VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF - Institutionelles Eigentümerschaft - Verkäufer

Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
US ˙ NasdaqGM ˙ US92206C7719

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
(%)
2026-05-15 13F Cardiff Park Advisors, Llc 2.910 -1,79 137 -2,16
2026-01-29 13F Axecap Investments, LLC 0 -100,00 0
2026-04-24 13F Keystone Global Partners, LLC 83.397 -21,64 3.915 -21,86
2026-04-28 13F Angeles Investment Advisors, LLC 1.385.500 -27,97 65.049 -28,17
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-04-07 13F Signaturefd, Llc 472 -45,37 22 -45,00
2026-05-05 13F Capital Investment Advisory Services, LLC 7.276 -3,42 342 -3,67
2026-04-30 13F Graetz Wealth LLC 51.816 -3,15 2.433 -3,42
2026-05-04 13F Archer Investment Corp 2.741 -38,46 129 -38,76
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-22 13F Aspire Private Capital, LLC 99.049 -1,48 4.650 -1,75
2026-04-20 13F Leeward Financial Partners, LLC 97.082 -0,41 4.558 -0,68
2026-04-22 13F Stone House Investment Management, LLC 0 -100,00 0
2026-05-14 13F Level Four Advisory Services, Llc 15.130 -2,39 710 -2,61
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-05-12 13F M Holdings Securities, Inc. 39.215 -26,10 2 -50,00
2026-04-21 13F Paradigm Financial Partners, Llc 0 -100,00 0
2026-05-15 13F Quarry LP 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 182.311 -4,11 8.538 -4,63
2026-05-13 13F Principal Securities, Inc. 106.787 -7,91 5.014 -8,17
2026-04-29 13F KERR FINANCIAL PLANNING Corp 3.872 -58,11 182 -58,39
2026-04-23 13F Cornerstone Wealth Management, LLC 0 -100,00 0
2026-05-08 13F Blair William & Co/il 2.430 -35,75 114 -35,96
2026-04-28 13F Golden State Wealth Management, LLC 540 -89,47 25 -89,63
2026-05-14 13F Betterment LLC 312.731 -0,07 15 0,00
2026-05-08 13F Alps Advisors Inc 207.183 -33,82 9.727 -34,01
2026-05-15 13F 1607 Capital Partners, LLC 334.940 -9,51 15.725 -9,76
2026-01-06 13F Arlington Capital Management, Inc. 0 -100,00 0
2026-04-30 13F Verdence Capital Advisors LLC 32.116 -3,35 1.508 -3,64
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-29 13F WPG Advisers, LLC 335 -1,47 16 -6,25
2026-04-20 13F TFB Advisors LLC 12.867 -42,71 604 -42,86
2026-04-21 13F Columbus Macro, LLC 96.023 -1,14 4.508 -1,42
2026-05-11 13F RWM Asset Management, LLC 145.153 -0,03 6.815 -0,74
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-05-11 13F Adams Wealth Management 43.981 -11,76 2.065 -12,02
2026-02-17 13F Engineers Gate Manager LP 0 -100,00 0
2026-05-04 13F Lutz Financial Services LLC 41.719 -1,72 1.959 -2,00
2026-04-23 13F Harbor Investment Advisory, Llc 152 -13,14 7 -12,50
2026-05-11 13F Citigroup Inc 435 -8,61 20 -9,09
2026-01-27 13F GHP Investment Advisors, Inc. 0 -100,00 0
2026-05-15 13F Bank Of America Corp /de/ 56.308.060 -5,79 2.643.663 -6,05
2026-05-14 13F Cwm, Llc 34.547 -1,59 1.622 162.000,00
2026-04-09 13F Acropolis Investment Management, LLC 535.811 -27,24 25.156 -27,44
2026-04-01 13F First Financial Bank - Trust Division 88.800 -4,36 4.169 -4,62
2026-05-01 13F Beverly Hills Private Wealth, LLC 87.543 -3,60 4.110 -3,86
2026-05-05 13F Bank of New York Mellon Corp 10.418.562 -0,57 489.151 -0,85
2026-04-13 13F Ullmann Financial Group, Inc. 29.141 -42,52 1.368 -42,76
2026-02-13 13F Maia Wealth LLC 0 -100,00 0
2026-05-05 13F Tortoise Investment Management, LLC 14.834 -29,50 696 -29,70
2026-02-04 13F Meridian Wealth Management, LLC 0 -100,00 0
2026-05-11 13F Manchester Capital Management LLC 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 32.964 -12,02 1.548 -12,25
2026-05-21 13F Verus Capital Partners, Llc 6.058 -35,35 284 -35,60
2026-04-07 13F Hobart Private Capital, LLC 145.375 -1,16 6.825 -1,43
2026-02-13 13F Pin Oak Investment Advisors Inc 0 -100,00 0
2026-05-14 13F Redwood Investment Management, Llc 5.495 -8,19 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 800.121 -38,98 37.550 -39,22
2026-05-12 13F Tiaa Trust, National Association 1.719 -88,21 81 -88,34
2026-05-14 13F Brown Brothers Harriman & Co 305 -63,56 14 -64,10
2026-04-21 13F Navigation Wealth Management, Inc. 13.991 -5,35 657 -5,61
2026-05-15 13F Ascent Group, LLC 0 -100,00 0
2026-05-20 13F/A Arete Wealth Advisors, LLC 17.494 -8,46 822
2026-05-06 13F Hallmark Capital Management Inc 206 -32,90 10 -35,71
2026-05-14 13F Zacks Investment Management 170.767 -2,50 8.017 -2,77
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-05-12 13F Disciplined Investments, LLC 12.391 -5,28 582 -5,53
2026-05-15 13F TRUE Private Wealth Advisors 41.585 -1,58 1.952 -1,86
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 722.987 -80,69 33.944 -80,75
2026-05-04 13F Checchi Capital Advisers, LLC 81.095 -4,69 3.807 -4,94
2026-04-21 13F Wesbanco Bank Inc 117.634 -1,07 5.523 -1,36
2026-04-13 13F St Germain D J Co Inc 485.551 -0,16 22.797 -0,44
2026-05-14 13F Mcguire Capital Advisors Inc 211 -0,47 10 0,00
2026-04-22 13F Joel Isaacson & Co., LLC 0 -100,00 0
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-02-12 13F Investment Research Partners LLC 0 -100,00 0
2026-04-30 13F Manning & Napier Advisors Llc 708.755 -3,87 33.276 -4,33
2026-05-15 13F Lazard Asset Management Llc 36.794 -4,42 1.727 -4,69
2026-04-22 13F Essential Planning, LLC. 22.757 -0,52 1.068 -0,84
2026-04-22 13F Integrated Wealth Management 4.399 -0,54 207 -0,96
2026-05-12 13F Insigneo Advisory Services, Llc 4.471 -1,08 210 -1,42
2026-05-15 13F Susquehanna International Group, Llp Call 0 -100,00 0 -100,00
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-05-07 13F Dakota Wealth Management 0 -100,00 0
2026-05-15 13F MAI Capital Management 18.747 -5,22 880 -5,48
2026-04-20 13F City State Bank 36.822 -0,37 1.729 -0,63
2026-05-15 13F Guggenheim Capital Llc 29.839 -11,77 1.401 -12,06
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-04-16 13F Waystone Advisors Llc 7.713 -21,62 362 -21,81
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100,00 0
2026-04-15 13F LongView Wealth Management 4.251 -10,41 201 -10,71
2026-02-10 13F Garde Capital, Inc. 0 -100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 8.978 -34,78 422 -35,03
2026-01-16 13F Surience Private Wealth Llc 0 -100,00 0
2026-05-15 13F Victory Capital Management Inc 525.552 -31,73 24.675 -31,92
2026-05-05 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2026-05-08 13F United Financial Planning Group LLC 0 -100,00 0
2026-04-03 13F Global Wealth Strategies & Associates 369 -25,15 17 -26,09
2026-04-24 13F EJMK Ventures LLC 0 -100,00 0
2026-05-06 13F Zhang Financial LLC 0 -100,00 0
2026-05-15 13F Jones Financial Companies Lllp 68.971 -1,67 3.222 -2,45
2026-04-28 13F Walkner Condon Financial Advisors LLC 5.861 -14,25 275 -14,33
2026-04-17 13F Murphy & Mullick Capital Management Corp 535 -4,97 25 -3,85
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-02-11 13F Fund Evaluation Group, LLC 0 -100,00 0
2026-04-22 13F Avise Financial Cooperative, Inc. 16.106 -5,61 756 -5,85
2026-05-06 13F FSA Advisors, Inc. 5.051 -64,11 237 -23,55
2026-02-13 13F Heritage Wealth Advisors 0 -100,00 0
2026-04-22 13F Clear Creek Financial Management, LLC 5.645 -5,74 265 -5,69
2026-05-15 13F Aqr Capital Management Llc 12.336 -7,49 579 -7,66
2026-05-12 13F Colonial Trust Co / SC 433 -5,87 20 -4,76
2026-05-14 13F Fort Point Capital Partners LLC 61.113 -15,64 2.869 -16,16
2026-04-21 13F Wedbush Securities Inc 4.768 -8,96 0
2026-04-22 13F Eqis Capital Management, Inc. 4.498 -12,11 211 -12,08
2026-05-06 13F Sentinus, LLC 27.906 -3,42 1.310 -3,68
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-01-23 13F Bellevue Asset Management, Llc 0 -100,00 0 -100,00
2026-04-21 13F Decker Retirement Planning Inc. 4.365 -5,91 205 -6,42
2026-05-14 13F Financial Engines Advisors L.L.C. 1.393.658 -4,48 65.432 -4,74
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-02-13 13F Orleans Capital Management Corp/la 0 -100,00 0
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 429.028 -36,32 20.143 -36,50
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-12 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 516.550 -21,94 24.190 -22,42
2026-05-07 13F Bard Associates Inc 634 -63,12 30 -63,75
2026-05-15 13F Farringdon Capital, Ltd. 26.690 -13,99 1.253 -14,24
2026-05-05 13F D.a. Davidson & Co. 8.643 -1,28 406 -1,70
2026-04-07 13F Cultivar Capital, Inc. 6.755 -11,18 317 -11,45
2026-04-17 13F Essex Savings Bank 4.556 -21,22 214 -21,69
2026-04-27 13F Carter Financial Group, INC. 4.738 -4,71 222 -5,13
2026-05-07 13F Summit Global Investments 10.663 -1,22 1
2026-05-15 13F Intelligence Driven Advisers, LLC 473.927 -5,13 22.251 -5,40
2026-05-15 13F Point Nemo Capital, LLC 0 -100,00 0
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 4.984 -0,14 234 0,00
2026-02-27 13F/A Howard Bailey Securities, Llc 0 -100,00 0
2026-05-07 13F Fedenia Advisers LLC 9.949 -74,51 467 -74,58
2026-05-07 13F True North Advisors, LLC 11.584 -53,97 544 -54,14
2026-05-15 13F Bragg Financial Advisors, Inc 76.263 -2,40 3.581 -2,66
2026-05-18 13F Arkadios Wealth Advisors 5.136 -30,40 241 -30,55
2026-02-10 13F Transatlantique Private Wealth Llc 18.466 -33,03 869 -32,84
2026-04-10 13F Centurion Wealth Management LLC 37.203 -3,99 1.747 -4,28
2026-01-28 13F Milestone Asset Management, Llc 0 -100,00 0
2026-05-15 13F Silver Grove Financial Group, Inc. 5.471 -1,26 257 -1,54
2026-05-12 13F Kingsview Wealth Management, LLC 5.111 -13,34 240 -13,72
2026-04-15 13F Braun-Bostich & Associates Inc. 10.156 -21,89 477 -22,22
2026-05-15 13F Hancock Whitney Corp 36.447 -46,19 1.710 -46,39
2026-04-17 13F BAM Wealth Management, LLC 12.758 -5,52 599 -5,83
2026-05-15 13F Advisors Asset Management, Inc. 6.795 -37,95 319 -38,06
2026-04-07 13F Bulwark Capital Corp 65.158 -69,50 3.059 -69,59
2026-05-12 13F Community Bank, N.A. 0 -100,00 0
2026-05-15 13F EFG International AG 155.934 -1,38 7.321 -1,65
2026-05-04 13F Geneos Wealth Management Inc. 25.586 -1,39 1.201 -1,64
2026-04-30 13F LRI Investments, LLC 557 -5,27 26 -3,70
2026-05-04 13F Lifeworks Advisors, LLC 6.978 -5,42 328 -5,76
2026-04-08 13F Seed Wealth Management, Inc. 56.690 -5,47 2.662 -5,74
2026-05-12 13F Hanlon Investment Management, Inc. 7.936 -20,18 373 -20,51
2026-01-09 13F Pacifica Partners Inc. 0 -100,00 0
2026-01-22 13F Premier Path Wealth Partners, LLC 132.100 -7,85 6.219 -7,61
2026-05-14 13F Pinnacle Financial Partners, Inc. 5.331 -4,05 250 -4,21
2026-02-03 13F Drucker Wealth 3.0, LLC 0 -100,00 0
2026-05-01 13F Wealthspire Advisors, LLC 5.197 -16,33 244 -16,44
2026-05-15 13F AlphaCore Capital LLC 494 -4,08 23 -4,17
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-05-15 13F IHT Wealth Management, LLC 5.843 -46,09 274 -46,27
2026-05-14 13F Northern Trust Corp 7.131 -19,09 335 -19,32
2026-05-14 13F Chandler Asset Management, Inc. 125.475 -5,73 5.891 -5,98
2026-05-15 13F Charles Schwab Investment Management Inc 2.392.052 -0,95 112.307 -1,23
2026-04-22 13F J. L. Bainbridge & Co., Inc. 0 -100,00 0
2026-04-21 13F AA Financial Advisors, LLC 4.514 -67,19 212 -67,39
2026-05-15 13F Castleark Management Llc 1.487.800 -12,77 69.852 -13,01
2026-05-06 13F Diversified Portfolios, Inc. 84.563 -0,01 3.970 -0,28
2026-04-29 13F Axxcess Wealth Management, Llc 24.968 -25,75 1.172 -25,96
2026-04-24 13F RKL Wealth Management LLC 397.350 -3,03 18.656 -3,30
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-04-10 13F Cassilly Financial Group LLC 7.555 -2,23 355 -2,48
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-04-10 13F Prosperity Planning, Inc. 25.731 -0,28 1.208 -0,49
2026-04-10 13F Connecticut Capital Management Group, LLC 156.003 -1,82 7.324 -2,09
2026-05-15 13F NorthRock Partners, LLC 957.078 -0,06 44.935 -0,34
2026-02-12 13F BRYN MAWR TRUST Co 0 -100,00 0 -100,00
2026-04-02 13F Ares Financial Consulting, LLC 0 -100,00 0
2026-05-15 13F Rehmann Capital Advisory Group 7.699 -2,93 361 -3,22
2026-05-01 13F Harwood Advisory Group, LLC 0 -100,00 0 -100,00
2026-04-13 13F Successful Portfolios LLC 4.865 -0,61 228 -1,30
2026-01-27 13F Brighton Jones Llc 0 -100,00 0 -100,00
2026-05-11 13F Savvy Advisors, Inc. 460.840 -2,06 21.636 -2,33
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-05 13F Vectors Research Management, LLC 323.859 -0,21 15.205 -0,48
2026-05-14 13F Power Wealth Management Llc 636.044 -8,21 29.862 -8,46
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-04-17 13F Richards, Merrill & Peterson, Inc. 47 -77,29 2 -77,78
2026-05-11 13F Pathstone Holdings, LLC 510.259 -0,04 23.957 -0,32
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 23.192 -18,13 1.089 -18,38
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 26.231 -9,23 1.232 -9,49
2026-05-01 13F Strategic Financial Partners, Ltd. 18.030 -1,25 847 -1,51
2026-05-11 13F CacheTech Inc. 51.110 -10,18 2.400 -10,45
2026-04-28 13F Westfuller Advisors, LLC 33.581 -10,51 1.577 -10,76
2026-04-17 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-05-05 13F West Michigan Advisors, Llc 5.598 -22,92 263 -23,17
2026-01-27 13F BankPlus Trust Department 0 -100,00 0
2026-04-15 13F Redhawk Wealth Advisors, Inc. 0 -100,00 0
2026-04-30 13F Sequoia Financial Advisors, LLC 69.536 -5,67 3.265 -5,94
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-01 13F Citizens Financial Group Inc/ri 31.991 -21,35 1.502 -21,58
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 157.588 -12,63 7.399 -12,88
2026-05-01 13F Carnegie Capital Asset Management, LLC 10.997 -4,72 516 -4,97
2026-04-15 13F Trust Point Inc. 11.064 -6,40 519 -6,65
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 188.367 -0,23 8.844 -0,51
2026-04-03 13F Investors Research Corp 0 -100,00 0
2026-05-07 13F AlTi Global, Inc. 34.315 -15,55 1.611 -15,79
2026-05-04 13F Barrett & Company, Inc. 5.850 -10,95 275 -11,33
2026-01-21 13F South Shore Capital Advisors 0 -100,00 0
2026-05-11 13F Elequin Capital Lp 42 -99,11 2 -99,55
2026-02-06 13F BlueStem Wealth Partners, LLC 0 -100,00 0
2026-05-14 13F Advisory Alpha, LLC 16.676 -65,26 784 -65,33
2026-05-01 13F Hantz Financial Services, Inc. 136 -86,05 0
2026-05-12 13F Creative Planning 60.424 -15,84 2.837 -16,09
2026-05-14 13F Allworth Financial LP 355.355 -4,18 16.684 -4,45
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-04-30 13F Acorn Wealth Advisors, LLC 7.294 -0,36 342 -0,58
2026-05-11 13F OpenArc Corporate Advisory, LLC 32.455 -12,83 1.524 -13,07
2026-04-28 13F Shayne & Co., Llc 7.644 -8,89 359 -9,37
2026-04-24 13F Private Advisor Group, LLC 265.919 -10,52 12.485 -10,77
2026-05-22 13F WNY Asset Management, LLC 12.622 -93,32 593 -93,33
2026-04-16 13F IVC Wealth Advisors LLC 13.487 -20,99 633 -21,17
2026-01-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-05-13 13F Adviser Investments LLC 14.293 -24,93 671 -25,11
2026-05-05 13F Wealthfront Advisers Llc 4.724 -17,12 222 -17,54
2026-05-14 13F Us Bancorp \de\ 26.910 -94,33 1.264 -94,35
2026-05-15 13F SIMA Wealth Partners, LLC 7.823 -4,45 367 -4,68
2026-01-07 13F Sagespring Wealth Partners, Llc 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 463.017 -12,74 21.739 -12,99
2026-05-11 13F First Financial Bankshares Inc 939.648 -0,94 44.116 -1,21
2026-04-20 13F Ronald Blue Trust, Inc. 68.140 -7,74 3.199 -8,00
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-05-05 13F Putnam Fl Investment Management Co 7.752 -0,10 364 -0,55
2026-05-15 13F Cresset Asset Management, LLC 11.578 -18,00 544 -18,22
2026-05-12 13F First American Trust, Fsb 258.514 -6,00 12.137 -6,26
2026-01-23 13F Rsm Us Wealth Management Llc 0 -100,00 0
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-08 13F Buck Wealth Strategies, LLC 6.990 -6,24 328 -6,29
2026-05-14 13F Evergreen Capital Management Llc 42.344 -11,28 1.988 -11,49
2026-05-08 13F Reicon Wealth Advisors, Llc 241 -33,06 11 -31,25
2026-05-13 13F Franklin Resources Inc 5.431 -24,45 255 -24,85
2026-04-08 13F Emergent Wealth Advisors, LLC 8.984 -81,72 422 -81,81
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-04-17 13F 55 North Private Wealth, LLC 8.532 -1,76 401 -1,96
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-04-21 13F Maseco Llp 0 -100,00 0
2026-05-15 13F Smartleaf Asset Management LLC 183.726 -11,23 8.608 -11,85
2026-05-05 13F Leo Wealth, LLC 7.282 -16,62 342 -17,03
2026-05-14 13F Integrity Financial Corp /WA 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 35.979 -2,07 1.686 -2,54
2026-04-24 13F Palouse Capital Management, Inc. 0 -100,00 0
2026-05-06 13F DecisionPoint Financial, LLC 0 -100,00 0
2026-05-08 13F Valeo Financial Advisors, LLC 0 -100,00 0
2026-04-22 13F Motco 24 -44,19 1 -50,00
2026-05-11 13F Godfrey Financial Associates, Inc. 324 -11,96 15 -11,76
2026-02-12 13F CIBC Private Wealth Group, LLC 4.943 -11,64 233 -11,45
2026-05-18 13F Edgestream Partners, L.P. 0 -100,00 0
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0
2026-05-12 13F Voya Investment Management Llc 0 -100,00 0
2026-04-23 13F Walleye Partners, LLC 9.952 -0,05 467 -0,21
2026-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 17.234 -3,68 809 -3,92
2026-05-14 13F VestGen Advisors, LLC 72.077 -40,88 3.362 -41,44
2026-04-17 13F Ignite Planners, LLC 14.353 -1,38 687 -0,15
2026-04-30 13F Private Trust Co Na 4.114 -5,75 193 -5,85
2026-05-14 13F Bank Of Hawaii 926.636 -7,20 43.506 -7,46
2026-04-17 13F RFG Advisory, LLC 21.809 -3,47 1.024 -3,76
2026-02-10 13F Root Financial Partners, LLC 0 -100,00 0
2026-05-01 13F Connecticut Wealth Management, LLC 359.997 -8,83 16.902 -9,09
2026-05-12 13F Ameritas Advisory Services, LLC 31.921 -2,21 1.499 -2,47
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-27 13F/A Maripau Wealth Management Llc 11.054 -1,77 519 -2,08
2026-04-14 13F Tran Capital Management, L.p. 57.346 -0,69 2.692 -0,96
2026-05-05 13F SOUTH STATE Corp 0 -100,00 0
2026-05-11 13F Montis Financial, LLC 8.613 -11,82 404 -11,98
2026-05-05 13F Cullen/frost Bankers, Inc. 182 -28,91 9 -33,33
2026-03-04 13F/A Savant Capital, LLC 0 -100,00 0
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 7.563 -1,16 355 -1,39
2026-05-11 13F Aptus Capital Advisors, LLC 2.422 -7,66 114 -8,13
2026-04-15 13F Horizon Financial Services, Llc 29 -87,00 1 -90,00
2026-02-12 13F Stelac Advisory Services LLC 0 -100,00 0
2026-05-12 13F Kovack Advisors, Inc. 20.490 -1,99 960 -2,54
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