18
2026-05-15 13F Gw Henssler & Associates Ltd 21.073 -8,53 819 -10,31
2026-05-14 13F Meridian Wealth Partners, LLC 2.380.620 -4,28 92.511 -6,04
2026-05-04 13F LJI Wealth Management, LLC 48.023 -42,51 1.866 -43,56
2026-05-13 13F Davis R M Inc 32.958 -49,75 1.281 -50,69
2026-05-13 13F 49 Wealth Management, Llc 67.106 -2,65 2.608 -4,44
2026-05-15 13F Legacy Capital Wealth Partners, LLC 74.638 -13,22 2.900 -14,83
2026-05-11 13F Commerce Bank 32.240 -0,65 1.253 -2,49
2026-04-28 13F Fortis Capital Advisors, LLC 19.233 -32,42 747 -33,66
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-02-11 13F Parallel Advisors, LLC 43.729 -1,82 1.731 0,82
2026-04-10 13F Prosperity Planning, Inc. 74.391 -0,22 2.891 -2,07
2026-05-15 13F Equitable Holdings, Inc. 1.087.520 -0,63 43.055 -0,63
2026-04-29 13F CVA Family Office, LLC 464.461 -0,88 18.049 -2,71
2026-04-21 13F Kane Co Wealth Management, Inc. 479.279 -0,84 18.625 -2,67
2026-05-06 13F Tandemgrowth Financial Advisors Llc 273.084 -10,54 10.612 -12,18
2026-05-15 13F AlphaCore Capital LLC 103.610 -7,15 4.026 -8,85
2026-05-08 13F Align Financial, LLC 45.580 -97,48 1.771 -2,21
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-14 13F Vident Advisory, LLC 8.908 -1,99 346 -3,62
2026-04-17 13F Elk River Wealth Management, LLC 5.411 -4,42 210 -6,25
2026-05-08 13F Tillman Hartley LLC 1.632.831 -0,54 63.452 -2,37
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-11 13F CAPROCK Group, Inc. 79.160 -3,09 3.076 -4,89
2026-05-05 13F Cherry Tree Wealth Management, LLC 303.985 -2,34 11.813 -4,14
2026-04-23 13F Atlas Private Wealth Advisors 116.054 -0,47 4.510 -2,32
2026-04-16 13F JDH Wealth Management, LLC 485.029 -2,36 18.848 -4,16
2026-05-11 13F Heritage Wealth Management, Inc. /CA/ 128.370 -2,51 4.988 -4,30
2026-04-28 13F Kingswood Wealth Advisors, Llc 8.017 -2,87 312 -4,60
2026-02-17 13F SageView Advisory Group, LLC 292.990 -2,59 11.599 -0,02
2026-05-14 13F Mason Investment Advisory Services, Inc. 38.485 -0,97 1.496 -2,80
2026-05-15 13F RMB Capital Management, LLC 88.507 -9,51 3.439 -11,18
2026-04-29 13F Frankly Finances, LLC 4.460 -53,83 173 -54,71
2026-05-14 13F Hilltop Holdings Inc. 25.016 -12,31 972 -13,91
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 200.854 -0,90 7.800 -2,78
2026-04-08 13F Wealthspan Partners, Llc 82.688 -0,25 3.213 -2,07
2026-05-14 13F Sterling Wealth Management, Inc. 251.132 -0,03 9.759 -1,87
2026-04-27 13F Legacy Financial Group, Inc. 549.536 -0,97 21.355 -2,79
2026-04-30 13F Csenge Advisory Group 45.840 -2,96 1.781 -4,76
2026-05-05 13F Signet Financial Management, Llc 59.143 -0,16 2.298 -2,00
2026-05-05 13F CPA Asset Management LLC 14.763 -11,47 574 -13,18
2026-05-15 13F Northeast Financial Group, Inc. 8.344 -71,30 324 -71,83
2026-05-12 13F Warwick Investment Management, Inc. 2.599.253 -0,27 101.007 -2,11
2026-04-22 13F Krm Wealth Management L.l.c. 16.914 -6,67 657 -8,37
2026-04-17 13F Krilogy Financial LLC 131.726 -0,02 5.472 1,79
2026-05-13 13F Mpwm Advisory Solutions, Llc 16.171 -4,58 628 -6,27
2026-04-22 13F Matauro, Llc 9.692 -2,16 377 -4,08
2026-04-21 13F Marietta Wealth Management, LLC 72.061 -0,13 2.800 -1,96
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-08 13F Oath Planning, LLC 138.197 -2,32 5.370 -4,12
2026-04-23 13F Avant Financial Advisors LLC 37.043 -0,65 1.439 -2,51
2026-04-10 13F Melfa Wealth Management, Llc 311.593 -0,14 12.108 -1,98
2026-01-28 13F Alesco Advisors Llc 0 -100,00 0
2026-05-06 13F Meridian Wealth Management, LLC 100.395 -2,43 3.901 -4,22
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-21 13F Wolfstich Capital, LLC 711.057 -3,71 27.224 -6,88
2026-05-05 13F Solutions 4 Wealth, Ltd 0 -100,00 0
2026-05-13 13F Gibbs Wealth Management 12.204 -0,24 474 -4,63
2026-05-27 13F Security Financial Services, INC. 19.085 -4,28 742 -6,08
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