SUB / iShares Trust - iShares Short-Term National Muni Bond ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares Short-Term National Muni Bond ETF
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Institutionelle und Fonds-Eigentümerschaft - Verkäufer

Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-05-12 13F/A Signature Securities Group Corporation 2.846 -1,56 303 -1,62
2026-04-17 13F Morris Financial Concepts, Inc. 2.798 -1,10 298 -1,00
2026-04-27 13F Truist Financial Corp 53.249 -18,35 5.671 -18,51
2026-05-15 13F MAI Capital Management 26.010 -6,01 2.770 -6,17
2026-01-07 13F Private Client Services, Llc 0 -100,00 0
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-13 13F Petra Financial Advisors Inc 4.512 -23,04 481 -23,20
2026-04-21 13F Polaris Investment Advisors, LLC 4.485 -3,22 478 -3,44
2026-02-02 13F Sachetta, LLC 0 -100,00 0
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 197.812 -25,26 20.639 -27,05
2026-04-09 13F TruWealth Advisors, LLC 0 -100,00 0
2026-04-29 13F Tilson Financial Group, Inc. 5.600 -1,96 596 -2,13
2026-05-06 13F May Hill Capital, LLC 18.435 -0,76 1.963 -0,96
2026-04-27 13F Greenleaf Trust 49.788 -0,90 5.302 -1,08
2026-05-14 13F JHP Wealth Management, LLC 3.956 -27,57 421 -27,66
2026-04-15 13F Scott Capital Advisors, LLC 5.364 -27,53 572 -27,63
2026-01-16 13F Cyr Financial Inc. 0 -100,00 0
2026-04-17 13F Mezzasalma Advisors, LLC 3.396 -14,16 362 -14,45
2026-04-22 13F Penney Financial, LLC 24.446 -0,65 2.603 -0,84
2026-05-13 13F Godshalk Welsh Capital Management, Inc. 13.050 -6,45 1.390 -6,65
2026-04-21 13F Columbus Macro, LLC 0 -100,00 0
2026-05-14 13F Cwm, Llc 49.746 -7,06 5.298 105.840,00
2026-04-16 13F Stephen J. Garry & Associates, Llc 2.467 -32,72 263 -32,99
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-10 13F Voisard Asset Management Group, Inc. 48.092 -8,50 5.122 -8,67
2026-04-21 13F Roth Financial Partners LLC 15.360 -0,68 1.636 -0,91
2026-04-13 13F Garrett Investment Advisors LLC 8.271 -5,39 881 -5,58
2026-04-30 13F Private Trust Co Na 1.357 -66,75 145 -66,90
2026-04-30 13F Hsbc Holdings Plc 8.601 -0,36 916 -0,54
2026-05-15 13F/A Independent Financial Group, Llc 2.765 -6,75 294 -6,96
2026-04-21 13F One Wealth Advisors, LLC 2.062 -29,70 220 -29,81
2026-05-11 13F Jordan Park Group LLC 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-29 13F Efficient Advisors, LLC 5.024 -1,88 535 -2,01
2026-05-06 13F Angeles Wealth Management, Llc 20.218 -46,96 2.153 -47,05
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 52.599 -0,30 5.602 -0,50
2026-04-23 13F Accurate Wealth Management, LLC 5.672 -0,09 604 -0,49
2026-03-06 13F Brighton Securities Corp. 0 -100,00 0
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 8.419 -2,70 897 -2,93
2026-04-21 13F Venturi Wealth Management, LLC 0 -100,00 0
2026-05-13 13F/A Jpmorgan Chase & Co 603.574 -5,79 64.257 -6,00
2026-05-15 13F Wellspring Financial Advisors, LLC 0 -100,00 0
2026-04-16 13F First Community Trust Na 2.240 -92,69 239 -92,72
2026-05-11 13F OpenArc Corporate Advisory, LLC 4.612 -33,49 491 -33,56
2026-05-11 13F Umb Bank N A/mo 40.419 -6,57 4.305 -6,76
2026-05-06 13F Meridian Wealth Management, LLC 19.794 -0,23 2.108 -0,38
2026-02-10 13F Garde Capital, Inc. 0 -100,00 0
2026-04-27 13F/A New World Advisors LLC 0 -100,00 0
2026-04-30 13F Opus Capital Group, LLC 62.230 -0,92 7 0,00
2026-05-07 13F Vision Retirement, LLC 762 -56,51 81 -56,45
2026-04-28 13F/A First Citizens Asset Management, Inc. 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 55.511 -2,84 5.900 -3,22
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2026-05-11 13F Allstate Corp 1.047.584 -32,32 111.568 -32,44
2026-04-16 13F Envision Financial LLC 8.639 -3,71 920 -3,87
2026-04-15 13F Founders Grove Wealth Partners, Llc 15.923 -17,42 1.696 -17,60
2026-04-28 13F Probity Advisors, Inc. 3.327 -0,54 354 -0,56
2026-05-11 13F Pathstone Holdings, LLC 19.216 -12,17 2.047 -12,34
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 52.953 -29,22 5.639 -29,35
2026-05-12 13F Croban 2.200 -35,18 234 -35,36
2026-05-12 13F Kovack Advisors, Inc. 2.599 -2,51 276 -2,82
2026-05-14 13F Northern Trust Corp 8.341 -31,78 888 -31,90
2026-04-22 13F Pasadena Private Wealth, LLC 2.278 -97,32 243 -97,33
2026-04-20 13F Longview Financial Advisors LLC 250 -91,11 27 -91,30
2026-04-23 13F McBroom & Associates, LLC 22.126 -5,38 2.356 -5,53
2026-04-08 13F McNaughton Wealth Management, LLC 13.311 -0,49 1.418 -0,70
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 190.620 -2,69 20.301 -2,87
2026-04-22 13F Stone House Investment Management, LLC 528 -23,26 56 -23,29
2026-04-06 13F CX Institutional 2.658 -75,50 0 -100,00
2026-02-10 13F Swmg, Llc 0 -100,00 0
2026-04-27 13F FSM Wealth Advisors, LLC 10.730 -18,56 1.143 -18,72
2026-01-27 13F Meritage Portfolio Management 30.465 -6,57 3.251 -6,64
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 7.136 -23,73 760 -23,95
2026-05-12 13F Ark & Tlk Investments, Llc 7.501 -34,93 799 -35,07
2026-05-15 13F Larson Financial Group LLC 59.865 -7,70 6.376 -7,88
2026-02-17 13F Imprint Wealth LLC 0 -100,00 0
2026-05-01 13F Patten & Patten Inc/tn 7.340 -1,34 782 -1,51
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 5.205 -3,81 554 -3,99
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-05-14 13F Synergy Investment Management, LLC 3.446 -35,37 367 -35,39
2026-05-14 13F Atomi Financial Group, Inc. 28.458 -3,44 3.031 -3,63
2026-04-22 13F Spire Wealth Management 4.699 -14,98 500 -15,11
2026-04-28 13F Stratos Wealth Partners, LTD. 55.467 -17,07 5.907 -17,22
2026-04-13 13F Robinhood Asset Management, LLC 755.267 -1,61 80.436 -1,80
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-05-01 13F Thrivent Financial For Lutherans 11.236 -2,79 1 0,00
2026-04-08 13F Miracle Mile Advisors, LLC 54.617 -72,32 5.817 -72,37
2026-04-21 13F Foster & Motley Inc 3.648 -13,12 0
2026-05-13 13F Bank Of Montreal /can/ 632.784 -4,50 67.391 -4,68
2026-05-01 13F Seaside Wealth Management, Inc. 14.063 -2,16 1.498 -2,35
2026-05-12 13F Stifel Financial Corp 298.813 -5,33 31.824 -5,51
2026-05-12 13F M&t Bank Corp 111.949 -5,15 11.923 -5,33
2026-04-21 13F Narus Financial Partners, LLC 22.218 -1,94 2.366 -2,11
2026-04-16 13F Phillips Financial Management, Llc 34.823 -18,49 3.709 -18,65
2026-02-17 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 11.934 -4,13 1.271 -4,37
2026-05-12 13F Alaethes Wealth LLC 69.878 -19,10 7.442 -19,25
2026-04-20 13F McKinley Carter Wealth Services, Inc. 3.355 -9,00 357 -9,16
2026-04-09 13F Everhart Financial Group, Inc. 7.801 -0,31 831 -0,48
2026-04-07 13F Hobart Private Capital, LLC 16.436 -5,97 1.750 -6,17
2026-05-14 13F Betterment LLC 186.835 -6,31 20 -9,52
2026-05-14 13F Us Bancorp \de\ 476.766 -10,11 50.776 -10,28
2026-04-09 13F Baron Financial Group, LLC 40.930 -0,04 4.359 -0,21
2026-04-29 13F Armor Investment Advisors, LLC 3.504 -3,07 373 -3,12
2026-02-17 13F Elequin Capital Lp 0 -100,00 0
2026-04-17 13F BCS Wealth Management 2.292 -50,00 244 -50,10
2026-05-13 13F NewEdge Wealth, LLC 23.645 -8,44 2.518 -8,60
2026-05-14 13F Hrt Financial Lp 0 -100,00 0
2026-04-21 13F Grimes & Company, Inc. 5.210 -1,03 555 -1,25
2026-05-05 13F Compass Financial Group, Inc. 7.293 -0,59 777 -0,77
2026-05-14 13F Advisory Alpha, LLC 15.437 -3,65 1.644 -3,80
2026-05-05 13F Keyvantage Wealth, Llc 2.623 -0,15 279 -0,36
2026-02-11 13F Liberty Square Wealth Partners Llc 0 -100,00 0
2026-04-28 13F Integrated Advisors Network LLC 52.262 -40,57 5.566 -40,69
2026-05-07 13F Rothschild Investment Llc 3 -99,26 0 -100,00
2026-05-08 13F Highview Capital Management LLC/DE/ 26.916 -2,53 2.867 -2,72
2026-05-11 13F MainStreet Investment Advisors LLC 9.599 -4,81 1.022 -4,93
2026-04-22 13F Shotwell Rutter Baer Inc 0 -100,00 0
2026-04-21 13F Paradigm Financial Partners, Llc 16.980 -5,40 1.808 -5,59
2026-04-28 13F Ntv Asset Management Llc 2.768 -13,12 295 -13,27
2026-04-22 13F Essential Planning, LLC. 2.546 -3,56 271 -3,56
2026-04-29 13F WPG Advisers, LLC 3.908 -0,26 416 -0,48
2026-04-23 13F TFC Financial Management 0 -100,00 0
2026-01-09 13F Silverlake Wealth Management Llc 0 -100,00 0
2026-05-04 13F Sentinel Wealth Management, Inc. 45.459 -1,00 4.841 -1,18
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-20 13F CWA Asset Management Group, LLC 3.402 -13,61 362 -13,81
2026-04-16 13F Smith Thornton Advisors LLC 17.424 -3,03 1.856 -3,23
2026-05-11 13F MCF Advisors LLC 2.167 -1,14 231 -1,29
2026-05-11 13F Atlas Legacy Advisors, LLC 2.485 -5,62 265 -5,71
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-24 13F Bull Street Advisors, LLC 10.675 -1,84 1 0,00
2026-04-17 13F Discipline Wealth Solutions, LLC 6.559 -7,18 699 -7,30
2026-04-15 13F BDFS Capital LLC 2.764 -0,90 294 -1,01
2026-04-20 13F MBM Wealth Consultants, LLC 35.894 -1,59 3.823 -1,77
2026-04-28 13F Berger Financial Group, Inc 8.709 -3,42 928 -3,64
2026-01-20 13F Austin Private Wealth, LLC 5.003 -36,91 534 -37,00
2026-05-13 13F BlackRock, Inc. 23.811 -13,42 2.536 -13,60
2026-04-17 13F Arkfeld Wealth Strategies, L.L.C. 12.187 -0,90 1.299 -1,14
2026-05-04 13F Procyon Private Wealth Partners, LLC 6.800 -18,63 724 -18,74
2026-04-13 13F Creative Financial Designs Inc /adv 7.414 -2,52 790 -2,71
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0 -100,00
2026-02-13 13F National Bank Of Canada /fi/ 0 -100,00 0
2026-05-14 13F Allworth Financial LP 596.499 -0,71 63.527 -0,89
2026-05-04 13F Wsfs Capital Management, Llc 10.450 -16,47 1.113 -16,64
2026-04-14 13F FC Advisory LLC 21.501 -9,04 2.290 -9,24
2026-05-27 13F Capasso Planning Partners LLC 2.791 -8,64 297 -8,90
2026-05-08 13F McAdam, LLC 11.296 -7,77 1.203 -7,89
2026-04-08 13F Exchange Bank 10.360 -0,72 1.103 -0,90
2026-05-11 13F Catalyst Financial Partners Llc 14.264 -7,76 1.519 -7,94
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-05 13F Sofi Wealth, Llc 30 -97,37 3 -97,52
2026-04-21 13F Red Tortoise LLC 18.766 -2,06 1.999 -2,25
2026-05-01 13F Mutual Advisors, LLC 20.721 -2,03 2.207 -2,22
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 7.584 -17,09 806 -17,33
2026-05-12 13F Baker Avenue Asset Management, LP 0 -100,00 0
2026-05-08 13F Maia Wealth LLC 2.718 -8,48 290 -9,12
2026-05-12 13F Omega Financial Group, LLC 22.844 -7,16 2.433 -7,35
2026-05-07 13F Koss-Olinger Consulting, LLC 6.419 -11,95 684 -12,21
2026-04-15 13F Redhawk Wealth Advisors, Inc. 10.935 -9,93 1.165 -10,12
2026-04-07 13F CoreCap Advisors, LLC 5.006 -1,18 533 -1,30
2026-02-17 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-21 13F VCI Wealth Management LLC 2.004 -11,56 213 -11,62
2026-04-17 13F Stewardship Advisors, LLC 10.927 -17,49 1.164 -17,69
2026-05-06 13F Diversified Portfolios, Inc. 43.164 -8,02 4.597 -8,21
2026-04-30 13F Donaldson Capital Management, Llc 4.357 -17,75 464 -17,88
2026-05-04 13F Mml Investors Services, Llc 111.836 -13,30 11.911 -13,46
2026-05-11 13F Rinkey Investments 7.165 -20,90 763 -21,01
2026-04-21 13F Accredited Investor Services, Llc 16.847 -2,20 1.794 -2,39
2026-05-15 13F Cresset Asset Management, LLC 11.360 -4,46 1.210 -4,65
2026-04-20 13F Greenup Street Wealth Management Llc 21.044 -22,64 2.241 -22,78
2026-05-05 13F Atria Investments Llc 25.841 -4,47 2.752 -4,64
2026-05-11 13F Bailard, Inc. 174.632 -12,48 18.598 -12,64
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-23 13F Foronjy Financial Llc 17.805 -7,16 1.896 -7,33
2026-05-07 13F Johnson Financial Group, Inc. 133 -92,94 14 -93,00
2026-05-15 13F XTX Topco Ltd 2.703 -3,01 288 -3,37
2026-04-15 13F Riversedge Advisors, Llc 3.531 -4,64 376 -4,81
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 2.285 -21,99 243 -22,12
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 40.141 -6,99 4.270 -7,27
2026-05-14 13F Ade, Llc 14.471 -9,53 1.541 -9,67
2026-05-14 13F Keebeck Wealth Management, LLC 7.118 -28,61 758 -28,69
2026-04-23 13F Willis Johnson & Associates, Inc. 283.043 -1,66 30.144 -1,84
2026-05-15 13F Goldman Sachs Group Inc 404.443 -0,68 43.073 -0,87
2026-05-14 13F Vivaldi Capital Management, LLC 5.444 -3,46 580 -3,66
2026-04-28 13F DGS Capital Management, LLC 330.165 -2,09 35.163 -2,28
2026-02-09 13F Financial Advisory Corp /ut/ /adv 0 -100,00 0
2026-04-10 13F Revolve Wealth Partners, LLC 4.954 -2,44 528 -2,59
2026-05-13 13F Lido Advisors, LLC 28.039 -5,96 2.986 -6,16
2026-01-28 13F HB Wealth Management, LLC 0 -100,00 0
2026-05-12 13F First American Trust, Fsb 43.282 -5,90 4.610 -6,07
2026-04-24 13F James Investment Research Inc 29.533 -7,46 3.145 -7,64
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-04-07 13F Agate Pass Investment Management, LLC 0 -100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 15.168 -11,90 1.615 -12,04
2026-04-21 13F Pacific Park Financial, Inc. 0 -100,00 0
2026-04-16 13F Capital Investment Advisors, LLC 12.060 -2,35 1.284 -2,51
2026-05-14 13F Dynasty Wealth Management, Llc 0 -100,00 0
2026-01-20 13F Maryland Capital Advisors Inc. 13.433 -0,97 1.433 -1,04
2026-05-08 13F Burling Wealth Partners, Llc 0 -100,00 0
2026-04-23 13F Caliber Wealth Management, LLC / KS 2.068 -45,52 220 -45,68
2026-05-15 13F Quantinno Capital Management LP 114.752 -0,77 12.221 -0,95
2026-04-20 13F Clune & Associates, Ltd. 31.451 -23,89 3.350 -24,04
2026-05-06 13F Assetmark, Inc 45.078 -9,75 4.801 -9,93
2026-05-01 13F Abound Financial, Llc 146 -44,70 16 -46,43
2026-05-05 13F Fisher Asset Management, LLC 41.935 -5,88 4.466 -6,06
2026-05-14 13F Integrity Financial Corp /WA 1.245 -35,32 133 -35,61
2026-04-27 13F Exencial Wealth Advisors, Llc 28.894 -3,18 3.077 -3,36
2026-04-07 13F Legacy Private Trust Co. 9.113 -2,15 971 -2,32
2026-05-06 13F Deutsche Bank Ag\ 66.510 -9,29 7.083 -9,46
2026-04-20 13F Fiduciary Alliance LLC 1.946 -4,04 207 -4,17
2026-02-03 13F Oak Family Advisors, Llc 0 -100,00 0 -100,00
2026-04-29 13F Strategic Blueprint, LLC 11.542 -8,73 1.229 -8,90
2026-02-02 13F Oppenheimer & Co Inc 0 -100,00 0 -100,00
2026-05-06 13F Zhang Financial LLC 72.582 -2,22 7.730 -2,40
2026-05-14 13F Rock Point Advisors, LLC 8.573 -1,23 913 -1,40
2026-05-05 13F Bank of New York Mellon Corp 4.932.802 -4,15 525.343 -4,33
2026-04-23 13F American National Bank 1.584 -76,82 169 -76,95
2026-05-14 13F Gwn Securities Inc. 49.558 -19,26 5.278 -19,42
2026-02-17 13F New Vernon Capital Holdings II LLC 0 -100,00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 8.554 -0,98 911 -1,09
2026-05-14 13F Beaird Harris Wealth Management, LLC 18.287 -2,60 1.948 -2,80
2026-04-22 13F TruNorth Capital Management, LLC 9.734 -3,34 1.037 -3,54
2026-05-12 13F Hilltop Partners LLC 5.998 -3,55 639 -3,77
2026-04-24 13F UMA Financial Services, Inc. 5.361 -4,05 571 -4,36
2026-05-06 13F German American Bancorp, Inc. 36.771 -2,13 3.916 -2,32
2026-05-12 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-01-27 13F PFG Advisors 0 -100,00 0
2026-05-04 13F Avantax Planning Partners, Inc. 46.116 -11,69 4.911 -11,85
2026-05-15 13F Advisor Group Holdings, Inc. 210.257 -19,84 22.394 -19,99
2026-05-15 13F Lazard Asset Management Llc 20.305 -1,31 2.162 -1,50
2026-05-05 13F Crestwood Advisors Group LLC 434.108 -14,55 46.233 -14,71
2026-04-17 13F Legacy Wealth Partners, LLC 0 -100,00 0
2026-05-14 13F North Dallas Bank & Trust Co 33.611 -3,31 3.580 -3,48
2026-05-06 13F SP Asset Management LLC 0 -100,00 0
2026-04-29 13F American Wealth Advisors, LLC 9.949 -0,16 1.060 -0,38
2026-05-14 13F Rockbridge Investment Management, LCC 13.299 -0,01 1.416 -0,21
2026-04-09 13F Wedmont Private Capital 13.813 -5,36 1.472 -5,71
2026-04-27 13F BIP Wealth, LLC 95.672 -46,25 10.189 -46,35
2026-04-24 13F Smithbridge Asset Management Inc/de 11.492 -50,00 1.224 -50,12
2026-02-17 13F High Falls Advisors, Inc 2.653 -12,27 283 -12,11
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.734 -59,83 398 -59,94
2026-05-15 13F Smartleaf Asset Management LLC 2.092 -25,02 223 -25,25
2026-05-05 13F Steel Peak Wealth Management LLC 21.046 -1,07 2.241 -1,23
2026-04-28 13F Stephens Inc /ar/ 4.413 -2,86 470 -3,10
2026-05-14 13F Galvin, Gaustad & Stein, LLC 13.896 -11,47 1.480 -11,65
2026-05-05 13F Beaumont Financial Advisors, LLC 4.643 -13,78 494 -13,94
2026-05-14 13F Bank Of Hawaii 146.336 -3,37 15.585 -3,55
2026-05-14 13F Thryve Wealth Management Llc 0 -100,00 0
2026-02-10 13F Rice Partnership, LLC 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-12 13F Ballast Advisors Llc 2.949 -4,69 0 -100,00
2026-05-12 13F Ameritas Advisory Services, LLC 8.599 -1,16 916 -1,40
2026-04-23 13F Harbor Investment Advisory, Llc 89 -61,97 9 -62,50
2026-05-13 13F Balanced Rock Investment Advisor 3.060 -8,14 326 -8,45
2026-05-07 13F Sagespring Wealth Partners, Llc 5.591 -71,20 595 -71,27
2026-05-14 13F Plum Street Advisors, LLC 7.422 -5,90 790 -6,06
2026-04-10 13F Integris Wealth Management, LLC 2.685 -8,27 286 -8,65
2026-01-22 13F Premier Path Wealth Partners, LLC 10.627 -12,51 1.134 -12,58
2026-05-14 13F StoneX Group Inc. 5.462 -51,47 582 -51,58
2026-05-14 13F Modern Wealth Management, LLC 0 -100,00 0
2026-04-28 13F Life Planning Partners, Inc 54.582 -0,08 5.813 -0,27
2026-05-15 13F Citadel Advisors Llc 29.178 -59,07 3.107 -59,15
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-05 13F Westover Capital Advisors, LLC 7.692 -1,11 819 -1,21
2026-05-01 13F Wealthspire Advisors, LLC 48.114 -0,24 5.124 -0,43
2026-05-13 13F 1620 Investment Advisors, Inc. 16.199 -3,82 1.725 -4,01
2026-04-29 13F Orin Green Financial, LLC 10.833 -1,28 1.154 -1,45
2026-04-15 13F Fifth Third Securities, Inc. 22.354 -1,90 2.381 -2,10
2026-05-05 13F HighTower Advisors, LLC 421.239 -15,23 44.863 -15,38
2026-02-04 13F Timonier Family Office, LTD. 9.807 -19,71 1.046 -19,79
2026-05-04 13F Savant Capital, LLC 61.718 -0,02 6.573 -0,21
2026-04-27 13F GenTrust, LLC 6.215 -45,33 662 -45,46
2026-05-14 13F Boreal Capital Management LLC 0 -100,00 0
2026-04-24 13F Patten Group, Inc. 35.699 -6,68 3.802 -6,86
2026-05-14 13F Financial Engines Advisors L.L.C. 16.336 -26,13 1.740 -26,28
2026-05-05 13F Midwestern Financial, LLC /IA 18.124 -0,52 1.930 -0,67
2026-05-11 13F Ashton Thomas Private Wealth, LLC 4.529 -24,79 482 -24,92
2026-05-04 13F John A. Wolfe & Associates, Inc. 0 -100,00 0
2026-04-22 13F Evensky & Katz LLC 19.077 -1,99 2 0,00
2026-04-21 13F Clarus Group, Inc. 3.868 -45,47 412 -45,63
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 74.439 -94,22 7.928 -94,23
2026-05-15 13F Signal Tree Financial Partners Llc 33.439 -3,00 3.561 -3,18
2026-04-09 13F Kwmg, Llc 17.404 -6,59 1.854 -6,74
2026-01-28 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 0 -100,00 0
2026-03-23 13F/A Barclays Plc 0 -100,00 0
2026-05-14 13F Meridian Wealth Partners, LLC 69.709 -1,09 7.424 -1,26
2026-04-08 13F NorthCrest Asset Manangement, LLC 3.894 -4,70 414 -5,05
2026-05-16 13F Sunbelt Securities, Inc. 1.044 -2,25 111 -1,77
2026-04-08 13F Lineweaver Wealth Advisors, LLC 0 -100,00 0
2026-04-17 13F Viewpoint Capital Management LLC 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-02-17 13F Awm Capital, Llc 0 -100,00 0
2026-05-04 13F Flaharty Asset Management, LLC 5.167 -18,14 550 -18,28
2026-05-06 13F Aviance Capital Partners, LLC 8.044 -1,71 857 -1,95
2026-05-15 13F London & Capital Asset Management Ltd 0 -100,00 0
2026-04-27 13F Legacy Financial Group, Inc. 27.408 -3,91 2.919 -4,11
2026-05-15 13F Northeast Financial Group, Inc. 66.914 -20,86 7.128 -21,00
2026-04-30 13F Mascoma Wealth Management LLC 145 -53,07 15 -53,12
2026-05-05 13F Cullen/frost Bankers, Inc. 2.714 -39,31 289 -39,62
2026-05-13 13F O'shaughnessy Asset Management, Llc 2.209 -40,92 235 -40,95
2026-05-14 13F Financial Network Wealth Advisors LLC 218 -10,29 23 -8,00
2026-04-14 13F Juncture Wealth Strategies, Llc 16.625 -1,49 1.771 -1,67
2026-05-01 13F Avid Wealth Partners LLC 10.481 -5,37 1.116 -5,50
2026-04-07 13F Central Pacific Bank - Trust Division 3.168 -46,92 337 -47,01
2026-04-10 13F Novem Group 5.436 -0,13 579 -0,34
2026-05-07 13F Zevin Asset Management Llc 1.962 -70,00 209 -70,16
2026-05-13 13F Alesco Advisors Llc 173.848 -0,66 18.515 -0,85
2026-04-21 13F Old National Bancorp /in/ 262.352 -6,83 27.940 -7,01
2026-04-29 13F CVA Family Office, LLC 8.580 -0,26 914 -0,44
2026-04-15 13F Journey Strategic Wealth Llc 16.594 -2,07 1.767 -2,27
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-05-06 13F Quadrant Private Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Clearwater Capital Advisors, LLC 70.430 -3,14 7.501 -3,33
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 2.388 -31,52 254 -31,99
2026-05-11 13F Wealth Dimensions Group, Ltd. 0 -100,00 0
2026-04-29 13F Cahaba Wealth Management, Inc. 259.110 -0,93 27.595 -1,12
2026-05-01 13F Citizens Financial Group Inc/ri 259.354 -1,20 27.621 -1,38
2026-05-15 13F Rehmann Capital Advisory Group 24.335 -0,18 2.592 -0,38
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-01-29 13F Comerica Bank 156.602 -14,96 16.709 -15,03
2026-01-27 13F Financial Management Professionals, Inc. 0 -100,00 0
2026-05-12 13F Atlantic Union Bankshares Corp 0 -100,00 0
2026-05-08 13F Coldstream Capital Management Inc 29.494 -29,90 3.141 -30,03
2026-01-12 13F Fiduciary Financial Group, Llc 0 -100,00 0
2026-05-13 13F Calton & Associates, Inc. 1.928 -18,96 205 -18,97
2026-05-13 13F Ameritas Investment Partners, Inc. 10.963 -0,85 1.168 -1,02
2026-05-15 13F Old Mission Capital Llc 0 -100,00 0
2026-04-08 13F Sapient Capital Llc 0 -100,00 0
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 2.812 -50,00 299 -50,25
2026-05-04 13F Lutz Financial Services LLC 57.341 -0,76 6.107 -0,96
2026-02-13 13F Brown Advisory Inc 0 -100,00 0
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