IWV / iShares Trust - iShares Russell 3000 ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares Russell 3000 ETF
US ˙ ARCA ˙ US4642876894

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
(%)
2026-05-05 13F Gilbert & Cook, Inc. 16.487 -0,58 6.111 -4,74
2026-01-07 13F TCP Asset Management, LLC 0 -100,00 0
2026-04-22 13F Finley Financial, LLC 70.747 -1,52 26.225 -5,64
2026-02-17 13F Wall Capital Group, Inc. 0 -100,00 0
2026-02-13 13F Victory Capital Management Inc 0 -100,00 0 -100,00
2026-05-15 13F Beacon Pointe Advisors, LLC 141.446 -18,80 52.431 -22,19
2026-05-15 13F Warren Averett Asset Management, LLC 149.844 -1,51 55.544 -5,63
2026-05-11 13F Godfrey Financial Associates, Inc. 546 -2,50 202 -6,48
2026-05-11 13F Peak Retirement Planning, Inc. 0 -100,00 0
2026-04-28 13F TritonPoint Partners, LLC 643 -61,40 238 -63,04
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-14 13F Empower Advisory Group, LLC 1.252 -38,33 464 -40,89
2026-05-07 13F Diamond Hill Capital Management Inc 0 -100,00 0
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-15 13F Parsons Capital Management Inc/ri 0 -100,00 0
2026-05-12 13F CIBC Bancorp USA Inc. 24.965 -21,21 9.173 -23,61
2026-05-14 13F Rialto Wealth Management, LLC 5.867 -0,07 2.175 -4,27
2026-04-06 13F GAMMA Investing LLC 176 -9,74 65 -13,33
2026-05-07 13F JMG Financial Group, Ltd. 7.234 -0,45 2.682 -4,62
2026-05-01 13F Hantz Financial Services, Inc. 80.025 -2,86 30 -6,45
2026-04-30 13F Hsbc Holdings Plc 2.340 -6,02 867 -9,97
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 5.483 -0,22 2.032 -4,38
2026-04-16 13F Security National Bank 379 -25,54 140 -28,57
2026-04-28 13F GM Advisory Group, Inc. 173.146 -2,37 64.182 -6,46
2026-05-12 13F Rhumbline Advisers 4.310 -99,73 1.598 -99,74
2026-04-14 13F Austin Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-06 13F Fiduciary Wealth Partners, LLC 4.888 -43,58 1.812 -45,96
2026-05-08 13F New England Private Wealth Advisors LLC 3.651 -12,17 1.353 -15,81
2026-05-15 13F/A Independent Financial Group, Llc 4.509 -6,84 1.671 -10,74
2026-04-24 13F Keb Asset Management, Llc 2.439 -0,53 904 -4,64
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-05-08 13F Align Financial, LLC 465 -99,74 172 -3,91
2026-05-15 13F Strategic Advocates LLC 5 -99,13 2 -99,55
2026-05-05 13F Plante Moran Financial Advisors, LLC 368 -25,81 136 -28,80
2026-04-21 13F OneAscent Financial Services LLC 6.190 -0,11 2.295 -4,30
2026-04-24 13F Keybank National Association/oh 23.475 -4,05 8.702 -8,07
2026-05-14 13F Lauterbach Financial Advisors, LLC 1.089 -0,64 404 -4,73
2026-05-11 13F Umb Bank N A/mo 29.938 -2,77 11.097 -6,83
2026-05-14 13F St. Louis Trust Co 21.771 -0,48 8.070 -4,64
2026-05-07 13F Lyell Wealth Management, Lp 900 -21,74 334 -25,00
2026-05-06 13F Dunhill Financial, LLC 4.327 -1,70 1.604 -5,81
2026-05-15 13F United Capital Financial Advisers, Llc 41.907 -3,50 15.530 -7,55
2026-05-15 13F Fmr Llc 387.948 -1,61 143.805 -5,72
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 2.640 -1,27 979 -5,32
2026-04-15 13F DecisionMap Wealth Management, LLC 558 -0,18 207 -4,63
2026-05-06 13F Vista Capital Partners, Inc. 3.690 -3,45 1.368 -7,51
2026-04-10 13F Aquire Wealth Advisors, LLC 13.398 -0,03 4.966 -4,21
2026-05-19 13F Western Wealth Management, LLC 820 -0,24 304 -4,72
2026-04-01 13F Bangor Savings Bank 85 -62,22 32 -64,37
2026-05-13 13F Bank Of Montreal /can/ 81.209 -8,26 30.102 -12,09
2026-04-10 13F Pure Financial Advisors, Inc. 4.763 -6,72 1.766 -10,63
2026-05-04 13F Envestnet Asset Management Inc 95.511 -15,74 35.404 -19,26
2026-04-27 13F Qrg Capital Management, Inc. 3.036 -37,47 1.125 -40,10
2026-04-20 13F Ronald Blue Trust, Inc. 338 -12,66 125 -16,11
2026-04-17 13F Union Savings Bank 0 -100,00 0
2026-05-13 13F GeoWealth Management, LLC 6.299 -0,02 2.335 -4,23
2026-02-02 13F Cornerstone Planning Group LLC 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 64.613 -18,86 23.951 -22,25
2026-02-02 13F Heritage Financial Services, LLC 5.232 -3,02 2.024 -0,98
2026-05-13 13F Cetera Investment Advisers 149.242 -3,08 55.321 -7,13
2026-05-08 13F Truepoint, Inc. 58.119 -0,75 21.544 -4,90
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 35.929 -14,89 13.430 -19,16
2026-05-13 13F Pitcairn Wealth Advisors LLC 507.490 -0,84 196.323 -0,84
2026-01-30 13F Caldwell Trust Co 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 633 -20,97 235 -24,27
2026-05-12 13F Kovack Advisors, Inc. 2.529 -2,09 944 -5,61
2026-05-05 13F Putnam Fl Investment Management Co 7.289 -0,91 2.702 -5,06
2026-02-12 13F FineMark National Bank & Trust 3.482 -2,30 1.347 -0,22
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-12 13F Great Diamond Partners, LLC 72.135 -2,55 26.739 -6,62
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-05-12 13F Waterloo Capital, L.P. 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc Put 0 -100,00 0
2026-02-17 13F Brevan Howard Capital Management LP 0 -100,00 0
2026-05-12 13F Stifel Financial Corp 28.831 -6,88 10.687 -10,78
2026-05-13 13F Mariner, LLC 91.778 -6,79 34.009 -10,72
2026-04-22 13F Janney Montgomery Scott LLC 6.081 -30,49 2 -33,33
2026-05-14 13F Fuller & Thaler Asset Management, Inc. 2.160 -48,11 801 -50,31
2026-05-07 13F Capital Performance Advisors Llp 573 -17,91 212 -21,48
2026-04-22 13F Stone House Investment Management, LLC 368 -2,39 136 -6,21
2026-04-06 13F WASHINGTON TRUST Co 8.637 -6,62 3.202 -10,51
2026-05-05 13F Signet Financial Management, Llc 0 -100,00 0
2026-05-14 13F Northern Trust Corp 998.905 -2,04 370.274 -6,14
2026-04-21 13F Yardley Wealth Management LLC 5.746 -0,23 2.130 -4,40
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-02-10 13F Arcadia Investment Management Corp/mi 0 -100,00 0
2026-05-05 13F D.a. Davidson & Co. 3.269 -21,46 1.212 -24,78
2026-04-10 13F Perigon Wealth Management, LLC 1.853 -0,54 687 -4,58
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-05 13F Collaborative Wealth Managment Inc. 1.465 -25,82 543 -28,93
2026-05-01 13F Anchor Investment Management, LLC 756 -1,69 280 -5,72
2026-05-14 13F Brown Brothers Harriman & Co 5.667 -9,79 2.101 -13,58
2026-04-30 13F Sequoia Financial Advisors, LLC 15.913 -0,72 5.899 -4,87
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-27 13F Moran Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Financial Council Asset Management Inc 14.505 -1,06 5.377 -5,20
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 3.244 -7,31 1.202 -11,16
2026-05-08 13F Smithfield Trust Co 0 -100,00 0
2026-04-10 13F Ipswich Investment Management Co., Inc. 36.841 -3,87 13.656 -7,89
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 15.454 -13,19 5.728 -16,83
2026-05-12 13F Cornerstone Capital, Inc. 934 -2,61 346 -6,49
2026-05-12 13F M&t Bank Corp 5.948 -33,35 2.205 -36,15
2026-05-13 13F GSG Advisors LLC 0 -100,00 0
2026-04-16 13F Rockland Trust Co 0 -100,00 0
2026-05-15 13F Intelligence Driven Advisers, LLC 11.249 -4,87 4.170 -8,85
2026-05-28 13F Blue Fin Capital, Inc. 12.156 -0,15 4.506 -4,31
2026-05-15 13F Royal Bank Of Canada 61.046 -48,44 22.628 -50,59
2026-05-05 13F Compass Financial Group, Inc. 50.701 -1,72 18.794 -5,83
2026-05-08 13F Glenview Trust Co 2.792 -2,31 1.035 -6,43
2026-05-04 13F Calamos Wealth Management LLC 153.920 -2,20 57.055 -6,29
2026-05-15 13F Fwl Investment Management, Llc 30 -50,00 11 -52,17
2026-05-15 13F Fiduciary Trust Co 21.755 -5,48 8.064 -9,43
2026-05-12 13F Moneta Group Investment Advisors Llc 4.190 -7,61 1.553 -11,46
2026-05-08 13F Blair William & Co/il 194.240 -2,23 72.001 -6,32
2026-04-07 13F Park Avenue Securities Llc 2.970 -63,29 1 -66,67
2026-05-13 13F Clearbridge Investments, LLC 0 -100,00 0
2026-04-23 13F Manchester Financial Inc 4.996 -1,09 1.852 -5,22
2026-04-30 13F Legacy Financial Advisors, Inc. 755 -2,58 280 -6,69
2026-04-09 13F Park Place Capital Corp 0 -100,00 0
2026-05-11 13F Integrity Alliance, Llc. 0 -100,00 0
2026-05-08 13F Coldstream Capital Management Inc 0 -100,00 0
2026-04-29 13F Garde Capital, Inc. 4.628 -15,89 1.716 -19,41
2026-05-08 13F Burke & Herbert Bank & Trust Co 1.716 -2,28 636 -6,33
2026-05-06 13F Bessemer Group Inc 114.847 -20,64 43 -23,64
2026-04-08 13F First Heartland Consultants, Inc. 10.743 -1,20 3.982 -5,33
2026-04-27 13F Fulton Breakefield Broenniman Llc 1.007 -16,57 373 -19,96
2026-05-08 13F Paulson Wealth Management Inc. 0 -100,00 0
2026-04-29 13F First Interstate Bank 1.718 -32,89 637 -35,76
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-05-15 13F Advisory Services Network, LLC 22.490 -7,99 8.337 -11,84
2026-05-08 13F Pnc Financial Services Group, Inc. 335.776 -2,97 124.465 -7,03
2026-05-11 13F SCS Capital Management LLC 1.865.658 -0,49 691.562 -4,65
2026-02-06 13F Morling Financial Advisors, LLC 0 -100,00 0
2026-05-11 13F CAPROCK Group, Inc. 120.726 -3,61 44.751 -7,64
2026-04-30 13F Independence Bank of Kentucky 5.453 -0,47 2.021 -4,62
2026-04-27 13F Hunter Associates Investment Management Llc 2.785 -2,28 1 0,00
2026-04-16 13F Annex Advisory Services, LLC 0 -100,00 0
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-05-13 13F Family Office Research LLC 9.015 -0,30 3.342 -5,33
2026-05-15 13F RMB Capital Management, LLC 14.973 -1,35 5.550 -5,47
2026-05-06 13F LPL Financial LLC 457.350 -8,57 169.531 -12,39
2026-02-05 13F Berman McAleer LLC 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 1.397 -24,12 1
2026-05-15 13F Humankind Investments LLC 0 -100,00 0
2026-02-10 13F Natixis Advisors, L.p. 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-30 13F Beacon Financial Group 5.149 -0,71 1.909 -4,89
2026-05-14 13F Bakala Capital Management LLC 4.405 -14,71 1.633 -18,32
2026-05-14 13F Dana Investment Advisors, Inc. 634 -5,37 235 -9,27
2026-05-13 13F Rezny Wealth Management, Inc. 0 -100,00 0
2026-05-12 13F 12th Street Asset Management Company, LLC 1.730 -57,27 641 -59,07
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-05-11 13F CFO4Life Group, LLC 0 -100,00 0
2026-04-21 13F Mesirow Financial Investment Management, Inc. 1.199 -9,10 444 -12,94
2026-04-13 13F Foster Group, Inc. 1.657 -3,21 614 -7,25
2026-05-13 13F First Trust Advisors Lp 0 -100,00 0
2026-05-14 13F Campion Asset Management LLC 0 -100,00 0
2026-05-14 13F Hrt Financial Lp 3.026 -74,21 1 -75,00
2026-04-16 13F Smith, Salley & Associates 3.178 -1,33 1.178 -5,46
2026-05-02 13F Auxano Advisors, LLC 666 -8,26 247 -12,14
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-05-05 13F SOUTH STATE Corp 6.217 -0,05 2.305 -4,24
2026-02-17 13F Harvest Investment Services, LLC 0 -100,00 0
2026-04-07 13F Signaturefd, Llc 0 -100,00 0
2026-05-11 13F Linscomb & Williams, Inc. 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 274.951 -0,28 101.919 -4,21
2026-04-20 13F Fonville Wealth Management LLC 6.887 -1,42 2.553 -5,55
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 14.584 -22,68 5.406 -25,93
2026-04-20 13F Tanager Wealth Management LLP 35.098 -4,72 13.010 -8,70
2026-05-12 13F Harfst & Associates, Inc. 0 -100,00 0
2026-05-11 13F Federated Hermes, Inc. 5.978 -79,87 2.216 -80,72
2026-04-29 13F Greenwood Capital Associates Llc 2.871 -0,31 1.064 -4,49
2026-05-11 13F First National Bank Of Omaha 18.414 -1,19 6.708 -7,36
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 0 -100,00 0
2026-02-23 13F Blue Capital, Inc. 0 -100,00 0
2026-05-14 13F Zacks Investment Management 12.531 -67,09 4.645 -68,46
2026-05-05 13F West Paces Advisors Inc. 17.861 -0,42 6.621 -4,58
2026-05-13 13F ETF Portfolio Partners, Inc. 3.687 -0,08 1.367 -4,27
2026-04-08 13F Cambridge Financial Group, LLC 2.125 -42,68 788 -45,35
2026-05-01 13F BKD Wealth Advisors, LLC 49.691 -0,21 18.420 -4,38
2026-05-06 13F Diversified Portfolios, Inc. 56.356 -0,20 20.890 -4,37
2026-01-27 13F Meritage Portfolio Management 811 -0,86 314 1,29
2026-05-13 13F SRS Capital Advisors, Inc. 2.020 -4,22 749 -8,22
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 106.552 -3,44 39.497 -7,48
2026-05-07 13F First National Trust Co 5.410 -85,89 2.005 -86,48
2026-04-07 13F CoreCap Advisors, LLC 2.629 -11,99 975 -15,67
2026-05-15 13F Alliancebernstein L.p. 26.481 -0,07 10.244 -0,07
2026-05-07 13F Principle Wealth Partners Llc 764 -6,37 283 -10,16
2026-04-29 13F KDK Private Wealth Management, LLC 44.775 -0,77 16.597 -4,91
2026-04-22 13F BigSur Wealth Management LLC 25.200 -20,50 9.341 -23,83
2026-04-29 13F Strategic Blueprint, LLC 5.664 -2,41 2.100 -6,50
2026-05-08 13F Altiora Financial Group, LLC 953 -1,45 353 -5,61
2026-05-01 13F Holistic Planning, LLC 0 -100,00 0
2026-04-16 13F XML Financial, LLC 2.955 -9,91 1.095 -13,64
2026-04-24 13F Balentine LLC 43.843 -6,29 16.252 -10,21
2026-01-30 13F Activest Wealth Management 0 -100,00 0
2026-05-12 13F First American Trust, Fsb 1.061 -4,84 393 -8,82
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-28 13F Integrated Advisors Network LLC 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 7.009 -62,16 2.598 -63,75
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-10 13F Revolve Wealth Partners, LLC 1.113 -0,09 413 -4,19
2026-05-08 13F Russell Investments Group, Ltd. 215 -1,38 80 -5,95
2026-05-11 13F Chilton Capital Management Llc 875 -15,87 324 -19,40
2026-04-23 13F Simmons Bank 9.363 -4,96 3.470 -8,92
2026-04-24 13F National Asset Management, Inc. 650 -1,52 234 -8,63
2026-05-04 13F Conservest Capital Advisors, Inc. 31.204 -9,57 11.567 -13,35
2026-05-11 13F Wells Fargo & Company/mn 252.360 -14,58 93.545 -18,15
2026-04-01 13F Vigilare Wealth Management 0 -100,00 0
2026-05-05 13F Bank of New York Mellon Corp 338.628 -3,54 125.523 -7,57
2026-04-23 13F Moss Adams Wealth Advisors LLC 41.931 -14,40 15.543 -17,98
2026-05-07 13F Crewe Advisors LLC 1.213 -0,33 450 -4,47
2026-04-10 13F Waldron Private Wealth LLC 80.093 -2,80 29.689 -6,86
2026-05-14 13F EP Wealth Advisors, Inc. 16.103 -5,95 5.969 -9,87
2026-04-27 13F Oxbow Advisors, LLC 1.657 -9,70 614 -13,40
2026-04-27 13F Pensionmark Financial Group, Llc 2.490 -34,95 923 -37,68
2026-04-29 13F W Advisors, Llc 2.268 -6,82 841 -10,73
2026-05-21 13F Verus Capital Partners, Llc 1.139 -3,31 422 -7,25
2026-04-27 13F Cape Ann Savings Bank 540 -25,52 200 -28,57
2026-04-30 13F Shakespeare Wealth Management, Inc. 1.158 -2,11 429 -6,13
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 200 -23,37 74 -26,00
2026-04-14 13F USA Financial Portformulas Corp 1.659 -5,69 615 -9,71
2026-04-21 13F Beaumont Asset Management, L.L.C. 2.791 -5,23 1.035 -9,22
2026-05-07 13F First Command Advisory Services, Inc. 574 -2,38 213 -6,61
2026-05-14 13F Rockefeller Capital Management L.P. 75.383 -1,85 27.943 -5,95
2026-04-23 13F waypoint wealth counsel 1.495 -70,40 554 -71,63
2026-05-11 13F Savvy Advisors, Inc. 11.860 -5,73 4.396 -9,66
2026-05-14 13F Sand Hill Global Advisors, LLC 9.644 -0,80 3.575 -4,97
2026-05-05 13F UBS Group AG 296.201 -22,48 109.796 -25,72
2026-04-30 13F SkyOak Wealth, LLC 2.680 -2,05 994 -6,14
2026-04-28 13F LWM Advisory Services, LLC 2.829 -6,94 1.049 -10,88
2026-02-13 13F Kcm Investment Advisors Llc 0 -100,00 0
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-04-09 13F Wedmont Private Capital 6.829 -22,88 2.632 -24,24
2026-05-14 13F Cambria Investment Management, L.P. 3.390 -37,44 1.257 -40,08
2026-05-07 13F Hanover Advisors Inc 38.175 -0,37 14.151 -4,53
2026-05-15 13F Empowered Funds, LLC 3.390 -37,44 1.257 -40,08
2026-05-04 13F Avantax Planning Partners, Inc. 976 -50,18 362 -52,31
2026-01-14 13F EdgeRock Capital LLC 0 -100,00 0
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
2026-04-15 13F/A Sl Advisors, Llc 0 -100,00 0
2026-05-13 13F Buckingham Strategic Partners 5.004 -55,69 1.853 -57,58
2026-04-20 13F Apella Capital, LLC 20.496 -22,78 8.288 -19,29
2026-01-20 13F Austin Private Wealth, LLC 0 -100,00 0
2026-05-11 13F Shepherd Financial Partners LLC 0 -100,00 0
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-05-06 13F Zhang Financial LLC 9.549 -4,99 3.540 -8,95
2026-04-30 13F Cookson Peirce & Co Inc 788 -48,60 292 -50,76
2026-04-30 13F Triune Financial Partners, LLC 17.370 -1,94 6.439 -7,43
2026-05-15 13F Earnest Partners Llc 0 -100,00 0
2026-04-14 13F William Mack & Associates, Inc. 1.338 -1,04 496 -5,16
2026-04-22 13F Sterling Capital Management LLC 6.330 -58,36 2.346 -60,10
2026-05-08 13F Valeo Financial Advisors, LLC 3.114 -78,68 1.154 -79,58
2026-05-11 13F Salomon & Ludwin, LLC 786 -7,20 294 -11,48
2026-05-15 13F Clark Capital Management Group, Inc. 1.993 -72,94 739 -74,10
2026-04-28 13F Howe & Rusling Inc 252 -2,70 93 -7,00
2026-04-24 13F Ledyard National Bank 4.823 -1,79 1.788 -5,90
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 16.955 -4,51 6.285 -8,50
2026-04-24 13F Newton One Investments LLC 473 -19,28 175 -22,57
2026-04-23 13F Capital Investment Counsel, LLC 761 -9,30 282 -12,96
2026-04-28 13F Core Wealth Management, Inc. 769 -43,62 285 -46,11
2026-05-15 13F Matrix Private Capital Group Llc 7.990 -2,44 2.962 -6,53
2026-05-15 13F Silvercrest Asset Management Group Llc 14.031 -0,07 5.201 -4,23
2026-05-07 13F Northwestern Mutual Wealth Management Co 45.574 -0,71 16.893 -4,87
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.343 -46,47 868 -48,73
2026-04-30 13F LRI Investments, LLC 0 -100,00 0
2026-04-20 13F Provenance Wealth Advisors, LLC 79.401 -3,98 29.432 -7,99
2026-05-15 13F GLOBALT Investments LLC / GA 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 99.019 -0,60 38.306 103.427,03
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-16 13F Sunbelt Securities, Inc. 438 -21,08 163 -24,30
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 3.566 -30,39 1.322 -33,32
2026-05-14 13F Captrust Financial Advisors 163.610 -34,81 60.643 -37,54
2026-05-11 13F Ashton Thomas Private Wealth, LLC 1.708 -0,41 633 -4,52
2026-04-20 13F Naples Global Advisors, Llc 2.728 -18,52 1.011 -21,93
2026-05-12 13F Operose Advisors LLC 335 -11,38 124 -15,07
2026-04-21 13F GHP Investment Advisors, Inc. 2.909 -8,18 1.078 -12,00
2026-05-13 13F First Citizens Bank & Trust Co 584 -17,16 216 -20,59
2026-05-08 13F Sofos Investments, Inc. 390 -22,62 145 -25,77
2026-05-13 13F Jaffetilchin Investment Partners, LLC 4.818 -0,60 1.786 -4,70
2026-05-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-04-15 13F City Holding Co 7.041 -10,37 2.610 -14,12
2026-05-14 13F Financial Engines Advisors L.L.C. 7.260 -2,76 2.691 -6,82
2026-04-23 13F RIA Advisory Group LLC 696 -3,73 258 -7,53
2026-05-07 13F Sentinel Trust Co Lba 242.928 -0,46 90 -4,26
2026-05-07 13F Dakota Wealth Management 4.697 -5,38 1.741 -9,32
2026-05-01 13F Wealthspire Advisors, LLC 41.387 -15,32 15.341 -18,86
2026-05-07 13F Lakeshore Financial Planning, Inc. 8.897 -2,30 3.298 -6,39
2026-04-14 13F Legacy Trust 18.848 -4,15 6.987 -8,16
2026-04-29 13F Birch Hill Investment Advisors LLC 630 -3,08 234 -7,17
2026-05-12 13F Tiaa Trust, National Association 6.252 -91,05 2.317 -91,43
2026-04-21 13F Wesbanco Bank Inc 3.390 -9,09 1.257 -12,90
2026-04-23 13F Marquette Asset Management, LLC 661 -4,89 245 -8,58
2026-04-07 13F Abacus Planning Group, Inc. 3.387 -12,75 1.255 -16,39
2026-05-01 13F Summit Financial Strategies, Inc. 1.221 -0,89 453 -5,04
2026-04-29 13F Broussard Financial Group LLC 873 -11,55 324 -15,22
2026-05-15 13F Tudor Investment Corp Et Al 1.384 -90,22 513 -90,63
2026-04-30 13F William Howard & Co Financial Advisors Inc 13.775 -3,48 5.106 -7,50
2026-04-22 13F Evensky & Katz LLC 340.805 -1,47 126 -5,26
2026-05-13 13F O'shaughnessy Asset Management, Llc 9.368 -55,44 3.473 -57,31
2026-04-13 13F Creative Financial Designs Inc /adv 555 -1,07 206 -5,53
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-15 13F Norden Group Llc 10.237 -6,55 3.795 -10,46
2026-05-13 13F Freestone Capital Holdings, LLC 0 -100,00 0
2026-04-20 13F Kestra Private Wealth Services, Llc 2.446 -4,82 907 -8,85
2026-05-07 13F MONECO Advisors, LLC 1.057 -0,28 392 -4,40
2026-04-28 13F Whittier Trust Co Of Nevada Inc 37.982 -22,81 14.260 -26,36
2026-05-06 13F Ascent Wealth Partners, LLC 14.599 -14,34 5.412 -17,93
2026-05-05 13F Atria Investments Llc 0 -100,00 0
2026-02-06 13F One Charles Private Wealth Services, LLC 0 -100,00 0
2026-05-15 13F Laird Norton Trust Company, Llc 70.889 -1,39 26.277 -5,51
2026-04-28 13F Robertson Stephens Wealth Management, LLC 1.042 -9,31 386 -13,06
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-15 13F Journey Strategic Wealth Llc 1.806 -38,86 670 -41,47
2026-02-17 13F Running Point Capital Advisors, LLC 22.315 -0,78 8.633 1,29
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 2.580 -50,12 956 -52,20
2026-05-11 13F HBK Sorce Advisory LLC 897 -17,25 375 -11,97
2026-01-29 13F Comerica Bank 86.282 -0,13 33.378 1,96
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 355 -18,39 132 -22,02
2026-04-28 13F Philip James Wealth Mangement, LLC 0 -100,00 0
2026-04-30 13F BRYN MAWR TRUST Co 21.412 -0,43 7.937 -4,59
2026-04-20 13F Jfs Wealth Advisors, Llc 32.359 -2,67 11.995 -6,74
2026-05-08 13F Wealthedge Investment Advisors, Llc 6.357 -5,46 2.357 -9,42
2026-04-13 13F First Hawaiian Bank 8.290 -2,54 3.073 -6,63
2026-05-11 13F Stonebrook Private Inc. 0 -100,00 0
2026-05-12 13F BOK Financial Private Wealth, Inc. 8.103 -3,24 3.004 -7,29
2026-05-12 13F Anchor Capital Advisors Llc 0 -100,00 0
2026-02-05 13F Center for Financial Planning, Inc. 171 -2,84 66 0,00
2026-05-12 13F Tocqueville Asset Management L.p. 0 -100,00 0
2026-05-18 13F Chesapeake Wealth Management 10.320 -0,95 3.825 -5,09
2026-05-01 13F Citizens Financial Group Inc/ri 54.197 -3,80 20.090 -7,82
2026-05-15 13F Mission Wealth Management, Lp 15.688 -1,13 5.815 -5,26
2026-05-04 13F Global View Capital Management LLC 1.101 -44,51 408 -46,81
2026-05-08 13F Steward Partners Investment Advisory, Llc 3.957 -0,20 1.467 -4,37
2026-05-15 13F London Co Of Virginia 18 -96,90 7 -97,32
2026-04-27 13F Forte Asset Management Llc 18.596 -20,34 6.893 -23,67
2026-04-28 13F Stratos Wealth Advisors, LLC 3.284 -56,42 1.217 -58,25
2026-04-16 13F Brookstone Capital Management 22.549 -52,94 8.358 -54,91
2026-05-05 13F Portfolio Strategies, Inc. 70.321 -1,09 26.066 -5,22
2026-05-15 13F Rehmann Capital Advisory Group 1.548 -7,08 574 -11,02
2026-05-04 13F Glassman Wealth Services 0 -100,00 0
2026-05-04 13F Lutz Financial Services LLC 11.854 -2,64 4.394 -6,69
2026-05-12 13F Benjamin Edwards Inc 1.397 -7,24 518 -11,17
2026-05-04 13F Greenspring Advisors, LLC 53.723 -0,97 19.914 -5,10
2026-04-14 13F XY Planning Network, Inc. 6.707 -4,05 2.503 -7,40
2026-05-12 13F Aspiriant, Llc 19.857 -19,00 7.361 -22,39
2026-04-13 13F Fortress Wealth Group, LLC 1.322 -33,33 496 -36,25
2026-05-14 13F Proficio Capital Partners LLC 143.682 -6,38 53.260 -10,30
2026-05-15 13F Ameriprise Financial Inc 398.978 -5,80 148.047 -9,64
2026-04-24 13F WHI TRUST Co LLC 17.078 -3,21 6.330 -7,25
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