IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares S&P Mid-Cap 400 Value ETF
US ˙ ARCA ˙ US4642877058

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.

Upgradezum Freischalten von Premium-Daten.

Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-05-11 13F Destiny Capital Corp/CO 4.321 -5,01 573 -4,35
2026-05-14 13F Empower Advisory Group, LLC 1.715 -10,30 227 -9,56
2026-04-07 13F First Citizens Financial Corp 50.443 -1,08 6.684 -0,40
2026-05-13 13F Callan Family Office, LLC 1.770 -42,94 235 -42,65
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-15 13F MAI Capital Management 325.115 -1,42 43.078 -0,74
2026-04-20 13F Ronald Blue Trust, Inc. 2.076 -5,29 275 -4,51
2026-04-27 13F Greenleaf Trust 48.633 -4,52 6.444 -3,86
2026-02-09 13F Allied Investment Advisors, LLC 0 -100,00 0
2026-05-12 13F Smith Chas P & Associates Pa Cpas 34.435 -0,56 4.563 0,13
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-24 13F Heritage Investors Management Corp 2.355 -1,05 0
2026-04-10 13F Revolve Wealth Partners, LLC 0 -100,00 0
2026-04-13 13F Bank of New Hampshire 15 -71,70 2 -83,33
2026-05-08 13F Coldstream Capital Management Inc 24.030 -0,83 3.184 -0,13
2026-04-30 13F Private Trust Co Na 5.508 -1,11 730 -0,41
2026-05-13 13F/A Quadrant Capital Group Llc 1.234 -30,64 164 -30,34
2026-04-13 13F Professional Financial Advisors, LLC 4.606 -0,35 610 0,33
2026-04-20 13F Eagle Strategies LLC 2.343 -39,10 310 -38,74
2026-05-12 13F Turning Point Benefit Group, Inc. 5.346 -61,53 717 -60,83
2026-05-15 13F LTG Capital LLC 28.112 -1,52 3.725 -0,85
2026-04-24 13F Keybank National Association/oh 179.242 -1,26 23.750 -0,58
2026-05-01 13F Innovative Wealth Building LLC 7.237 -6,51 959 -5,89
2026-04-15 13F Founders Grove Wealth Partners, Llc 16.035 -1,19 2.125 -0,52
2026-05-01 13F Holistic Planning, LLC 3.230 -0,74 428 -0,23
2026-04-22 13F JNBA Financial Advisors 34.147 -3,47 4.524 -2,81
2026-02-10 13F BKD Wealth Advisors, LLC 0 -100,00 0
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-29 13F Frank, Rimerman Advisors LLC 0 -100,00 0
2026-02-13 13F Ausdal Financial Partners, Inc. 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 67.512 -2,04 8.953 -1,36
2026-04-27 13F Qrg Capital Management, Inc. 6.020 -10,36 798 -9,74
2026-05-08 13F Nuance Investments, Llc 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 2.061 -11,89 273 -11,07
2026-05-15 13F Beacon Pointe Advisors, LLC 27.954 -3,33 3.704 -2,68
2026-04-21 13F Meridian Financial, LLC 6.302 -2,85 835 -2,23
2026-05-06 13F Centennial Bank/AR/ 450 -5,26 60 -4,84
2026-05-12 13F Stifel Financial Corp 88.520 -6,58 11.732 -5,93
2026-04-13 13F Ullmann Financial Group, Inc. 48.272 -7,65 6.396 -4,27
2026-01-30 13F BancorpSouth Bank 6.066 -1,14 798 0,38
2026-04-24 13F National Asset Management, Inc. 0 -100,00 0
2026-05-12 13F Stokes Family Office, LLC 19.218 -1,11 2.546 -0,43
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-27 13F Sound Income Strategies, LLC 1.729 -16,19 230 -19,58
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-29 13F Bank Of Stockton 4.790 -37,58 635 -37,17
2026-05-19 13F Western Wealth Management, LLC 2.664 -0,49 353 0,00
2026-05-04 13F MEMBERS Trust Co 23.523 -2,27 3.117 -1,61
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 66.274 -36,56 5.209 -63,57
2026-05-08 13F Blair William & Co/il 11.960 -13,90 1.585 -13,30
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-01-20 13F Steel Peak Wealth Management LLC 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 84.311 -9,07 11.171 -8,43
2026-05-15 13F CI Private Wealth, LLC 102.818 -6,20 13.623 -5,56
2026-05-05 13F Gallagher Capital Advisors, LLC 0 -100,00 0
2026-05-13 13F BlackRock, Inc. 52.288 -1,99 6.928 -1,31
2026-05-14 13F Campion Asset Management LLC 25.042 -0,91 3.318 -0,21
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-04-30 13F Csenge Advisory Group 35.288 -7,06 4.676 -6,43
2026-05-14 13F Baird Financial Group, Inc. 341.363 -0,85 45.231 -0,17
2026-04-06 13F CX Institutional 231 -36,71 0
2026-04-28 13F Kingswood Wealth Advisors, Llc 2.038 -7,03 270 -6,25
2026-02-03 13F Legacy Wealth Managment, LLC/ID 0 -100,00 0
2026-04-22 13F Motco 1.979 -3,65 262 -2,96
2026-05-13 13F Kennedy Capital Management, Inc. 0 -100,00 0
2026-04-27 13F Td Private Client Wealth Llc 17.339 -0,49 2.297 0,22
2026-05-06 13F LPL Financial LLC 772.213 -3,31 102.318 -2,64
2026-02-11 13F Empowered Funds, LLC 0 -100,00 0
2026-05-15 13F MidFirst Bank 53.196 -3,27 7.048 -2,60
2026-05-06 13F FSA Advisors, Inc. 0 -100,00 0
2026-05-06 13F Deutsche Bank Ag\ 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 3.437.727 -2,51 455.499 -1,83
2026-05-01 13F Hantz Financial Services, Inc. 401 -3,84 0
2026-04-24 13F Root Financial Partners, LLC 2.639 -0,11 350 0,58
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 80.683 -1,63 10.691 -0,95
2026-05-07 13F Confluence Wealth Services, Inc. 2.228 -10,09 295 -9,51
2026-05-05 13F SOUTH STATE Corp 3.784 -3,20 501 -2,53
2026-04-22 13F Caldwell Trust Co 13.889 -1,05 1.840 -0,33
2026-05-04 13F Bleakley Financial Group, LLC 35.823 -0,46 4.747 0,23
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-04-16 13F Capital Advisors, Ltd. LLC 110.627 -1,68 15 0,00
2026-04-16 13F Consolidated Planning Corp 0 -100,00 0
2026-04-20 13F Greenup Street Wealth Management Llc 5.727 -8,07 759 -7,45
2026-05-15 13F Hyundai Investments Co., Ltd. 4.038 -11,95 523 -14,29
2026-05-15 13F Cresset Asset Management, LLC 1.883 -70,06 250 -69,89
2026-05-29 13F Mullaney, Keating & Wright, Inc. 0 -100,00 0
2026-04-07 13F CoreCap Advisors, LLC 1.399 -0,29 185 0,54
2026-04-08 13F Cambridge Financial Group, LLC 5.570 -17,29 738 -13,07
2026-04-17 13F Stephenson National Bank & Trust 97 -3,00 13 -7,69
2026-04-23 13F Blackston Financial Advisory Group, LLC 4.056 -14,59 537 -13,94
2026-05-07 13F Johnson Financial Group, Inc. 385 -44,36 51 -43,96
2026-05-05 13F Cullen/frost Bankers, Inc. 825.346 -0,72 109.358 -0,04
2026-02-06 13F Global Retirement Partners, LLC 6.615 -0,47 870 0,93
2026-04-15 13F Cranbrook Wealth Management, LLC 28.662 -4,29 3.798 -3,63
2026-04-29 13F Renasant Bank 3.000 -49,95 398 -49,62
2026-04-09 13F Park Place Capital Corp 3.833 -47,30 508 -47,02
2026-04-23 13F Willis Johnson & Associates, Inc. 234.440 -4,40 31.063 -3,74
2026-05-15 13F AlphaCore Capital LLC 162.564 -1,69 21.540 -1,01
2026-05-13 13F Brinker Capital Investments, LLC 0 -100,00 0
2026-05-04 13F SJA Financial Advisory, LLC 44.403 -0,07 5.883 0,63
2026-04-28 13F Belpointe Asset Management LLC 1.540 -52,54 204 -52,22
2026-05-15 13F Advisor Group Holdings, Inc. 108.414 -2,61 14.372 -1,94
2026-05-12 13F Crusonia Wealth Advisors LLC 3.126 -0,16 414 0,49
2026-05-13 13F Boston Family Office Llc 3.352 -14,03 0
2026-04-24 13F Axis Wealth Partners, LLC 19.036 -1,95 2.522 -1,25
2026-01-27 13F Fortitude Financial, LLC 0 -100,00 0
2026-05-13 13F SRS Capital Advisors, Inc. 5.339 -1,24 707 -0,56
2026-04-21 13F Family Wealth Group, LLC 2.599 -19,83 344 -19,25
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 7.155 -0,42 948 0,32
2026-04-28 13F Opes Wealth Management LLC 16.727 -1,44 2.216 -0,76
2026-05-11 13F Boston Partners 0 -100,00 0
2026-05-12 13F Bellwether Advisors, LLC 2.454 -1,56 325 -0,91
2026-04-24 13F Essex LLC 8.343 -1,69 1.105 -0,99
2026-05-12 13F Anchor Capital Advisors Llc 4.091 -58,26 542 -57,95
2026-04-30 13F Griffin Asset Management, Inc. 6.185 -1,07 820 -0,36
2026-05-06 13F Assetmark, Inc 791 -33,19 105 -32,90
2026-02-11 13F Paragon Private Wealth Management, LLC 0 -100,00 0
2026-05-07 13F First Command Advisory Services, Inc. 4.152 -5,36 550 -4,68
2026-05-29 13F Keel Point, LLC 10.638 -0,18 1.410 0,50
2026-05-15 13F SIMA Wealth Partners, LLC 620 -10,79 82 -9,89
2026-05-11 13F Rossby Financial, LCC 6 -73,91 1 -100,00
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-16 13F Ironwood Financial, llc 40.223 -1,68 5.330 -5,25
2026-05-07 13F MONECO Advisors, LLC 5.215 -0,69 691 0,00
2026-05-07 13F MidAtlantic Capital Management, Inc. 3.344 -67,96 443 -67,73
2026-05-14 13F Capital Analysts, Inc. 8.236 -1,88 1 0,00
2026-05-12 13F Ameritas Advisory Services, LLC 3.322 -1,54 440 -0,90
2026-05-12 13F CIBC Bancorp USA Inc. 13.024 -17,20 1.726 -15,44
2026-04-17 13F First Citizens Asset Management, Inc. 5.343 -0,28 708 0,28
2026-04-17 13F RFG Advisory, LLC 5.952 -1,91 789 -1,25
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-04-17 13F Leeward Investments, LLC - MA 2.692 -94,28 357 -94,25
2026-02-17 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 85.484 -10,34 11 -8,33
2026-02-17 13F Glenmede Trust Co Na 18.148 -4,56 2.388 4,92
2026-05-06 13F Private Wealth Asset Management, LLC 6.398 -13,54 848 -12,95
2026-02-17 13F Susquehanna International Group, Llp Put 0 -100,00 0 -100,00
2026-04-16 13F First Merchants Corp 93.337 -2,19 12.367 -1,51
2026-05-05 13F Beaumont Financial Advisors, LLC 4.066 -0,34 539 0,37
2026-05-28 13F Cozad Asset Management Inc 18.348 -8,15 2.431 -7,50
2026-05-01 13F Brightwater Advisory LLC 32.261 -2,21 4.275 -1,54
2026-05-15 13F Fayez Sarofim & Co 2.446 -30,63 324 -30,02
2026-05-11 13F Salomon & Ludwin, LLC 96.489 -4,36 12.861 -5,43
2026-05-15 13F Equitable Holdings, Inc. 15.799 -4,56 2.079 -4,59
2026-05-11 13F Great Lakes Advisors, Llc 0 -100,00 0
2026-05-04 13F Savant Capital, LLC 6.742 -5,26 893 -4,59
2026-05-05 13F HighTower Advisors, LLC 380.229 -10,16 50.383 -9,53
2026-05-13 13F First Citizens Bank & Trust Co 15.630 -3,02 2.071 -2,36
2026-05-01 13F Pittenger & Anderson Inc 44.390 -0,61 5.882 0,07
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 5.830 -4,57 772 -3,86
2026-05-15 13F National Bank Of Canada /fi/ 2.054 -4,64 272 -4,24
2026-05-12 13F One Capital Management, LLC 18.082 -6,12 2.396 -5,49
2026-04-15 13F City Holding Co 825 -2,25 109 -1,80
2026-05-15 13F Van Den Berg Management I, Inc 0 -100,00 0
2026-05-12 13F Bear Mountain Capital, Inc. 249 -2,73 35 0,00
2026-05-13 13F Heritage Wealth Advisors 28.654 -24,09 3.372 -20,50
2026-05-08 13F Rik Saylor Financial, Inc. 12.564 -1,79 1.665 -1,13
2026-05-12 13F Jane Street Group, Llc Call 0 -100,00 0 -100,00
2026-04-22 13F Evensky & Katz LLC 335.183 -3,10 44 -2,22
2026-04-16 13F Brookstone Capital Management 2.228 -0,31 295 0,34
2026-02-10 13F Koss-Olinger Consulting, LLC 0 -100,00 0
2026-04-22 13F Vicus Capital 11.022 -9,40 1.460 -8,75
2026-04-28 13F Townsend Financial Planning, LLC 2.312 -6,24 306 -5,56
2026-04-28 13F Dumont & Blake Investment Advisors Llc 17.295 -3,20 2.292 114.450,00
2026-05-01 13F Associated Banc-corp 42.996 -2,70 5.697 -2,05
2026-05-12 13F Creative Planning 200.444 -8,56 26.559 -7,93
2026-05-04 13F Flaharty Asset Management, LLC 59.328 -1,83 7.861 -1,14
2026-04-20 13F Balance Wealth, LLC 81.687 -34,57 10.823 -34,12
2026-04-28 13F Whittier Trust Co Of Nevada Inc 27.171 -1,09 3.642 -2,85
2026-05-08 13F Weinberger Asset Management, Inc 4.442 -15,08 589 -14,53
2026-04-20 13F Kestra Private Wealth Services, Llc 3.580 -3,01 474 -2,27
2026-02-10 13F B&l Asset Management Llc 0 -100,00 0
2026-04-08 13F Miracle Mile Advisors, LLC 5.029 -13,41 666 -12,83
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 8.306 -3,58 1.100 -2,91
2026-05-15 13F Cape Investment Advisory, Inc. 2.587 -11,83 343 -11,40
2026-02-12 13F CIBC Private Wealth Group, LLC 14.110 -10,29 1.857 -9,02
2026-05-14 13F Betterment LLC 37.941 -8,13 5 0,00
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 0 -100,00 0
2026-04-20 13F Jfs Wealth Advisors, Llc 46.544 -3,39 6.167 -2,71
2026-05-14 13F StoneX Group Inc. 3.825 -86,30 507 -86,23
2026-05-12 13F Ellis Investment Partners, LLC 85.123 -1,76 11.279 -1,09
2026-05-15 13F Pursuit Wealth Strategies, Llc 0 -100,00 0
2026-04-30 13F BRYN MAWR TRUST Co 283.540 -4,26 37.569 -3,60
2026-01-29 13F Comerica Bank 88.866 -6,39 11.694 -5,04
2026-05-15 13F Vance Wealth, Inc. 14.431 -13,82 1.912 -13,21
2026-02-06 13F GPS Wealth Strategies Group, LLC 3 -99,54 0 -100,00
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 7.809 -20,67 1.035 -20,15
2026-04-21 13F Old National Bancorp /in/ 17.199 -0,05 2.279 0,62
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 12.200 -9,76 1.617 -9,16
2026-04-13 13F First Hawaiian Bank 23.229 -1,92 3.078 -1,25
2026-04-16 13F Mendota Financial Group, LLC 0 -100,00 0
2026-05-14 13F Evoke Wealth, Llc 6.013 -1,28 797 -0,62
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-08 13F StoneCrest Wealth Management, Inc. 6.244 -2,33 827 -1,66
2026-05-11 13F Alpha Financial Advisors, LLC 1.887 -14,77 250 -14,09
2026-05-07 13F Centerpoint Advisors, LLC 32.210 -0,21 4 0,00
2026-04-22 13F BKM Wealth Management, LLC 41.745 -0,55 5.531 0,14
2026-05-14 13F Pinnacle Family Advisors, LLC 5.147 -1,08 682 -0,44
2026-04-14 13F Lee-Kelleher Wealth Management 1.772 -16,10 235 -15,52
2026-04-23 13F Global Trust Asset Management, LLC 3.476 -1,53 461 -0,86
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-05-04 13F Nwam Llc 9.391 -2,75 1.244 -3,42
2026-05-04 13F King Wealth 33.426 -1,21 4 0,00
2026-05-04 13F Lutz Financial Services LLC 118.830 -1,02 15.745 -0,34
2026-04-13 13F Arwa Llc 3.688 -3,53 510 1,19
2026-04-27 13F Exencial Wealth Advisors, Llc 2.241 -4,11 297 -3,58
2026-04-27 13F Truist Financial Corp 220.982 -1,09 29.280 -0,40
2026-05-11 13F POM Investment Strategies, LLC 732 -95,65 97 -95,66
2026-05-15 13F Mission Wealth Management, Lp 5.501 -16,23 729 -15,74
2026-04-20 13F Sowell Financial Services LLC 15.270 -0,42 2.023 0,30
2026-05-07 13F Midland Wealth Advisors Llc 286.673 -6,84 37.984 -6,19
2026-05-11 13F Aprio Wealth Management, LLC 1.995 -0,50 264 0,38
2026-05-29 13F Asset Dedication, LLC 50.770 -1,85 6.727 -1,16
2026-05-11 13F Cornerstone Planning, LLC 3.189 -0,06 423 0,72
2026-05-15 13F NorthRock Partners, LLC 1.747 -0,23 232 0,43
2026-05-14 13F CIBC World Markets Inc. 27.600 -31,15 3.657 -30,67
2026-05-04 13F Purkiss Capital Advisors LLC 3.911 -9,17 518 -8,48
2026-05-05 13F Plante Moran Financial Advisors, LLC 515 -58,83 68 -58,54
2026-05-08 13F Align Financial, LLC 1.548 -99,24 205 0,99
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-22 13F Spire Wealth Management 2.754 -3,30 365 -2,67
2026-05-22 13F WNY Asset Management, LLC 0 -100,00 0
2026-05-05 13F Allspring Global Investments Holdings, LLC 2.870 -55,72 382 -55,68
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-02-05 13F Wealth Advisory Team LLC 1.920 -6,66 253 -0,79
2026-04-10 13F Financial Partners Group, Inc 8.849 -1,14 1.173 -4,33
2026-05-01 13F Johnson Investment Counsel Inc 12.325 -0,56 1.633 0,18
2026-05-11 13F Umb Bank N A/mo 20.367 -4,53 2.699 -3,88
2026-01-14 13F Eastern Bank 0 -100,00 0
2026-05-06 13F Bessemer Group Inc 11.738 -11,13 2 0,00
2026-04-20 13F Courier Capital Llc 224.220 -8,06 29.709 -7,42
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-05-15 13F Sierra Capital LLC 18.718 -42,84 2 -50,00
2026-05-15 13F Nikulski Financial, Inc. 21.775 -5,65 2.885 -4,97
2026-04-17 13F Richards, Merrill & Peterson, Inc. 1.564 -48,96 207 -48,64
2026-05-04 13F Texas Yale Capital Corp. 108.369 -3,34 14.359 -2,68
2026-05-13 13F River Wealth Advisors LLC 28.704 -1,22 3.803 -0,52
2026-05-13 13F Bank Of Montreal /can/ 164.616 -6,10 21.812 -5,45
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-04-10 13F AssuredPartners Investment Advisors, LLC 7.834 -0,06 1.050 1,84
2026-04-22 13F Keenan, LLC 10.705 -41,71 1.415 -41,47
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 1.925 -0,52 255 -3,41
2026-05-11 13F Pathstone Holdings, LLC 28.776 -30,68 3.813 -30,21
2026-04-17 13F Fifth Third Wealth Advisors LLC 32.162 -2,66 4.261 -1,98
2026-01-28 13F Evergreen Private Wealth LLC 0 -100,00 0
2026-04-22 13F Apollon Wealth Management, LLC 13.123 -6,36 1.739 -5,75
2026-05-11 13F Great Valley Advisor Group, Inc. 4.889 -5,27 648 -4,57
2026-04-22 13F Janney Montgomery Scott LLC 41.616 -2,94 6 0,00
2026-05-12 13F Bbr Partners, Llc 0 -100,00 0
2026-05-12 13F Moneta Group Investment Advisors Llc 102.200 -2,30 13.541 -1,62
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-04-24 13F Peregrine Asset Advisers, Inc. 11.245 -0,48 1.490 0,20
2026-05-14 13F Northern Trust Corp 672.228 -0,03 89.070 0,66
2026-05-01 13F American Trust 13.272 -1,11 1.759 -0,45
2026-04-28 13F Stratos Wealth Partners, LTD. 6.312 -30,25 836 -29,75
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-05-11 13F Ellevest, Inc. 0 -100,00 0
2026-04-16 13F Phillips Financial Management, Llc 10.082 -14,03 1.336 -13,48
2026-05-15 13F Brown Advisory Inc 0 -100,00 0
2026-05-12 13F M&t Bank Corp 48.490 -1,69 6.425 -1,02
2026-05-15 13F Larson Financial Group LLC 1.166 -51,09 155 -50,80
2026-05-11 13F MainStreet Investment Advisors LLC 6.570 -0,15 871 0,58
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-14 13F FC Advisory LLC 4.717 -11,03 625 -10,33
2026-01-14 13F ORG Partners LLC 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 4.599 -6,39 605 -5,02
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 38.724 -40,93 5.131 -40,53
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-07 13F Washington Trust Bank 2.930 -3,68 388 -3,00
2026-05-19 13F Royal Fund Management, LLC 0 -100,00 0
2026-04-15 13F Fortitude Family Office, LLC 47 -58,04 6 -57,14
2026-05-06 13F Mechanics Financial Corp 1.004 -0,40 133 0,76
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-05-06 13F Dunhill Financial, LLC 184 -1,60 24 0,00
2026-05-13 13F PKS Advisory Services, LLC 4.728 -4,08 626 -3,40
2026-05-15 13F Earnest Partners Llc 1.619 -72,55 215 -72,42
2026-04-16 13F Heck Capital Advisors, LLC 19.354 -11,63 2.564 -11,00
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-14 13F Aft, Forsyth & Company, Inc. 10.375 -2,78 1.375 -2,14
2026-05-15 13F Niles Investment Management, LLC 0 -100,00 0
2026-05-14 13F Cwm, Llc 16.859 -1,69 2.234 111.550,00
2026-04-15 13F Park Capital Management, LLC / WI 0 -100,00 0
2026-04-22 13F Ifrah Financial Services, Inc. 39.279 -0,26 5.205 0,42
2026-05-20 13F SOA Wealth Advisors, LLC. 11.865 -0,21 1.572 0,51
2026-04-21 13F Wedbush Securities Inc 3.522 -1,95 0
2026-04-17 13F Berman McAleer LLC 11.769 -7,47 1.559 -6,81
2026-05-14 13F Allworth Financial LP 17.224 -3,73 2.282 -3,06
2026-04-21 13F Claro Advisors LLC 4.909 -6,94 650 -6,34
2026-01-12 13F Perkins Coie Trust Co 0 -100,00 0
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-05-01 13F Cosner Financial Group, LLC 1.578 -25,28 209 -24,55
2026-05-14 13F Northern Oak Wealth Management Inc 94.959 -4,54 12.582 -3,87
2026-05-15 13F Pettyjohn, Wood & White, Inc 2.664 -3,62 353 -3,03
2026-05-12 13F Vickerman Investment Advisors, Inc. 2.015 -5,75 267 -5,34
2026-05-13 13F ETF Portfolio Partners, Inc. 38.830 -3,51 5.145 -2,85
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-04-21 13F Old Second National Bank Of Aurora 2.685 -0,78 356 -0,28
2026-05-11 13F Bailard, Inc. 4.383 -9,76 581 -9,23
2026-05-12 13F Causey Wealth LLC 58.993 -10,81 7.817 -10,19
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-04-21 13F Alpine Bank Wealth Management 7.910 -4,81 1.048 -4,12
2026-05-08 13F M1 Capital Management LLC 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 3.487 -4,83 462 -4,15
2026-05-04 13F Rodgers & Associates, LTD 13.672 -1,35 1.812 -0,66
2026-05-11 13F Aptus Capital Advisors, LLC 2.297 -10,45 304 -9,79
2026-05-15 13F XTX Topco Ltd 2.489 -19,63 330 -19,16
2026-05-15 13F Asset Management Group, Inc. 89.492 -0,20 11.858 0,48
2026-05-12 13F Ally Invest Advisors Inc. 3.276 -6,29 434 -5,65
2026-04-13 13F LexAurum Advisors, LLC 1.903 -10,87 252 -8,70
2026-05-05 13F Trail Ridge Investment Advisors, LLC 32.365 -0,83 4.288 -0,14
2026-05-11 13F Daymark Wealth Partners, Llc 7.247 -16,73 960 -16,16
2026-04-13 13F Breachway Investments LLC 2.150 -3,59 286 -2,39
2026-05-04 13F Milestones Private Investment Advisors LLC 0 -100,00 0
2026-04-24 13F Essex Financial Services, Inc. 1.912 -0,57 253 0,00
2026-04-30 13F Financial Freedom, LLC 0 -100,00 0
2026-04-30 13F Shakespeare Wealth Management, Inc. 12.772 -0,36 1.692 0,36
2026-05-05 13F Bank of New York Mellon Corp 407.817 -1,76 54.036 -1,08
2026-05-14 13F Ieq Capital, Llc 2.650 -29,01 351 -28,51
2026-05-06 13F Quadrant Private Wealth Management, LLC 13.714 -23,87 1.817 -23,33
2026-05-13 13F NewEdge Wealth, LLC 0 -100,00 0
2026-05-06 13F Meridian Wealth Management, LLC 4.630 -5,99 613 -5,40
2026-05-08 13F Gen-Wealth Partners Inc 2.357 -1,22 312 -0,32
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 0 -100,00 0
2026-05-15 13F Quadcap Wealth Management, LLC 0 -100,00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 6.570 -0,15 871 0,58
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 21 -93,77 3 -95,45
2026-04-10 13F Prosperity Planning, Inc. 23.655 -0,76 3.134 -0,06
2026-04-14 13F SNS Financial Group, LLC 21.763 -1,44 2.884 -0,76
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-01-28 13F Absher Wealth Management, Llc 0 -100,00 0
2026-04-22 13F Sterling Capital Management LLC 137 -48,88 18 -48,57
2026-04-27 13F Insight Inv LLC 2.716 -13,53 360 -13,08
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-04-24 13F United Community Bank 1.191 -46,23 158 -46,05
2026-05-15 13F Clark Capital Management Group, Inc. 4.149 -7,80 550 -7,26
2026-04-21 13F GHP Investment Advisors, Inc. 102.445 -1,02 13.574 -0,34
2026-04-15 13F Stordahl Capital Management, Inc. 16.749 -3,87 2.219 -3,18
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 6.099 -1,25 808 -0,49
2026-02-12 13F Commonwealth Equity Services, Llc 251.428 -4,20 33.085 97.208,82
2026-04-13 13F Neumann Capital Management, LLC 25.973 -3,53 3.441 -2,85
2026-04-15 13F Signature Estate & Investment Advisors Llc 2.802 -92,28 371 -92,23
2026-05-14 13F Financial Engines Advisors L.L.C. 625.330 -5,62 82.856 -4,96
2026-05-14 13F Novak & Powell Financial Services, Inc. 12.881 -1,83 1.707 -1,16
2026-04-08 13F NorthCrest Asset Manangement, LLC 27.193 -10,35 3.624 -11,44
2026-05-01 13F Wealthspire Advisors, LLC 138.738 -0,93 18.383 -0,24
2026-05-12 13F Operose Advisors LLC 17.288 -2,64 2.291 -1,97
2026-05-12 13F Pacific Center for Financial Services 148 -32,73 20 -32,14
2026-05-15 13F Hamilton Capital, LLC 1.738 -12,27 230 -11,54
2026-01-05 13F Park Avenue Securities Llc 0 -100,00 0
2026-04-24 13F Private Advisor Group, LLC 35.244 -0,51 4.670 0,17
2026-05-15 13F IHT Wealth Management, LLC 2.992 -7,43 396 -6,82
2026-05-05 13F PFG Advisors 3.461 -4,94 459 -4,38
2026-05-29 13F/A Ramiah Investment Group 7.645 -68,41 1.013 -68,22
2026-05-05 13F Sanctuary Advisors, LLC 29.381 -7,41 3.893 -6,75
2026-05-14 13F Pacific Financial Group Inc 9.157 -16,99 1.213 -16,40
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 1.535 -8,41 203 -7,73
2026-05-07 13F Cassaday & Co Wealth Management LLC 97.149 -1,47 12.872 -0,78
2026-03-12 13F Nalls Sherbakoff Group, Llc 1.799 -20,54 237 -8,53
2026-04-28 13F Oxler Private Wealth LLC 17.561 -2,65 2.327 -1,98
2026-05-13 13F Alesco Advisors Llc 27.300 -1,21 3.617 -0,52
2026-04-30 13F Mv Capital Management, Inc. 3.951 -1,89 524 -1,13
2026-05-15 13F Gw Henssler & Associates Ltd 5.676 -96,87 752 -96,85
2026-05-01 13F Clarity Financial LLC 0 -100,00 0
2026-05-11 13F Thompson Siegel & Walmsley Llc 3.670 -83,55 0 -100,00
2026-05-07 13F Sage Financial Group Inc 3.288 -1,23 436 -0,68
2026-04-23 13F Glass Jacobson Investment Advisors llc 27.604 -0,39 3.658 0,30
2026-05-14 13F Gladstone Institutional Advisory LLC 2.398 -16,07 318 -15,69
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-28 13F Stratos Wealth Advisors, LLC 14.492 -3,42 1.920 -2,74
2026-05-11 13F Ashton Thomas Private Wealth, LLC 27.253 -0,38 3.611 0,31
2026-05-15 13F Wealth Preservation Advisors, LLC 974 -60,71 129 -60,43
2026-02-13 13F Transamerica Financial Advisors, Inc. 0 -100,00 0
2026-04-03 13F First County Bank /CT/ 1.696 -13,86 225 -13,51
2026-05-04 13F Sigma Planning Corp 12.624 -33,83 1.673 -33,39
2026-05-15 13F Ameriprise Financial Inc 599.744 -14,95 79.620 -14,21
2026-04-29 13F CFS Investment Advisory Services, LLC 32.925 -1,42 4.658 5,99
2026-05-13 13F Natixis Advisors, L.p. 90.484 -10,92 12 -15,38
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista