IWO / iShares Trust - iShares Russell 2000 Growth ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares Russell 2000 Growth ETF
US ˙ ARCA ˙ US4642876480

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/A Independent Financial Group, Llc 3.181 -1,85 998 -4,59
2026-05-15 13F Warren Averett Asset Management, LLC 39.042 -2,78 12.252 -5,55
2026-04-08 13F Towerpoint Wealth, LLC 973 -0,61 305 -3,48
2026-05-07 13F MONECO Advisors, LLC 876 -1,02 275 -3,86
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-30 13F Primoris Wealth Advisors, Llc 0 -100,00 0
2026-05-12 13F Creative Planning 175.424 -4,68 55.050 -7,40
2026-04-14 13F Congress Asset Management Co /ma 9.191 -87,95 2.884 -88,29
2026-05-12 13F Banco BTG Pactual S.A. 0 -100,00 0
2026-05-12 13F Covenant Partners, LLC 0 -100,00 0 -100,00
2026-04-20 13F Centennial Wealth Advisory LLC 0 -100,00 0
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0 -100,00
2026-04-27 13F Greenleaf Trust 1.001 -3,66 314 -6,27
2026-02-11 13F Townsquare Capital Llc 0 -100,00 0 -100,00
2026-04-20 13F Dagco, Inc. 0 -100,00 0
2026-04-20 13F LS Investment Advisors, LLC 1.475 -0,54 463 -3,55
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-04-24 13F Heritage Investors Management Corp 2.808 -0,18 1
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 663 -0,15 208 -2,80
2026-02-10 13F Future Fund LLC 0 -100,00 0 -100,00
2026-05-12 13F Ellis Investment Partners, LLC 0 -100,00 0
2026-04-21 13F Grey Fox Wealth Advisors, LLC 9.170 -1,94 2.878 -4,74
2026-05-12 13F Disciplined Investments, LLC 2.900 -3,59 910 -6,28
2026-05-13 13F/A Jpmorgan Chase & Co 386.157 -21,47 116.241 -26,82
2026-04-23 13F Granite Harbor Advisors, Inc. 1.314 -13,61 412 -16,09
2026-05-13 13F Mariner, LLC 61.656 -4,01 19.347 -6,74
2026-04-30 13F Private Trust Co Na 1.497 -3,36 470 -6,20
2026-05-15 13F Granahan Investment Management Inc/ma 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-01 13F Emerald Investment Partners, Llc 494 -1,59 155 -4,32
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 617 -3,89 221 6,28
2026-05-15 13F National Bank Of Canada /fi/ 413 -17,23 130 -19,88
2026-05-15 13F Rothschild Capital Partners, LLC 0 -100,00 0
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-05-11 13F OpenArc Corporate Advisory, LLC 2.417 -21,42 758 -23,67
2026-04-23 13F Intrua Financial, LLC 3.770 -35,64 1.183 -37,47
2026-04-20 13F Eagle Strategies LLC 5.403 -0,02 1.696 -2,87
2026-04-24 13F Keybank National Association/oh 145.834 -0,19 45.764 -3,03
2026-04-15 13F Trust Point Inc. 4.734 -1,48 1.486 -4,32
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0
2026-05-13 13F Cetera Investment Advisers 230.267 -5,00 72.260 -7,71
2026-05-04 13F Copia Wealth Management 2.811 -5,10 882 -7,74
2026-05-13 13F Tobias Financial Advisors, Inc. 42.405 -2,40 13.307 -5,19
2026-05-08 13F Prime Capital Investment Advisors, LLC 1.854 -6,55 582 -9,22
2026-05-15 13F United Capital Financial Advisers, Llc 4.739 -22,23 1.488 -24,44
2026-04-29 13F Cary Street Partners Financial Llc 788 -0,76 247 -3,52
2026-05-15 13F Bank Of America Corp /de/ 3.472.005 -16,36 1.089.550 -18,74
2026-05-19 13F Western Wealth Management, LLC 766 -3,28 240 -5,88
2026-05-01 13F Carnegie Capital Asset Management, LLC 11.575 -2,48 3.632 -5,24
2026-04-27 13F Oarsman Capital, Inc. 689 -23,44 216 -25,52
2026-04-28 13F Quent Capital, LLC 38.637 -3,59 12.125 -6,33
2026-05-01 13F Castle Wealth Management Llc 1.672 -1,18 525 -4,03
2026-04-01 13F LBJ Family Wealth Advisors, Ltd. 24.588 -3,40 7 -12,50
2026-04-01 13F Bangor Savings Bank 1.312 -15,46 412 -17,96
2026-05-14 13F Fuller & Thaler Asset Management, Inc. 88.846 -4,04 27.881 -6,77
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0 -100,00
2026-04-07 13F Park Avenue Securities Llc 2.468 -24,53 1 -100,00
2026-05-01 13F Mutual Advisors, LLC 944 -2,28 296 -5,13
2026-05-06 13F Cornerstone Planning Group LLC 730 -8,18 268 -1,83
2026-01-30 13F SK Wealth Management, LLC 0 -100,00 0 -100,00
2026-02-13 13F State Street Corp 0 -100,00 0 -100,00
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-15 13F Royal Bank Of Canada 374.869 -1,23 117.637 -4,05
2026-04-22 13F Ariston Services Group 0 -100,00 3.695 -2,84
2026-01-30 13F BancorpSouth Bank 3.123 -1,42 1.009 -0,49
2026-04-10 13F Tounjian Advisory Partners, Llc 0 -100,00 0
2026-05-04 13F Retirement Planning Group 0 -100,00 0
2026-05-11 13F SCS Capital Management LLC 1.232 -9,54 387 -12,27
2026-05-13 13F BlackRock, Inc. 59.742 -15,02 18.747 -17,44
2026-04-28 13F Stratos Wealth Advisors, LLC 0 -100,00 0
2026-04-21 13F Paradigm Financial Partners, Llc 1.155 -0,77 362 -3,72
2026-05-15 13F CI Private Wealth, LLC 242.597 -7,22 76.129 -9,92
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-04-28 13F Integrated Advisors Network LLC 4.171 -1,04 1.309 -3,89
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 136.407 -24,04 43.426 -28,31
2026-02-09 13F Fisher Asset Management, LLC 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 9.574 -2,86 3.005 -5,62
2026-05-06 13F WoodTrust Financial Corp 78.777 -10,79 25 -14,29
2026-04-29 13F Advance Capital Management, Inc. 0 -100,00 0
2026-04-22 13F Foundation Wealth Management, LLC\PA 5.386 -4,37 1.690 -7,09
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-04-16 13F Montecito Bank & Trust 11.768 -0,25 3.693 -3,10
2026-04-07 13F Eastern Bank 2.833 -12,10 889 -14,60
2026-04-30 13F Csenge Advisory Group 1.102 -27,97 346 -30,16
2026-05-01 13F Holistic Planning, LLC 1.137 -0,61 357 -3,52
2026-05-13 13F Parkshore Wealth Management, Inc. 1.686 -0,47 529 -3,29
2026-05-14 13F Bare Financial Services, Inc 11.420 -3,70 3.584 -6,45
2026-05-06 13F Crescent Grove Advisors, LLC 12.952 -3,50 4.064 -6,25
2026-04-17 13F Riverbridge Partners Llc 11.144 -28,45 3.497 -30,49
2026-05-07 13F Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-05-01 13F UNIVEST FINANCIAL Corp 1.606 -0,50 504 -3,45
2026-02-17 13F Fountainhead AM, LLC 0 -100,00 0
2026-05-14 13F Hilltop Holdings Inc. 7.604 -0,93 2.386 -3,75
2026-05-13 13F Acumen Wealth Advisors, LLC 3 -95,59 1 -100,00
2026-05-13 13F Capital Group Private Client Services, Inc. 4.191 -4,84 1.315 -7,52
2026-05-05 13F SOUTH STATE Corp 318 -14,97 100 -17,50
2026-05-11 13F Shepherd Financial Partners LLC 40.801 -1,59 12.804 -4,40
2026-04-21 13F Financial Consulate, Inc 0 -100,00 0
2026-04-08 13F Inspirion Wealth Advisors, Llc 2.665 -5,33 836 -8,03
2026-05-12 13F Rhumbline Advisers 0 -100,00 0
2026-05-15 13F Harbour Investments, Inc. 2.651 -1,96 831 -4,81
2026-05-12 13F First Western Trust Bank 1.195 -2,85 375 -5,54
2026-04-14 13F Prospera Financial Services Inc 10.134 -16,72 3.182 -19,07
2026-05-13 13F AE Wealth Management LLC 14.178 -94,68 4.449 -94,83
2026-05-12 13F Icon Wealth Advisors, LLC 820 -0,24 288 8,68
2026-04-30 13F Palisades Investment Partners, LLC 1.070 -53,64 336 -55,03
2026-04-14 13F Wealthcare Advisory Partners LLC 3.985 -37,28 1.250 -39,08
2026-04-27 13F Moneywise, Inc. 16.363 -24,05 5.135 -26,23
2026-04-17 13F Boston Private Wealth Llc 2.537 -22,11 796 -24,33
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-04-10 13F RTD Financial Advisors, Inc. 40.853 -4,66 12.820 -7,37
2026-04-27 13F Meramec Financial Planners, LLC 4.462 -16,36 1.600 -11,65
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-04-17 13F Summit Wealth Partners, LLC 1.446 -12,89 454 -15,49
2026-01-22 13F Harwood Advisory Group, LLC 0 -100,00 0
2026-05-15 13F Quantinno Capital Management LP 5.135 -10,65 1.611 -13,20
2026-05-15 13F Cresset Asset Management, LLC 132.548 -4,87 41.595 -7,58
2026-05-14 13F Cwm, Llc 19.864 -1,78 6.233 103.783,33
2026-05-12 13F Ameritas Advisory Services, LLC 1.219 -15,58 383 -18,03
2026-04-07 13F CoreCap Advisors, LLC 119 -9,16 38 -11,90
2026-04-29 13F Renasant Bank 2.974 -0,77 933 -3,62
2026-05-14 13F Marble Wealth, LLC 0 -100,00 0
2026-01-23 13F Family Investment Center, Inc. 0 -100,00 0 -100,00
2026-04-28 13F Belpointe Asset Management LLC 650 -0,76 204 -3,79
2026-05-15 13F Advisor Group Holdings, Inc. 94.219 -34,02 29.585 -35,90
2026-01-22 13F City Holding Co 0 -100,00 0
2026-04-22 13F 1492 Capital Management LLC 0 -100,00 0
2026-05-06 13F Assetmark, Inc 9.777 -26,94 3.068 -29,01
2026-05-15 13F Wellington Management Group Llp 50.752 -39,82 15.926 -41,53
2026-04-23 13F Embree Financial Group 1.036 -0,77 325 -3,56
2026-05-14 13F Marshall Wace, Llp 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 1.769 -30,46 532 -35,20
2026-01-12 13F VisionPoint Advisory Group, LLC 0 -100,00 0
2026-05-05 13F Shaker Investments Llc/oh 1.603 -3,02 503 -5,81
2026-01-20 13F Maryland Capital Advisors Inc. 6 -25,00 2 -50,00
2026-04-10 13F Waldron Private Wealth LLC 60.860 -7,22 19.099 -9,86
2026-05-21 13F Verus Capital Partners, Llc 2.786 -21,17 874 -23,40
2026-04-21 13F Avaii Wealth Management, Llc 1.468 -2,65 461 -5,54
2026-05-13 13F Buckingham Strategic Partners 4.797 -37,36 1.503 -39,26
2026-05-11 13F Camden Capital, LLC 940 -17,76 295 -20,33
2026-04-15 13F Cranbrook Wealth Management, LLC 1.523 -9,18 478 -11,83
2026-05-01 13F Connecticut Wealth Management, LLC 4.862 -8,06 1.526 -10,71
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-01-16 13F Oldfather Financial Services, LLC 27.202 -0,01 8.786 0,92
2026-05-06 13F Gray Private Wealth, LLC 0 -100,00 0
2026-05-05 13F West Michigan Advisors, Llc 928 -0,11 291 -3,00
2026-04-20 13F First Bancorp, Inc /ME/ 3.110 -4,60 976 -7,41
2026-04-16 13F Sunbeam Capital Management, LLC 1.049 -33,35 329 -35,24
2026-05-15 13F Rice Hall James & Associates, Llc 6.472 -75,62 2.031 -76,32
2026-01-09 13F First Heartland Consultants, Inc. 0 -100,00 0 -100,00
2026-04-17 13F RFG Advisory, LLC 1.507 -3,77 473 -6,53
2026-04-28 13F Appleton Partners Inc/ma 4.619 -0,43 1 0,00
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 0 -100,00 0
2026-04-16 13F Ironwood Financial, llc 4.983 -3,07 1.564 -11,74
2026-04-24 13F Smithbridge Asset Management Inc/de 1.131 -49,89 355 -51,44
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-21 13F One Wealth Advisors, LLC 0 -100,00 0
2026-05-15 13F Ashford Capital Management Inc 11.837 -0,21 3.715 -3,05
2026-05-11 13F Salomon & Ludwin, LLC 46 -4,17 15 -12,50
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Clare Market Investments LLC 1.247 -21,47 391 -23,03
2026-04-22 13F Ticino Wealth 7.591 -9,88 2.815 3,49
2026-04-03 13F Adirondack Trust Co 742 -26,75 233 -29,05
2026-02-17 13F High Falls Advisors, Inc 1.071 -35,71 346 -35,08
2026-05-04 13F Savant Capital, LLC 22.916 -2,03 7.191 -4,82
2026-05-14 13F Neuberger Berman Group LLC 3.735 -40,54 1.172 -42,24
2026-04-29 13F SilverOak Wealth Management LLC 4.260 -2,14 1.337 -4,91
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-05-06 13F Hartland & Co., LLC 9.599 -4,00 3.012 -6,72
2026-04-29 13F Connable Office Inc 0 -100,00 0
2026-05-15 13F Brown Advisory Inc 174.091 -20,00 54.632 -22,28
2026-05-12 13F Ausdal Financial Partners, Inc. 2.689 -0,92 844 -3,77
2026-05-04 13F Foundation Wealth Management, LLC 18.106 -1,80 5.681 -4,84
2026-05-15 13F Osbon Capital Management Llc 988 -3,42 310 -6,36
2026-05-15 13F Fayez Sarofim & Co 1.264 -3,81 397 -6,60
2026-05-15 13F Susquehanna International Group, Llp Put 1.100 -67,65 345 -68,58
2026-05-05 13F Cullen/frost Bankers, Inc. 16.149 -1,90 5.068 -4,70
2026-04-29 13F Lmcg Investments, Llc 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp Call 13.500 -44,67 4.236 -46,25
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-05-15 13F Talon Private Wealth, LLC 0 -100,00 0
2026-05-14 13F Venture Visionary Partners LLC 2.568 -4,39 806 -7,04
2026-05-14 13F SlateStone Wealth, LLC 1.066 -2,02 0
2026-04-09 13F Curated Wealth Partners LLC 5.075 -75,63 1.593 -76,33
2026-05-12 13F Reyes Financial Architecture, Inc. 0 -100,00 0
2026-05-13 13F First Citizens Bank & Trust Co 17.889 -1,79 5.614 -4,59
2026-05-14 13F Galvin, Gaustad & Stein, LLC 669 -9,59 210 -11,76
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-05-15 13F Nicholas Investment Partners, LP 2.625 -84,79 824 -85,24
2026-04-07 13F InvesTrust 17.590 -0,09 5.520 -2,94
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-05-12 13F Tiaa Trust, National Association 35.571 -97,38 11.163 -97,47
2026-04-21 13F Red Tortoise LLC 888 -0,45 279 -3,47
2026-05-08 13F Clarion Wealth Managment Partners, LLC 3.408 -1,10 1.070 -3,95
2026-05-04 13F Flaharty Asset Management, LLC 26.652 -3,10 8.364 -5,86
2026-04-13 13F Hm Payson & Co 2.000 -2,44 628 -5,29
2026-05-15 13F Laird Norton Trust Company, Llc 2.058 -12,91 646 -15,33
2026-05-14 13F Axiom International Investors Llc /de 30.500 -35,24 9.571 -37,09
2026-04-16 13F Brookstone Capital Management 3.055 -1,29 959 -4,10
2026-04-23 13F Oppenheimer Asset Management Inc. 0 -100,00 0
2026-05-06 13F HighMark Wealth Management LLC 101 -58,09 32 -59,74
2026-04-28 13F Robertson Stephens Wealth Management, LLC 5.626 -7,22 1.766 -9,86
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 361 -1,37 113 -4,24
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1.025 -4,92 322 -7,76
2026-04-30 13F BRYN MAWR TRUST Co 1.457 -0,34 457 -3,18
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-01-20 13F Corundum Trust Company, INC 0 -100,00 0
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-15 13F Occidental Asset Management, LLC 20.356 -6,87 6.388 -9,53
2026-04-16 13F Mendota Financial Group, LLC 0 -100,00 0
2026-05-05 13F Legacy Advisors, LLC 727 -15,17 228 -17,39
2026-04-30 13F Team Hewins, LLC 26.825 -0,85 8.418 -3,67
2026-05-11 13F HBK Sorce Advisory LLC 3.233 -4,69 1.193 3,56
2026-05-13 13F Park Square Financial Group, LLC 0 -100,00 0
2026-05-15 13F Wealth Preservation Advisors, LLC 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-14 13F Brown Brothers Harriman & Co 1.406 -2,23 441 -4,96
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-05-12 13F Fiera Capital Corp 7.309 -88,19 2.294 -88,52
2026-04-21 13F Tritonpoint Wealth, Llc 18.215 -0,07 5.716 -2,90
2026-04-14 13F Yarbrough Capital, LLC 21.764 -75,91 6.830 -76,60
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-20 13F Thoma Capital Management LLC 24.118 -8,83 7.569 -11,42
2026-05-01 13F Richardson Financial Services Inc. 44 -15,38 14 -59,37
2026-05-11 13F Haverford Trust Co 5.909 -1,04 1.854 -3,84
2026-05-13 13F Callan Family Office, LLC 1.320 -85,52 414 -85,94
2026-02-02 13F Horizon Investments, LLC 0 -100,00 0
2026-02-12 13F Prudent Man Investment Management, Inc. 0 -100,00 0
2026-05-08 13F Coldstream Capital Management Inc 16.837 -3,91 5.284 -6,64
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 10.308 -1,03 3.673 9,19
2026-05-15 13F Keating Financial Advisory Services, Inc. 41 -55,91 13 -60,00
2026-04-14 13F Focus Financial Network, Inc. 2.459 -12,24 772 -14,81
2026-05-04 13F Greenspring Advisors, LLC 847 -8,33 266 -11,07
2026-05-11 13F Waddell & Associates, Llc 873 -0,11 274 -3,19
2026-04-15 13F Cohen Klingenstein LLC 492.683 -4,66 154.609 -7,38
2026-05-08 13F Leisure Capital Management 0 -100,00 0
2026-05-13 13F Triumph Capital Management 1.062 -26,86 333 -29,00
2026-05-11 13F Atlas Capital Advisors Llc 220 -7,95 69 -10,39
2026-05-12 13F Aspiriant, Llc 3.634 -3,51 1.140 -6,25
2026-05-13 13F Prudential Financial Inc 14.351 -21,41 4.503 -24,29
2026-04-27 13F Truist Financial Corp 119.987 -2,61 37.653 -5,38
2026-04-30 13F Elevated Capital Advisors, LLC 413 -92,99 130 -93,22
2026-05-14 13F Rialto Wealth Management, LLC 1.111 -2,37 349 -5,18
2026-02-13 13F Barclays Plc 76.537 -45,82 24.722 -45,31
2026-05-06 13F Bessemer Group Inc 1.019 -2,11 0
2026-04-14 13F Opal Wealth Advisors, LLC 793 -35,95 249 -37,84
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-15 13F Navis Wealth Advisors, LLC 4.451 -17,51 1.397 -19,86
2026-04-24 13F Bishop & Co Investment Management, LLC 2.967 -82,04 931 -82,56
2026-05-06 13F Fidelis Capital Partners, LLC 2.848 -3,29 894 -6,10
2026-04-21 13F Trilogy Capital Inc. 0 -100,00 0
2026-04-17 13F HHM Wealth Advisors, LLC 150 -43,40 47 -44,71
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 1.285 -7,42 403 -10,04
2026-05-11 13F Linscomb & Williams, Inc. 969 -58,21 304 -59,41
2026-05-14 13F We Are One Seven, LLC 2.390 -2,13 750 -4,82
2026-05-15 13F NorthRock Partners, LLC 2.832 -2,38 889 -5,23
2026-05-29 13F Asset Dedication, LLC 358 -7,97 112 -10,40
2026-04-13 13F Garrett Investment Advisors LLC 824 -8,95 258 -11,64
2026-04-15 13F Perkins Coie Trust Co 132 -5,71 41 -8,89
2026-01-28 13F Dentgroup LLC 1.249 -0,40 404 0,50
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-11 13F Legacy Edge Advisors, LLC 7.614 -2,23 2.389 -5,01
2026-05-18 13F Centaurus Financial, Inc. 3.523 -11,55 1 0,00
2026-04-13 13F Mather Group, Llc. 5.112 -0,10 1.604 -2,91
2026-04-27 13F Exencial Wealth Advisors, Llc 1.342 -3,87 421 -6,44
2026-04-27 13F Soltis Investment Advisors LLC 703 -0,42 221 -3,51
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-04-22 13F Apollon Wealth Management, LLC 4.081 -4,81 1.281 -7,51
2026-05-11 13F Umb Bank N A/mo 4.464 -5,66 1.401 -8,38
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 4.398 -14,14 1.380 -16,57
2026-05-12 13F Rsm Us Wealth Management Llc 113.231 -0,18 35.530 -3,85
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 4.916 -2,77 1.543 -5,57
2026-05-04 13F Texas Yale Capital Corp. 6.076 -0,03 1.907 -2,90
2026-04-21 13F Decision Investments, Inc 5.222 -3,99 1.639 -6,72
2026-05-12 13F Kovack Advisors, Inc. 2.645 -0,04 831 -2,69
2026-05-11 13F Pathstone Holdings, LLC 121.528 -12,55 38.137 -15,04
2026-04-17 13F Atlas Brown,Inc. 10.302 -0,43 3.233 -3,29
2026-04-30 13F Cedar Mountain Advisors, LLC 174 -1,14 55 -3,57
2026-04-17 13F Fifth Third Wealth Advisors LLC 6.137 -1,11 1.926 -3,94
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0 -100,00
2026-05-04 13F Envestnet Asset Management Inc 1.096.991 -2,20 344.247 -4,99
2026-05-15 13F Aqr Capital Management Llc 10.787 -15,59 3.385 -18,02
2026-05-13 13F Freestone Capital Holdings, LLC 2.684 -8,86 842 -11,46
2026-04-10 13F Pure Financial Advisors, Inc. 894 -0,22 281 -3,11
2026-05-11 13F Great Valley Advisor Group, Inc. 13.495 -1,19 4.235 -4,01
2026-05-13 13F Bank Of Montreal /can/ 78.284 -0,72 24.566 -3,55
2026-02-18 13F NFP Retirement, Inc. 0 -100,00 0 -100,00
2026-04-30 13F Relyea Zuckerberg Hanson LLC 7.499 -5,52 2.353 -8,19
2026-02-17 13F Weiss Asset Management LP 0 -100,00 0 -100,00
2026-05-12 13F Atlantic Union Bankshares Corp 1.793 -4,78 563 -7,57
2026-05-14 13F Frederick Financial Consultants, LLC 3.846 -1,61 1.207 -4,44
2026-04-22 13F Janney Montgomery Scott LLC 10.053 -5,42 3 0,00
2026-05-01 13F Thrivent Financial For Lutherans 6.324 -0,72 2 -50,00
2026-05-14 13F Northern Trust Corp 430.460 -4,65 135.083 -7,37
2026-05-08 13F Peachtree Investment Partners, LLC 428 -10,65 134 -12,99
2026-05-15 13F First Light Asset Management, LLC 0 -100,00 0
2026-05-15 13F Castleark Management Llc 1.200 -30,23 377 -32,25
2026-05-12 13F Moneta Group Investment Advisors Llc 79.892 -3,38 25.071 -6,13
2026-05-12 13F M&t Bank Corp 348.576 -1,62 109.387 -4,42
2026-05-01 13F Johnson Investment Counsel Inc 24.370 -3,27 7.648 -6,02
2026-05-06 13F Dunhill Financial, LLC 133 -10,14 42 -12,77
2026-04-28 13F Stratos Wealth Partners, LTD. 12.502 -4,07 3.923 -6,79
2026-04-21 13F Falcon Wealth Planning 1.032 -10,26 324 -12,94
2026-04-28 13F Fundamentun, Llc 792 -38,70 249 -40,53
2026-04-09 13F Park Place Capital Corp 0 -100,00 0
2026-05-08 13F Fortis Group Advisors, LLC 19.030 -56,43 6.847 -53,39
2026-04-20 13F McKinley Carter Wealth Services, Inc. 4.942 -0,48 1.551 -3,37
2026-04-24 13F Flagship Private Wealth, LLC 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 2.565 -0,62 805 -3,36
2026-05-13 13F Rhl Group, Llc 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 1.202 -3,22 377 -5,99
2026-05-04 13F Retirement Income Solutions, Inc 0 -100,00 0
2026-04-27 13F VAUGHAN & Co SECURITIES, INC. 72.425 -1,86 22.728 -4,66
2026-05-15 13F Fiduciary Trust Co 20.454 -1,47 6.419 -4,28
2026-05-15 13F Goldman Sachs Group Inc 957.906 -0,84 300.601 -3,66
2026-05-14 13F Allworth Financial LP 41.681 -0,54 13.080 -3,37
2026-04-20 13F City State Bank 207 -31,00 65 -33,33
2026-05-07 13F Green Square Capital Advisors Llc 5.578 -1,27 1.750 -4,11
2026-05-12 13F Laurel Wealth Advisors LLC 1.013 -4,70 374 8,75
2026-04-28 13F Arbor Investment Advisors, LLC 1.117 -0,09 351 -3,05
2026-04-30 13F Mosaic Family Wealth Partners, Llc 1.147 -0,52 360 -3,49
2026-05-15 13F Advisory Services Network, LLC 2.941 -20,49 923 -22,78
2026-02-12 13F Loomis Sayles & Co L P 0 -100,00 0
2026-04-14 13F FC Advisory LLC 2.347 -1,80 736 -4,66
2026-05-08 13F Idaho Trust Bank 16.859 -25,09 5.290 -27,23
2026-04-21 13F First United Bank Trust/ 510 -0,39 160 -3,03
2026-02-13 13F B & T Capital Management DBA Alpha Capital Management 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 18.585 -8,61 5.832 -11,21
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-05-13 13F Bridge City Capital, LLC 0 -100,00 0
2026-05-13 13F GW&K Investment Management, LLC 40 -98,59 0
2026-05-15 13F Integrated Wealth Concepts LLC 2.515 -57,24 789 -58,45
2026-04-21 13F Strategic Equity Management 33.296 -19,14 10.449 -21,44
2026-05-15 13F Df Dent & Co Inc 0 -100,00 0
2026-05-13 13F NewEdge Wealth, LLC 1.483 -1,07 465 -3,93
2026-05-14 13F Aft, Forsyth & Company, Inc. 4.382 -0,59 1.375 -3,37
2026-05-13 13F River Wealth Advisors LLC 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 638 -8,20 200 -10,71
2026-04-13 13F Highland Capital Management, Llc 5.694 -3,31 1.787 -6,10
2026-04-27 13F Sound Income Strategies, LLC 0 -100,00 0 -100,00
2026-04-15 13F Brady Martz Wealth Solutions, LLC 1.679 -60,61 527 -61,77
2026-05-05 13F Crestwood Advisors Group LLC 4.301 -21,79 1.350 -24,04
2026-05-13 13F Lowery Thomas, Llc 13.607 -1,06 4.270 -3,89
2026-05-06 13F Summit Creek Advisors LLC 0 -100,00 0
2026-04-21 13F Mesirow Financial Investment Management, Inc. 2.655 -0,04 833 -2,92
2026-05-11 13F First National Bank Of Omaha 2.639 -6,22 805 -11,93
2026-04-30 13F Granite Investment Partners, LLC 0 -100,00 0
2026-04-21 13F Pinnacle Associates Ltd 12.788 -1,27 4.013 -4,09
2026-05-08 13F Legal & General Group Plc 0 -100,00 0
2026-05-14 13F Northern Oak Wealth Management Inc 8.262 -0,55 2.593 -3,39
2026-04-29 13F McLaughlin Asset Management, Inc. 997 -4,59 313 -7,42
2026-05-05 13F Atria Investments Llc 3.823 -47,57 1.200 -49,09
2026-04-27 13F HB Wealth Management, LLC 22.856 -0,48 7.173 -3,32
2026-02-12 13F Hamilton Point Investment Advisors, LLC 0 -100,00 0
2026-04-28 13F Clear Retirement Advice LLC 707 -0,42 222 -5,96
2026-05-11 13F Aptus Capital Advisors, LLC 1.642 -1,79 515 -4,63
2026-04-23 13F Harbor Investment Advisory, Llc 18.130 -1,97 5.689 -4,75
2026-05-13 13F Lighthouse Financial LLC 4.360 -2,24 1.368 -5,00
2026-05-19 13F Winnow Wealth Llc 0 -100,00 0
2026-04-23 13F Bell Bank 2.288 -9,67 718 -12,35
2026-05-11 13F F/M Investments LLC 0 -100,00 0
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-02-13 13F Sei Investments Co 170.636 -0,00 55.120 0,94
2026-05-04 13F Rodgers & Associates, LTD 18.571 -1,88 5.828 -4,68
2026-05-15 13F Price T Rowe Associates Inc /md/ 10.638 -15,48 3 -25,00
2026-05-15 13F Alliancebernstein L.p. 214.635 -1,32 69.329 -1,32
2026-05-11 13F Integrity Alliance, Llc. 3.226 -1,19 1.012 -3,98
2026-04-29 13F KDK Private Wealth Management, LLC 1.636 -2,73 513 -5,52
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-05-15 13F Millennium Management Llc 2.460 -45,92 772 -47,52
2026-04-24 13F Livet Wealth, LLC 1.310 -0,46 411 -3,29
2026-05-11 13F Daymark Wealth Partners, Llc 1.029 -0,10 323 -3,01
2026-04-16 13F XML Financial, LLC 20.488 -1,14 6.429 -3,94
2026-04-20 13F Hoxton Planning & Management, LLC 1.873 -0,74 588 -3,61
2026-05-04 13F Bedel Financial Consulting, Inc. 2.727 -1,87 856 -4,68
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 7.785 -57,60 2.463 -58,78
2026-05-13 13F Lido Advisors, LLC 9.121 -22,30 2.862 -24,11
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-04-28 13F Westfuller Advisors, LLC 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 730.324 -6,02 229.183 -8,69
2026-05-06 13F Deutsche Bank Ag\ 35 -90,74 11 -91,80
2026-05-14 13F Integrity Financial Corp /WA 157 -5,99 49 -7,55
2026-04-28 13F Fortis Capital Advisors, LLC 650 -0,76 204 -3,79
2026-05-05 13F Bank of New York Mellon Corp 206.852 -5,39 64.912 -8,09
2026-05-04 13F Mml Investors Services, Llc 64.400 -11,40 20.209 -13,93
2026-01-26 13F LifeWealth Investments, LLC 0 -100,00 0 -100,00
2026-04-20 13F Chatham Capital Group, Inc. 4.645 -1,48 1.458 -4,27
2026-04-30 13F Shakespeare Wealth Management, Inc. 5.338 -2,31 1.675 -5,05
2026-05-15 13F Strategies Wealth Advisors, LLC 1.820 -21,04 571 -23,25
2026-04-15 13F Seacrest Wealth Management, Llc 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 32.157 -7,48 10.091 -10,11
2026-01-22 13F/A Cresset Asset Management, LLC Put 0 -100,00 0 -100,00
2026-05-11 13F Manchester Capital Management LLC 599 -4,77 188 -7,88
2026-05-14 13F Institute for Wealth Management, LLC. 911 -2,46 286 -5,32
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-09 13F Lisanti Capital Growth, LLC 0 -100,00 0
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-04-03 13F Investors Research Corp 0 -100,00 0
2026-04-23 13F First Pacific Financial 0 -100,00 0
2026-05-05 13F Trail Ridge Investment Advisors, LLC 0 -100,00 0
2026-05-15 13F IHT Wealth Management, LLC 1.803 -0,50 566 -3,42
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-05-01 13F Eq Wealth Advisors, Llc 0 -100,00 0
2026-05-15 13F JT Stratford LLC 0 -100,00 0
2026-01-29 13F Jim Saulnier & Associates, Llc 0 -100,00 0
2026-04-23 13F Salus Financial Advisors, LLC 785 -2,36 246 -5,02
2026-05-12 13F Jane Street Group, Llc 14.967 -10,56 4.697 -13,12
2026-05-12 13F Stifel Financial Corp 75.549 -22,57 23.717 -24,76
2026-04-24 13F Newton One Investments LLC 2.302 -3,28 722 -5,99
2026-05-05 13F Plante Moran Financial Advisors, LLC 597 -1,97 187 -4,59
2026-05-15 13F Citadel Advisors Llc Put 4.700 -35,62 1.475 -37,46
2026-05-15 13F Citadel Advisors Llc 14.507 -32,49 4.552 -34,42
2026-02-11 13F Atlantic Private Wealth, LLC 0 -100,00 0 -100,00
2026-04-10 13F Prosperity Planning, Inc. 3.116 -0,95 978 -3,84
2026-04-20 13F Ronald Blue Trust, Inc. 7.315 -6,98 2.296 -9,65
2026-05-11 13F L & S Advisors Inc 897 -6,56 281 -9,35
2026-05-04 13F AMG National Trust Bank 52.539 -0,14 16.487 -2,98
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 12.441 -8,48 3.904 -11,07
2026-05-11 13F New Age Alpha Advisors, LLC 236 -68,70 74 -69,55
2026-04-21 13F Wasatch Advisors Inc 0 -100,00 0
2026-05-06 13F Barings Llc 1.608.750 -2,96 484.266 -10,32
2026-05-16 13F Sunbelt Securities, Inc. 133 -1,48 42 -4,65
2026-05-08 13F Curtis Advisory Group, LLC 1.532 -4,55 481 -7,34
2026-04-15 13F Stordahl Capital Management, Inc. 2.210 -7,10 694 -9,77
2026-05-15 13F Silvercrest Asset Management Group Llc 82.409 -6,96 25.861 -9,61
2026-05-06 13F Simon Quick Advisors, Llc 10.797 -3,64 3.388 -6,38
2026-05-15 13F Larson Financial Group LLC 11.056 -11,07 3.469 -13,60
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 695 -70,43 218 -71,28
2026-05-05 13F Regions Financial Corp 12.222 -3,12 3.835 -5,87
2026-05-14 13F Boreal Capital Management LLC 0 -100,00 0
2026-04-16 13F Capital Investment Advisors, LLC 905 -1,20 284 -3,73
2026-05-01 13F Wealthspire Advisors, LLC 48.736 -1,33 15.294 -4,15
2026-05-06 13F Bartlett & Co. Wealth Management Llc 8.260 -2,13 2.986 9,54
2026-04-09 13F Brown Wealth Management, Llc 2.522 -18,91 791 -21,22
2026-05-07 13F Dakota Wealth Management 5.689 -29,27 1.785 -31,27
2026-04-20 13F Godsey & Gibb Associates 0 -100,00 0
2026-04-30 13F Sonata Capital Group Inc 6.714 -0,34 2.107 -3,22
2026-02-05 13F Stoneridge Investment Partners Llc 0 -100,00 0
2026-05-08 13F Stonebridge Financial Planning Group, LLC 3.281 -8,15 1.030 -10,75
2026-05-15 13F Vawter Financial, Ltd. 4.462 -2,17 1.400 -4,96
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100,00 0
2026-04-21 13F Chapin Davis, Inc. 1.578 -4,07 495 -6,78
2026-04-22 13F Mindset Wealth Management, Llc 0 -100,00 0
2026-01-26 13F Transcendent Capital Group LLC 0 -100,00 0
2026-02-13 13F Macquarie Group Ltd 0 -100,00 0
2026-04-22 13F Finley Financial, LLC 13.555 -0,73 4.254 -3,56
2026-05-14 13F Financial Engines Advisors L.L.C. 238.068 -6,34 74.708 -9,01
2026-04-23 13F Columbia Advisory Partners Llc 0 -100,00 0
2026-02-26 13F Anchor Investment Management, LLC 0 -100,00 0
2026-05-11 13F Ashton Thomas Private Wealth, LLC 5.785 -1,04 1.815 -3,87
2026-04-13 13F Affinity Capital Advisors, LLC 4.668 -4,11 1.465 -6,87
2026-05-14 13F VestGen Advisors, LLC 9.371 -1,88 3.454 11,96
2026-05-15 13F/A Spears Abacus Advisors LLC 900 -2,49 282 -5,37
2026-05-01 13F Midwest Trust Co 10.432 -5,98 3.274 -8,68
2026-04-10 13F Financial Partners Group, Inc 0 -100,00 0
2026-05-12 13F Colonial Trust Co / SC 1.945 -1,47 610 -4,24
2026-02-06 13F Cascade Financial Partners, LLC 0 -100,00 0 -100,00
2026-05-08 13F Zions Bancorporation, National Association /ut/ 6.924 -40,20 2.173 -41,93
2026-05-05 13F Investment Partners, Ltd. 8.658 -1,01 2.717 -3,82
2026-05-20 13F SOA Wealth Advisors, LLC. 2.010 -2,47 631 -5,26
2026-05-13 13F Clearwater Capital Advisors, LLC 767 -1,16 241 -4,00
2026-04-16 13F Friday Financial 1.978 -10,98 621 -13,53
2026-04-28 13F Howe & Rusling Inc 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 808 -76,92 253 -77,77
2026-05-08 13F McAdam, LLC 5.649 -2,64 1.773 -5,44
2026-05-05 13F Caldwell Securities, Inc 0 -100,00 0 -100,00
2026-04-14 13F Roffman Miller Associates Inc /pa/ 1.235 -2,53 387 -5,38
2026-04-30 13F Oak Ridge Investments Llc 0 -100,00 0
2026-05-04 13F Sigma Planning Corp 5.919 -0,62 1.857 -3,43
2026-04-23 13F Chicago Capital, LLC 4.466 -0,27 1.402 -3,11
2026-04-17 13F AdvisorNet Financial, Inc 2.876 -3,65 902 -6,43
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-04 13F Nwam Llc 891 -3,78 280 -11,15
2026-05-14 13F Mason Investment Advisory Services, Inc. 0 -100,00 0
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