TIP / iShares Trust - iShares TIPS Bond ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares TIPS 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
(%)
2026-05-11 13F WFA of San Diego, LLC 3.564 -1,25 393 -0,76
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 740 -4,52 82 -4,71
2026-05-13 13F Franklin Resources Inc 35.815 -0,59 3.953 -0,18
2026-05-12 13F Rathbone Brothers plc 46.842 -20,32 5.169 -20,00
2026-04-22 13F Janney Montgomery Scott LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 123.114 -31,50 12.634 -36,15
2026-05-13 13F/A Jpmorgan Chase & Co 665.645 -0,35 73.454 0,05
2026-04-07 13F Park Avenue Securities Llc 0 -100,00 0
2026-05-15 13F Bluefin Capital Management, Llc 0 -100,00 0
2026-05-15 13F Fmr Llc 4.392.983 -21,20 484.810 -20,88
2026-05-13 13F Mariner, LLC 84.914 -36,87 9.371 -36,61
2026-04-22 13F Stone Point Wealth LLC 0 -100,00 0
2026-05-05 13F Meridian Management Co 90.732 -36,84 10.013 -36,58
2026-02-09 13F Coldstream Capital Management Inc 0 -100,00 0
2026-04-22 13F Atwater Malick LLC 5.250 -12,40 579 -12,01
2026-05-13 13F Kovitz Investment Group Partners, LLC 134.085 -6,55 14.798 -6,16
2026-04-28 13F Peak Financial Management, Inc. 21.004 -1,93 2.318 -1,53
2026-04-17 13F Mezzasalma Advisors, LLC 4.754 -89,76 525 -89,72
2026-04-17 13F Viewpoint Capital Management LLC 1.550 -16,22 171 -15,76
2026-05-12 13F Axos Invest Inc. 53.027 -0,56 5.852 -0,14
2026-05-04 13F Summit Wealth Group, LLC 5.185 -6,46 572 -6,08
2026-04-15 13F Fortitude Family Office, LLC 24.065 -16,36 2.656 -16,03
2026-05-01 13F Emerald Investment Partners, Llc 1.677 -0,59 185 0,00
2026-05-05 13F Smith, Moore & Co. 6.863 -1,34 757 -0,92
2025-12-08 13F NWF Advisory Services Inc. 12.309 -42,65 1.323 -40,57
2026-04-30 13F Fortune Financial Advisors, LLC 18.215 -0,11 2.010 0,30
2026-02-12 13F Gould Capital, LLC 0 -100,00 0
2026-05-12 13F Mitsubishi UFJ Trust & Banking Corp 0 -100,00 0
2026-05-13 13F Valued Retirements, Inc. 2.701 -2,17 298 -1,65
2026-02-12 13F CIBC Private Wealth Group, LLC 6.409 -5,85 704 -7,00
2026-05-14 13F EP Wealth Advisors, Inc. 13.347 -12,14 1.473 -11,80
2026-05-15 13F United Capital Financial Advisers, Llc 9.808 -2,31 1.082 -1,99
2026-04-30 13F Hsbc Holdings Plc 309.639 -40,43 34.178 -40,18
2026-05-11 13F Citigroup Inc 54.452 -10,24 6.009 -9,87
2026-05-04 13F Barrett & Company, Inc. 1.019 -5,74 112 -5,08
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5.923 -1,04 654 -0,61
2026-05-15 13F Toroso Investments, LLC 42.338 -46,07 4.660 -45,99
2026-02-04 13F Invst, LLC 0 -100,00 0
2026-04-21 13F Grey Fox Wealth Advisors, LLC 10.238 -3,15 1.130 -2,76
2026-02-02 13F Vawter Financial, Ltd. 0 -100,00 0
2026-04-08 13F Mma Asset Management Llc 10.418 -15,53 1.150 -15,20
2026-05-11 13F Scratch Capital Llc 21.618 -14,39 2.386 -14,05
2026-05-01 13F Climber Capital SA 15.770 -31,60 1.739 -31,30
2026-01-30 13F Canandaigua National Bank & Trust Co 5.447 -11,73 599 -12,83
2026-05-13 13F Scotia Capital Inc. 0 -100,00 0
2026-05-11 13F OpenArc Corporate Advisory, LLC 2.199 -21,99 243 -21,68
2026-05-15 13F Headinvest, Llc 2.019 -30,31 223 -30,19
2026-05-15 13F MGO Private Wealth, LLC 4.268 -82,33 471 -82,29
2026-05-07 13F Lyell Wealth Management, Lp 21.383 -11,19 2.360 -10,85
2026-04-29 13F Cary Street Partners Financial Llc 2.611 -2,10 288 -1,71
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 241 -26,07 26 -25,71
2026-05-14 13F Level Four Advisory Services, Llc 29.549 -0,97 3.261 -0,55
2026-04-20 13F GSB Wealth Management, LLC 2.370 -2,03 262 -1,51
2026-02-10 13F Garde Capital, Inc. 0 -100,00 0
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-02-26 13F Ssa Swiss Advisors Ag 48.907 -21,39 5.375 -22,30
2025-12-16 13F Emergent Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-04-06 13F WASHINGTON TRUST Co 13.225 -17,16 1.460 -16,82
2026-04-24 13F Keybank National Association/oh 609.035 -4,12 67.213 -3,72
2026-04-29 13F Hughes Financial Services, LLC 23.185 -1,17 2.559 -0,78
2026-05-12 13F Werba Rubin Papier Wealth Management 2.358 -35,40 260 -35,16
2026-05-14 13F Coastal Bridge Advisors, LLC 26.380 -0,56 2.911 -0,14
2026-04-15 13F Norden Group Llc 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 2.496 -2,27 275 -1,79
2026-02-11 13F Parallel Advisors, LLC 49.857 -2,33 5.491 -3,29
2026-01-23 13F Transcend Wealth Collective, Llc 0 -100,00 0 -100,00
2026-04-20 13F TFB Advisors LLC 7.322 -19,36 808 -18,96
2026-05-01 13F Eq Wealth Advisors, Llc 3.895 -2,72 430 -2,50
2026-02-13 13F Beacon Financial Advisory LLC 0 -100,00 0 -100,00
2026-04-29 13F Sigma Investment Counselors Inc 26.771 -7,81 2.954 -7,43
2026-05-05 13F Putnam Fl Investment Management Co 4.082 -3,06 451 -2,60
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-05-08 13F Blair William & Co/il 46.413 -0,36 5.122 0,06
2026-05-15 13F Beacon Pointe Advisors, LLC 188.405 -10,59 20.792 -10,22
2026-02-11 13F Shared Vision Wealth Group LLC 0 -100,00 0
2026-05-08 13F Pnc Financial Services Group, Inc. 455.864 -3,71 50.309 -3,32
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 1.218 -74,55 134 -74,48
2026-05-04 13F Mml Investors Services, Llc 135.693 -43,52 14.975 -43,29
2026-04-30 13F DMG Group, LLC 4.812 -23,35 531 -23,04
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-14 13F Atomi Financial Group, Inc. 2.337 -0,21 258 0,00
2026-04-30 13F Personal Cfo Solutions, Llc 3.644 -3,88 402 -3,37
2026-02-12 13F FineMark National Bank & Trust 7.268 -8,31 799 -9,42
2026-04-20 13F WealthSpring Partners, LLC 2.377 -7,40 262 -7,09
2026-04-28 13F Integrated Advisors Network LLC 16.318 -2,63 1.801 -2,23
2026-04-21 13F Patton Albertson Miller Group, Llc 14.116 -0,28 1.558 0,13
2026-05-13 13F Parkside Financial Bank & Trust 9.355 -5,53 1.032 -5,15
2026-05-13 13F Fox Hill Wealth Management 8.045 -2,51 888 -2,10
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 0 -100,00 0
2026-02-03 13F Van Strum & Towne Inc. 0 -100,00 0
2026-04-20 13F Inscription Capital, LLC 5.958 -1,37 657 -0,90
2026-05-12 13F Bnp Paribas Arbitrage, Sa 120.712 -22,66 13.322 -22,34
2026-04-22 13F Foundation Wealth Management, LLC\PA 2.624 -17,97 290 -17,66
2026-05-06 13F Alteri Wealth LLC 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-15 13F Avos Capital Management, LLC 5.975 -51,58 659 -51,40
2026-04-30 13F Csenge Advisory Group 2.877 -9,10 317 -8,65
2026-05-05 13F Cullen/frost Bankers, Inc. 7.958 -3,02 878 -2,55
2026-04-15 13F Curbstone Financial Management Corp 53.340 -0,49 5.887 -0,08
2026-04-27 13F Td Private Client Wealth Llc 13.288 -7,56 1.466 -7,16
2026-05-05 13F SOUTH STATE Corp 13.406 -2,80 1.479 -2,38
2026-04-23 13F PayPay Securities Corp 8 -27,27 1 -100,00
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-04-07 13F Eastern Bank 354 -16,11 39 -15,22
2026-04-22 13F DORVAL Corp 115.978 -33,77 12.799 -33,50
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 2.085 -20,48 230 -20,14
2026-05-13 13F Forefront Analytics, LLC 0 -100,00 0
2026-05-14 13F Financial Network Wealth Advisors LLC 1.606 -0,12 177 0,57
2026-02-03 13F Legacy Wealth Managment, LLC/ID 0 -100,00 0
2026-04-24 13F Key FInancial Inc 1.059 -0,19 117 0,00
2026-05-04 13F Procyon Private Wealth Partners, LLC 17.605 -3,61 1.943 -3,24
2026-04-21 13F Red Tortoise LLC 1.839 -0,97 203 -0,98
2026-01-16 13F Trust Co Of Vermont 4.699 -8,51 516 -9,63
2026-04-27 13F Mosley Wealth Management 2.927 -23,03 326 -23,17
2026-05-14 13F Mission Creek Capital Partners, Inc. 3.340 -25,26 369 -25,05
2026-05-14 13F Marshall Wace, Llp 323.345 -22,49 35.684 -22,17
2026-04-22 13F Viewpoint Investment Partners Corp 277.560 -26,80 22.422 -46,20
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-14 13F Prospera Financial Services Inc 10.920 -3,44 1.207 -3,05
2026-01-08 13F Grove Bank & Trust 0 -100,00 0
2026-04-22 13F Caldwell Trust Co 4.718 -14,40 521 -14,05
2026-05-11 13F Shepherd Financial Partners LLC 3.133 -2,61 346 -2,27
2026-05-15 13F Note Advisors, LLC 11.432 -1,08 1.262 -0,86
2026-05-11 13F Integrity Alliance, Llc. 4.500 -11,61 497 -11,27
2026-05-15 13F Evelyn Partners Investment Management (Europe) Ltd 29.825 -4,17 3.291 -3,77
2026-05-06 13F HighMark Wealth Management LLC 0 -100,00 0
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-13 13F WealthCollab, LLC 18.870 -4,08 2.082 -3,70
2026-05-12 13F Ameritas Advisory Services, LLC 10.972 -5,58 1.211 -5,25
2026-02-23 13F Vinland Capital Management Gestora de Recursos LTDA. 0 -100,00 0 -100,00
2026-05-11 13F First National Bank Of Omaha 3.009 -0,56 332 -0,30
2026-04-16 13F Capital Investment Advisors, LLC 16.052 -1,50 1.772 -1,12
2026-04-16 13F BridgePort Financial Solutions, LLC 0 -100,00 0
2026-04-21 13F Sequent Planning LLC 34.013 -2,95 3.754 -2,57
2026-04-24 13F James Investment Research Inc 23.472 -2,01 2.590 -1,60
2026-02-17 13F Dark Forest Capital Management Lp 0 -100,00 0
2026-05-08 13F United Financial Planning Group LLC 0 -100,00 0
2026-05-14 13F Vident Advisory, LLC 0 -100,00 0
2026-01-15 13F Columbus Macro, LLC 0 -100,00 0
2026-02-05 13F Plante Moran Financial Advisors, LLC 0 -100,00 0 -100,00
2026-04-21 13F Financial Architects, LLC 0 -100,00 0
2026-04-08 13F Winter & Associates, Inc. 4.359 -24,69 483 -24,21
2026-04-24 13F National Asset Management, Inc. 6.120 -45,09 675 -44,90
2026-05-12 13F Creative Planning 110.029 -8,47 12.143 -8,10
2026-05-15 13F London & Capital Asset Management Ltd 4.635 -2,67 511 -2,29
2026-02-13 13F Retirement Capital Strategies 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp Call 106.100 -26,98 11.709 -26,68
2026-05-06 13F Assetmark, Inc 1.081.805 -2,41 119.388 -2,01
2026-05-12 13F Portside Wealth Group, LLC 7.770 -4,18 857 -3,82
2026-01-09 13F First Heartland Consultants, Inc. 0 -100,00 0
2026-03-26 13F Leonteq Securities AG Call 0 -100,00 0
2026-04-30 13F Mv Capital Management, Inc. 0 -100,00 0
2026-05-15 13F Cerity Partners LLC 62.208 -4,59 6.865 -4,20
2026-04-10 13F Armstrong Advisory Group, Inc 1.221 -24,54 135 -24,29
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 105.500 -10,77 11.643 -10,41
2026-05-05 13F UBS Group AG Put 0 -100,00 0
2026-05-05 13F UBS Group AG Call 0 -100,00 0
2026-04-13 13F Bank of New Hampshire 0 -100,00 0
2026-05-29 13F Keel Point, LLC 8.087 -8,58 892 -8,23
2026-04-14 13F Wealthcare Advisory Partners LLC 11.826 -2,91 1.305 -2,47
2026-05-11 13F Fourth Dimension Wealth, LLC 2.011 -16,59 222 -16,29
2026-05-15 13F XTX Topco Ltd 3.776 -9,36 417 -8,97
2026-05-15 13F Royal Bank Of Canada 792.456 -2,13 87.455 -1,73
2026-04-17 13F Vermillion Wealth Management, Inc. 60 -42,31 7 -45,45
2026-05-13 13F Park Square Financial Group, LLC 122 -52,34 13 -51,85
2026-04-24 13F Smithbridge Asset Management Inc/de 1.924 -55,16 212 -54,99
2026-05-01 13F Pacific Life Fund Advisors LLC 120.173 -30,48 13.262 -30,20
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-05-18 13F Edgestream Partners, L.P. 9.162 -73,78 1.011 -73,67
2026-02-13 13F Templeton & Phillips Capital Management, LLC 0 -100,00 0
2026-04-13 13F Arkansas Financial Group, Inc. 106.618 -7,99 11.825 -7,15
2026-04-21 13F Cypress Capital Advisors, LLC 40.346 -5,24 4.453 -4,85
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100,00 0
2026-04-03 13F Adirondack Trust Co 27.598 -2,90 3.046 -2,50
2026-05-14 13F Venture Visionary Partners LLC 2.478 -8,05 273 -7,77
2026-04-28 13F Busey Wealth Management 5.979 -2,11 660 -1,79
2026-04-13 13F IFP Advisors, Inc 34.208 -0,12 3.775 0,29
2026-05-06 13F Hartland & Co., LLC 3.950 -14,59 436 -14,37
2026-04-22 13F J. L. Bainbridge & Co., Inc. 2.146 -2,14 237 -2,07
2026-04-21 13F Gilpin Wealth Management, Llc 2.313 -12,49 255 -12,07
2026-04-20 13F City State Bank 14.130 -1,74 1.559 -1,33
2026-05-12 13F CIBC Bancorp USA Inc. 5.998 -11,88 662 -12,68
2026-02-17 13F Driehaus Capital Management Llc 0 -100,00 0
2026-05-15 13F Transamerica Financial Advisors, Inc. 31.547 -2,41 3.482 -2,03
2026-05-12 13F IFG Advisory, LLC 114 -96,01 13 -96,17
2026-05-14 13F Thryve Wealth Management Llc 0 -100,00 0
2026-05-04 13F Savant Capital, LLC 13.256 -26,96 1.463 -26,68
2026-05-13 13F Elm Partners Management LLC 4.787 -6,43 528 -6,05
2026-05-06 13F Meridian Wealth Management, LLC 0 -100,00 0
2026-05-08 13F Rik Saylor Financial, Inc. 5.407 -0,17 597 0,17
2026-05-13 13F Visionary Wealth Advisors 3.805 -10,09 420 -9,89
2026-05-13 13F Verger Capital Management LLC 99.195 -3,43 10.947 -3,04
2026-05-13 13F Archvest Wealth Advisors, Inc. 16.985 -0,42 1.874 0,00
2026-05-13 13F Heritage Trust Co 21.667 -4,65 2.391 -4,25
2026-04-28 13F Stephens Inc /ar/ 5.473 -1,79 604 -1,31
2026-05-12 13F Partners Capital Investment Group, Llp 569.232 -21,19 62.820 -20,87
2026-01-23 13F Private Wealth Management Group, LLC 0 -100,00 0
2026-04-28 13F Shayne & Co., Llc 8.840 -0,45 976 -0,10
2026-04-28 13F Whittier Trust Co Of Nevada Inc 2.320 -5,07 257 -4,83
2026-05-05 13F Journey Advisory Group, LLC 3.551 -5,61 392 -5,33
2026-05-12 13F Tiaa Trust, National Association 15.633 -62,77 1.725 -62,62
2026-05-14 13F Safeguard Investment Advisory Group, LLC 3.015 -6,71 333 -6,48
2026-05-06 13F Ascent Wealth Partners, LLC 18.377 -10,48 2.028 -10,11
2026-01-22 13F Willis Johnson & Associates, Inc. 0 -100,00 0
2026-05-15 13F Brown Advisory Inc 2.496 -1,69 275 -1,43
2026-05-08 13F Buck Wealth Strategies, LLC 100.838 -2,96 11.128 -2,57
2026-05-04 13F Legacy Financial Group LLC 0 -100,00 0
2026-02-13 13F Truvestments Capital Llc 0 -100,00 0
2026-02-10 13F David R. Rahn & Associates Inc. 0 -100,00 0
2026-05-07 13F Tidemark, LLC 1.127 -1,57 124 -0,80
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 2.018 -16,27 223 -15,91
2026-05-08 13F Pinnacle Holdings, LLC 1.846 -9,02 204 -8,97
2026-05-15 13F Guggenheim Capital Llc 76.291 -6,01 8.419 -5,63
2026-02-10 13F Belvedere Trading LLC Put 0 -100,00 0
2026-02-10 13F Belvedere Trading LLC Call 0 -100,00 0
2026-05-15 13F DV Trading LLC 16.728 -29,77 1.846 -29,46
2026-02-10 13F Belvedere Trading LLC 0 -100,00 0
2026-05-14 13F Ballentine Partners, LLC 0 -100,00 0
2026-04-16 13F IVC Wealth Advisors LLC 2.822 -7,90 311 -7,44
2026-05-20 13F/A Arete Wealth Advisors, LLC 13.660 -10,15 1.509 150.700,00
2026-05-15 13F Graham Capital Management, L.P. 0 -100,00 0
2026-04-30 13F BRYN MAWR TRUST Co 1.091 -47,82 120 -47,60
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-01-14 13F Redhawk Wealth Advisors, Inc. 0 -100,00 0
2026-05-07 13F Bearing Point Capital, Llc 10.662 -6,00 1.177 -5,62
2026-05-15 13F Passaic Partners LLC 155.596 -57,23 17.172 -57,06
2026-05-11 13F Godfrey Financial Associates, Inc. 4.224 -0,54 466 0,00
2026-05-04 13F Archer Investment Corp 997 -43,06 110 -42,71
2026-01-29 13F Comerica Bank 40.329 -3,32 4.433 -4,46
2026-04-30 13F First National Bank & Trust Co Of Newtown 72.535 -14,10 8.005 -13,76
2026-05-12 13F Cannon Financial Strategists, Inc. 15.739 -1,32 1.737 -0,91
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 3.641 -52,78 402 -52,66
2026-04-09 13F Tilia Fiduciary Partners, Inc. 4.551 -5,40 502 -4,92
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-05-13 13F Triumph Capital Management 461 -23,80 51 -24,24
2026-01-23 13F Wallace Advisory Group, LLC 0 -100,00 0
2026-05-07 13F Grandview Asset Management LLC 3.887 -12,00 429 -11,55
2026-01-29 13F Concurrent Investment Advisors, LLC 5.916 -0,99 650 -2,11
2026-05-07 13F JMG Financial Group, Ltd. 3.930 -1,92 434 -1,59
2026-04-16 13F Upper Left Wealth Management, LLC 4.811 -1,23 531 -0,93
2026-01-30 13F Axis Wealth Partners, LLC 0 -100,00 0
2026-02-13 13F Barclays Plc 29.404 -3,64 3.232 -4,77
2026-04-10 13F Charles Schwab Trust Co 65.874 -13,94 7.270 -13,60
2026-04-23 13F Bigelow Investment Advisors, LLC 6.487 -0,96 716 -0,56
2026-05-12 13F Strategy Asset Managers Llc 2.447 -0,45 270 0,00
2026-05-15 13F TRUE Private Wealth Advisors 4.774 -0,48 527 -0,19
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-04-14 13F Focus Financial Network, Inc. 2.698 -37,53 298 -37,34
2026-04-21 13F E&G Advisors, LP 13.145 -0,44 1.450 -0,07
2026-04-17 13F Sovereign Financial Group, Inc. 8.456 -8,90 933 -8,53
2026-05-12 13F Rsm Us Wealth Management Llc 11.244 -26,45 1.241 -26,32
2026-05-04 13F N.E.W. Advisory Services LLC 2.888 -0,21 319 0,00
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100,00 0
2026-05-13 13F Capital Wealth Alliance, LLC 3.658 -0,25 404 -0,74
2026-05-13 13F Bank Of Montreal /can/ 26.585 -15,54 2.934 -15,21
2026-04-30 13F Private Harbour Investment Management & Counsel, LLC 4.855 -1,02 536 -0,74
2026-02-13 13F Pine Valley Investments Ltd Liability Co 9.839 -1,75 1.081 -2,88
2026-04-27 13F Soltis Investment Advisors LLC 8.276 -35,13 913 -34,88
2026-04-30 13F Texas Bank & Trust Co 25.262 -8,71 2.788 -8,35
2026-04-24 13F Goldstone Financial Group, LLC 1.996 -0,15 220 0,46
2026-05-04 13F Envestnet Asset Management Inc 1.961.201 -3,87 216.438 -3,47
2026-05-15 13F IHT Wealth Management, LLC 5.552 -1,10 613 -0,81
2026-04-27 13F Truist Financial Corp 119.047 -5,12 13.138 -4,73
2026-05-13 13F SRS Capital Advisors, Inc. 18.386 -44,22 2.029 -43,98
2026-02-10 13F Natixis Advisors, L.p. 0 -100,00 0
2026-04-16 13F Envision Financial LLC 4.500 -50,00 497 -49,85
2026-05-20 13F Norris Financial Group, LLC 0 -100,00 0 -100,00
2026-05-12 13F Atlantic Union Bankshares Corp 9.226 -2,44 1.018 -2,02
2026-05-06 13F Modera Wealth Management, LLC 33.313 -1,97 3.676 -1,58
2026-05-06 13F Vista Capital Partners, Inc. 1.971 -11,85 218 -11,43
2026-05-15 13F Destination Wealth Management 2.352 -17,76 260 -17,52
2026-04-13 13F Farrell Financial LLC 6.950 -2,37 767 -1,92
2026-04-22 13F Samalin Investment Counsel, LLC 27.059 -2,42 2.986 -2,00
2026-04-21 13F Berkshire Money Management, Inc. 0 -100,00 0
2026-05-01 13F American Trust 5.438 -11,63 600 -11,24
2026-01-29 13F ProVise Management Group, LLC 0 -100,00 0
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-01-14 13F ORG Partners LLC 2.032 -7,76 224 -8,94
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-04-15 13F DecisionMap Wealth Management, LLC 6.058 -2,12 669 -1,76
2026-05-04 13F Brookwood Investment Group LLC 15.156 -18,82 1.673 -18,48
2026-04-14 13F Patriot Investment Management Inc. 9.577 -2,24 1.057 -1,86
2026-05-01 13F 180 Wealth Advisors, Llc 10.147 -9,39 1.120 -9,02
2026-05-13 13F Principal Securities, Inc. 69.063 -3,89 7.622 -3,51
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-05-12 13F Virtue Asset Management Llc 4.505 -3,45 497 -2,93
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-15 13F Man Group plc 361.604 -36,59 39.907 -36,33
2026-02-06 13F Kilter Group LLC 0 -100,00 0
2026-04-08 13F Miracle Mile Advisors, LLC 23.233 -8,38 2.564 -8,04
2026-04-10 13F Windsor Capital Management, LLC 0 -100,00 0
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-05-08 13F McAdam, LLC 2.906 -3,84 321 -3,61
2026-04-23 13F SJS Investment Consulting Inc. 49 -7,55 5 0,00
2026-05-04 13F King Wealth 2.567 -3,79 0
2026-05-07 13F AlTi Global, Inc. 2.445 -1,33 270 -1,10
2026-04-27 13F FSM Wealth Advisors, LLC 3.207 -20,38 354 -20,14
2026-04-30 13F Vertex Investment Solutions Co., Ltd. 46.300 -51,37 5.109 -51,28
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-02-03 13F Orion Capital Management LLC 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 5.653 -1,40 624 -1,11
2026-02-17 13F Main Street Financial Solutions, LLC 2.348 -15,33 258 -16,23
2026-05-15 13F National Bank Of Canada /fi/ 13.761 -70,54 1.518 -70,43
2026-04-22 13F Horizon Advisory Services, Inc. 0 -100,00 0
2026-02-09 13F White Pine Capital Llc 0 -100,00 0
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-08 13F Resources Investment Advisors, LLC. 55.689 -3,42 6.146 -3,03
2026-05-12 13F Tme Financial, Inc. 75.693 -1,81 8.354 -1,40
2026-05-01 13F Thrivent Financial For Lutherans 13.789 -10,52 2 0,00
2026-05-04 13F Fortress Financial Solutions, LLC 0 -100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 0 -100,00 0
2026-01-13 13F New Covenant Trust Company, N.A. 0 -100,00 0
2026-05-21 13F Essential Partners LLC 677 -5,84 75 -6,33
2026-02-11 13F Janney Capital Management LLC 2.660 -0,86 0
2026-01-15 13F Signature Wealth Management Group 0 -100,00 0
2026-04-09 13F Park Place Capital Corp 0 -100,00 0
2026-04-22 13F Spire Wealth Management 4.921 -93,25 543 -93,22
2026-04-10 13F Perigon Wealth Management, LLC 17.781 -6,45 1.962 -6,08
2026-01-30 13F Ellenbecker Investment Group 0 -100,00 0 -100,00
2026-02-09 13F Choate Investment Advisors 0 -100,00 0
2026-05-15 13F Goldman Sachs Group Inc 213.302 -54,44 23.540 -54,25
2026-05-20 13F TrueWealth Financial Partners 0 -100,00 0
2026-02-13 13F Healthcare Of Ontario Pension Plan Trust Fund 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 53.874 -30,40 5.945 -30,12
2026-04-17 13F AdvisorNet Financial, Inc 1.482 -6,68 164 -6,32
2026-04-27 13F Fulton Breakefield Broenniman Llc 75.812 -2,07 8.367 -1,67
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-02-11 13F Fiera Capital Corp 0 -100,00 0
2026-04-27 13F PFG Investments, LLC 12.879 -3,67 1.421 -3,27
2026-04-17 13F Atlas Brown,Inc. 6.811 -2,98 752 -2,59
2026-05-15 13F Manufacturers Life Insurance Company, The 388.070 -5,17 42.827 -4,78
2026-04-21 13F WealthNavi Inc. 654.936 -5,43 72 -5,26
2026-04-24 13F Bull Street Advisors, LLC 18.713 -1,16 2 0,00
2026-04-16 13F Phillips Financial Management, Llc 27.336 -29,82 3.017 -29,55
2026-05-15 13F Peapack Gladstone Financial Corp 12.414 -10,25 1 0,00
2026-04-13 13F Gibraltar Capital Management, Inc. 21.016 -5,21 2.319 -4,80
2026-04-13 13F Cyndeo Wealth Partners, LLC 2.348 -9,76 259 -9,44
2026-04-15 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 4.118 -3,22 454 -2,78
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-08 13F Hardin Capital Partners, LLC 4.934 -4,73 544 -4,39
2026-05-12 13F Hanlon Investment Management, Inc. 10.223 -3,55 1.128 -3,09
2026-02-17 13F Snowden Capital Advisors LLC 15.417 -2,23 1.695 -3,37
2026-05-13 13F Signature Equity Partners, LLC 301 -3,83 33 -2,94
2026-05-05 13F Oder Investment Management, LLC 4.493 -4,83 496 -4,44
2026-02-06 13F Orcam Financial Group 0 -100,00 0
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0 -100,00
2026-01-09 13F Zrc Wealth Management, Llc 0 -100,00 0
2026-05-05 13F Golden Bell Financial Planning LLC 21.220 -0,32 2.342 0,09
2026-04-06 13F CX Institutional 0 -100,00 0
2026-05-06 13F Frontier Asset Management, LLC 65.554 -0,51 7.235 -0,10
2026-05-15 13F 3EDGE Asset Management, LP 298.592 -36,49 32.950 -36,35
2026-05-05 13F Atria Investments Llc 7.454 -27,56 823 -27,26
2026-04-15 13F Merit Financial Group, LLC 9.875 -2,89 1.090 -2,51
2026-01-27 13F Institute for Wealth Management, LLC. 0 -100,00 0
2026-04-21 13F Pinnacle Associates Ltd 8.438 -3,47 931 -3,02
2026-04-10 13F Perfromance Wealth Partners, LLC 8.489 -0,82 937 -0,43
2026-05-13 13F Federation des caisses Desjardins du Quebec 385.936 -0,31 42.592 0,10
2026-02-23 13F Vinland Capital Management Gestora de Recursos LTDA. Call 0 -100,00 0 -100,00
2026-04-08 13F Evanson Asset Management, LLC 3.486 -6,14 385 -5,88
2026-02-23 13F Vinland Capital Management Gestora de Recursos LTDA. Put 0 -100,00 0 -100,00
2026-05-08 13F Darden Wealth Group Inc 14.220 -4,55 1.569 -4,15
2026-05-13 13F First Trust Advisors Lp 36.366 -4,17 4.013 -3,76
2026-04-21 13F Nemes Rush Group LLC 22 -33,33 2 -33,33
2026-04-16 13F Waystone Advisors Llc 8.449 -5,18 932 -4,80
2026-04-15 13F Retireful, LLC 3.149 -8,51 348 -8,44
2026-05-15 13F Ascent Group, LLC 4.210 -7,74 465 -7,39
2026-04-21 13F Wedbush Securities Inc 6.343 -4,83 1
2026-05-01 13F Sovran Advisors, LLC 1.915 -11,71 214 -10,88
2026-01-27 13F Summit Financial Strategies, Inc. 0 -100,00 0
2026-05-13 13F American Financial Advisors, LLC 5.354 -4,15 591 -3,75
2026-05-04 13F Milestones Private Investment Advisors LLC 11.772 -3,58 1.299 -3,13
2026-05-11 13F Tranquilli Financial Advisor LLC 6.037 -1,02 666 -0,60
2026-05-08 13F Prudent Man Advisors, LLC 0 -100,00 0
2026-05-15 13F Fairview Capital Investment Management, Llc 58.437 -1,97 6.449 -1,57
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-14 13F Integrity Financial Corp /WA 29 -21,62 3 -25,00
2026-05-15 13F/A EverSource Wealth Advisors, LLC 443 -11,04 49 -11,11
2026-05-12 13F Awm Capital, Llc 5.674 -0,87 626 -0,48
2026-04-29 13F Duncker Streett & Co Inc 4.663 -37,03 515 -36,78
2026-05-06 13F Deutsche Bank Ag\ 16.452 -8,94 1.816 -8,56
2026-04-29 13F Austin Asset Management Co Inc 2.762 -60,97 305 -60,88
2026-02-05 13F Hills Bank & Trust Co 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 31.352 -17,54 3.460 -17,21
2026-04-20 13F SILVER OAK SECURITIES, Inc 4.274 -8,42 472 -8,19
2026-05-01 13F Strategic Wealth Advisors LLC 347 -14,32 0
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 7.486 -0,74 826 -0,24
2026-05-15 13F Asset Management Group, Inc. 74.894 -1,17 8.265 -0,77
2026-02-06 13F Trajan Wealth LLC 0 -100,00 0
2026-05-05 13F Fisher Asset Management, LLC 3.689 -12,02 407 -11,52
2026-02-11 13F Townsquare Capital Llc 0 -100,00 0 -100,00
2026-04-08 13F High Point Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Old Mission Capital Llc 2.290 -94,21 253 -94,20
2026-04-09 13F Key Client Fiduciary Advisors, LLC 1.903 -0,89 210 0,00
2026-05-15 13F Quadcap Wealth Management, LLC 0 -100,00 0
2026-05-06 13F Quest 10 Wealth Builders, Inc. 4.944 -0,40 546 0,00
2026-04-28 13F Cypress Capital, LLC 162.607 -1,60 17.945 -1,19
2026-05-15 13F Clark Capital Management Group, Inc. 7.336 -0,46 810 -0,12
2026-05-15 13F Mercer Global Advisors Inc /adv 87.557 -16,81 9.663 -16,48
2026-04-07 13F Calder Financial LLC 11.855 -2,94 1.308 -2,53
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 9.864 -15,12 1.089 -11,62
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 118.816 -35,72 13.113 -35,90
2026-05-06 13F Sterling Financial Planning, Inc. 14.276 -3,98 1.575 -3,61
2026-02-13 13F Graney & King, LLC 0 -100,00 0
2026-04-21 13F Parker Financial LLC 4.102 -5,42 453 -5,04
2026-05-07 13F one8zero8, LLC 0 -100,00 0
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100,00 0
2026-02-17 13F Discovery Capital Management, Llc / Ct 0 -100,00 0
2026-05-08 13F TMB Capital Partners, LLC 2.148 -4,58 237 -4,05
2026-05-05 13F Birchwood Financial Partners, Inc. 0 -100,00 0
2026-04-20 13F Park Edge Advisors, LLC 2.791 -7,86 308 -7,23
2026-05-14 13F Capital Analysts, Inc. 7.103 -6,75 1
2026-04-28 13F Westfuller Advisors, LLC 4.056 -33,45 448 -33,18
2026-05-14 13F StoneX Group Inc. 6.426 -33,53 709 -33,24
2026-05-08 13F Red Lighthouse Investment Management, Llc 0 -100,00 0
2026-05-14 13F Pinnacle Financial Partners, Inc. 9.860 -29,05 1.088 -28,75
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0 -100,00
2026-05-08 13F Moors & Cabot, Inc. 3.469 -35,88 383 -35,69
2026-05-15 13F Evelyn Partners Investment Management Services Ltd 0 -100,00 0
2026-05-07 13F Dakota Wealth Management 209.372 -10,22 23.106 -9,85
2026-05-14 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 -100,00 0
2026-05-13 13F Jaffetilchin Investment Partners, LLC 6.850 -5,41 756 -4,91
2026-04-17 13F Buffalo Business & Estate Services Ltd 0 -100,00 0
2026-05-05 13F Regions Financial Corp 2.049 -63,58 226 -63,43
2026-05-08 13F Maia Wealth LLC 0 -100,00 0
2026-04-27 13F Garrett Wealth Advisory Group, LLC 0 -100,00 0
2026-05-06 13F Zhang Financial LLC 15.922 -15,18 1.757 -14,83
2026-04-13 13F Fiduciary Financial Group, Llc 6.667 -26,95 736 -26,72
2026-05-12 13F Insigneo Advisory Services, Llc 25.671 -7,52 2.833 -7,11
2026-05-15 13F Engineers Gate Manager LP 0 -100,00 0
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-05-12 13F Klingenstein Fields & Co Lp 6.814 -0,67 752 -0,27
2026-04-08 13F NorthCrest Asset Manangement, LLC 9.101 -38,53 1.009 -38,20
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 240.027 -1,36 26.381 97.607,41
2026-05-14 13F Modern Wealth Management, LLC 16.338 -42,12 1.803 -41,88
2026-05-26 13F Peak Planning Group, LLC 0 -100,00 0 -100,00
2026-02-17 13F SIH Partners, LLLP 0 -100,00 0
2026-04-15 13F Signature Estate & Investment Advisors Llc 5.955 -4,15 657 -3,67
2026-05-06 13F Tandemgrowth Financial Advisors Llc 24.966 -1,53 2.755 -1,11
2026-04-15 13F Archford Capital Strategies, LLC 17.445 -15,08 1.925 -14,71
2026-04-21 13F Chapin Davis, Inc. 7.382 -3,06 815 -2,63
2026-05-15 13F Larson Financial Group LLC 13.219 -17,84 1.459 -17,53
2026-02-13 13F Icon Wealth Advisors, LLC 0 -100,00 0
2026-05-06 13F Bartlett & Co. Wealth Management Llc 15.690 -42,54 1.753 -41,62
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-05-16 13F Sunbelt Securities, Inc. 124 -8,15 14 -7,14
2026-04-07 13F Sage Capital Advisors,llc 46.338 -0,02 5.114 0,39
2026-05-05 13F PFG Advisors 5.058 -12,79 558 -12,40
2026-04-20 13F Courier Capital Llc 10.375 -6,15 1.145 -5,84
2026-04-27 13F Latitude Advisors, LLC 2.924 -2,86 323 -2,42
2026-03-12 13F Nalls Sherbakoff Group, Llc 545 -18,41 60 -16,90
2026-04-14 13F Northwest Wealth Management, Llc 5.444 -22,13 601 -21,87
2026-04-23 13F Glass Jacobson Investment Advisors llc 2.319 -8,92 256 -8,60
2026-04-08 13F RDA Financial Network 2.308 -0,22 255 0,00
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 8.279 -3,84 914 -3,49
2026-05-06 13F Bessemer Group Inc 358 -9,60 0
2026-04-08 13F Archer Investment Management, LLC 1.828 -96,30 202 -96,30
2026-04-09 13F Wealth Quarterback LLC 2.673 -8,80 295 -8,70
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 0 -100,00 0
2026-04-09 13F Yanni & Associates Investment Advisors, LLC 0 -100,00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 2.531 -0,39 279 0,00
2026-04-28 13F Howe & Rusling Inc 0 -100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-05-15 13F Change Path, LLC 12.280 -5,52 1.355 -5,11
2026-05-15 13F Glen Eagle Advisors, LLC 3.258 -6,06 360 -5,77
2026-04-23 13F Financial & Tax Architects, LLC 38.141 -11,53 4.209 -11,17
2026-04-14 13F Baldwin Brothers Inc/ma 394.233 -14,37 43.508 -14,02
2026-04-24 13F 4Thought Financial Group Inc. 0 -100,00 0
2026-04-15 13F Optivise Advisory Services LLC 0 -100,00 0
2026-02-03 13F Alpha Cubed Investments, LLC 5.937 -13,38 653 -14,44
2026-04-29 13F CFS Investment Advisory Services, LLC 21.522 -20,68 2.399 -19,55
2026-04-17 13F Murphy & Mullick Capital Management Corp 186 -54,85 21 -55,56
2026-04-06 13F Old Port Advisors 2.131 -7,51 235 -7,11
2026-05-04 13F Lutz Financial Services LLC 130.532 -2,00 14.406 -1,60
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