MBB / iShares Trust - iShares MBS ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares MBS 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
(%)
2026-04-20 13F Balance Wealth, LLC 7.962 -0,01 756 -0,26
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 2.541 -10,59 241 -10,74
2026-05-12 13F Bnp Paribas 0 -100,00 0
2026-04-30 13F Private Trust Co Na 28.698 -2,93 2.725 -3,23
2026-05-01 13F Richardson Financial Services Inc. 906 -0,88 86 -1,15
2026-04-20 13F Banque Cantonale Vaudoise 216.000 -13,94 20.510 -14,18
2026-05-15 13F Rehmann Capital Advisory Group 3.326 -4,59 316 -5,12
2026-05-04 13F Summit Wealth Group, LLC 10.585 -2,82 1.005 -3,09
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-14 13F Austin Wealth Management, LLC 0 -100,00 0
2026-05-08 13F SHP Wealth Management 268 -31,81 25 -32,43
2026-05-15 13F Warren Averett Asset Management, LLC 19.894 -9,57 1.889 -9,84
2026-05-04 13F Stirlingshire Investments, Inc. 2.502 -6,68 238 -7,06
2026-04-14 13F Arvest Investments, Inc. 219.863 -2,65 20.876 -2,92
2026-05-07 13F Vision Retirement, LLC 10.575 -16,68 1.004 -16,89
2026-05-08 13F Sofos Investments, Inc. 136 -4,23 13 -7,69
2026-01-29 13F Comerica Bank 122.136 -12,86 11.630 -12,80
2026-05-11 13F Alpha Financial Advisors, LLC 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 178.128 -1,43 16.913 -1,71
2026-05-11 13F OpenArc Corporate Advisory, LLC 35.202 -11,79 3.342 -12,05
2026-04-13 13F Hudson Capital Management LLC 0 -100,00 0
2026-04-17 13F HHM Wealth Advisors, LLC 0 -100,00 0
2026-04-30 13F Colton Groome Financial Advisors, Llc 5.615 -11,55 533 -11,75
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-04-07 13F Central Bank & Trust Co 4.318 -0,48 410 -0,97
2026-05-01 13F/A Lodestone Wealth Management LLC 25 -45,65 2 -50,00
2026-04-27 13F Oarsman Capital, Inc. 4.988 -3,05 474 -3,27
2026-05-13 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-05-12 13F Bnp Paribas Arbitrage, Sa 42.542 -64,20 4.039 -64,30
2026-04-08 13F Dynamic Advisor Solutions LLC 4.932 -11,80 468 -12,03
2026-01-23 13F Aspect Partners, LLC 0 -100,00 0
2026-05-13 13F GeoWealth Management, LLC 4.419 -18,14 420 -18,48
2026-04-20 13F First PREMIER Bank 2.121 -27,36 0
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-05-04 13F Barrett & Company, Inc. 69 -8,00 7 -14,29
2026-04-22 13F Lakeshore Capital Group, Inc. 17.860 -1,54 1.696 -1,85
2026-04-30 13F DMG Group, LLC 13.728 -6,24 1.303 -6,53
2026-05-15 13F Intelligence Driven Advisers, LLC 16.190 -8,11 1.537 -8,35
2026-05-08 13F Prime Capital Investment Advisors, LLC 63.705 -0,10 6.049 -0,40
2026-02-17 13F Meteora Capital, LLC Put 0 -100,00 0 -100,00
2026-05-11 13F Ogorek Anthony Joseph /ny/ /adv 75 -1,32 0
2026-05-15 13F Talisman Wealth Advisors LLC 0 -100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 75.073 -0,75 7.128 -1,03
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-02-27 13F Compass Financial Services Inc 0 -100,00 0
2026-04-21 13F Creative Capital Management Investments LLC 3 -25,00 0
2026-05-06 13F Windward Private Wealth Management Inc. 3.294 -0,99 313 -1,27
2026-04-22 13F Pinnacle Bancorp, Inc. 7.486 -0,19 711 -0,56
2026-05-04 13F Wealthgarden F.s. Llc 8.434 -8,30 801 -9,09
2026-05-14 13F Dorsey & Whitney Trust CO LLC 27.618 -1,17 2.622 -1,43
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-01-16 13F Trust Co Of Vermont 427 -50,58 41 -51,22
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 115.779 -2,29 10.993 -2,56
2026-05-14 13F Us Bancorp \de\ 313.324 -37,46 29.750 -37,64
2026-05-06 13F Florin Court Capital LLP 8.200 -25,45 779 -25,69
2026-05-11 13F Citigroup Inc 32.239 -74,81 3.061 -74,88
2026-05-04 13F Copia Wealth Management 36 -14,29 3 0,00
2026-04-16 13F Birch Financial Group, Llc 9.984 -1,40 948 -1,76
2026-04-21 13F Foster & Motley Inc 102.180 -1,15 10 0,00
2026-05-12 13F Resurgent Financial Advisors LLC 8.955 -2,15 850 -2,41
2026-04-28 13F Whittier Trust Co Of Nevada Inc 0 -100,00 0
2026-05-15 13F Bridgewater Associates, LP 1.360.000 -1,12 129.132 -1,40
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 6.839 -6,88 649 -7,15
2026-05-14 13F Hilltop Holdings Inc. 110.730 -40,55 10.514 -40,72
2026-04-22 13F Essential Planning, LLC. 51.590 -3,45 4.899 -3,72
2026-04-30 13F Sequoia Financial Advisors, LLC 24.156 -28,34 2.294 -28,54
2026-05-15 13F Bank Of America Corp /de/ 66.207.297 -6,82 6.286.383 -7,08
2026-04-20 13F Ronald Blue Trust, Inc. 1.010.090 -22,60 95.908 -22,82
2026-05-11 13F Elevation Wealth Management LLC 2.934 -8,11 279 -8,55
2026-04-10 13F Rede Wealth, LLC 3.625 -0,41 344 -0,58
2026-05-01 13F Mutual Advisors, LLC 36.501 -5,77 3.466 -6,05
2026-04-30 13F Manning & Napier Advisors Llc 195.078 -12,84 18.523 -13,09
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-20 13F Provenance Wealth Advisors, LLC 0 -100,00 0
2026-04-28 13F Winthrop Capital Management, LLC 64.457 -0,93 6 0,00
2026-04-15 13F Midwest Heritage Bank, FSB 0 -100,00 0
2026-04-30 13F Petix & Botte Co 639 -85,88 404 -6,26
2026-04-17 13F AdvisorNet Financial, Inc 4.795 -1,22 455 -1,52
2026-05-15 13F SkyView Investment Advisors, LLC 503.661 -1,01 48 -2,08
2026-05-04 13F Mml Investors Services, Llc 1.412.423 -19,13 134.110 -19,36
2026-01-13 13F Parsons Capital Management Inc/ri 0 -100,00 0
2026-05-08 13F Blair William & Co/il 5.593 -3,57 531 -3,80
2026-04-28 13F Integrated Advisors Network LLC 41.395 -9,03 3.930 -9,30
2026-05-01 13F Natural Investments, Llc 2.255 -59,53 0
2026-04-29 13F WPG Advisers, LLC 1.342 -4,55 127 -4,51
2026-04-15 13F Steinberganna Wealth Management 0 -100,00 0
2026-04-20 13F Brian Low Financial Group, Llc 31.172 -0,05 2.960 -0,34
2026-05-12 13F Mitsubishi UFJ Trust & Banking Corp 295.766 -2,82 28.083 -3,10
2026-02-17 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-13 13F BlackRock, Inc. 2.222.389 -1,25 211.016 -1,53
2026-04-16 13F Montecito Bank & Trust 11.721 -3,93 1.113 -4,22
2026-05-05 13F SOUTH STATE Corp 100 -58,85 9 -60,87
2026-04-16 13F Evolve Private Wealth, Llc 0 -100,00 0
2026-05-05 13F Quartz Partners, LLC 5.833 -10,28 554 -10,66
2026-04-13 13F ONE Advisory Partners, LLC 5.463 -8,92 519 -9,28
2026-02-13 13F Sei Investments Co 2.086.086 -4,14 198.638 -4,08
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-05-04 13F Legacy Capital Group California, Inc. 4.583 -6,89 435 -7,05
2026-01-23 13F Avion Wealth 0 -100,00 0
2026-05-05 13F Avanda Investment Management Pte. Ltd. 0 -100,00 0
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-05-07 13F Advisor Resource Council 5.971 -0,71 567 -1,05
2026-01-26 13F Northwest Capital Management Inc 7.027 -65,18 669 -65,16
2026-05-08 13F Maia Wealth LLC 16.698 -4,86 1.585 -6,05
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-01 13F Hantz Financial Services, Inc. 178 -12,75 0
2026-05-14 13F Entrewealth, Llc 0 -100,00 0
2026-05-06 13F Assetmark, Inc 162.082 -1,08 15.390 -1,37
2026-05-14 13F Diversified Enterprises, LLC 10.070 -8,84 956 -9,04
2026-05-11 13F Bailard, Inc. 0 -100,00 0
2026-04-13 13F Community Trust & Investment Co 0 -100,00 0
2026-05-13 13F First Trust Advisors Lp 164.835 -1,40 15.651 -1,68
2026-04-10 13F Impact Capital Partners LLC 0 -100,00 0
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-28 13F Harbor Capital Advisors, Inc. 1.467 -67,39 0
2026-05-15 13F Hyundai Investments Co., Ltd. 4.114 -25,67 390 -26,33
2026-04-16 13F Clark Asset Management, LLC 2.704 -2,77 257 -3,03
2026-04-27 13F Carter Financial Group, INC. 8.847 -2,19 840 -2,44
2026-05-07 13F Rational Advisors Llc 0 -100,00 0
2026-04-30 13F Money Concepts Capital Corp 0 -100,00 0
2026-04-22 13F Spire Wealth Management 9.777 -4,75 928 -5,02
2026-05-01 13F Beverly Hills Private Wealth, LLC 3.480 -0,51 330 -0,90
2026-02-17 13F Snowden Capital Advisors LLC 29.938 -1,80 2.851 -1,72
2026-05-11 13F Exit Wealth Advisors, LLC. 0 -100,00 0
2026-04-24 13F EJMK Ventures LLC 6.731 -32,26 639 -32,45
2026-04-20 13F YANKCOM Partnership 761 -27,18 72 -27,27
2026-05-07 13F Washington Trust Bank 0 -100,00 0
2026-05-14 13F Gwn Securities Inc. 3.134 -1,32 298 -1,66
2026-05-15 13F Westwood Holdings Group Inc 0 -100,00 0
2026-05-12 13F One Capital Management, LLC 21.387 -5,31 2.031 -5,58
2026-02-17 13F Trustmark National Bank Trust Department 0 -100,00 0
2026-04-15 13F Braun-Bostich & Associates Inc. 25.839 -1,03 2.453 -1,33
2026-04-15 13F Buttonwood Financial Group, LLC 19.855 -0,81 1.885 -1,67
2026-04-27 13F Lodestar Private Asset Management Llc 14.563 -12,35 1.383 -12,64
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 933.883 -39,30 88.672 -39,47
2026-05-14 13F Loomis Sayles & Co L P 0 -100,00 0
2026-04-13 13F IFP Advisors, Inc 22.898 -9,11 2.174 -9,34
2026-05-15 13F Old Mission Capital Llc 9.622 -42,51 914 -42,69
2026-02-03 13F Vantage Financial Partners, LLC 5.087 -29,03 484 -29,03
2026-05-12 13F CIBC Asset Management Inc 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 18.689 -0,63 1.770 -1,12
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 0 -100,00 0
2026-05-04 13F Principal Financial Group Inc 0 -100,00 0
2026-02-10 13F Principia Wealth Advisory, LLC 0 -100,00 0
2026-01-08 13F American National Bank of Texas 0 -100,00 0
2026-05-14 13F Vident Advisory, LLC 4.674 -16,61 444 -16,89
2026-05-11 13F Aprio Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 10.279 -28,56 976 -28,83
2026-05-11 13F Fourth Dimension Wealth, LLC 5.577 -4,70 530 -5,03
2026-05-21 13F Verus Capital Partners, Llc 29.338 -8,91 2.786 -9,17
2026-01-20 13F Stratos Wealth Advisors, LLC 0 -100,00 0
2026-05-15 13F Brown Advisory Inc 12.021 -7,30 1.141 -7,54
2026-04-27 13F PFG Investments, LLC 8.712 -29,07 827 -29,26
2026-01-28 13F Israel Discount Bank of New York 0 -100,00 0
2026-01-12 13F Edge Wealth Management LLC 0 -100,00 0 -100,00
2026-05-15 13F Integrated Wealth Concepts LLC 169.338 -40,53 16.079 -40,70
2026-05-14 13F Galvin, Gaustad & Stein, LLC 206.612 -7,51 19.618 -7,78
2026-05-14 13F Retirement Capital Strategies 0 -100,00 0
2026-05-07 13F Sage Advisory Services, Ltd.Co. 4.283 -15,42 407 -15,56
2026-02-13 13F Financial Network Wealth Advisors LLC 0 -100,00 0
2026-04-20 13F Financial Enhancement Group LLC 3.951 -0,53 378 -0,53
2026-02-13 13F Templeton & Phillips Capital Management, LLC 0 -100,00 0
2026-05-15 13F Guggenheim Capital Llc 0 -100,00 0
2026-04-28 13F Stephens Inc /ar/ 6.247 -2,01 593 -2,31
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-04-24 13F Smithbridge Asset Management Inc/de 3.000 -54,87 285 -55,13
2026-04-09 13F Acropolis Investment Management, LLC 3.022 -35,22 287 -35,59
2026-05-13 13F Adviser Investments LLC 149.301 -7,77 14.176 -8,03
2026-04-21 13F RCS Financial Planning, LLC 0 -100,00 0
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-04 13F Center for Financial Planning, Inc. 0 -100,00 0 -100,00
2026-01-30 13F Caldwell Securities, Inc 0 -100,00 0
2026-04-17 13F Essex Savings Bank 2.477 -1,98 235 -2,08
2026-05-09 13F MSH Capital Advisors LLC 13.376 -3,27 1.270 -3,50
2026-05-14 13F Meiji Yasuda Asset Management Co Ltd. 5.953 -92,58 565 -92,61
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0
2026-05-06 13F Private Wealth Asset Management, LLC 1.236 -10,37 117 -10,69
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-15 13F Alternative Investment Advisors, LLC. 66.069 -6,24 6.274 -6,51
2026-05-15 13F Van Diest Capital, LLC 0 -100,00 0
2026-04-09 13F Park Place Capital Corp 681 -51,46 65 -51,88
2026-04-27 13F Pensionmark Financial Group, Llc 110.922 -1,74 10.532 -2,01
2026-04-29 13F Connable Office Inc 0 -100,00 0
2026-04-24 13F RKL Wealth Management LLC 190.282 -7,30 18.067 -7,57
2026-05-12 13F Tiaa Trust, National Association 622.779 -97,61 59.133 -97,62
2026-04-29 13F Strategic Blueprint, LLC 18.433 -5,95 1.750 -6,22
2026-05-13 13F Park Square Financial Group, LLC 0 -100,00 0
2026-05-11 13F F/M Investments LLC 7.424 -0,70 705 -0,98
2026-05-11 13F Td Asset Management Inc 0 -100,00 0
2026-01-29 13F Beirne Wealth Consulting Services, LLC 0 -100,00 0
2026-05-15 13F Squarepoint Ops LLC 2.704 -39,66 257 -39,91
2026-05-14 13F Captrust Financial Advisors 61.318 -7,57 5.822 -7,82
2026-04-16 13F BridgePort Financial Solutions, LLC 3.934 -7,98 374 -8,35
2026-05-07 13F MONECO Advisors, LLC 4.344 -16,04 412 -16,26
2026-05-14 13F Financial Sense Advisors, Inc. 0 -100,00 0
2026-05-06 13F Proffitt & Goodson Inc 41.242 -1,90 3.916 -2,20
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-04-15 13F Northbridge Financial Group, Llc 0 -100,00 0
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 23.748 -0,54 2.255 -0,84
2026-04-10 13F Novem Group 2.318 -51,05 220 -51,11
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 20.602 -4,55 1.956 -4,82
2026-04-21 13F Delta Wealth Advisors LLC 5.540 -0,54 526 -0,75
2026-05-05 13F Prosperity Consulting Group, LLC 2.508 -5,96 238 -5,93
2026-04-21 13F Old National Bancorp /in/ 2.698 -2,03 256 -2,29
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-05-12 13F Anchor Capital Advisors Llc 0 -100,00 0
2026-05-20 13F/A Arete Wealth Advisors, LLC 14.761 -11,41 1.402 140.000,00
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2.459 -1,76 233 -2,10
2026-05-07 13F Regimen Wealth, Llc 11.479 -24,47 1.090 -24,74
2026-05-15 13F Susquehanna International Group, Llp Call 35.700 -4,29 3.390 -4,56
2026-05-06 13F Alteri Wealth LLC 12.574 -31,91 1.194 -32,14
2026-05-07 13F AlphaCentric Advisors LLC 0 -100,00 0
2026-04-20 13F Fiduciary Alliance LLC 3.910 -22,68 373 -22,66
2026-04-15 13F Silverlake Wealth Management Llc 6.865 -14,32 652 -14,57
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-17 13F Legacy Wealth Partners, LLC 7.155 -4,28 679 -4,50
2026-04-24 13F Blue Capital, Inc. 3.504 -0,51 333 -0,90
2026-04-22 13F Coastal Investment Advisors, Inc. 727 -5,46 69 -5,48
2026-05-05 13F Tortoise Investment Management, LLC 6.489 -82,46 616 -82,51
2026-05-12 13F Chapman Financial Group, Llc 14.140 -0,16 1.343 -0,45
2026-05-12 13F/A Signature Securities Group Corporation 3.124 -9,21 297 -9,48
2026-05-11 13F Kestra Investment Management, LLC 544.803 -8,22 51.729 -8,48
2026-05-13 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-02-10 13F Greenwich Wealth Management LLC 0 -100,00 0
2026-04-27 13F Apeiron RIA LLC 13.141 -42,33 1.248 -42,53
2026-04-27 13F BIP Wealth, LLC 2.302 -3,84 219 -3,96
2026-02-12 13F Prudent Man Investment Management, Inc. 0 -100,00 0
2026-04-08 13F Emergent Wealth Advisors, LLC 4.115 -72,19 391 -72,32
2026-05-11 13F Haverford Trust Co 11.928 -31,86 1.133 -32,05
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0 -100,00
2026-04-15 13F Monument Capital Management 47.809 -4,80 4.539 -5,06
2026-02-05 13F Left Brain Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-28 13F Angeles Investment Advisors, LLC 0 -100,00 0
2026-05-15 13F Ameriprise Financial Inc 13.191.448 -9,97 1.253.994 -10,09
2026-05-15 13F Change Path, LLC 17.779 -7,30 1.688 -7,56
2026-04-01 13F Confluence Investment Management Llc 332.934 -3,41 31.612 -3,68
2026-02-03 13F NewEdge Wealth, LLC 0 -100,00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 186.205 -0,69 17.792 -0,35
2026-05-14 13F Sunesis Advisors, LLC 34.308 -17,90 3.257 -18,12
2026-04-27 13F Evolution Wealth Management Inc. 2.604 -0,72 247 -0,80
2026-05-07 13F Bingham Private Wealth, Llc 15.855 -0,30 1.505 -0,59
2026-04-24 13F KPP Advisory Services LLC 3.679 -6,72 349 -6,93
2026-05-18 13F Edgestream Partners, L.P. 0 -100,00 0
2026-05-11 13F Legacy Edge Advisors, LLC 8.398 -52,60 797 -52,73
2026-05-08 13F Steward Partners Investment Advisory, Llc 73.183 -22,08 6.949 -22,30
2026-05-06 13F Tandem Wealth Advisors LLC 126.557 -28,12 12.017 -23,32
2026-02-13 13F Barclays Plc 4.393.430 -42,44 418.342 -42,40
2026-03-04 13F/A Savant Capital, LLC 0 -100,00 0
2026-04-20 13F Payne Capital LLC 19.340 -1,90 1.836 -2,18
2026-05-08 13F United Financial Planning Group LLC 95 -36,24 9 -35,71
2026-05-07 13F Midland Wealth Advisors Llc 2.474.044 -10,51 234.910 -10,77
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-04-10 13F Voisard Asset Management Group, Inc. 58.739 -61,89 5.577 -62,00
2026-02-10 13F Disciplined Investors, L.L.C. 0 -100,00 0
2026-05-12 13F Dearborn Partners Llc 5.236 -4,16 497 -4,42
2026-04-28 13F Quent Capital, LLC 0 -100,00 0
2026-05-06 13F Hurley Capital, LLC 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-21 13F Curat Global, LLC 0 -100,00 0
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-05-04 13F Procyon Private Wealth Partners, LLC 83.909 -7,15 7.967 -7,41
2026-05-12 13F Cahill Financial Advisors Inc 4.730 -21,60 449 -21,78
2026-05-15 13F Glen Eagle Advisors, LLC 5 -92,54 0 -100,00
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-04-13 13F Arwa Llc 2.695 -21,91 256 -21,95
2026-04-23 13F Accurate Wealth Management, LLC 2.384 -3,13 226 -3,83
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-22 13F Western Financial Corp/CA 3.857 -6,77 366 -6,87
2026-05-12 13F Kovack Advisors, Inc. 4.461 -7,27 423 -7,64
2026-04-21 13F OneAscent Financial Services LLC 2.924 -25,54 278 -25,74
2026-01-23 13F HBW Advisory Services LLC 0 -100,00 0
2026-05-08 13F Northwestern Mutual Investment Management Company, Llc 0 -100,00 0
2026-04-24 13F Bedminster, LLC 4.050 -47,59 385 -47,76
2026-05-11 13F Umb Bank N A/mo 21.903 -2,90 2.080 -3,17
2026-05-18 13F Centaurus Financial, Inc. 3.918 -2,61 0
2026-05-12 13F Rsm Us Wealth Management Llc 49.562 -6,32 4.706 -6,83
2026-05-14 13F Hilton Capital Management, LLC 0 -100,00 0
2026-01-22 13F Bear Mountain Capital, Inc. 0 -100,00 0
2026-05-11 13F Allianz Asset Management GmbH 669.011 -5,55 63.523 -5,82
2026-05-14 13F BNP Paribas Asset Management Holding S.A. 477.622 -48,81 45.350 51.434,09
2026-05-14 13F Mcguire Capital Advisors Inc 194 -1,02 18 0,00
2026-02-04 13F Hallmark Capital Management Inc 0 -100,00 0
2026-04-21 13F Pallas Capital Advisors LLC 4.267 -2,89 405 -3,11
2026-04-27 13F Tsfg, Llc 331 -19,07 0
2026-05-12 13F Colonial Trust Co / SC 1.359 -8,91 129 -9,15
2026-05-01 13F Thrivent Financial For Lutherans 435.566 -2,92 41 -2,38
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-04-17 13F Bell Investment Advisors, Inc 4.711 -6,38 447 -6,68
2026-05-06 13F Precision Wealth Strategies, LLC 3.786 -12,64 359 -12,86
2026-04-30 13F Vertex Investment Solutions Co., Ltd. 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 2.427 -29,39 231 -29,36
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-04-22 13F Larry Mathis Financial Planning, LLC 4.919 -22,60 467 -22,81
2026-05-20 13F TrueWealth Financial Partners 2.679 -64,94 254 -65,06
2026-05-15 13F National Philanthropic Trust 0 -100,00 0 -100,00
2026-05-13 13F Ci Investments Inc. 47.247 -20,54 4.486 -20,76
2026-05-18 13F Cim, Llc 100.687 -0,10 9.560 -0,39
2026-05-14 13F Fort Point Capital Partners LLC 66.739 -4,25 6.337 -4,96
2026-04-10 13F Perigon Wealth Management, LLC 118.052 -1,69 11.209 -1,97
2026-05-14 13F Renaissancere Holdings Ltd 0 -100,00 0
2026-04-21 13F Columbus Macro, LLC 48.838 -22,16 4.637 -22,38
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-13 13F Stockman Wealth Management, Inc. 397.518 -27,69 37.744 -27,89
2026-04-15 13F Optivise Advisory Services LLC 10.225 -13,22 971 -13,47
2026-05-12 13F Tme Financial, Inc. 35.348 -6,01 3.356 -6,26
2026-05-04 13F Headland Capital, LLC 0 -100,00 0
2026-05-04 13F Lifeworks Advisors, LLC 186.396 -0,89 17.698 -1,17
2026-05-13 13F Concord Investment Counsel Inc. 6.235 -13,26 592 -13,45
2026-04-09 13F TrueWealth Advisors, LLC 2.385 -0,38 226 -0,44
2026-05-05 13F Compass Financial Group, Inc. 25.826 -0,15 2.452 -0,41
2026-05-15 13F MidFirst Bank 0 -100,00 0
2026-04-20 13F Fairvoy Private Wealth, LLC 2.204 -30,08 209 -30,33
2026-05-14 13F Brown Brothers Harriman & Co 19.528 -0,01 1.854 -0,27
2026-05-12 13F M&t Bank Corp 14.864 -2,31 1.411 -2,56
2026-02-10 13F Waterloo Capital, L.P. 0 -100,00 0
2026-06-01 13F Concorde Asset Management, LLC 15.988 -0,99 1.518 -1,24
2026-04-28 13F ORG Wealth Partners, LLC 15.288 -3,73 1.452 -4,03
2026-04-24 13F Capital Asset Advisory Services LLC 0 -100,00 0
2026-04-14 13F FC Advisory LLC 8.826 -3,51 838 -3,68
2026-05-06 13F Shared Vision Wealth Group LLC 68.009 -3,98 6.457 -4,79
2026-04-22 13F Integrated Wealth Management 5.486 -3,53 521 -3,88
2026-05-15 13F Fiduciary Trust Co 12.607 -16,10 1.197 -16,29
2026-05-12 13F Creative Planning 107.925 -8,24 10.248 -8,50
2026-04-30 13F Kestra Advisory Services, LLC 105.763 -33,13 10.042 -33,32
2026-04-21 13F Decker Retirement Planning Inc. 0 -100,00 0
2026-05-15 13F Talon Private Wealth, LLC 257.501 -11,24 24.450 -10,24
2026-04-16 13F Heck Capital Advisors, LLC 160.004 -2,16 15.192 -2,43
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 13.698 -0,01 1 0,00
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0 -100,00
2026-05-15 13F Goldman Sachs Group Inc 302.215 -7,30 28.695 -7,56
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 1.930.735 -3,62 183.323 -3,90
2026-04-10 13F Magnus Financial Group LLC 2.125 -76,68 202 -76,82
2026-05-12 13F Operose Advisors LLC 11 -72,50 1 -66,67
2026-05-15 13F Perennial Investment Advisors, LLC 8.891 -5,97 844 -6,22
2026-04-17 13F Sovereign Financial Group, Inc. 5.775 -17,55 548 -17,72
2026-04-08 13F Fermata Advisors, LLC 36.076 -9,80 3.425 -10,06
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-22 13F Ifrah Financial Services, Inc. 3.253 -1,72 309 -2,22
2026-05-07 13F Johnson Financial Group, Inc. 228.370 -2,38 21.684 -2,66
2026-05-14 13F Ade, Llc 7.315 -0,61 695 -0,86
2026-04-28 13F Howe & Rusling Inc 526 -25,39 50 -26,87
2026-04-27 13F HB Wealth Management, LLC 4.593 -15,97 436 -16,15
2026-04-28 13F Altfest L J & Co Inc 2.128 -0,14 202 0,00
2026-05-15 13F Cresset Asset Management, LLC 13.527 -3,05 1.284 -3,31
2026-05-15 13F Larson Financial Group LLC 859 -26,64 82 -27,03
2026-02-03 13F Orion Capital Management LLC 0 -100,00 0
2026-05-12 13F Great Diamond Partners, LLC 0 -100,00 0
2026-04-27 13F Wbh Advisory Inc 57.475 -18,80 5.441 -19,26
2026-01-30 13F Renasant Bank 0 -100,00 0
2026-05-14 13F Evergreen Capital Management Llc 5.491 -16,24 521 -16,51
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 113.194 -3,86 10.748 -4,14
2026-04-28 13F Whittier Trust Co 432 -83,65 41 -84,06
2026-05-11 13F CacheTech Inc. 3.472 -1,17 330 -1,50
2026-04-13 13F Creative Financial Designs Inc /adv 23.979 -2,10 2.277 -2,40
2026-02-13 13F Pine Valley Investments Ltd Liability Co 0 -100,00 0
2026-05-13 13F Invst, LLC 78.244 -7,14 7.429 -7,40
2026-04-24 13F Key FInancial Inc 181 -52,37 17 -52,78
2026-05-05 13F Birchwood Financial Partners, Inc. 186 -52,19 18 -54,05
2026-04-10 13F MKT Advisors LLC 0 -100,00 0
2026-04-29 13F KDK Private Wealth Management, LLC 2.146 -4,58 204 -5,14
2026-05-06 13F Leuthold Group, Llc 81.447 -0,63 7.733 -0,91
2026-05-15 13F National Bank Of Canada /fi/ 0 -100,00 0
2026-04-22 13F Harbor Asset Planning, Inc. 0 -100,00 0
2026-05-15 13F Armis Advisers, LLC 2.484 -6,62 234 -6,40
2026-05-15 13F Mercer Global Advisors Inc /adv 11.544 -77,21 1.096 -77,28
2026-05-05 13F Fisher Asset Management, LLC 882.651 -16,40 83.808 -16,64
2026-05-11 13F Newport Capital Group, LLC 0 -100,00 0 -100,00
2026-05-11 13F Clarendon Private LLC 8.703 -3,71 826 -3,95
2026-06-04 13F Town Capital LLC 17.707 -1,39 1.681 -1,64
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-05-11 13F Allstate Corp 177.775 -41,53 16.880 -41,70
2026-04-28 13F Fortis Capital Advisors, LLC 6.045 -16,90 574 -17,05
2026-05-11 13F Aptus Capital Advisors, LLC 26.902 -14,67 2.554 -14,92
2026-05-15 13F Magnolia Capital Advisors Llc 3.501 -8,90 332 -9,04
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100,00 0
2026-02-17 13F Prelude Capital Management, Llc 0 -100,00 0
2026-05-05 13F Premier Financial Group 0 -100,00 0
2026-04-29 13F Schmidt P J Investment Management Inc 3.158 -42,28 300 -42,50
2026-04-02 13F Ares Financial Consulting, LLC 0 -100,00 0
2026-01-08 13F Legacy Private Trust Co. 0 -100,00 0
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-05-14 13F Pinnacle Financial Partners, Inc. 20.593 -1,37 1.955 -1,66
2026-05-08 13F Grand Wealth Management, Llc 0 -100,00 0
2026-04-21 13F Paradigm Financial Partners, Llc 4.265 -87,38 405 -87,44
2026-05-12 13F Insigneo Advisory Services, Llc 27.622 -0,13 2.623 -0,42
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 3.120 -7,94 296 -8,39
2026-04-08 13F JGP Wealth Management, LLC 36.823 -3,85 3.496 -4,11
2026-05-07 13F one8zero8, LLC 0 -100,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 149.992 -11,06 14.238 -11,45
2026-05-13 13F Brinker Capital Investments, LLC 109.405 -30,81 10.388 -31,01
2026-02-13 13F Bragg Financial Advisors, Inc 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 2.711.021 -0,21 257.411 -0,49
2026-05-12 13F Strategy Asset Managers Llc 15.845 -1,01 1.504 -1,31
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-04-21 13F River Street Advisors LLC 6.212 -1,48 590 -1,83
2026-02-06 13F Municipal Employees' Retirement System of Michigan 0 -100,00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 10 -76,74 1 -100,00
2026-04-16 13F Lincoln Capital Corp 2.673 -2,09 254 -2,32
2026-04-07 13F Farther Finance Advisors, LLC 113.332 -4,64 10.729 -5,19
2026-05-18 13F Arkadios Wealth Advisors 30.629 -3,34 2.908 -3,61
2026-02-11 13F Viewpoint Capital Management LLC 0 -100,00 0
2026-05-15 13F XTX Topco Ltd 0 -100,00 0
2026-05-15 13F Engineers Gate Manager LP 0 -100,00 0
2026-04-16 13F Annex Advisory Services, LLC 12.914 -98,57 1.226 -98,57
2026-01-15 13F Allspring Global Investments Holdings, LLC 0 -100,00 0
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc Put 4.500 -77,72 427 -77,80
2026-02-10 13F Fortis Advisors, LLC 0 -100,00 0
2026-04-27 13F Sound Income Strategies, LLC 5.010 -0,77 474 -1,66
2026-04-21 13F GHP Investment Advisors, Inc. 14.818 -2,46 1.407 -2,77
2026-05-06 13F DecisionPoint Financial, LLC 0 -100,00 0
2026-05-14 13F Pacific Financial Group Inc 10.877 -2,33 1.033 -2,64
2026-05-05 13F Aventura Private Wealth, LLC 354 -3,01 34 -2,94
2026-04-16 13F Sheets Smith Wealth Management 18.573 -4,05 1.764 -4,34
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-04-24 13F Saxony Capital Management, LLC 0 -100,00 0
2026-05-14 13F Vernal Point Advisors, LLC 0 -100,00 0
2026-02-11 13F Endurance Services Ltd 0 -100,00 0
2026-04-20 13F LifeWealth Investments, LLC 0 -100,00 0
2026-02-04 13F Clark Wealth Partners 0 -100,00 0 -100,00
2026-04-09 13F Tompkins Financial Corp 795 -13,11 75 -13,79
2026-04-14 13F Kozak & Associates, Inc. 1 -99,56 0 -100,00
2026-04-08 13F Archer Investment Management, LLC 5.920 -58,99 562 -59,10
2026-02-17 13F MGB Wealth Management, LLC 0 -100,00 0
2026-04-17 13F CENTRAL TRUST Co 91 -73,78 9 -75,76
2026-04-27 13F Meramec Financial Planners, LLC 0 -100,00 0
2026-04-28 13F RHS Financial, LLC 14.200 -30,14 1.348 -30,34
2026-04-15 13F Fifth Third Securities, Inc. 6.994 -9,38 664 -9,54
2026-05-15 13F Legacy Capital Wealth Partners, LLC 7.384 -1,19 701 -1,41
2026-04-08 13F RDA Financial Network 15.691 -1,26 1.490 -1,59
2026-05-13 13F Triumph Capital Management 383 -3,28 36 -2,70
2026-02-13 13F Alerus Financial Na 0 -100,00 0
2026-04-24 13F Private Advisor Group, LLC 230.583 -2,61 21.894 -2,89
2026-04-30 13F Independence Bank of Kentucky 1.211 -2,65 115 -3,39
2026-05-14 13F Proficio Capital Partners LLC 22.475 -71,27 2.114 -71,63
2026-04-14 13F Focus Financial Network, Inc. 43.111 -1,55 4.093 -1,82
2026-05-11 13F Adams Wealth Management 3.472 -1,17 330 -1,50
2026-05-13 13F Natixis Advisors, L.p. 0 -100,00 0
2026-05-12 13F Benjamin Edwards Inc 35.819 -53,58 3.401 -53,71
2026-05-15 13F State of Tennessee, Treasury Department 2.478.109 -0,35 235.296 -1,12
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