VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF - Institutionelles Eigentümerschaft - Verkäufer

Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF

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.

Upgradezum Freischalten von Premium-Daten.

Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-04-22 13F Genesee Capital Advisors, LLC 16.160 -0,50 1.337 -1,69
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 2.050 -0,05 170 -1,17
2026-02-06 13F Csenge Advisory Group 0 -100,00 0
2026-04-07 13F Retirement Wealth Solutions LLC 0 -100,00 0
2026-05-15 13F Change Path, LLC 23.802 -0,88 1.970 -2,09
2026-04-20 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 0 -100,00 0
2026-05-05 13F Capital Investment Advisory Services, LLC 1.375 -1,72 114 -3,42
2026-04-10 13F Brucke Financial, Inc. 78.198 -10,28 6.471 -11,36
2026-04-07 13F Blueline Advisors Llc 59.142 -39,11 4.894 -39,84
2026-04-17 13F Worth Asset Management, LLC 0 -100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-12 13F Axos Invest Inc. 5.592 -29,58 463 -30,53
2026-05-12 13F Colonial Trust Co / SC 300 -29,74 25 -31,43
2026-05-05 13F Beaumont Financial Advisors, LLC 3.935 -4,33 326 -5,52
2026-02-13 13F Cohen & Steers, Inc. 0 -100,00 0
2026-04-22 13F Aspire Private Capital, LLC 8.586 -15,72 711 -16,76
2026-04-24 13F Swmg, Llc 3.550 -2,39 294 -3,93
2026-05-11 13F Ashton Thomas Private Wealth, LLC 21.389 -14,58 1.770 -15,64
2026-05-08 13F TPG Financial Advisors, LLC 37.491 -3,46 3.102 -4,61
2026-04-13 13F Market Street Wealth Management Advisors Llc 59.430 -3,43 4.918 -4,60
2026-05-12 13F M Holdings Securities, Inc. 0 -100,00 0
2026-01-05 13F Noble Wealth Management PBC 0 -100,00 0
2026-04-29 13F Cordatus Wealth Management LLC 8.137 -76,46 673 -76,75
2026-04-20 13F TFB Advisors LLC 5.135 -40,07 425 -40,86
2026-04-14 13F Austin Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 7.812 -11,69 646 -12,70
2026-05-13 13F Cynosure Management, Llc 10.451 -56,73 865 -57,27
2026-05-13 13F Transcend Wealth Collective, Llc 7.198 -17,60 596 -18,60
2026-04-29 13F Sigma Investment Counselors Inc 102.008 -7,88 8.441 -8,97
2026-04-10 13F OMNI 360 Wealth, Inc. 0 -100,00 0
2026-05-01 13F Associated Banc-corp 3.177 -32,61 263 -33,50
2026-04-23 13F SevenBridge Financial Group, LLC 15.942 -5,21 1.328 -5,95
2026-05-06 13F Hallmark Capital Management Inc 6.599 -0,62 546 -1,80
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-05-13 13F O'shaughnessy Asset Management, Llc 732 -8,27 61 -9,09
2026-05-20 13F RMR Capital Management, LLC 27.700 -0,18 2.292 -1,38
2026-05-05 13F Bank of New York Mellon Corp 2.067.803 -1,23 171.111 -2,41
2026-04-27 13F Investors Asset Management Of Georgia Inc /ga/ /adv 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc 380.032 -38,81 31.448 -39,54
2026-04-20 13F Sowell Financial Services LLC 87.155 -10,79 7.212 -11,84
2026-05-07 13F Capital Performance Advisors Llp 2.937 -29,64 243 -30,66
2026-01-23 13F Aspect Partners, LLC 0 -100,00 0
2026-04-08 13F NorthCrest Asset Manangement, LLC 114.956 -11,72 9.511 -12,97
2026-05-11 13F Chilton Capital Management Llc 587 -14,56 49 -15,79
2026-04-29 13F Compass Financial Group, INC/SD 3.944 -12,22 326 -13,30
2026-05-13 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-29 13F Your Advocates Ltd., LLP 0 -100,00 0
2026-05-11 13F Fourth Dimension Wealth, LLC 5.185 -8,23 429 -9,30
2026-04-15 13F Signature Estate & Investment Advisors Llc 24.429 -1,16 2.021 -2,32
2026-05-14 13F Beaird Harris Wealth Management, LLC 17.245 -5,56 1.427 -6,67
2026-05-13 13F Forum Private Client Group LLC 17.802 -4,09 1.473 -5,21
2026-01-22 13F Whitaker-Myers Wealth Managers, LTD. 0 -100,00 0
2026-05-15 13F Keating Financial Advisory Services, Inc. 726 -28,19 60 -28,57
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 34.225 -0,57 2.832 -1,73
2026-05-12 13F WCG Wealth Advisors LLC 14.574 -1,04 1.206 -2,19
2026-05-12 13F WESCAP Management Group, Inc. 359.763 -0,91 29.770 -2,09
2026-04-30 13F Petix & Botte Co 52.478 -53,85 8.772 -7,88
2026-05-14 13F Aozora Bank, Ltd. 0 -100,00 0
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 395.833 -0,12 32.755 -1,31
2026-04-20 13F Gilbert Capital Group, Inc. 31.574 -4,08 2.613 -5,22
2026-02-04 13F Drive Wealth Management, Llc 0 -100,00 0
2026-04-10 13F Capital Advantage, Inc. 973.171 -3,01 80.530 -4,17
2026-04-27 13F Revisor Wealth Management LLC 133.613 -1,85 11.054 -3,09
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-04-17 13F Vermillion Wealth Management, Inc. 844 -1,52 70 -2,82
2026-02-17 13F Boreal Capital Management LLC 0 -100,00 0
2026-05-12 13F Orcam Financial Group 12.601 -25,51 1.043 -26,41
2026-05-05 13F Atria Investments Llc 75.396 -53,96 6.239 -54,51
2026-04-09 13F Pacifica Partners Inc. 6.409 -4,50 530 -5,53
2026-04-24 13F Vision Capital Management, Inc. 7.789 -0,78 645 -1,98
2026-05-13 13F WealthCollab, LLC 6.366 -1,50 527 -2,77
2026-05-04 13F 1 North Wealth Services Llc 186.197 -2,04 15.408 -3,22
2026-05-19 13F Western Wealth Management, LLC 7.653 -7,18 633 -8,26
2026-05-14 13F SWAN Capital LLC 50.795 -4,17 4.203 -5,32
2026-04-20 13F Provenance Wealth Advisors, LLC 0 -100,00 0
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 0 -100,00 0
2026-05-13 13F Ameritas Investment Partners, Inc. 244.562 -3,00 20.237 -4,16
2026-05-04 13F Providence First Trust Co 12.907 -1,38 1.068 -2,55
2026-04-21 13F Wallace Advisory Group, LLC 3.768 -6,25 312 -7,44
2026-05-06 13F Assetmark, Inc 1.217.898 -1,82 100.781 -3,00
2026-02-13 13F Luminist Capital LLC 0 -100,00 0
2026-05-15 13F Breakwater Investment Management 2.155 -4,98 178 -5,82
2026-05-07 13F Agf Management Ltd 20.000 -0,50 1.655 -1,72
2026-05-13 13F NewEdge Wealth, LLC 170.658 -1,10 14.122 -2,28
2026-04-14 13F Amicus Financial Advisors, LLC 9.946 -2,95 823 -4,08
2026-05-14 13F White Lighthouse Investment Management Inc. 192.316 -4,09 15.914 -5,23
2026-04-22 13F Cornerstone Wealth Group, LLC 14.715 -6,01 1.225 -6,64
2026-05-11 13F Viawealth, Llc 64.598 -3,50 5.345 -4,66
2026-04-17 13F Murphy & Mullick Capital Management Corp 16.883 -3,98 1.397 -5,10
2026-05-05 13F Prosperity Consulting Group, LLC 0 -100,00 0
2026-05-01 13F Hills Bank & Trust Co 1.574 -7,03 130 -7,80
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 85.653 -3,01 7.088 -4,16
2026-04-28 13F Winthrop Capital Management, LLC 116.467 -0,84 10 0,00
2026-04-23 13F American National Bank 142 -85,01 12 -86,08
2026-04-30 13F Resona Asset Management Co.,Ltd. 18.322 -50,51 1.516 -51,10
2026-01-30 13F Urban Wealth Management, LLC 0 -100,00 0
2026-05-18 13F Edgestream Partners, L.P. 22.228 -54,66 1.839 -55,20
2026-05-13 13F United Services Automobile Association 160.545 -7,71 13.285 -8,81
2026-04-22 13F Ohio National Investments, Inc. 1.532.125 -12,27 126.783 -13,31
2026-04-15 13F Steinberganna Wealth Management 21.484 -15,81 1.778 -16,85
2026-04-20 13F Naples Global Advisors, Llc 18.082 -1,69 1.496 -2,86
2026-05-08 13F Resources Investment Advisors, LLC. 123.570 -4,90 10.225 -6,04
2026-04-27 13F Tsfg, Llc 1.298 -3,42 0
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-05-11 13F MCF Advisors LLC 630 -16,45 52 -17,46
2026-05-12 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 439.330 -21,17 36.254 -22,48
2026-04-28 13F Stratos Wealth Advisors, LLC 29.621 -11,49 2.451 -12,56
2026-04-20 13F Golden Reserve Retirement LLC 2.514 -28,82 208 -29,49
2026-05-14 13F Empower Advisory Group, LLC 7.310 -0,58 605 -1,79
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-22 13F Shum Financial Group, Inc. 10.504 -1,66 869 -2,80
2026-05-08 13F Guidance Capital, Inc 0 -100,00 0
2026-01-23 13F First PREMIER Bank 0 -100,00 0
2026-05-12 13F Stokes Family Office, LLC 15.364 -2,12 1.271 -3,27
2026-04-20 13F Fiduciary Alliance LLC 7.399 -6,39 617 -6,81
2026-05-05 13F Harmony Asset Management Llc 8.118 -0,25 672 -1,47
2026-05-06 13F HighMark Wealth Management LLC 0 -100,00 0
2026-05-15 13F Point Nemo Capital, LLC 0 -100,00 0
2026-05-12 13F Northwest Bancshares, Inc. 181.935 -19,12 15.055 -20,08
2026-05-05 13F Collaborative Wealth Managment Inc. 0 -100,00 0
2026-01-27 13F Q3 Asset Management 0 -100,00 0
2026-04-17 13F Outlook Wealth Advisors, LLC 15.584 -4,84 1.286 -6,20
2026-04-14 13F Retirement Management Systems Inc. 0 -100,00 0
2026-05-14 13F Rockefeller Capital Management L.P. 251.847 -3,24 20.840 -4,39
2026-05-15 13F Millennium Management Llc 21.780 -79,41 1.802 -79,66
2026-04-24 13F Patten Group, Inc. 17.392 -3,67 1.439 -4,83
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-14 13F Modern Wealth Management, LLC 6.327 -0,86 522 -2,25
2026-04-15 13F Braun-Bostich & Associates Inc. 56.154 -1,36 4.647 -2,54
2026-05-12 13F Harfst & Associates, Inc. 61.706 -28,05 5.106 -28,91
2026-04-24 13F Smithbridge Asset Management Inc/de 15.504 -63,98 1.283 -64,44
2026-04-23 13F Harbor Investment Advisory, Llc 0 -100,00 0
2026-06-01 13F Concorde Asset Management, LLC 2.647 -22,06 219 -22,89
2026-04-17 13F Krilogy Financial LLC 2.944 -64,94 245 -65,39
2026-04-22 13F Spire Wealth Management 11.050 -1,36 914 -2,56
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-15 13F EFG International AG 5.794 -18,71 479 -19,63
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1.692 -20,68 140 -21,35
2026-04-03 13F Global Wealth Strategies & Associates 3 -82,35 0 -100,00
2026-04-30 13F Mosaic Family Wealth Partners, Llc 32.364 -7,67 2.678 -8,76
2026-05-12 13F Leavell Investment Management, Inc. 20.126 -7,70 1.665 -8,82
2026-02-13 13F Sofos Investments, Inc. 0 -100,00 0
2026-04-13 13F St Germain D J Co Inc 160.405 -2,50 13.273 -3,66
2026-02-10 13F Calton & Associates, Inc. 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 79.724 -7,03 6.597 -8,13
2026-05-01 13F 180 Wealth Advisors, Llc 3.620 -10,60 300 -11,80
2026-05-13 13F Allie Family Office LLC 5.050 -2,98 414 -4,83
2026-05-07 13F Avidian Wealth Solutions, LLC 10.462 -6,04 866 -7,19
2026-05-19 13F Sonoma Allocations LLC 4.334 -18,10 359 -19,00
2026-01-15 13F Columbus Macro, LLC 0 -100,00 0
2026-04-17 13F CENTRAL TRUST Co 100.861 -1,82 8.346 -2,99
2026-04-09 13F Praetorian Wealth Management, Inc. 4.479 -12,19 372 -13,11
2026-05-12 13F Callahan Advisors, LLC 2.822 -3,36 233 -4,51
2026-05-15 13F Mission Wealth Management, Lp 10.210 -7,19 845 -8,36
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-04-24 13F Axis Wealth Partners, LLC 6.583 -0,41 545 -1,63
2026-04-23 13F Equita Financial Network, Inc. 218.984 -1,57 18.121 -2,75
2026-05-15 13F Two Sigma Securities, Llc 20.601 -35,37 1.705 -36,16
2026-05-13 13F Prudential Financial Inc 53.364 -71,67 4.416 -72,09
2026-04-24 13F RKL Wealth Management LLC 255.681 -4,65 21.158 -5,79
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-02-04 13F Certior Financial Group, Llc 0 -100,00 0
2026-05-14 13F Hrt Financial Lp 52.673 -75,13 4 -76,47
2026-05-07 13F Pillar Financial Advisors, LLC 805 -42,50 67 -43,59
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 106.673 -20,22 8.827 -21,17
2026-05-14 13F Trustmark National Bank Trust Department 11.629 -0,60 962 -1,74
2026-05-04 13F Objective Capital Management, LLC 3.107 -17,93 257 -18,93
2026-02-12 13F Commonwealth Equity Services, Llc 784.092 -65,49 65.668 34.280,63
2026-04-21 13F Sandro Wealth Management LLC 22.840 -5,17 1.890 -6,35
2026-02-04 13F Timonier Family Office, LTD. 3.794 -6,90 318 -7,31
2026-01-08 13F American National Bank of Texas 0 -100,00 0
2026-05-11 13F Cascade Wealth Advisors, Inc 140.444 -3,40 11.641 -4,57
2026-05-04 13F Lifeworks Advisors, LLC 0 -100,00 0
2026-05-12 13F Cascade Financial Partners, LLC 24.506 -19,18 2.028 -20,17
2026-01-30 13F Citizens National Bank Trust Department 0 -100,00 0
2026-04-15 13F Occidental Asset Management, LLC 5.106 -23,17 423 -24,10
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-04-01 13F Bangor Savings Bank 32 -66,32 3 -71,43
2026-04-24 13F Charter Oak Capital Management, LLC 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-17 13F Andina Capital Management, LLC 3.001 -49,97 248 -50,60
2026-05-04 13F Chicago Partners Investment Group LLC 21.827 -19,16 1.818 -19,70
2026-05-15 13F DT Investment Partners, LLC 0 -100,00 0
2026-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0
2026-05-07 13F AlTi Global, Inc. 12.400 -0,90 1.026 -2,01
2026-05-15 13F NorthRock Partners, LLC 82.660 -1,15 6.840 -2,33
2026-04-17 13F Legacy Wealth Partners, LLC 2.575 -6,23 213 -6,99
2026-05-13 13F Freestone Capital Holdings, LLC 5.241 -16,30 434 -17,37
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 10.482 -3,54 867 -4,73
2026-05-14 13F HighPoint Advisor Group LLC 14.848 -4,05 1.229 -5,25
2026-05-12 13F Reyes Financial Architecture, Inc. 100 -52,38 8 -52,94
2026-04-17 13F Verde Capital Management 65.473 -11,49 5.418 -12,56
2026-05-06 13F Hartland & Co., LLC 1.869 -23,02 155 -24,14
2026-04-28 13F Integrated Advisors Network LLC 102.767 -1,67 8.504 -2,85
2026-04-16 13F IVC Wealth Advisors LLC 8.858 -1,03 733 -2,14
2026-05-13 13F Mpwm Advisory Solutions, Llc 38 -62,38 3 -62,50
2026-05-01 13F Mountain Hill Investment Partners Corp. 0 -100,00 0
2026-05-14 13F Allworth Financial LP 62.287 -0,35 5.154 -1,53
2026-05-06 13F Cornerstone Planning Group LLC 200 -87,13 16 -87,69
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 0 -100,00 0
2026-05-15 13F London & Capital Asset Management Ltd 10.161 -63,14 841 -63,60
2026-04-15 13F Monument Capital Management 58.841 -4,26 4.869 -5,38
2026-05-01 13F Diversify Advisory Services, LLC 3.899 -89,90 322 -90,05
2026-05-11 13F First Financial Bankshares Inc 274.190 -0,05 22.689 -1,24
2026-05-11 13F Oxford Wealth Group, LLC 0 -100,00 0
2026-01-20 13F Roger Wittlin Investment Advisory, LLC 0 -100,00 0
2026-05-13 13F Adviser Investments LLC 14.231 -85,08 1.178 -85,26
2026-05-14 13F Us Bancorp \de\ 26.059 -14,16 2.156 -15,18
2026-05-15 13F Journey Retirement Planning & Investment Management Llc 0 -100,00 0
2026-04-17 13F Baker Ellis Asset Management LLC 10.500 -6,25 869 -7,46
2026-05-14 13F We Are One Seven, LLC 51.942 -3,94 4.298 -5,08
2026-05-13 13F McMill Wealth Management 53.646 -0,04 4.439 -1,22
2026-05-08 13F Reicon Wealth Advisors, Llc 26.187 -31,36 2.167 -32,21
2026-04-27 13F Iron Financial, LLC 3.285 -2,49 272 -3,90
2026-05-06 13F Deutsche Bank Ag\ 50.356 -3,60 4.167 -4,76
2026-05-12 13F Anchor Capital Advisors Llc 56.003 -2,29 4.634 -3,44
2026-05-11 13F Manchester Capital Management LLC 13.957 -19,82 1.155 -20,80
2026-05-08 13F Bokf, Na 798 -29,19 66 -29,79
2026-05-13 13F Brinker Capital Investments, LLC 134.952 -23,20 11.167 -24,12
2026-05-14 13F Rockbridge Investment Management, LCC 25.140 -4,62 2.080 -5,75
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 465.787 -11,97 38.544 -13,02
2026-04-21 13F North Forty Two & Co. 23.317 -2,71 1.929 -3,89
2026-05-06 13F Alteri Wealth LLC 13.713 -2,67 1.135 -3,82
2026-04-29 13F CVA Family Office, LLC 26.147 -9,25 2.164 -10,36
2026-05-07 13F REDW Wealth LLC 39.026 -2,55 3.229 -3,70
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 5.836 -1,54 483 -2,82
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 40.902 -0,35 3.385 -1,54
2026-04-16 13F Mendota Financial Group, LLC 0 -100,00 0
2026-05-14 13F Betterment LLC 28.661 -5,58 2 0,00
2026-05-15 13F Perennial Investment Advisors, LLC 7.770 -1,89 643 -3,17
2026-04-30 13F Hassell Wealth Management, LLC 303.730 -4,09 25.134 -5,27
2026-05-08 13F Urban Financial Advisory Corp 1.889 -5,97 156 -7,14
2026-05-04 13F Rps Advisory Solutions Llc 0 -100,00 0
2026-05-15 13F Manufacturers Life Insurance Company, The 29.535 -0,04 2.444 -1,21
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-17 13F BCS Wealth Management 4.177 -49,46 346 -50,14
2026-05-12 13F Moneta Group Investment Advisors Llc 3.053 -25,15 253 -26,10
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-14 13F Galvin, Gaustad & Stein, LLC 75.119 -21,63 6.216 -22,56
2026-02-12 13F Prudent Man Investment Management, Inc. 0 -100,00 0
2026-04-23 13F Granite Harbor Advisors, Inc. 0 -100,00 0
2026-05-12 13F Kovack Advisors, Inc. 5.928 -5,61 489 -6,86
2026-02-17 13F Angeles Wealth Management, Llc 0 -100,00 0
2026-05-13 13F Scotia Capital Inc. 645.564 -2,55 53.420 -3,71
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-04-20 13F Payne Capital LLC 38.105 -0,01 3.153 -1,19
2026-04-09 13F IFG Advisors, LLC 0 -100,00 0
2026-04-14 13F Pictet North America Advisors SA 33.400 -47,17 2.764 -47,81
2026-04-24 13F Prospect Financial Services LLC 72.869 -3,34 6.030 -4,50
2026-04-07 13F Signaturefd, Llc 447 -17,98 37 -20,00
2026-05-14 13F Peak Asset Management, LLC 0 -100,00 0
2026-04-21 13F Falcon Wealth Planning 8.436 -2,93 698 -3,99
2026-04-20 13F Leeward Financial Partners, LLC 23.219 -1,87 1.921 -3,03
2026-05-05 13F Sanctuary Advisors, LLC 437.471 -2,74 36.201 -3,90
2026-02-06 13F Orin Green Financial, LLC 0 -100,00 0
2026-05-07 13F Little House Capital Llc 84.922 -0,93 7.027 -2,10
2026-04-20 13F Apella Capital, LLC 345.199 -4,34 28.817 -4,65
2026-04-08 13F Miracle Mile Advisors, LLC 44.908 -11,88 3.716 -12,91
2026-04-29 13F Odyssey Capital Advisors, Inc. 17.566 -3,07 1.454 -4,22
2026-05-14 13F Hilton Capital Management, LLC 1.060.313 -18,81 87.741 -19,78
2026-04-22 13F Accretive Wealth Partners, LLC 14.038 -0,43 1.162 -1,61
2026-05-12 13F Dearborn Partners Llc 14.640 -3,79 1.211 -4,95
2026-01-29 13F Comerica Bank 204.064 -5,21 17.090 -5,61
2026-04-17 13F Sovereign Financial Group, Inc. 6.604 -14,04 546 -15,09
2026-05-12 13F M&t Bank Corp 0 -100,00 0
2026-04-30 13F Hegarty Advisors, LLC 4.163 -2,41 345 -3,64
2026-04-27 13F Meramec Financial Planners, LLC 3 -97,60 0 -100,00
2026-02-12 13F Wescott Financial Advisory Group, LLC 0 -100,00 0
2026-04-23 13F SJS Investment Consulting Inc. 358 -21,15 30 -23,68
2026-04-28 13F Golden State Wealth Management, LLC 297 -73,62 25 -74,47
2026-02-11 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 -100,00 0
2026-04-28 13F Argus Investors' Counsel, Inc. 5.406 -20,63 447 -21,58
2026-05-11 13F Citigroup Inc 337.077 -15,89 27.893 -16,89
2026-05-04 13F Lutz Financial Services LLC 3.607 -0,25 298 -1,32
2026-04-21 13F Trust Co Of Virginia /va 3.410 -0,61 282 -1,74
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-16 13F Evolve Private Wealth, Llc 5.022 -36,59 416 -37,41
2026-05-07 13F Grandview Asset Management LLC 13.035 -10,91 1.079 -11,71
2026-04-15 13F Redhawk Wealth Advisors, Inc. 25.104 -34,53 2.077 -35,32
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-05-04 13F Principal Financial Group Inc 83.401 -57,63 6.901 -58,14
2026-04-10 13F Country Trust Bank 0 -100,00 0
2026-05-15 13F Engineers Gate Manager LP 0 -100,00 0
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-05-04 13F Savant Capital, LLC 321.325 -31,46 26.590 -32,27
2026-05-08 13F Westview Management dba Westview Investment Advisors 148.252 -8,72 12.268 -9,81
2026-05-06 13F Private Wealth Asset Management, LLC 0 -100,00 0
2026-04-29 13F/A True Link Financial Advisors, LLC 24.892 -26,55 2.060 -27,45
2026-05-12 13F Warwick Investment Management, Inc. 4.505 -0,84 373 -2,11
2026-04-15 13F NorthAvenue LLC 0 -100,00 0
2026-01-22 13F Elm3 Financial Group, LLC 0 -100,00 0
2026-05-11 13F Integrity Alliance, Llc. 7.886 -78,65 653 -78,91
2026-05-15 13F Wealth Management Nebraska 128.020 -9,01 10.594 -10,10
2026-05-04 13F Geneos Wealth Management Inc. 4.266 -4,80 353 -5,87
2026-05-08 13F United Financial Planning Group LLC 410 -11,64 34 -13,16
2026-01-14 13F ORG Partners LLC 0 -100,00 0
2026-05-06 13F Bessemer Group Inc 587.605 -5,36 49 -5,88
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-21 13F Wesbanco Bank Inc 15.532 -2,58 1.285 -3,75
2026-05-01 13F Marks Wealth, LLC 0 -100,00 0
2026-04-30 13F Commons Capital, Llc 0 -100,00 0
2026-05-01 13F International Assets Investment Management, Llc 10.554 -3,13 871 -4,61
2026-04-08 13F Evanson Asset Management, LLC 6.753 -6,53 559 -7,77
2026-04-28 13F Canvas Wealth Advisors, LLC 0 -100,00 0
2026-05-01 13F Keener Financial Planning LLC 7.604 -2,59 1
2026-05-12 13F Liberty Wealth Management Llc 0 -100,00 0
2026-04-24 13F James Investment Research Inc 25.753 -0,15 2.131 -1,30
2026-05-11 13F Daymark Wealth Partners, Llc 3.404 -5,34 282 -6,64
2026-04-13 13F Arwa Llc 4.862 -5,74 404 -6,71
2026-01-27 13F SageGuard Financial Group, LLC 0 -100,00 0
2026-05-04 13F Heritage Wealth Architects, Inc. 0 -100,00 0
2026-05-14 13F Kane Investment Management, Inc. 6.804 -53,10 563 -53,62
2026-05-15 13F Point72 Asset Management, L.P. 0 -100,00 0
2026-04-21 13F Systelligence, LLC 79.819 -47,64 6.605 -48,27
2026-02-17 13F SageView Advisory Group, LLC 48.987 -0,57 4.103 -1,01
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-05-06 13F Greenwood Gearhart Inc 88.277 -1,85 7.305 -3,03
2026-02-11 13F Flagship Wealth Advisors, Llc 0 -100,00 0
2026-04-20 13F YANKCOM Partnership 3.265 -8,05 270 -9,09
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-05-15 13F TCG Advisory Services, LLC 6.568 -15,12 544 -16,20
2026-05-15 13F Squarepoint Ops LLC 0 -100,00 0
2026-05-18 13F Strategic Investment Advisors / MI 20.044 -7,10 1.657 -8,36
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-05-07 13F Virtue Capital Management, LLC 28.060 -6,03 2.309 -7,64
2026-05-05 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2026-04-16 13F Clark Asset Management, LLC 6.400 -0,25 530 -1,49
2026-05-07 13F Scarborough Advisors, LLC 95 -13,64 8 -22,22
2026-04-17 13F Summit Wealth Partners, LLC 18.738 -1,89 1.551 -3,06
2026-04-07 13F CoreCap Advisors, LLC 1.314 -47,36 109 -48,33
2026-04-21 13F International Private Wealth Advisors LLC 7.354 -3,24 609 -4,40
2026-04-22 13F SC&H Financial Advisors, Inc. 28.844 -0,39 2.387 -1,61
2026-04-29 13F Cary Street Partner Investment Advisory Llc 17.742 -2,06 1.468 -3,23
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 11.671 -14,82 966 -15,87
2026-04-21 13F HF Advisory Group, LLC 0 -100,00 0 -100,00
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-05-12 13F Tme Financial, Inc. 26.585 -16,62 2.200 -17,64
2026-04-21 13F Fullerton Advisors, LLC 8.169 -1,08 676 -2,32
2026-05-01 13F Thrivent Financial For Lutherans 178.449 -23,97 15 -26,32
2026-05-15 13F Nearwater Capital Markets, Ltd 0 -100,00 0
2026-04-23 13F Capstone Capital Wealth Advisors 8.665 -1,66 717 -2,71
2026-05-13 13F Laffer Investments 0 -100,00 0
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-27 13F Greenleaf Trust 4.175 -3,51 345 -4,70
2026-04-29 13F Cary Street Partners Financial Llc 7.128 -18,07 590 -19,09
2026-05-14 13F Lebenthal Global Advisors, LLC 314.793 -15,50 26.049 -16,51
2026-04-15 13F Third View Private Wealth, LLC 0 -100,00 0
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 149.600 -2,74 12.379 -3,90
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-08 13F Cambridge Financial Group, LLC 13.348 -30,67 1.105 -31,68
2026-05-06 13F AXS Investments LLC 0 -100,00 0 -100,00
2026-04-06 13F CX Institutional 0 -100,00 0
2026-04-14 13F Prospera Financial Services Inc 81.053 -22,27 6.708 -23,20
2026-05-12 13F Azimuth Capital Investment Management LLC 3.255 -10,94 269 -12,09
2026-04-23 13F Oppenheimer & Co Inc 110.926 -0,48 9.179 -1,66
2026-04-20 13F Arta Finance Wealth Management LLC 8.716 -0,05 718 -1,64
2026-04-24 13F Essex LLC 343.429 -2,92 28.419 -4,08
2026-05-08 13F McAdam, LLC 3.479 -27,31 288 -28,25
2026-05-14 13F Financial Engines Advisors L.L.C. 76.973 -20,92 6.370 -21,87
2026-02-18 13F Grand Central Investment Group 0 -100,00 0
2026-05-05 13F PFG Advisors 68.824 -59,28 5.695 -59,76
2026-05-05 13F D.a. Davidson & Co. 47.403 -4,59 3.923 -5,74
2026-05-05 13F FinDec Wealth Services, Inc. 0 -100,00 0
2026-05-15 13F Warren Averett Asset Management, LLC 390.395 -0,36 32.305 -1,55
2026-05-07 13F Rational Advisors Llc 235.761 -42,21 19.509 -41,17
2026-05-13 13F BlackRock, Inc. 1.582.747 -0,76 130.972 -1,94
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-15 13F Transamerica Financial Advisors, Inc. 11.242 -3,22 930 -4,32
2026-04-27 13F Carter Financial Group, INC. 8.352 -3,01 691 -4,16
2026-01-26 13F Ckw Financial Group 0 -100,00 0
2026-04-22 13F Continuum Advisory, LLC 3.279 -0,88 271 -2,17
2026-05-01 13F American Trust 5.296 -3,06 438 -4,16
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13.765 -21,79 1.139 -22,67
2026-04-30 13F Nisa Investment Advisors, Llc 5.053 -38,63 418 -39,33
2026-05-14 13F Rialto Wealth Management, LLC 55.056 -2,18 4.556 -3,35
2026-04-17 13F BAM Wealth Management, LLC 17.686 -5,25 1.464 -6,40
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-05-18 13F Ashton Thomas Securities, Llc 97.561 -0,37 8.073 -1,56
2026-01-09 13F Marshall Financial Group LLC 0 -100,00 0
2026-01-16 13F Keystone Financial Group, Inc. 0 -100,00 0
2026-05-13 13F Fsb Premier Wealth Management, Inc. 3.597 -4,28 298 -5,41
2026-05-13 13F Bank Of Montreal /can/ 595.579 -3,97 49.284 -5,11
2026-04-27 13F Appalachian Capital Management Ltd 34.121 -3,59 2.824 -4,72
2026-04-27 13F GenTrust, LLC 8.025 -4,41 664 -5,55
2026-02-13 13F Pine Valley Investments Ltd Liability Co 21.514 -0,02 1.802 -0,44
2026-04-21 13F AA Financial Advisors, LLC 110.098 -9,40 9.111 -10,48
2026-05-15 13F Tradition Wealth Management, LLC 7.504 -16,04 621 -17,11
2026-05-07 13F Lowe Brockenbrough & Co Inc 57.804 -2,20 4.783 -3,35
2026-05-01 13F Coordinated Financial Services, Inc. 13.078 -1,22 1.082 -2,35
2026-05-15 13F AlphaCore Capital LLC 1.917 -0,05 159 -1,25
2026-02-02 13F TCI Wealth Advisors, Inc. 0 -100,00 0
2026-02-17 13F Prelude Capital Management, Llc 0 -100,00 0
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-05-15 13F Magnolia Capital Advisors Llc 3.707 -29,34 307 -30,30
2026-04-30 13F BRYN MAWR TRUST Co 7.690 -4,16 636 -5,36
2026-04-17 13F High Net Worth Advisory Group LLC 13.011 -2,44 1.077 -3,67
2026-04-24 13F Williams Financial, LLC 44.100 -0,38 3.649 -1,56
2026-05-07 13F Rothschild Investment Llc 897 -9,39 74 -9,76
2026-04-22 13F Wiser Advisor Group LLC 5.032 -1,68 416 -2,80
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-04-30 13F Elevated Capital Advisors, LLC 553 -16,72 46 -18,18
2026-05-14 13F Insight Wealth Partners, LLC 272.811 -1,14 22.575 -2,32
2026-05-15 13F Royal Bank Of Canada 13.173.092 -1,73 1.090.072 -2,90
2026-04-27 13F Nvwm, Llc 252 -19,23 21 -23,08
2026-05-07 13F Allen Investment Management LLC 395.237 -8,28 32.706 -9,38
2026-04-21 13F Paradigm Financial Partners, Llc 32.269 -58,82 2.670 -59,32
2026-05-08 13F Align Financial, LLC 5 -98,81 0
2026-05-15 13F Rehmann Capital Advisory Group 38.164 -2,09 3.126 -4,26
2026-05-22 13F Wellington Grp LLC 0 -100,00 0 -100,00
2026-01-29 13F RMR Wealth Builders 0 -100,00 0
2026-05-01 13F UNIVEST FINANCIAL Corp 3.306 -35,47 274 -36,36
2026-04-24 13F Peoples Bank /oh 0 -100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 52.846 -1,25 4.365 -2,83
2026-02-06 13F Redmont Wealth Advisors Llc 3.105 -3,69 260 -4,06
2026-04-07 13F Calder Financial LLC 2.785 -14,65 230 -16,12
2026-04-13 13F Neumann Capital Management, LLC 11.825 -0,50 979 -1,71
2026-01-29 13F UMA Financial Services, Inc. 0 -100,00 0
2026-05-08 13F Firestone Capital Management 18.147 -4,31 1.502 -5,48
2026-05-13 13F Argent Trust Co 14.998 -6,09 1.241 -7,18
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 4.802 -12,79 397
2026-04-20 13F Global Financial Private Client, LLC 20.512 -1,54 1.697 -2,69
2026-05-15 13F Brooks, Moore & Associates, Inc. 41.665 -0,71 3.448 -1,91
2026-05-07 13F Wells Financial Advisors INC 680 -48,87 56 -49,55
2026-04-28 13F Retirement Financial Solutions, Llc 9.423 -41,27 780 -42,00
2026-04-02 13F Ares Financial Consulting, LLC 0 -100,00 0
2026-04-16 13F Security National Bank 2.850 -24,00 236 -25,16
2026-04-28 13F Westfuller Advisors, LLC 505 -9,82 42 -10,87
2026-04-22 13F Financially in Tune, LLC 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-22 13F Independence Asset Advisors, LLC 8.943 -40,20 740 -40,89
2026-04-08 13F Nestegg Advisors, Inc. 4.482 -13,06 371 -14,15
2026-04-30 13F Sequoia Financial Advisors, LLC 182.338 -0,98 15.088 -2,16
2026-04-15 13F Seacrest Wealth Management, Llc 2.652 -28,36 219 -29,35
2026-05-05 13F Eukles Asset Management 28 -97,46 2 -97,83
2026-05-12 13F Summit Trail Advisors, Llc 0 -100,00 0
2026-01-26 13F Discipline Wealth Solutions, LLC 0 -100,00 0
2026-05-07 13F Advisor Resource Council 5.954 -9,03 493 -9,89
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-13 13F American Financial Advisors, LLC 415.601 -0,02 34.391 -1,22
2026-04-28 13F Life Planning Partners, Inc 27.248 -2,04 2.255 -3,22
2026-05-01 13F Emerald Investment Partners, Llc 2.439 -0,61 202 -1,95
2026-05-12 13F Invesco Ltd. 73.137 -2,02 6.052 -3,18
2026-05-15 13F Janus Henderson Group Plc 249.287 -10,57 20.628 -11,64
2026-02-13 13F Burton Enright Welch 0 -100,00 0
2026-04-21 13F Long Island Wealth Management, Inc. 6.048 -18,52 500 -19,48
2026-05-15 13F National Bank Of Canada /fi/ 67.433 -94,77 5.579 -94,83
2026-05-12 13F/A Bellecapital International Ltd. 17.321 -11,74 1.433 -12,78
2026-05-14 13F Endeavor Private Wealth, Inc. 0 -100,00 0
2026-05-01 13F Hantz Financial Services, Inc. 470 -61,22 0
2026-02-17 13F Ameriflex Group, Inc. 0 -100,00 0
2026-05-11 13F OpenArc Corporate Advisory, LLC 43.155 -11,43 3.571 -12,48
2026-04-10 13F Matrix Trust Co 171.935 -1,37 14 0,00
2026-05-01 13F Richardson Financial Services Inc. 536 -24,61 44 -25,42
2026-04-27 13F BIP Wealth, LLC 294.016 -18,51 24.330 -19,48
2026-05-15 13F Fairview Capital Investment Management, Llc 18.444 -0,54 1.526 -1,74
2026-05-11 13F POM Investment Strategies, LLC 239 -15,55 20 -17,39
2026-05-04 13F Mml Investors Services, Llc 240.457 -10,27 19.898 -11,34
2026-05-12 13F Greenwich Wealth Management LLC 27.697 -4,48 2 0,00
2026-02-17 13F Main Street Financial Solutions, LLC 3.634 -79,67 304 -79,77
2026-05-06 13F German American Bancorp, Inc. 37.543 -6,99 3.107 -8,11
2026-05-13 13F J Hagan Capital, Inc. 0 -100,00 0
2026-05-04 13F Legacy Capital Group California, Inc. 0 -100,00 0
2026-02-13 13F Fort Point Capital Partners LLC 0 -100,00 0
2026-04-10 13F Armstrong Advisory Group, Inc 1.382 -43,71 114 -44,39
2026-05-12 13F First American Trust, Fsb 86.184 -5,58 7.132 -6,71
2026-05-01 13F New Republic Capital, LLC 23 -99,73 2 -99,86
2026-04-08 13F Lineweaver Wealth Advisors, LLC 0 -100,00 0
2026-04-22 13F Aua Capital Management, Llc 7.765 -28,27 643 -29,14
2026-04-29 13F Sagace Wealth Management LLC 114.311 -4,47 9.459 -5,61
2026-05-14 13F Integrity Financial Corp /WA 0 -100,00 0
2026-05-14 13F Aries Wealth Management 47.207 -0,44 3.906 -1,61
2026-04-20 13F Verisail Partners, LLC 3.120 -9,33 258 -10,42
2026-05-01 13F Concord Wealth Partners 12.345 -1,67 1.022 -2,85
2026-04-24 13F National Asset Management, Inc. 11.609 -1,79 955 -3,54
2026-04-09 13F CRA Financial Services, LLC 48.920 -1,16 4.048 -2,34
2026-04-20 13F LifeWealth Investments, LLC 0 -100,00 0
2026-02-10 13F MGO Private Wealth, LLC 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 12.591 -3,38 1.054 -3,83
2026-05-15 13F Man Group plc 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 1.986.532 -4,43 163.124 -6,31
2026-04-15 13F Compagnie Lombard Odier SCmA 20.836 -24,17 1.724 -25,08
2026-05-11 13F REAP Financial Group, LLC 12.921 -2,05 1.069 -3,17
2026-05-12 13F Alerus Financial Na 22.700 -42,94 1.878 -43,64
2026-05-13 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-28 13F SeaBridge Investment Advisors LLC 2.893 -1,46 239 -2,45
2026-05-04 13F Y.D. More Investments Ltd 46.894 -22,90 3.875 -23,92
2026-05-12 13F PCM Encore, LLC 0 -100,00 0
2026-05-18 13F IFS Group,LLC 7.544 -0,11 624 -1,58
2026-05-01 13F Sachetta, LLC 350 -12,50 29 -15,15
2026-05-15 13F Goldman Sachs Group Inc 7.830.619 -5,48 647.984 -6,60
2026-02-02 13F Nicholas Hoffman & Company, LLC. 0 -100,00 0
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 671.988 -7,13 55.607 -8,24
2026-05-12 13F Ameritas Advisory Services, LLC 44.668 -5,53 3.696 -6,64
2026-04-10 13F Baker Tilly Financial, Llc 6.881 -0,30 569 -1,56
2026-05-07 13F First National Trust Co 213.292 -0,71 17.650 -1,90
2026-04-28 13F W.H. Cornerstone Investments Inc. 72.779 -5,69 6.023 -6,82
2026-04-14 13F Capital Asset Managemnet, LLC 2.657 -0,67 220 -2,23
2026-05-15 13F Susquehanna International Group, Llp Put 3.800 -65,14 314 -65,57
2026-04-22 13F Janney Montgomery Scott LLC 1.215.856 -5,11 101 -6,54
2026-04-09 13F Tilia Fiduciary Partners, Inc. 15.604 -2,71 1.291 -3,87
2026-05-14 13F August Group Capital Ltd 0 -100,00 0
2026-04-16 13F Phillips Financial Management, Llc 108.134 -10,36 8.948 -11,43
2026-05-14 13F Hilltop Holdings Inc. 13.154 -28,28 1.088 -29,17
2026-04-30 13F Graetz Wealth LLC 82.378 -6,22 6.817 -7,34
2026-02-13 13F Neuberger Berman Group LLC 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp Call 16.300 -9,44 1.349 -10,55
2026-04-28 13F Family CFO Inc 111.575 -7,01 9.233 -8,13
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista