DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF - Institutionelles Eigentümerschaft - Verkäufer

BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
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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
(%)
2026-05-15 13F Intelligence Driven Advisers, LLC 625.468 -16,31 36.390 -19,93
2026-05-14 13F Galvin, Gaustad & Stein, LLC 0 -100,00 0
2026-04-22 13F Stone House Investment Management, LLC 574.017 -12,78 33.396 -16,55
2026-04-30 13F Hsbc Holdings Plc 53.850 -0,89 3.133 -5,18
2026-05-08 13F Resources Investment Advisors, LLC. 3.785.256 -11,98 220.226 -15,78
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-11 13F Foundations Investment Advisors, LLC 2.693.034 -16,71 156.681 -20,31
2026-04-13 13F Accelerate Investment Advisors LLC 35.197 -3,77 2.048 -7,96
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 0 -100,00 0
2026-04-17 13F Legacy Wealth Partners, LLC 18.458 -10,08 1.074 -14,02
2026-04-23 13F Mayflower Financial Advisors, LLC 198.735 -13,73 11.562 -17,47
2026-05-12 13F Stokes Family Office, LLC 378.288 -19,05 22.009 -22,55
2026-05-13 13F AE Wealth Management LLC 1.314.475 -6,90 76.476 -10,92
2026-04-29 13F LiftPoint Family Wealth Advisors LLC 183.930 -0,79 10.701 -5,07
2026-04-17 13F Swp Financial Llc 144.443 -14,44 8.404 -18,14
2026-05-15 13F Bank Of America Corp /de/ 11.683.296 -1,12 679.734 -5,40
2026-04-16 13F Blue Zone Wealth Advisors, LLC 4.700 -39,01 273 -41,67
2026-05-14 13F Bank of Marin 12.508 -1,10 728 -5,46
2026-05-13 13F ShoreHaven Wealth Partners, LLC 253.479 -21,79 14.747 -25,17
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-02-12 13F Investment Research Partners LLC 0 -100,00 0
2026-05-01 13F Sovran Advisors, LLC 299.798 -5,47 19.172 -1,06
2026-05-06 13F Quest 10 Wealth Builders, Inc. 2.916 -7,58 170 -11,52
2026-05-13 13F Kovitz Investment Group Partners, LLC 209.771 -61,45 12.205 -63,12
2026-04-13 13F 5T Wealth, LLC 106.905 -8,07 6.220 -12,02
2026-05-04 13F Wealthgarden F.s. Llc 58.147 -14,32 3.383 -18,62
2026-04-07 13F Cooper Financial Group 19.826 -0,06 1.153 -4,39
2026-04-22 13F Detalus Advisors, LLC 422.822 -11,50 24.600 -15,33
2026-05-15 13F Susquehanna International Group, Llp 62.118 -19,89 3.614 -23,35
2026-02-02 13F Chapman Financial Group, Llc 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 577.845 -12,29 33.619 -16,09
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-15 13F KM Capital Management Ltd. 120.715 -10,63 8.020 -2,35
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-15 13F Change Path, LLC 1.020.235 -9,32 59.357 -13,25
2026-04-17 13F CENTRAL TRUST Co 217 -67,61 13 -70,00
2026-04-28 13F Raleigh Capital Management Inc. 35.549 -14,38 2.068 -18,07
2026-04-29 13F Cary Street Partners Financial Llc 32.715 -29,87 1.903 -32,90
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-07 13F Vision Retirement, LLC 26.552 -12,92 1.545 -16,72
2026-05-11 13F West Wealth Group, LLC 649.206 -4,13 37.771 -8,28
2026-04-02 13F Marex Group plc 0 -100,00 0
2026-05-08 13F Maia Wealth LLC 166.159 -10,79 9.667 -14,31
2026-04-27 13F Apeiron RIA LLC 262.296 -32,55 15.260 -36,30
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 131.958 -13,82 7.677 -17,55
2026-05-11 13F Catalyst Financial Partners Llc 4.324 -15,73 252 -19,55
2026-04-21 13F Merkkuri Wealth Advisors LLC 42.211 -16,60 2.456 -20,21
2026-04-28 13F Fortis Capital Advisors, LLC 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 919 -55,63 53 -57,60
2026-04-08 13F KWB Wealth 794.404 -1,36 48.308 -1,36
2026-04-10 13F Rede Wealth, LLC 31.433 -14,33 1.829 -18,06
2026-05-13 13F Invst, LLC 224.683 -23,75 13.072 -27,05
2026-05-15 13F Armis Advisers, LLC 14.495 -10,35 963 2,45
2026-05-05 13F Birchwood Financial Partners, Inc. 834 -6,71 49 -11,11
2026-04-27 13F JB Capital LLC 2.491.984 -13,59 144.984 -17,33
2026-04-16 13F Quotient Wealth Partners, LLC 40.924 -0,92 2.381 -5,22
2026-04-24 13F UMA Financial Services, Inc. 435.609 -16,35 25.344 -19,97
2026-01-26 13F Northwest Capital Management Inc 10.785 -71,64 656 -70,90
2026-04-22 13F Continuum Advisory, LLC 8.166 -12,52 475 -16,23
2026-04-24 13F Swmg, Llc 299.752 -13,83 17.440 -18,57
2026-04-15 13F DAVENPORT & Co LLC 22.950 -5,93 1.335 -9,98
2026-04-29 13F WealthPLAN Partners, LLC 57.802 -13,59 3.363 -17,33
2026-05-12 13F Kingsview Wealth Management, LLC 327.938 -5,26 19.079 -9,35
2026-05-01 13F New Republic Capital, LLC 6.634 -19,13 386 -22,69
2026-04-24 13F National Asset Management, Inc. 59.325 -19,52 3.348 -25,32
2026-05-06 13F Hurley Capital, LLC 559 -35,97 32 -39,62
2026-05-13 13F Transcend Wealth Collective, Llc 32.568 -10,33 1.895 -14,22
2026-04-21 13F One Wealth Advisors, LLC 462.709 -12,79 26.920 -16,56
2026-05-12 13F Kovack Advisors, Inc. 150.550 -2,08 8.824 -5,62
2026-04-13 13F Massmutual Trust Co Fsb/adv 0 -100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 3.444.392 -0,48 200.444 -4,78
2026-04-22 13F Aspire Private Capital, LLC 31.704 -11,75 1.845 -15,57
2026-04-20 13F Gilbert Capital Group, Inc. 242.424 -3,18 14.104 -7,37
2026-04-23 13F Cornerstone Wealth Management, LLC 4.568 -37,67 266 -40,45
2026-05-15 13F Transamerica Financial Advisors, Inc. 28.460 -3,61 1.656 -7,80
2026-05-13 13F B&D White Capital Company, LLC 0 -100,00 0
2026-04-17 13F Signal Advisors Wealth, LLC 37.821 -15,14 2.200 -18,82
2026-05-11 13F Elevation Wealth Management LLC 9.818 -7,36 571 -11,34
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 6.570.020 -20,47 382.244 -23,91
2026-04-20 13F TFB Advisors LLC 7.579 -37,39 441 -40,22
2026-04-29 13F Strategic Blueprint, LLC 389.605 -13,93 22.667 -17,65
2026-05-15 13F Clark Capital Management Group, Inc. 5.609 -19,93 326 -23,29
2026-02-17 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-01 13F Vantage Point Financial LLC 51.764 -9,88 3.012 -13,77
2026-04-17 13F AdvisorNet Financial, Inc 6.638 -9,83 386 -13,65
2026-04-28 13F Belpointe Asset Management LLC 0 -100,00 0
2026-04-28 13F Walser Wealth Management Company, A Ltd Liability Co 12.106 -29,83 704 -32,89
2026-04-24 13F Horizon Wealth Management, LLC 37.182 -94,94 2.163 -95,16
2026-05-12 13F Creative Planning 121.321 -2,06 7.058 -6,29
2026-04-22 13F Goodman Advisory Group, LLC 152.328 -3,36 8.862 -7,53
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0 -100,00
2026-05-14 13F Endeavor Private Wealth, Inc. 201.455 -7,48 11.721 -11,48
2026-05-15 13F Qube Research & Technologies Ltd 123.548 -48,77 7.188 -50,98
2026-04-16 13F Toth Financial Advisory Corp 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-11 13F Commonwealth Retirement Investments LLC 67.254 -2,65 3.913 -6,86
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-22 13F MN Wealth Advisors, LLC 20.186 -9,29 1.174 -13,23
2026-05-07 13F Fedenia Advisers LLC 13.953 -61,84 812 -63,52
2026-05-14 13F Capital Planning Advisors, LLC 431.324 -5,54 25.094 -9,62
2026-05-11 13F Kestra Investment Management, LLC 0 -100,00 0
2026-04-28 13F Cobblestone Asset Management LLC 174.701 -17,50 10.164 -21,07
2026-04-15 13F Midwest Heritage Bank, FSB 4.745 -25,46 276 -28,68
2026-05-06 13F Quadrant Private Wealth Management, LLC 182.707 -13,03 10.630 -16,80
2026-05-07 13F Avidian Wealth Solutions, LLC 78.353 -20,15 4.559 -23,61
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-27 13F Nvwm, Llc 0 -100,00 0
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 585 -17,72 36 -16,67
2026-04-30 13F SkyOak Wealth, LLC 149.638 -0,62 8.706 -4,93
2026-04-15 13F Activest Wealth Management 0 -100,00 0 -100,00
2026-05-14 13F Capital Analysts, Inc. 532.076 -17,00 31 -21,05
2026-05-11 13F Stonebrook Private Inc. 432.753 -0,47 25.178 -4,77
2026-04-15 13F BDFS Capital LLC 3.798 -3,51 221 -7,95
2026-04-23 13F Catalina Capital Group, LLC 27.533 -13,00 1.602 -16,79
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-04-20 13F Aegis Wealth Management, Inc. 14.571 -12,98 848 -16,80
2026-04-14 13F Peak Wealth Management LLC 163.966 -13,23 9.540 -16,98
2026-04-17 13F Trinity Wealth Management, LLC 78.095 -2,28 4.544 -6,50
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 412.102 -3,26 23.976 -7,44
2026-04-20 13F Ronald Blue Trust, Inc. 269.819 -17,18 15.698 -20,76
2026-01-12 13F CVA Family Office, LLC 0 -100,00 0
2026-04-14 13F Bay Harbor Wealth Management, LLC 230.179 -15,17 13.392 -18,84
2026-04-14 13F Madrona Financial Services, LLC 408.912 -16,59 23.790 -20,19
2026-05-13 13F Brinker Capital Investments, LLC 548.622 -17,16 31.919 -20,74
2026-05-20 13F Leigh Baldwin & Co., Llc 61.721 -15,33 3.591 -19,02
2026-04-23 13F American National Bank 0 -100,00 0
2026-04-16 13F Heck Capital Advisors, LLC 98.201 -0,19 5.713 -4,50
2026-04-21 13F BCU Wealth Advisors, LLC 58.612 -12,04 3.410 -15,84
2026-04-30 13F Simplicity Wealth,LLC 127.024 -3,09 7.390 -7,28
2026-05-05 13F Fisher Asset Management, LLC 0 -100,00 0
2026-01-30 13F Arlington Trust Co LLC 0 -100,00 0
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 125.222 -4,93 7.285 -9,04
2026-04-14 13F Nbc Securities, Inc. 2.035 -0,78 118 -4,84
2026-04-15 13F Buttonwood Financial Group, LLC 528.266 -1,85 30.734 -7,25
2026-04-13 13F John W. Brooker & Co., CPAs 29.685 -20,15 1.727 -23,58
2026-05-04 13F Legacy Financial Group LLC 296.212 -14,97 17.234 -18,75
2026-04-24 13F ERn Financial, LLC 76.870 -0,36 4.472 -4,67
2026-05-01 13F Emerald Investment Partners, Llc 229.364 -15,34 13.344 -19,00
2026-04-15 13F Braun-Bostich & Associates Inc. 117.480 -16,10 6.835 -19,73
2026-04-27 13F Syntegra Private Wealth Group, LLC 10.127 -12,50 589 -16,22
2026-05-20 13F/A Arete Wealth Advisors, LLC 20.957 -38,57 1.219 60.850,00
2026-04-28 13F Core Wealth Advisors, Llc 148.332 -13,13 8.630 -16,89
2026-04-14 13F SigFig Wealth Management, LLC 169.694 -16,34 9.873 -19,96
2026-04-29 13F Horst & Graben Wealth Management LLC 631.415 -12,84 40.397 -8,34
2026-05-13 13F First Trust Advisors Lp 5.713 -12,86 332 -16,58
2026-04-15 13F AlphaStar Capital Management, LLC 0 -100,00 0
2026-04-27 13F Evolution Wealth Management Inc. 18.996 -3,89 1.105 -7,99
2026-04-23 13F Oregon Pacific Wealth Management, LLC 14.187 -16,72 825 -20,29
2026-05-15 13F Old Mission Capital Llc 0 -100,00 0
2026-05-12 13F Advocacy Wealth Management Services, LLC 1.499.775 -24,42 87.257 -27,69
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-05-14 13F EP Wealth Advisors, Inc. 46.469 -4,87 2.704 -8,99
2026-04-21 13F Pallas Capital Advisors LLC 47.581 -20,98 2.768 -24,39
2026-04-01 13F Vigilare Wealth Management 216.534 -4,82 12.598 -8,94
2026-04-10 13F Connecticut Capital Management Group, LLC 55.417 -3,88 3.224 -8,02
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 17.373 -12,08 1.011 -15,90
2026-04-08 13F Spinnaker Investment Group, LLC 0 -100,00 0
2026-05-14 13F Pinnacle Family Advisors, LLC 10.847 -14,08 631 -17,73
2026-04-21 13F Claro Advisors LLC 238.054 -20,22 13.850 -23,68
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-04-28 13F WJ Wealth Management, LLC 8.445 -1,80 491 -5,94
2026-05-07 13F Regimen Wealth, Llc 41.407 -14,13 2.409 -17,84
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 89.178 -15,73 5.188 -19,38
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 37.077 -73,96 2.157 -75,09
2026-05-04 13F Mml Investors Services, Llc 7.237.106 -16,27 421.055 -19,89
2026-04-29 13F Cary Street Partner Investment Advisory Llc 30.406 -6,48 1.769 -10,52
2026-04-17 13F Mainstream Capital Management LLC 5.749 -1,03 334 -5,38
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-04-13 13F Kelly Financial Services LLC 361.413 -33,52 20.956 -36,61
2026-04-21 13F RCS Financial Planning, LLC 18.157 -79,05 1.056 -79,96
2026-05-13 13F Cetera Investment Advisers 7.448.937 -4,65 433.379 -8,77
2026-05-04 13F Center for Financial Planning, Inc. 0 -100,00 0 -100,00
2026-05-07 13F Tidemark, LLC 1.108 -14,57 64 -17,95
2026-04-20 13F Balance Wealth, LLC 19.350 -59,85 1.126 -61,60
2026-04-23 13F Daviman Financial, LLC 160.415 -8,29 9.333 -12,26
2026-05-04 13F Stirlingshire Investments, Inc. 10.515 -15,43 612 -19,18
2026-05-12 13F Resurgent Financial Advisors LLC 25.670 -13,60 1.493 -17,33
2026-04-24 13F Semus Wealth Partners LLC 34.812 -8,31 2.025 -12,26
2026-04-16 13F BridgePort Financial Solutions, LLC 172.798 -21,73 10.053 -25,12
2026-05-04 13F One Wealth Capital Management, Llc 143.169 -14,67 9.107 -10,74
2026-04-30 13F Elevated Capital Advisors, LLC 16.097 -5,90 937 -10,00
2026-04-09 13F Veracity Capital LLC 6.858 -13,92 399 -17,77
2026-04-29 13F WealthPlan Investment Management, LLC 12.197 -17,13 710 -20,78
2026-05-05 13F BCGM Wealth Management, LLC 217.879 -6,39 12.676 -10,44
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-04-08 13F Sharkey, Howes & Javer 749.767 -16,51 43.621 -20,12
2026-05-08 13F SHP Wealth Management 0 -100,00 0
2026-05-12 13F BlackDiamond Wealth Management Inc. 62.209 -9,19 3.619 -14,71
2026-04-20 13F Sowell Financial Services LLC 22.424 -84,66 1.305 -85,33
2026-02-13 13F Stark Wealth Management LLC 0 -100,00 0
2026-04-30 13F Private Trust Co Na 44.275 -11,51 2.576 -15,35
2026-05-14 13F Cowa, Llc 10.508 -2,01 611 -6,29
2026-05-12 13F Strategic Wealth Partners, Ltd. 17.172 -3,68 999 -7,84
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 25.511 -85,18 1 -90,00
2026-05-14 13F StoneX Group Inc. 5.134 -62,46 299 -64,14
2026-04-30 13F Csenge Advisory Group 179.588 -8,81 10.448 -12,76
2026-04-16 13F True Vision MN LLC 164.898 -7,56 9.594 -11,55
2026-04-16 13F Annex Advisory Services, LLC 148.308 -87,87 8.629 -88,39
2026-04-16 13F Brookstone Capital Management 337.247 -11,57 19.621 -15,39
2026-05-15 13F Perennial Investment Advisors, LLC 327.584 -14,59 19.059 -18,28
2026-04-20 13F Global Financial Private Client, LLC 5.723 -9,67 333 -13,77
2026-04-20 13F Payne Capital LLC 89.285 -17,51 5.195 -21,08
2026-05-14 13F Baird Financial Group, Inc. 160.046 -10,22 9.311 -14,10
2026-04-21 13F Polaris Investment Advisors, LLC 150.420 -2,68 8.751 -6,89
2026-04-08 13F Ehrlich Financial Group 135.406 -13,64 7.878 -17,38
2026-04-28 13F Quent Capital, LLC 0 -100,00 0
2026-04-15 13F Stanich Group LLC 0 -100,00 0
2026-05-04 13F Lifeworks Advisors, LLC 23.406 -6,10 1.362 -10,17
2026-04-27 13F Tsfg, Llc 824.991 -0,08 48 -6,00
2026-02-10 13F Acorn Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-04-08 13F RDA Financial Network 26.185 -16,38 1.523 -20,01
2026-05-06 13F Bessemer Group Inc 445 -49,43 0
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 0 -100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 12.178 -18,36 709 -21,94
2026-05-13 13F Keystone Financial Group 542.488 -1,44 31.562 -5,70
2026-05-14 13F Keebeck Wealth Management, LLC 151.032 -16,00 8.787 -19,63
2026-04-28 13F Sheridan Capital Management, LLC 81.916 -4,34 4.766 -8,49
2026-05-12 13F Icon Wealth Advisors, LLC 992.611 -5,18 62.981 -1,06
2026-04-22 13F Capital Investment Management, Inc. 39.675 -16,23 2.308 -19,83
2026-05-06 13F Keystone Financial Services 379.047 -9,04 22.053 -12,98
2026-05-12 13F Hanlon Investment Management, Inc. 13.743 -22,45 800 -25,81
2026-05-15 13F United Capital Financial Advisers, Llc 1.752.856 -16,97 101.994 -20,55
2026-04-23 13F Harbor Investment Advisory, Llc 2.175 -21,34 127 -25,00
2026-05-13 13F Visionary Wealth Advisors 96.450 -0,27 5.611 -4,59
2026-05-15 13F GWM Advisors LLC 3.343.664 -29,49 63.102 -78,12
2026-04-02 13F Fulcrum Equity Management 13.303 -34,44 774 -37,31
2026-05-01 13F Mutual Advisors, LLC 289.985 -2,72 16.871 -6,92
2026-04-09 13F Firethorn Wealth Partners, Llc 135.609 -3,85 7.890 -8,01
2026-05-12 13F Clark Wealth Partners 2.272 -7,04 132 -10,81
2026-04-24 13F Bedminster, LLC 120.736 -15,40 7.024 -19,06
2026-04-23 13F Interchange Capital Partners, LLC 49.182 -9,67 2.416 -27,04
2026-04-27 13F Truist Financial Corp 1.081.544 -10,74 62.924 -14,60
2026-02-11 13F MCF Advisors LLC 0 -100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 141.291 -4,01 8.220 -8,17
2026-05-06 13F May Hill Capital, LLC 167.690 -16,27 9.756 -19,89
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-05-14 13F Gwn Securities Inc. 12.856 -4,13 748 -8,22
2026-05-15 13F Two Sigma Investments, Lp 522.600 -52,35 30.405 -54,41
2026-01-22 13F HHM Wealth Advisors, LLC 0 -100,00 0
2026-04-10 13F Magnus Financial Group LLC 3.622 -81,58 211 -82,43
2026-04-09 13F Tompkins Financial Corp 1.105 -15,00 64 -18,99
2026-05-15 13F Smartleaf Asset Management LLC 62.077 -2,20 3.503 -9,88
2026-05-19 13F Mascagni Wealth Management, Inc. 0 -100,00 0
2026-04-24 13F KPP Advisory Services LLC 5.487 -12,15 319 -15,83
2026-04-22 13F Western Financial Corp/CA 4.564 -13,74 266 -17,45
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 184.327 -19,04 10.724 -22,54
2026-05-06 13F Shared Vision Wealth Group LLC 123.021 -8,99 7.157 -13,55
2026-05-11 13F Empirical Asset Management, LLC 10.916 -10,48 635 -14,30
2026-05-14 13F Allworth Financial LP 3.255 -8,08 189 -12,09
2026-04-17 13F Sovereign Financial Group, Inc. 35.106 -18,41 2.042 -21,94
2026-05-14 13F Synergy Investment Management, LLC 220.877 -6,44 12.852 -10,48
2026-04-22 13F Janney Montgomery Scott LLC 4.219.236 -11,87 245 -15,81
2026-04-08 13F McNaughton Wealth Management, LLC 193.915 -16,72 11.282 -20,33
2026-05-07 13F Facet Wealth, Inc. 6.740 -0,79 392 -6,44
2026-05-05 13F Steel Peak Wealth Management LLC 503.502 -24,90 29.294 -28,15
2026-05-13 13F BCJ Capital Management, LLC 388.473 -8,47 22.601 -12,43
2026-05-14 13F Us Bancorp \de\ 28.489 -96,64 1.658 -96,78
2026-05-12 13F Operose Advisors LLC 277 -25,54 16 -27,27
2026-05-13 13F Mariner, LLC 582.470 -20,49 33.888 -23,93
2026-04-29 13F CFS Investment Advisory Services, LLC 589.815 -14,97 37.571 -10,92
2026-04-20 13F Jfs Wealth Advisors, Llc 46.327 -14,16 2.695 -17,86
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-27 13F Nixon Peabody Trust Co 0 -100,00 0
2026-05-21 13F Verus Capital Partners, Llc 109.391 -7,77 6.364 -11,76
2026-04-15 13F Optivise Advisory Services LLC 32.404 -41,21 1.885 -43,75
2026-04-13 13F IFP Advisors, Inc 161.887 -0,59 9.419 -4,90
2026-05-09 13F MSH Capital Advisors LLC 24.339 -3,56 1.416 -7,69
2026-05-04 13F Envestnet Asset Management Inc 108.956.627 -1,49 6.339.097 -5,75
2026-05-06 13F LPL Financial LLC 43.801.022 -2,95 2.548.343 -7,15
2026-04-21 13F Decker Retirement Planning Inc. 0 -100,00 0
2026-05-01 13F Thrivent Financial For Lutherans 1.847.176 -49,12 107 -52,04
2026-04-22 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-05-01 13F International Assets Investment Management, Llc 10.420 -10,59 612 -13,70
2026-04-29 13F American Capital Advisory, LLC 0 -100,00 0
2026-05-07 13F BlueStem Wealth Partners, LLC 1.166.954 -0,63 67.893 -4,93
2026-04-22 13F Sutton Place Investors Llc 44.620 -5,67 2.596 -9,77
2026-04-23 13F J.w. Cole Advisors, Inc. 76.519 -2,05 4.452 -4,53
2026-05-04 13F Retirement Planning Group 23.481 -1,46 1.366 -5,66
2026-04-20 13F Parkway Wealth Management Group, LLC 17.184 -0,33 1.052 0,29
2026-05-05 13F Theory Financial Llc 88.140 -16,95 5.128 -21,12
2026-05-08 13F Coldstream Capital Management Inc 22.045 -30,41 1.283 -33,44
2026-06-01 13F Concorde Asset Management, LLC 66.490 -0,39 3.868 -4,68
2026-04-22 13F Integrated Wealth Management 36.944 -6,77 2.149 -10,79
2026-05-15 13F Van Diest Capital, LLC 5.836 -13,73 340 -17,52
2026-04-27 13F Financial Services Advisory Inc 19.974 -41,30 1.162 -43,84
2026-05-05 13F Lane Brothers & Co Inc 16.092 -4,56 936 -8,68
2026-05-11 13F Per Stirling Capital Management, LLC. 15.199 -70,41 884 -71,69
2026-05-14 13F Evergreen Capital Management Llc 4.420 -44,44 257 -46,79
2026-05-06 13F World Equity Group, Inc. 20.019 -16,12 1.165 -19,78
2026-04-07 13F City Center Advisors, LLC 0 -100,00 0
2026-04-07 13F CoreCap Advisors, LLC 169.034 -0,35 9.834 -4,66
2026-04-14 13F Opal Wealth Advisors, LLC 3.060 -9,12 178 -12,75
2026-02-17 13F SageView Advisory Group, LLC 11.227 -0,53 683 2,10
2026-04-09 13F TrueWealth Advisors, LLC 4.022 -18,34 234 -21,74
2026-04-07 13F Farther Finance Advisors, LLC 620.709 -13,57 36.454 -16,52
2026-06-04 13F Town Capital LLC 147.263 -10,14 8.568 -14,03
2026-04-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-04-13 13F ONE Advisory Partners, LLC 300.825 -25,72 17.502 -28,94
2026-04-21 13F Gilpin Wealth Management, Llc 59 -26,25 3 -25,00
2026-05-14 13F Regal Investment Advisors LLC 285.180 -12,73 16.592 -16,51
2026-05-13 13F/A Jpmorgan Chase & Co 23.095.100 -5,71 1.303.257 -12,50
2026-05-13 13F Lloyd Advisory Services, LLC. 6.516 -66,51 379 -67,96
2026-05-15 13F NorthRock Partners, LLC 431.747 -24,66 25.119 -27,92
2026-05-05 13F Atria Investments Llc 1.051.939 -11,02 61.202 -14,87
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F Stifel Financial Corp 2.461.951 -3,05 143.237 -7,24
2026-04-10 13F Octavia Wealth Advisors, LLC 4.779 -15,95 278 -19,42
2026-05-15 13F Barnes Wealth Management Group, Inc 85.092 -2,69 4.951 -6,90
2026-05-07 13F Wells Financial Advisors INC 9.125 -23,99 531 -27,40
2026-05-14 13F Davis Wealth Advisors, LLC 83.388 -18,86 4.851 -22,37
2026-05-14 13F Cwm, Llc 7.830.130 -2,30 455.557 93.443,33
2026-04-30 13F Beacon Financial Group 369.576 -14,22 21.502 -17,93
2026-04-09 13F Lantz Financial LLC 128.235 -4,30 7.461 -8,44
2026-05-08 13F Curtis Wealth Management Llc 127.116 -14,76 7.396 -19,03
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 174.352 -6,08 10.144 -11,79
2026-05-14 13F Empower Advisory Group, LLC 0 -100,00 0
2026-04-21 13F Pacific Park Financial, Inc. 6.387 -38,37 372 -41,11
2026-04-28 13F Flagship Harbor Advisors, Llc 61.298 -7,43 3.566 -11,43
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-05 13F Ridgeline Wealth Planning, LLC 181.290 -1,25 10.547 -5,52
2026-05-07 13F Scarborough Advisors, LLC 665.288 -10,48 38.706 -14,35
2026-05-05 13F Trail Ridge Investment Advisors, LLC 0 -100,00 0
2026-04-16 13F Sentinel Pension Advisors Inc 4.460 -4,35 259 -8,48
2026-05-13 13F Buckingham Strategic Partners 68.652 -3,29 3.994 -7,46
2026-05-05 13F Bank of New York Mellon Corp 3.576.855 -11,13 208.101 -14,97
2026-04-24 13F Goldstone Financial Group, LLC 0 -100,00 0
2026-05-07 13F MA Private Wealth 782.460 -0,14 45.524 -4,46
2026-05-13 13F Kingdom Financial Group LLC. 6.516 -17,31 379 -20,88
2026-05-15 13F Brown Advisory Inc 9.105 -0,88 530 -5,20
2026-05-14 13F Redwood Investment Management, Llc 89.178 -10,16 5 -16,67
2026-04-20 13F Hoxton Planning & Management, LLC 97.023 -9,07 5.645 -13,01
2026-05-27 13F/A Maripau Wealth Management Llc 27.884 -20,49 1.622 -23,92
2026-04-29 13F W Advisors, Llc 44.474 -7,03 2.587 -11,04
2026-05-05 13F Sanctuary Advisors, LLC 2.460.922 -17,82 143.176 -21,37
2026-02-17 13F Twin Focus Capital Partners, Llc 0 -100,00 0
2026-04-17 13F BAM Wealth Management, LLC 17.414 -0,99 1.013 -5,24
2026-05-01 13F Wilian Securities, LLC 0 -100,00 0
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 17.265 -14,90 1.005 -18,57
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1.324.046 -4,35 77 -8,33
2026-05-14 13F Rubicon Advisors, GP 0 -100,00 0
2026-05-15 13F/A Independent Financial Group, Llc 247.197 -7,21 14.382 -11,23
2026-05-07 13F Sagespring Wealth Partners, Llc 6.268.470 -3,12 364.700 3,73
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-04-22 13F JNBA Financial Advisors 763 -6,38 44 -10,20
2026-01-13 13F Signature Securities Group Corporation 0 -100,00 0
2026-04-28 13F Kingswood Wealth Advisors, Llc 20.169 -14,35 1.173 -18,09
2026-04-21 13F J.M. Arbour, LLC 50.183 -14,27 2.920 -17,98
2026-05-05 13F Signet Financial Management, Llc 165.071 -2,39 9.604 -6,61
2026-04-29 13F Broussard Financial Group LLC 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 0 -100,00 0
2026-05-12 13F Strategy Asset Managers Llc 12.064 -4,22 702 -8,37
2026-05-27 13F Security Financial Services, INC. 412.976 -23,75 24.027 -27,05
2026-04-27 13F PAX Financial Group, LLC 430.151 -5,39 25.026 -9,49
2026-04-24 13F Merited Wealth, LLC 3.631 -6,61 211 -10,59
2026-04-10 13F Prosperity Planning, Inc. 3.948 -22,88 230 -26,37
2026-04-14 13F Capital Asset Managemnet, LLC 42.158 -13,99 2.453 -20,00
2026-05-15 13F Rehmann Capital Advisory Group 0 -100,00 0
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 0 -100,00 0
2026-05-14 13F Prudential Plc 547.900 -9,63 31.877 -13,54
2026-05-06 13F GatePass Capital, LLC 28.535 -5,43 1.660 -9,49
2026-05-01 13F Coordinated Financial Services, Inc. 0 -100,00 0
2026-05-14 13F Blalock Williams, Llc 69.525 -4,67 4.045 -8,80
2026-02-06 13F Evoke Wealth, Llc 0 -100,00 0
2026-05-04 13F Barrett & Company, Inc. 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 1.069.538 -17,30 62.226 -20,87
2026-05-11 13F Legacy Edge Advisors, LLC 10.163 -22,75 591 -26,12
2026-01-23 13F RFG - Bristol Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F LifePlan Investment Advisors, Inc. 66.711 -11,54 3.881 -15,37
2026-01-23 13F Westside Investment Management, Inc. 0 -100,00 0
2026-05-15 13F Tower Research Capital LLC (TRC) 25 -99,96 1 -99,97
2026-04-28 13F FSR Wealth Management Ltd. 3.890 -32,12 226 -35,06
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 15.956 -4,34 928 -8,48
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2026-04-15 13F Cypress Wealth Services, LLC 409.616 -2,21 23.831 -6,44
2026-04-24 13F Midwest Capital Advisors, LLC 331.603 -22,06 19.293 -25,43
2026-05-01 13F TSA Wealth Managment LLC 290.968 -11,71 16.929 -15,53
2026-04-17 13F Watershed Private Wealth Llc 180.383 -8,55 10.495 -12,50
2026-04-27 13F Pensionmark Financial Group, Llc 230.792 -16,22 13.427 -19,84
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