VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF - Institutionelles Eigentümerschaft - Verkäufer

Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities 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
(%)
2026-05-06 13F LPL Financial LLC 17.789.030 -3,79 888.562 -2,84
2026-02-13 13F Fairman Group, LLC 0 -100,00 0
2026-05-08 13F Blair William & Co/il 62.707 -6,76 3.132 -5,83
2026-05-11 13F Montis Financial, LLC 0 -100,00 0
2026-03-23 13F/A Barclays Plc 0 -100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-22 13F MFA Wealth Services 22.092 -1,58 1.103 -0,63
2026-05-12 13F IFG Advisory, LLC 96 -99,86 5 -99,88
2026-02-10 13F IAG Wealth Partners, LLC 0 -100,00 0
2026-05-15 13F Charles Schwab Investment Management Inc 1.179.891 -1,22 58.936 -0,24
2026-05-05 13F Sanctuary Advisors, LLC 69.421 -10,37 3.468 -9,48
2026-04-16 13F Phillips Financial Management, Llc 81.671 -19,71 4.079 -18,92
2026-05-15 13F 10Elms LLP 404 -31,99 20 -31,03
2026-05-04 13F Archer Investment Corp 5.206 -2,53 260 -1,52
2026-04-23 13F Sellwood Investment Partners LLC 395.601 -7,01 19.760 -6,09
2026-05-15 13F Change Path, LLC 17.284 -3,61 863 -2,60
2026-05-14 13F Level Four Advisory Services, Llc 18.042 -0,02 901 1,01
2026-05-11 13F Citigroup Inc 90.257 -58,00 4.508 -57,58
2026-05-14 13F Morningstar Investment Management LLC 121.257 -2,52 6.057 100.833,33
2026-04-16 13F Roble, Belko & Company, Inc 5.528 -56,22 0
2026-04-07 13F Blueline Advisors Llc 11 -8,33 1
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-23 13F Accurate Wealth Management, LLC 4.213 -34,43 211 -33,96
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-20 13F Apella Capital, LLC 379.888 -5,79 19.055 -4,45
2026-05-04 13F Sigma Planning Corp 54.539 -1,09 2.724 -0,11
2026-05-12 13F One Capital Management, LLC 0 -100,00 0
2026-05-08 13F Oath Planning, LLC 9.333 -3,10 466 -2,10
2026-05-21 13F Verus Capital Partners, Llc 4.219 -30,60 211 -30,00
2026-05-12 13F Cascade Financial Partners, LLC 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 15.181 -31,86 758 -31,15
2026-05-13 13F Heritage Trust Co 53.155 -3,38 2.655 -2,43
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 5.149 -1,53 257 -0,39
2026-04-29 13F WPG Advisers, LLC 848 -80,73 42 -80,65
2026-04-28 13F Compton Financial Group, LLC 37.407 -22,74 1.868 -21,97
2026-05-14 13F New Dimensions Wealth Management, LLC 46.212 -2,91 2.308 -1,95
2026-05-12 13F Cloud Capital Management, LLC 138.963 -15,20 7 -25,00
2026-05-13 13F O'shaughnessy Asset Management, Llc 9.118 -51,60 455 -51,13
2026-05-13 13F Mariner, LLC 242.942 -3,63 12.135 -2,68
2026-01-16 13F Tenon Financial LLC 0 -100,00 0
2026-04-16 13F Envision Financial LLC 0 -100,00 0
2026-05-04 13F Lutz Financial Services LLC 75.620 -11,59 3.777 -10,71
2026-02-17 13F Millennium Management Llc 0 -100,00 0
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-01 13F HFM Investment Advisors, LLC 678 -10,67 34 -10,81
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 176.381 -1,63 8.810 -0,65
2026-05-15 13F Alliancebernstein L.p. 5.532 -98,22 274 -98,22
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-05-12 13F Adventist Health System/ West 572.974 -25,20 28.620 -24,46
2026-05-12 13F Chapman Financial Group, Llc 6.825 -12,78 341 -12,14
2026-05-04 13F Savant Capital, LLC 3.505.501 -2,49 175.100 -1,52
2026-04-10 13F OMNI 360 Wealth, Inc. 58.810 -2,00 2.938 -1,18
2026-05-07 13F Dakota Wealth Management 6.750 -1,36 337 -0,30
2026-04-28 13F Quent Capital, LLC 0 -100,00 0
2026-05-12 13F SVRN Asset Management, LLC 169.200 -0,35 8.452 0,64
2026-04-16 13F Center For Asset Management LLC 15.505 -1,63 774 -0,64
2026-05-11 13F Umb Bank N A/mo 8.940 -7,15 447 -6,30
2026-05-12 13F/A Signature Securities Group Corporation 12.713 -0,47 635 0,63
2026-04-29 13F Your Advocates Ltd., LLP 0 -100,00 0
2026-05-15 13F Fort Vancouver Investment Management, LLC 126.753 -12,14 6.331 -11,27
2026-04-17 13F United Advisor Group, LLC 9.028 -44,07 451 -43,61
2026-05-11 13F Integrity Alliance, Llc. 37.836 -75,44 1.890 -75,21
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-05 13F Bank of New York Mellon Corp 799.165 -16,58 39.918 -15,76
2026-05-14 13F David R. Rahn & Associates Inc. 0 -100,00 0
2026-04-29 13F Montag A & Associates Inc 630 -51,58 31 -51,56
2026-05-04 13F AMG National Trust Bank 216.131 -8,71 10.796 -7,81
2026-02-10 13F Natixis Advisors, L.p. 0 -100,00 0
2026-05-14 13F Beaird Harris Wealth Management, LLC 304.638 -23,17 15.217 -22,41
2026-05-12 13F Disciplined Investments, LLC 35.793 -1,37 1.788 -0,39
2026-05-14 13F Gwn Securities Inc. 0 -100,00 0
2026-05-04 13F Retirement Planning Group 31.225 -21,23 1.560 -20,46
2026-01-05 13F Commons Capital, Llc 0 -100,00 0
2026-05-15 13F MAI Capital Management 3.727 -84,36 186 -84,21
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-04-24 13F Whelan Financial 15.793 -96,36 789 -96,33
2026-04-22 13F J. Team Financial, Inc. 31.925 -15,80 1.595 -14,99
2026-02-10 13F Argent Trust Co 0 -100,00 0
2026-05-15 13F MGO Private Wealth, LLC 0 -100,00 0
2026-04-24 13F Greystone Financial Group, LLC 352.966 -39,34 17.631 -38,74
2026-05-13 13F Petra Financial Advisors Inc 0 -100,00 0
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100,00 0
2026-03-27 13F Prosperity Wealth Management, Inc. 6.864 -1,49 339 -3,69
2026-01-30 13F Pure Portfolios Holdings Llc 13.117 -0,97 649 -3,28
2026-04-27 13F BIP Wealth, LLC 9.739 -48,10 486 -47,63
2026-04-15 13F Marathon Strategic Advisors, LLC 26.204 -0,82 1.309 0,15
2026-04-10 13F Waldron Private Wealth LLC 0 -100,00 0
2026-04-15 13F Signature Estate & Investment Advisors Llc 26.862 -1,65 1.342 -0,67
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-04-08 13F Evanson Asset Management, LLC 21.594 -31,83 1.079 -31,16
2026-05-12 13F Prostatis Group LLC 14.573 -11,51 728 -10,69
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 76.268 -47,35 3.812 -46,85
2026-05-06 13F Bessemer Group Inc 1.345 -69,84 0
2026-02-13 13F Glen Eagle Advisors, LLC 0 -100,00 0
2026-04-16 13F Triad Wealth Partners, LLC 0 -100,00 0
2026-04-20 13F Gilbert Capital Group, Inc. 47.656 -2,21 2.380 -1,24
2026-05-01 13F FDx Advisors, Inc. 23.355 -0,75 1 0,00
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 41.836 -4,03 2.090 -3,11
2026-05-12 13F Cahill Financial Advisors Inc 0 -100,00 0
2026-04-17 13F Stewardship Advisors, LLC 13.731 -32,96 686 -32,38
2026-04-08 13F Hardin Capital Partners, LLC 12.518 -2,61 625 -1,57
2026-04-22 13F Ifrah Financial Services, Inc. 43.879 -3,40 2.192 -2,45
2026-04-21 13F Wesbanco Bank Inc 12.816 -3,84 640 -2,88
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-05-15 13F Equitable Holdings, Inc. 343.298 -2,20 8.239 -52,55
2026-05-01 13F Innovative Wealth Building LLC 23.630 -0,52 1.180 0,51
2026-04-24 13F Oakworth Capital, Inc. 1.373 -14,19 69 -13,92
2026-05-05 13F Thayer Partners, LLC / MA 9.897 -5,90 494 -5,00
2026-05-08 13F Seneschal Advisors, LLC 29.058 -16,58 1.451 -15,74
2026-04-29 13F Golden Road Advisors Llc 12.700 -1,37 634 -0,31
2026-04-14 13F Amicus Financial Advisors, LLC 39.727 -1,16 1.984 -0,15
2026-04-22 13F Foundation Wealth Management, LLC\PA 20.314 -28,74 1.015 -28,09
2026-05-14 13F Atomi Financial Group, Inc. 46.248 -3,30 2.310 -2,33
2026-04-14 13F Jeppson Wealth Management, Llc 178.818 -0,48 8.932 0,50
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-14 13F Banco Bilbao Vizcaya Argentaria, S.a. 43.311 -91,75 2.152 -91,73
2026-04-17 13F AdvisorNet Financial, Inc 19.279 -0,01 963 0,94
2026-03-31 13F Sankala Group LLC 5.991 -12,76 298 -12,87
2026-05-06 13F Florin Court Capital LLP 30.600 -36,38 1.528 -35,77
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-14 13F Jacobi Capital Management LLC 4.464 -2,72 223 -1,77
2026-05-15 13F Royal Bank Of Canada 542.851 -12,86 27.116 -12,00
2026-05-14 13F EP Wealth Advisors, Inc. 321.919 -38,38 16.080 -37,77
2026-05-12 13F Tme Financial, Inc. 112.855 -1,69 5.637 -0,70
2026-05-05 13F Black Diamond Financial, LLC 11.648 -0,01 582 0,87
2026-05-13 13F Old North State Trust, LLC 6.917 -20,79 0
2026-04-29 13F Cary Street Partners Financial Llc 88.434 -1,18 4.417 -0,20
2026-01-23 13F TFC Financial Management 0 -100,00 0
2026-04-16 13F Flywheel Private Wealth LLC 7.344 -2,41 367 -1,61
2026-05-11 13F Fortis Capital Management LLC 0 -100,00 0
2026-01-22 13F TSA Wealth Managment LLC 0 -100,00 0
2026-05-06 13F Assetmark, Inc 956.747 -6,89 47.790 -5,97
2026-05-12 13F TD Waterhouse Canada Inc. 108 -93,96 5 -94,32
2026-04-21 13F SpringVest Wealth Management LLC 43.871 -7,76 2.191 -6,85
2026-05-12 13F Creative Planning 232.271 -0,65 11.602 0,34
2026-05-15 13F Breakwater Investment Management 28.816 -1,74 1.439 -0,76
2026-04-22 13F DORVAL Corp 36.463 -2,77 1.821 -1,78
2026-04-30 13F Elevated Capital Advisors, LLC 6.207 -34,38 310 -33,62
2026-04-06 13F CX Institutional 0 -100,00 0
2026-05-13 13F Calton & Associates, Inc. 5.665 -28,94 283 -28,43
2026-05-15 13F Integrated Wealth Concepts LLC 176.528 -2,95 8.818 -1,99
2026-04-22 13F Asset Allocation Strategies LLC 48.812 -7,13 2.438 -6,19
2026-01-27 13F Security Financial Services, INC. 0 -100,00 0
2026-05-13 13F Visionary Wealth Advisors 30.890 -14,21 1.543 -13,37
2026-02-25 13F Kw Wealth Management Llc 5.292 -3,29 262 -5,78
2026-04-29 13F Axxcess Wealth Management, Llc 6.535 -75,15 326 -74,92
2026-05-05 13F Birchwood Financial Partners, Inc. 3.012 -27,37 150 -26,83
2026-04-27 13F Marotta Asset Management 656.176 -0,12 32.724 0,70
2026-04-14 13F FC Advisory LLC 21.731 -0,80 1.085 0,18
2026-04-21 13F Nemes Rush Group LLC 0 -100,00 0
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-05-04 13F Beckerman Institutional, LLC 16.654 -0,22 832 0,73
2026-04-09 13F Tompkins Financial Corp 72 -20,00 4 -25,00
2026-01-12 13F AllSquare Wealth Management LLC 15.240 -7,30 772 -6,66
2026-04-23 13F Oppenheimer & Co Inc 5.275 -21,33 263 -20,54
2026-05-14 13F Catalytic Wealth RIA, LLC 25.159 -27,91 1.257 -27,23
2026-04-27 13F Tsfg, Llc 186 -25,30 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-13 13F Mather Group, Llc. 9.286 -0,36 464 0,65
2026-05-15 13F GWM Advisors LLC 100.358 -50,44 858 -91,43
2026-04-21 13F Trilogy Capital Inc. 8.182 -0,84 409 0,00
2026-02-13 13F Heritage Wealth Advisors 0 -100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 32.963 -1,13 1.647 -0,18
2026-05-13 13F BlackRock, Inc. 1.270 -99,62 63 -99,62
2026-05-15 13F Round Rock Advisors, LLC 19.727 -2,43 985 -1,50
2026-05-14 13F Capital Analysts, Inc. 2.090 -1,97 0
2026-05-15 13F Headinvest, Llc 45.216 -0,76 2.259 0,22
2026-05-14 13F Rockefeller Capital Management L.P. 176.195 -2,99 8.801 -2,04
2026-01-14 13F ORG Partners LLC 360 -59,82 18 -62,22
2026-01-16 13F Aspire Capital Advisors LLC 0 -100,00 0
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-27 13F Exencial Wealth Advisors, Llc 24.285 -36,26 1.213 -35,62
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 55.216 -0,08 2.758 0,91
2026-05-13 13F Franklin Resources Inc 0 -100,00 0
2026-05-15 13F 3EDGE Asset Management, LP 116.949 -78,90 5.840 -78,70
2026-05-07 13F Bard Associates Inc 670 -50,26 33 -50,00
2026-05-11 13F Integrity Advisory Solutions, LLC 4.110 -28,79 205 -28,07
2026-05-05 13F Sofi Wealth, Llc 26 -52,73 1 -50,00
2026-05-15 13F Fwl Investment Management, Llc 0 -100,00 0
2026-04-28 13F Stratos Wealth Advisors, LLC 44.020 -79,01 2.199 -78,80
2026-04-08 13F Miracle Mile Advisors, LLC 5.142 -32,82 257 -32,28
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100,00 0 -100,00
2026-04-21 13F Pallas Capital Advisors LLC 15.829 -0,20 791 0,77
2026-01-07 13F BCGM Wealth Management, LLC 0 -100,00 0
2026-04-24 13F Lynx Investment Advisory 4.618 -45,91 231 -45,50
2026-05-05 13F Gould Asset Management Llc /ca/ 91.184 -6,00 4.555 -5,07
2026-05-04 13F HBW Advisory Services LLC 8.921 -18,09 446 -17,29
2026-01-27 13F Stone Point Wealth LLC 0 -100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 4.624 -80,58 231 -80,48
2026-04-15 13F Tenzing Financial LLC 5.081 -7,77 255 -6,62
2026-04-23 13F Glass Jacobson Investment Advisors llc 32.450 -5,61 1.621 -4,71
2026-04-28 13F Flagship Harbor Advisors, Llc 35.443 -3,62 1.770 -2,64
2026-05-14 13F Delos Wealth Advisors, LLC 0 -100,00 0
2026-05-08 13F Denali Advisors Llc 7.963 -58,31 398 -57,94
2026-05-08 13F Altiora Financial Group, LLC 38.165 -18,53 1.906 -17,70
2026-05-11 13F Bailard, Inc. 0 -100,00 0
2026-05-15 13F Two Sigma Securities, Llc 5.059 -80,93 253 -80,79
2026-05-12 13F Bbr Partners, Llc 0 -100,00 0
2026-05-06 13F Private Wealth Asset Management, LLC 261.610 -11,36 13.067 -10,48
2026-01-26 13F Iams Wealth Management, Llc 0 -100,00 0
2026-04-07 13F Bulwark Capital Corp 173.006 -10,03 8.642 -9,14
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-04-29 13F Austin Asset Management Co Inc 81.863 -16,38 4.089 -15,55
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 0 -100,00 0
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 0 -100,00 0
2026-05-01 13F American Trust 4.704 -51,57 235 -51,25
2026-04-21 13F Keystone Financial Group, Inc. 3.552 -31,76 177 -31,13
2026-05-01 13F Blume Capital Management, Inc. 0 -100,00 0
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-01-21 13F Sunburst Financial Group, LLC 0 -100,00 0
2026-05-29 13F Mullaney, Keating & Wright, Inc. 122.722 -3,35 6.130 -2,40
2026-04-24 13F Smithbridge Asset Management Inc/de 14.804 -42,75 739 -42,18
2026-05-12 13F Rsm Us Wealth Management Llc 9.657 -8,45 482 -7,49
2026-05-14 13F Cambria Investment Management, L.P. 0 -100,00 0
2026-05-14 13F Northern Trust Corp 54.550 -2,40 2.725 -1,45
2026-05-04 13F Lifeworks Advisors, LLC 308.937 -0,10 15.431 0,90
2026-04-08 13F Seed Wealth Management, Inc. 34.228 -18,59 1.710 -17,80
2026-02-17 13F Engineers Gate Manager LP 0 -100,00 0
2026-04-28 13F Blue Sky Capital Consultants Group, Inc. 0 -100,00 0
2026-04-28 13F Cypress Capital, LLC 39.103 -1,62 1.953 -0,61
2026-05-15 13F Hyundai Investments Co., Ltd. 4.515 -30,21 225 -29,69
2026-05-11 13F Smith Partners Wealth Management, LLC 11.803 -14,48 590 -13,64
2026-05-12 13F Motley Fool Wealth Management, LLC 35.778 -20,86 1.787 -20,04
2026-05-06 13F Topel & Distasi Wealth Management, LLC 6.639 -1,15 332 -0,30
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-04-27 13F PFG Investments, LLC 4.295 -26,46 215 -25,69
2026-05-13 13F/A Jpmorgan Chase & Co 892.213 -97,04 44.557 -97,01
2026-05-08 13F Roundview Capital LLC 154.689 -2,49 7.727 -1,53
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-01-12 13F Freestate Advisors LLC 0 -100,00 0
2026-05-06 13F Angeles Wealth Management, Llc 6.876 -11,81 343 -10,91
2026-04-23 13F Private Wealth Management Group, LLC 67.065 -5,32 3.350 -4,40
2026-05-15 13F Silver Grove Financial Group, Inc. 7.496 -23,67 374 -22,89
2026-04-16 13F BridgePort Financial Solutions, LLC 11.145 -3,10 557 -2,11
2026-04-27 13F Soltis Investment Advisors LLC 4.223 -0,07 211 0,48
2026-05-01 13F Capital Squared Financial LLC 27.811 -6,89 1.389 -5,96
2026-04-23 13F OakTrust Wealth Advisors, LLC 10.782 -0,01 539 0,94
2026-05-11 13F Rinkey Investments 29.494 -1,63 1.473 -0,61
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-05-08 13F Grand Wealth Management, Llc 4.019 -25,55 201 -24,81
2026-04-30 13F BRYN MAWR TRUST Co 5.474 -4,88 273 -3,87
2026-05-15 13F NorthRock Partners, LLC 11.329 -36,93 566 -36,37
2026-04-07 13F Calder Financial LLC 27.688 -3,09 1.381 -2,34
2026-02-04 13F Clark Wealth Partners 0 -100,00 0
2026-05-07 13F Capital Performance Advisors Llp 22.184 -23,77 1.108 -23,00
2026-04-27 13F Nvwm, Llc 179.178 -10,34 8.950 -9,46
2026-04-16 13F CogentBlue Wealth Advisors, LLC 73.118 -4,12 3.652 -3,16
2026-05-01 13F Avion Wealth 12.365 -22,03 1
2026-05-06 13F Modera Wealth Management, LLC 38.020 -28,55 1.899 -27,82
2026-04-28 13F Westfuller Advisors, LLC 267 -49,91 13 -50,00
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-05-14 13F Raymond James Financial Inc 711.469 -10,34 35.538 -9,46
2026-04-10 13F Matrix Trust Co 0 -100,00 0
2026-04-14 13F Cornerstone National Bank & Trust Co 620.201 -8,60 30.929 -7,84
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-23 13F Prosperity Advisers, LLC 20.482 -1,94 1.023 -0,97
2026-04-13 13F IFP Advisors, Inc 437 -27,29 22 -27,59
2026-05-15 13F Beacon Pointe Advisors, LLC 245.265 -43,09 12.251 -42,52
2026-04-10 13F McGrath & Associates, Inc. 4.141 -37,39 207 -37,00
2026-01-07 13F Gilbert & Cook, Inc. 0 -100,00 0
2026-04-23 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-01-21 13F Integris Wealth Management, LLC 0 -100,00 0
2026-01-15 13F Cobblestone Asset Management LLC 0 -100,00 0
2026-04-13 13F Hm Payson & Co 0 -100,00 0
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 35.179 -2,34 1.757 -1,35
2026-05-14 13F Passive Capital Management, LLC. 69.986 -11,16 3.496 -10,29
2026-04-24 13F KPP Advisory Services LLC 16.734 -4,92 836 -4,02
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 5.447.681 -3,51 272.112 -2,55
2026-04-24 13F Merited Wealth, LLC 4.887 -23,77 244 -23,03
2026-05-01 13F Citizens Financial Group Inc/ri 11.009 -9,02 550 -8,19
2026-04-30 13F Sequoia Financial Advisors, LLC 93.042 -0,21 4.647 0,78
2026-05-14 13F Captrust Financial Advisors 42.153 -11,92 2.106 -11,07
2026-04-15 13F Fifth Third Securities, Inc. 44.437 -4,77 2.220 -3,81
2026-05-14 13F HighPoint Advisor Group LLC 39.758 -1,92 1.986 -0,95
2026-05-08 13F Maia Wealth LLC 5.585 -0,83 279 -0,71
2026-05-05 13F West Paces Advisors Inc. 81.809 -2,83 4.086 -1,85
2026-05-11 13F Richmond Brothers, Inc. 40.322 -31,66 2.014 -30,98
2026-04-03 13F Coastline Trust Co 1.310 -10,88 65 -9,72
2026-05-15 13F Advisory Services Network, LLC 154.798 -23,77 7.732 -23,01
2026-05-15 13F Larson Financial Group LLC 17.818 -6,38 890 -5,42
2026-04-22 13F Aegis Wealth Management LLC 35.886 -1,15 1.793 -0,17
2026-05-14 13F Us Bancorp \de\ 65.905 -11,50 3.292 -10,64
2026-05-06 13F Leuthold Group, Llc 208.699 -0,34 10.425 0,65
2026-04-21 13F Maltin Wealth Management, Inc. 24.178 -8,55 1.208 -7,65
2026-04-28 13F Timber Creek Capital Management LLC 37.124 -3,32 1.854 -2,37
2026-04-22 13F Lam Group, Inc. 1.500 -84,71 75 -84,74
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-04-15 13F Sage Capital Management, LLC 21.602 -7,69 1.079 -6,74
2026-01-21 13F Access Financial Services, Inc. 0 -100,00 0
2026-02-05 13F New York Life Investment Management Llc 0 -100,00 0 -100,00
2026-05-14 13F Allworth Financial LP 163.526 -3,95 8.168 -2,99
2026-01-29 13F Roth Financial Partners LLC 0 -100,00 0
2026-05-06 13F Palladiem, Llc 62.615 -3,35 3.132 -2,28
2026-01-16 13F SigFig Wealth Management, LLC 0 -100,00 0
2026-04-20 13F Skyline Advisors, Inc. 5.255 -0,23 262 0,77
2026-04-10 13F Benin Management CORP 18.973 -33,81 948 -33,17
2026-05-06 13F Main Street Group, LTD 7.311 -9,49 365 -8,52
2026-05-05 13F Frisch Financial Group, Inc. 4.938 -34,09 247 -33,51
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 17.004 -0,61 849 0,35
2026-04-28 13F Integrated Advisors Network LLC 21.505 -66,45 1.074 -66,12
2026-04-24 13F Private Advisor Group, LLC 110.736 -2,38 5.531 -1,41
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-28 13F HBE Wealth Management, LLC 167.794 -1,10 8.381 -0,11
2026-04-14 13F Southland Equity Partners LLC 7.955 -3,67 397 -2,70
2026-05-13 13F Measured Wealth Private Client Group, LLC 0 -100,00 0
2026-05-12 13F M&t Bank Corp 33.680 -49,73 1.682 -49,23
2026-05-15 13F Fmr Llc 4.942.565 -2,93 246.881 -1,97
2026-04-20 13F Independent Wealth Network Inc. 6.668 -65,45 333 -65,09
2026-04-10 13F Level Financial Advisors, Inc. 35.353 -4,02 1.766 -3,08
2026-05-04 13F Mml Investors Services, Llc 333.950 -6,33 16.681 -5,40
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc Call 0 -100,00 0 -100,00
2026-02-03 13F/A Mount Yale Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-07 13F MONECO Advisors, LLC 9.446 -16,35 472 -15,59
2026-05-12 13F Bank of Jackson Hole Trust 4.567 -7,64 228 -6,56
2026-02-17 13F Main Street Financial Solutions, LLC 17.353 -12,36 858 -14,37
2026-04-30 13F Csenge Advisory Group 5.837 -82,64 292 -82,49
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-05-12 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2026-03-16 13F Osbon Capital Management Llc 0 -100,00 0
2026-04-28 13F K2 Financial Inc. 18.304 -73,71 918 -73,36
2026-04-14 13F Nbc Securities, Inc. 3.076 -25,25 154 -24,63
2026-02-13 13F Financial Freedom, LLC 0 -100,00 0
2026-04-13 13F First Hawaiian Bank 72.696 -3,96 3.631 -2,99
2026-05-12 13F First American Trust, Fsb 72.036 -3,90 3.598 -2,94
2026-04-22 13F Caldwell Trust Co 10.620 -4,50 530 -3,46
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-01-21 13F McElhenny Sheffield Capital Management, LLC 0 -100,00 0
2026-02-11 13F Vestor Capital, Llc 0 -100,00 0
2026-04-15 13F Elser Financial Planning, Inc 0 -100,00 0
2026-04-20 13F Cardinal Point Capital Management, ULC 0 -100,00 0
2026-04-27 13F Truist Financial Corp 71.193 -64,56 3.556 -64,21
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 17.554 -37,49 884 -36,31
2026-01-14 13F Johnson Bixby & Associates, LLC 0 -100,00 0
2026-05-08 13F DUTCH ASSET Corp 5.700 -9,52 285
2026-05-14 13F Regal Investment Advisors LLC 46.577 -20,09 2.327 -19,29
2026-05-15 13F CI Private Wealth, LLC 571.882 -14,54 28.565 -13,69
2026-01-28 13F Joseph P. Lucia & Associates, LLC 0 -100,00 0
2026-05-15 13F/A EverSource Wealth Advisors, LLC 805 -12,50 40 -11,11
2026-01-27 13F Fortis Capital Advisors, LLC 0 -100,00 0 -100,00
2026-04-29 13F Connable Office Inc 217.973 -4,33 10.888 -3,38
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 8.222 -2,39 411 -1,44
2026-05-14 13F Ballentine Partners, LLC 0 -100,00 0
2026-05-13 13F GeoWealth Management, LLC 3.825 -23,77 191 -22,98
2026-04-20 13F Emprise Bank 348.233 -1,16 17.394 -0,18
2026-04-08 13F Ehrlich Financial Group 0 -100,00 0
2026-05-14 13F Cwm, Llc 67.920 -4,31 3.393 112.966,67
2026-05-15 13F Guggenheim Capital Llc 0 -100,00 0
2026-05-06 13F Meridian Wealth Management, LLC 15.250 -2,49 762 -1,55
2026-05-14 13F Brown Brothers Harriman & Co 54 -97,02 3 -97,75
2026-05-07 13F Lakeshore Financial Planning, Inc. 4.710 -0,08 235 0,86
2026-05-04 13F Procyon Private Wealth Partners, LLC 169.428 -11,36 8.463 -10,48
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2026-05-14 13F Betterment LLC 1.465.040 -5,81 73 -3,95
2026-01-27 13F Tred Avon Family Wealth, Llc 0 -100,00 0
2026-05-14 13F Twin Focus Capital Partners, Llc 340.621 -4,83 17.014 -3,88
2026-04-07 13F Park Avenue Securities Llc 0 -100,00 0
2026-05-15 13F National Bank Of Canada /fi/ 24.243 -4,38 1.211 -3,43
2026-04-09 13F Tilia Fiduciary Partners, Inc. 35.513 -3,87 1.774 -2,96
2026-05-08 13F Compass Capital Corp /ma/ /adv 5.227 -3,63 263 -2,60
2026-04-22 13F TPG Advisors LLC 17.097 -4,44 854 -3,51
2026-05-12 13F Mengis Capital Management, Inc. 18.287 -2,42 913 -1,40
2026-05-07 13F Facet Wealth, Inc. 0 -100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 0 -100,00 0
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 316 -15,73 16 -16,67
2026-05-12 13F Curio Wealth, Llc 0 -100,00 0
2026-05-29 13F Asset Dedication, LLC 1.897 -36,87 95 -36,49
2026-04-22 13F Apollon Wealth Management, LLC 6.376 -14,99 318 -14,05
2026-05-11 13F Peak Retirement Planning, Inc. 7.681 -10,34 384 -9,46
2026-05-06 13F Bartlett & Co. Wealth Management Llc 9.835 -82,08 496 -81,76
2026-05-14 13F Diversified Enterprises, LLC 9.236 -44,09 461 -43,50
2026-05-18 13F Edgestream Partners, L.P. 0 -100,00 0
2026-04-27 13F Meramec Financial Planners, LLC 0 -100,00 0
2026-05-08 13F Opus Financial Solutions LLC 59.620 -2,34 2.978 -1,36
2026-05-01 13F Summit Financial Strategies, Inc. 5.989 -17,56 299 -16,71
2026-05-12 13F Kovack Advisors, Inc. 7.299 -15,90 364 -15,15
2026-05-13 13F Scotia Capital Inc. 158.820 -24,44 7.933 -23,69
2026-04-28 13F Family CFO Inc 156.099 -1,16 7.797 -0,18
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