Telephone Communications - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-04-29 13F-HR CHT / Chunghwa Telecom Co., - Depositary Receipt Cordatus Wealth Management LLC 10,888
2026-04-29 13F-HR FYBR / Frontier Communications Parent CVA Family Office, LLC 13 0 -100.00
2026-04-29 13F-HR FYBR / Frontier Communications Parent Hughes Financial Services, LLC 11 0 -100.00
2026-04-29 13F-HR CHT / Chunghwa Telecom Co., - Depositary Receipt Frank, Rimerman Advisors LLC 0 12,255
2026-04-29 13F-HR WBD / Warner Bros. Discovery Axxcess Wealth Management, Llc 9,687 0 -100.00
2026-04-29 13F-HR IHS / IHS Holding Wendel SE 62,975,396 62,975,396 0.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery Oregon Public Employees Retirement Fund 283,787 283,887 0.04
2026-04-29 13F-HR FYBR / Frontier Communications Parent TriaGen Wealth Management LLC 10,577 0 -100.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery TriaGen Wealth Management LLC 37,388 36,688 -1.87
2026-04-29 13F-HR ATEX / Anterix Skopos Labs, Inc. 0 5,284
2026-04-29 13F-HR TKC / Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt Axxcess Wealth Management, Llc 14,365 0 -100.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery LTS Liquid Investments LLC 9,974 0 -100.00
2026-04-29 SCHEDULE 13G L1MN34 / Lumen Technologies, Inc. - Depositary Receipt Vanguard Portfolio Management Llc 62,947,164
2026-04-29 13F-HR CXDO / Crexendo Police & Firemen's Retirement System of New Jersey 4,747 4,747 0.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery American Capital Advisory, LLC 61 83 36.07
2026-04-29 13F-HR WBD / Warner Bros. Discovery Klp Kapitalforvaltning As 979,927 1,013,627 3.44
2026-04-29 13F-HR WBD / Warner Bros. Discovery Credit Industriel Et Commercial 210,000 317,251 51.07
2026-04-29 13F-HR MBND / SSGA Active Trust - State Street Nuveen Municipal Bond ETF Landmark Wealth Management, LLC 53,936 56,637 5.01
2026-04-29 13F-HR TU / TELUS Hughes Financial Services, LLC 154 154 0.00
2026-04-29 SCHEDULE 13G W1BD34 / Warner Bros. Discovery, Inc. - Depositary Receipt Vanguard Capital Management Llc 526,107,236
2026-04-29 13F-HR TKC / Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt Frank, Rimerman Advisors LLC 97,525 120,433 23.49
2026-04-29 13F-HR ATEX / Anterix Police & Firemen's Retirement System of New Jersey 3,069 3,069 0.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery KERR FINANCIAL PLANNING Corp 2 2 0.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery Garner Asset Management Corp 172 0 -100.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery Bluefin Capital Management, Llc 0 90,000
2026-04-29 13F-HR WBD / Warner Bros. Discovery Standard Life Aberdeen plc 1,742,937 1,806,552 3.65
2026-04-29 13F-HR WBD / Warner Bros. Discovery IAG Wealth Partners, LLC 516 516 0.00
2026-04-29 13F-HR/A CXDO / Crexendo Salem Investment Counselors Inc 0 250
2026-04-29 13F-HR CHT / Chunghwa Telecom Co., - Depositary Receipt R Squared Ltd 27,964 55,164 97.27
2026-04-29 13F-HR CHT / Chunghwa Telecom Co., - Depositary Receipt Skopos Labs, Inc. 7,358 22,676 208.18
2026-04-29 13F-HR WBD / Warner Bros. Discovery American Wealth Advisors, LLC 75 0 -100.00
2026-04-29 13F-HR LUMN / Lumen Technologies Klp Kapitalforvaltning As 208,300 214,500 2.98
2026-04-29 13F-HR TLK / Perusahaan Perseroan Frank, Rimerman Advisors LLC 32,904 33,216 0.95
2026-04-29 13F-HR LUMN / Lumen Technologies Envestnet Portfolio Solutions, Inc. 120,704 119,134 -1.30
2026-04-29 13F-HR WBD / Warner Bros. Discovery Frank, Rimerman Advisors LLC 21,445 24,166 12.69
2026-04-29 13F-HR LUMN / Lumen Technologies Oregon Public Employees Retirement Fund 215,852 215,706 -0.07
2026-04-29 13F-HR IHS / IHS Holding R Squared Ltd 33,448
2026-04-29 13F-HR WBD / Warner Bros. Discovery Sunrise Financial Services, LLC 29 29 0.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery Index Technologies Group LLC 8,757 8,818 0.70
2026-04-29 13F-HR WBD / Warner Bros. Discovery Hughes Financial Services, LLC 1,325 1,491 12.53
2026-04-29 13F-HR PHI / PLDT Inc. - Depositary Receipt Skopos Labs, Inc. 23,121 14,471 -37.41
2026-04-29 13F-HR TIMB / TIM S.A. - Depositary Receipt Skopos Labs, Inc. 16,677 21,479 28.79
2026-04-29 13F-HR IHS / IHS Holding Standard Life Aberdeen plc 2,232,200 1,866,600 -16.38
2026-04-29 13F-HR WBD / Warner Bros. Discovery West Tower Group, LLC 65,030 41,915 -35.55
2026-04-29 13F-HR FYBR / Frontier Communications Parent Credit Industriel Et Commercial 252,926 0 -100.00
2026-04-29 13F-HR ATEX / Anterix Hughes Financial Services, LLC 2 2 0.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery CVA Family Office, LLC 2,239 1,803 -19.47
2026-04-29 13F-HR WBD / Warner Bros. Discovery Carnegie Lake Advisors LLC 22,623 0 -100.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery Envestnet Portfolio Solutions, Inc. 16,757 13,213 -21.15
2026-04-29 13F-HR/A LUMN / Lumen Technologies Salem Investment Counselors Inc 0 1
2026-04-29 13F-HR LUMN / Lumen Technologies IAG Wealth Partners, LLC 65 65 0.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery Duncker Streett & Co Inc 241 602 149.79
2026-04-29 13F-HR WBD / Warner Bros. Discovery R Squared Ltd 0 35,889
2026-04-29 13F-HR WBD / Warner Bros. Discovery Custom Index Systems, Llc 14,415 14,307 -0.75
2026-04-29 13F-HR LUMN / Lumen Technologies American Capital Advisory, LLC 500 500 0.00
2026-04-29 13F-HR/A WBD / Warner Bros. Discovery Salem Investment Counselors Inc 69,455 71,346 2.72
2026-04-29 13F-HR WBD / Warner Bros. Discovery Swedbank AB 1,535,742 1,470,035 -4.28
2026-04-29 13F-HR TLK / Perusahaan Perseroan Skopos Labs, Inc. 15,573 15,935 2.32
2026-04-29 13F-HR WBD / Warner Bros. Discovery Advance Capital Management, Inc. 26,133 26,594 1.76
2026-04-29 13F-HR SPOK / Spok Holdings Police & Firemen's Retirement System of New Jersey 6,597 6,597 0.00
2026-04-29 13F-HR LUMN / Lumen Technologies Skopos Labs, Inc. 59,784 39,315 -34.24
2026-04-29 13F-HR LUMN / Lumen Technologies Police & Firemen's Retirement System of New Jersey 257,373 263,016 2.19
2026-04-29 13F-HR KT / KT Corporation - Depositary Receipt Skopos Labs, Inc. 22,622 39,418 74.25
2026-04-29 13F-HR TU / TELUS Skopos Labs, Inc. 14,208 0 -100.00
2026-04-29 13F-HR FYBR / Frontier Communications Parent Skopos Labs, Inc. 8,571 0 -100.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery Resonant Capital Advisors, LLC 7,449 9,721 30.50
2026-04-29 13F-HR WBD / Warner Bros. Discovery Bluefin Capital Management, Llc 0 68,337
2026-04-29 13F-HR WBD / Warner Bros. Discovery Cahaba Wealth Management, Inc. 9,509 0 -100.00
2026-04-29 13F-HR LUMN / Lumen Technologies CVA Family Office, LLC 106 3,290 3,003.77
2026-04-29 13F-HR TLK / Perusahaan Perseroan Mondrian Investment Partners LTD 6,707 7,568 12.84
2026-04-29 13F-HR WBD / Warner Bros. Discovery Burney Co/ 8,003 0 -100.00
2026-04-29 13F-HR/A WBD / Warner Bros. Discovery Farmers & Merchants Trust Co of Chambersburg PA 162 162 0.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery Navalign, LLC 49 0 -100.00
2026-04-29 13F-HR KT / KT Corporation - Depositary Receipt Cordatus Wealth Management LLC 18,870
2026-04-29 13F-HR CHT / Chunghwa Telecom Co., - Depositary Receipt Mondrian Investment Partners LTD 226,153 0 -100.00
2026-04-29 13F-HR IHS / IHS Holding Credit Industriel Et Commercial 455,302
2026-04-29 13F-HR WBD / Warner Bros. Discovery Skopos Labs, Inc. 65,449 60,113 -8.15
2026-04-29 13F-HR AD / Array Digital Infrastructure Standard Life Aberdeen plc 289,600 257,000 -11.26
2026-04-29 13F-HR KT / KT Corporation - Depositary Receipt R Squared Ltd 15,140 0 -100.00
2026-04-29 13F-HR SIDU / Sidus Space Sunrise Financial Services, LLC 62
2026-04-29 13F-HR AD / Array Digital Infrastructure Klp Kapitalforvaltning As 5,900 5,900 0.00
2026-04-29 13F-HR TU / TELUS CVA Family Office, LLC 2,717 2,717 0.00
2026-04-29 13F-HR FYBR / Frontier Communications Parent American Capital Advisory, LLC 2 0 -100.00
2026-04-29 13F-HR FYBR / Frontier Communications Parent Oregon Public Employees Retirement Fund 49,705 0 -100.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery Police & Firemen's Retirement System of New Jersey 357,542 358,227 0.19
2026-04-29 13F-HR AD / Array Digital Infrastructure CVA Family Office, LLC 30
2026-04-29 13F-HR KT / KT Corporation - Depositary Receipt Mondrian Investment Partners LTD 2,952,092 2,663,200 -9.79
2026-04-29 13F-HR FYBR / Frontier Communications Parent R Squared Ltd 144,066 0 -100.00
2026-04-29 13F-HR FYBR / Frontier Communications Parent Police & Firemen's Retirement System of New Jersey 104,633 0 -100.00
2026-04-29 13F-HR WBD / Warner Bros. Discovery Montag A & Associates Inc 1,741 1,664 -4.42
2026-04-29 13F-HR TKC / Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt Skopos Labs, Inc. 40,048 31,227 -22.03
2026-04-29 13F-HR WBD / Warner Bros. Discovery Investment House Llc 0 225,221
2026-04-29 13F-HR TIGO / Millicom International Cellular Swedbank AB 2,014,033 1,605,937 -20.26
2026-04-29 13F-HR VZ / Verizon Communications Schmidt P J Investment Management Inc 14,082 16,182 14.91
2026-04-29 13F-HR/A TMUS / T-Mobile US Salem Investment Counselors Inc 0 27
2026-04-29 13F-HR TIGO / Millicom International Cellular CVA Family Office, LLC 10
2026-04-29 13F-HR VZ / Verizon Communications Mine & Arao Wealth Creation & Management, LLC. 8,306 8,369 0.76
2026-04-29 13F-HR/A VZ / Verizon Communications Salem Investment Counselors Inc 30,141 29,988 -0.51
2026-04-29 13F-HR TMUS / T-Mobile US Ocean Capital Management, LLC 3,669 3,593 -2.07
2026-04-29 13F-HR TMUS / T-Mobile US OneAscent Investment Solutions LLC 1,336 0 -100.00
2026-04-29 13F-HR AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt R Squared Ltd 0 11,228
2026-04-29 13F-HR TIGO / Millicom International Cellular Klp Kapitalforvaltning As 124,697 117,133 -6.07
2026-04-29 13F-HR VZ / Verizon Communications Renasant Bank 5,004 0 -100.00
2026-04-29 13F-HR VZ / Verizon Communications Duncker Streett & Co Inc 7,241 7,241 0.00
2026-04-29 13F-HR VZ / Verizon Communications Oregon Public Employees Retirement Fund 482,905 482,905 0.00
2026-04-29 13F-HR VZ / Verizon Communications Investment Research Partners LLC 23,087 22,510 -2.50
2026-04-29 13F-HR TMUS / T-Mobile US Clare Market Investments LLC 2,050 0 -100.00
2026-04-29 13F-HR TMUS / T-Mobile US Nilsine Partners, LLC 5,417 3,311 -38.88
2026-04-29 13F-HR TMUS / T-Mobile US McLaughlin Asset Management, Inc. 5,637 5,721 1.49
2026-04-29 13F-HR TMUS / T-Mobile US LiftPoint Family Wealth Advisors LLC 1,208 0 -100.00
2026-04-29 13F-HR BCEXF / BCE Inc. - Preferred Stock Police & Firemen's Retirement System of New Jersey 11,405 11,405 0.00
2026-04-29 13F-HR AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt Garner Asset Management Corp 400 0 -100.00
2026-04-29 13F-HR/A AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt Salem Investment Counselors Inc 14
2026-04-29 13F-HR TIGO / Millicom International Cellular Strid Group, LLC 3,848 3,300 -14.24
2026-04-29 13F-HR TIGO / Millicom International Cellular Childress Capital Advisors, Llc 6,258 6,320 0.99
2026-04-29 13F-HR VZ / Verizon Communications Axxcess Wealth Management, Llc 243,079 175,170 -27.94
2026-04-29 13F-HR VZ / Verizon Communications Marino, Stram & Associates Llc 61,102 59,391 -2.80
2026-04-29 13F-HR VG / Venture Global R Squared Ltd 29,106 0 -100.00
2026-04-29 13F-HR VZ / Verizon Communications Nicholas Hoffman & Company, LLC. 63,504 61,541 -3.09
2026-04-29 13F-HR VZ / Verizon Communications First Interstate Bank 7,172 6,958 -2.98
2026-04-29 13F-HR VZ / Verizon Communications Carnegie Lake Advisors LLC 11,743 11,393 -2.98
2026-04-29 13F-HR VZ / Verizon Communications Standard Life Aberdeen plc 4,906,937 5,071,107 3.35
2026-04-29 13F-HR TMUS / T-Mobile US Sunrise Financial Services, LLC 8
2026-04-29 13F-HR TMUS / T-Mobile US Burney Co/ 4,608 3,160 -31.42
2026-04-29 13F-HR TMUS / T-Mobile US Live Oak Investment Partners 6,262
2026-04-29 13F-HR TMUS / T-Mobile US Skopos Labs, Inc. 12,349 19,659 59.20
2026-04-29 13F-HR TMUS / T-Mobile US WealthPlan Investment Management, LLC 12,689 18,628 46.80
2026-04-29 13F-HR TMUS / T-Mobile US KERR FINANCIAL PLANNING Corp 41 112 173.17
2026-04-29 13F-HR TMUS / T-Mobile US Penobscot Investment Management Company, Inc. 11,652 10,871 -6.70
2026-04-29 13F-HR TMUS / T-Mobile US Childress Capital Advisors, Llc 2,981 3,375 13.22
2026-04-29 13F-HR VIV / Telefônica Brasil S.A. - Depositary Receipt Standard Life Aberdeen plc 2,949,455 3,006,692 1.94
2026-04-29 13F-HR SKM / SK Telecom Co., - Depositary Receipt Frank, Rimerman Advisors LLC 0 59,216
2026-04-29 13F-HR BCE / BCE Frank, Rimerman Advisors LLC 32,347 32,347 0.00
2026-04-29 13F-HR AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt Axxcess Wealth Management, Llc 36,505 0 -100.00
2026-04-29 13F-HR AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt Raelipskie Partnership 1,800 1,800 0.00
2026-04-29 13F-HR AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt Montag A & Associates Inc 1,962 1,962 0.00
2026-04-29 13F-HR VOD / Vodafone Group Public Limited Company - Depositary Receipt American Capital Advisory, LLC 2,400 2,903 20.96
2026-04-29 13F-HR/A VOD / Vodafone Group Public Limited Company - Depositary Receipt Farmers & Merchants Trust Co of Chambersburg PA 517 517 0.00
2026-04-29 13F-HR TIGO / Millicom International Cellular Police & Firemen's Retirement System of New Jersey 80,199 78,634 -1.95
2026-04-29 13F-HR TIGO / Millicom International Cellular Custom Index Systems, Llc 17,104 19,517 14.11
2026-04-29 13F-HR VZ / Verizon Communications WealthPLAN Partners, LLC 69,558 47,580 -31.60
2026-04-29 13F-HR VG / Venture Global American Capital Advisory, LLC 14 14 0.00
2026-04-29 13F-HR VG / Venture Global CVA Family Office, LLC 67 120 79.10
2026-04-29 13F-HR VZ / Verizon Communications Montag A & Associates Inc 28,287 30,861 9.10
2026-04-29 13F-HR TDS / Telephone and Data Systems CVA Family Office, LLC 24 149 520.83
2026-04-29 13F-HR VZ / Verizon Communications Flatrock Wealth Partners LLC 4,533
2026-04-29 13F-HR VZ / Verizon Communications Penobscot Investment Management Company, Inc. 18,230 18,230 0.00
2026-04-29 13F-HR VZ / Verizon Communications Richmond Investment Services, LLC 12,439 13,286 6.81
2026-04-29 13F-HR VZ / Verizon Communications IAG Wealth Partners, LLC 1,679 1,334 -20.55
2026-04-29 13F-HR IDT / IDT Hughes Financial Services, LLC 3 1 -66.67
2026-04-29 13F-HR VZ / Verizon Communications Cary Street Partners Financial Llc 164,283 168,224 2.40
2026-04-29 13F-HR VZ / Verizon Communications Bank Of Stockton 0 5,818
2026-04-29 13F-HR VZ / Verizon Communications Nichols & Pratt Advisers Llp /ma 793,686 798,733 0.64
2026-04-29 13F-HR VZ / Verizon Communications KERR FINANCIAL PLANNING Corp 799 785 -1.75
2026-04-29 13F-HR VZ / Verizon Communications Navalign, LLC 7,356 4,261 -42.07
2026-04-29 13F-HR TMUS / T-Mobile US Cary Street Partners Financial Llc 5,329 5,453 2.33
2026-04-29 13F-HR TMUS / T-Mobile US Klp Kapitalforvaltning As 219,073 225,073 2.74
2026-04-29 13F-HR TMUS / T-Mobile US Garde Capital, Inc. 19,918 17,150 -13.90
2026-04-29 13F-HR TMUS / T-Mobile US Swedbank AB 289,463 289,064 -0.14
2026-04-29 13F-HR TMUS / T-Mobile US CVA Family Office, LLC 1,053 1,359 29.06
2026-04-29 13F-HR TMUS / T-Mobile US Wright Investors Service Inc 1,917 1,860 -2.97
2026-04-29 13F-HR TMUS / T-Mobile US Police & Firemen's Retirement System of New Jersey 73,704 74,349 0.88
2026-04-29 13F-HR TMUS / T-Mobile US Patron Partners Advisors, Llc 3,602 4,463 23.90
2026-04-29 13F-HR TMUS / T-Mobile US Standard Life Aberdeen plc 323,269 334,122 3.36
2026-04-29 13F-HR VZ / Verizon Communications American Wealth Advisors, LLC 256 0 -100.00
2026-04-29 13F-HR TMUS / T-Mobile US American Capital Advisory, LLC 6 18 200.00
2026-04-29 13F-HR TMUS / T-Mobile US Sageworth Trust Co 0 1,682
2026-04-29 13F-HR TMUS / T-Mobile US Seelaus Asset Management LLC 3,245 3,290 1.39
2026-04-29 13F-HR TMUS / T-Mobile US Stenger Family Office, LLC 2,005 2,045 2.00
2026-04-29 13F-HR TMUS / T-Mobile US Montag A & Associates Inc 50 50 0.00
2026-04-29 13F-HR/A TMUS / T-Mobile US Family Capital Trust Co 8,892 8,983 1.02
2026-04-29 13F-HR VIV / Telefônica Brasil S.A. - Depositary Receipt Skopos Labs, Inc. 45,707 57,603 26.03
2026-04-29 13F-HR/A VIV / Telefônica Brasil S.A. - Depositary Receipt Salem Investment Counselors Inc 13
2026-04-29 13F-HR SKM / SK Telecom Co., - Depositary Receipt Skopos Labs, Inc. 14,197 24,382 71.74
2026-04-29 13F-HR VZ / Verizon Communications Cary Street Partner Investment Advisory Llc 12,185 11,090 -8.99
2026-04-29 13F-HR BCE / BCE CVA Family Office, LLC 95 95 0.00
2026-04-29 13F-HR TEF / Telefónica, S.A. - Depositary Receipt Garner Asset Management Corp 269 0 -100.00
2026-04-29 13F-HR TEF / Telefónica, S.A. - Depositary Receipt Skopos Labs, Inc. 22,063 10,727 -51.38
2026-04-29 13F-HR VZ / Verizon Communications TriaGen Wealth Management LLC 9,579 9,676 1.01
2026-04-29 13F-HR VZ / Verizon Communications Nilsine Partners, LLC 0 4,311
2026-04-29 13F-HR AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt Sageworth Trust Co 0 16,850
2026-04-29 13F-HR AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt First Interstate Bank 8,783
2026-04-29 13F-HR VOD N / Vodafone Group Public Limited Company - Depositary Receipt Garner Asset Management Corp 6 0 -100.00
2026-04-29 13F-HR VOD / Vodafone Group Public Limited Company - Depositary Receipt Skopos Labs, Inc. 95,802 143,754 50.05
2026-04-29 13F-HR VOD / Vodafone Group Public Limited Company - Depositary Receipt Duncker Streett & Co Inc 324 324 0.00
2026-04-29 13F-HR/A VOD / Vodafone Group Public Limited Company - Depositary Receipt Salem Investment Counselors Inc 0 36
2026-04-29 13F-HR VZ / Verizon Communications W Advisors, Llc 15,212 15,282 0.46
2026-04-29 13F-HR TIGO / Millicom International Cellular Index Technologies Group LLC 10,517 11,305 7.49
2026-04-29 13F-HR VZ / Verizon Communications Houlihan Financial Resource Group, Ltd. 13,570 13,580 0.07
2026-04-29 13F-HR TIGO / Millicom International Cellular Standard Life Aberdeen plc 9,390 8,928 -4.92
2026-04-29 13F-HR VZ / Verizon Communications Invested Advisors 13,838 13,592 -1.78
2026-04-29 13F-HR VZ / Verizon Communications Tilson Financial Group, Inc. 10,192 10,238 0.45
2026-04-29 13F-HR/A VZ / Verizon Communications Perryman Financial Advisory Inc /ad 4,397
2026-04-29 13F-HR VZ / Verizon Communications WealthPlan Investment Management, LLC 162,497 147,635 -9.15
2026-04-29 13F-HR VZ / Verizon Communications Cahaba Wealth Management, Inc. 5,384 0 -100.00
2026-04-29 13F-HR VZ / Verizon Communications Eads & Heald Wealth Management 13,124 13,859 5.60
2026-04-29 SCHEDULE 13G OMMI.X / Touchstone ETF Trust - Touchstone Dynamic International ETF Vanguard Portfolio Management Llc 6,303,052
2026-04-29 13F-HR VZ / Verizon Communications Cvfg Llc 8,504
2026-04-29 13F-HR VZ / Verizon Communications Greenwood Capital Associates Llc 75,010 57,529 -23.30
2026-04-29 13F-HR TDS / Telephone and Data Systems Klp Kapitalforvaltning As 25,200 25,900 2.78
2026-04-29 13F-HR VZ / Verizon Communications Investment House Llc 11,466 11,017 -3.92
2026-04-29 13F-HR VZ / Verizon Communications Seelaus Asset Management LLC 5,157 22,422 334.79
2026-04-29 13F-HR VZ / Verizon Communications Saxon Interests, Inc. 20,522 17,830 -13.12
2026-04-29 13F-HR VZ / Verizon Communications Frank, Rimerman Advisors LLC 92,226 90,821 -1.52
2026-04-29 13F-HR VZ / Verizon Communications Lmcg Investments, Llc 17,742 28,326 59.66
2026-04-29 13F-HR VZ / Verizon Communications PCB Capital LLC 24,197 25,255 4.37
2026-04-29 13F-HR VZ / Verizon Communications Childress Capital Advisors, Llc 14,733 12,449 -15.50
2026-04-29 13F-HR VZ / Verizon Communications Virginia Wealth Management Group, Inc. 69,662 71,632 2.83
2026-04-29 13F-HR VZ / Verizon Communications CVA Family Office, LLC 11,759 14,784 25.72
2026-04-29 13F-HR ATNI / ATN International Police & Firemen's Retirement System of New Jersey 2,268 2,268 0.00
2026-04-29 13F-HR/A VZ / Verizon Communications True Link Financial Advisors, LLC 0 2,261
2026-04-29 13F-HR VZ / Verizon Communications Staley Capital Advisers Inc 194,394 193,643 -0.39
2026-04-29 13F-HR VZ / Verizon Communications Alliance Wealth Management Group 5,763 5,965 3.51
2026-04-29 13F-HR VZ / Verizon Communications Clearwave Capital, LLC 15,515 16,306 5.10
2026-04-29 13F-HR VZ / Verizon Communications Armor Investment Advisors, LLC 7,292 7,146 -2.00
2026-04-29 13F-HR VZ / Verizon Communications Addison Capital Co 6,424 8,427 31.18
2026-04-29 13F-HR VZ / Verizon Communications Am Investment Strategies Llc 20,919 0 -100.00
2026-04-29 13F-HR/A VZ / Verizon Communications Farmers & Merchants Trust Co of Chambersburg PA 4,068 3,968 -2.46
2026-04-29 13F-HR VZ / Verizon Communications Envestnet Portfolio Solutions, Inc. 210,877 156,451 -25.81
2026-04-29 13F-HR VZ / Verizon Communications Advance Capital Management, Inc. 19,586 19,858 1.39
2026-04-29 13F-HR TMUS / T-Mobile US American Wealth Advisors, LLC 35 0 -100.00
2026-04-29 13F-HR TMUS / T-Mobile US Axxcess Wealth Management, Llc 7,942 0 -100.00
2026-04-29 13F-HR VZ / Verizon Communications Klp Kapitalforvaltning As 2,211,224 2,142,324 -3.12
2026-04-29 13F-HR TMUS / T-Mobile US Envestnet Portfolio Solutions, Inc. 29,563 11,085 -62.50
2026-04-29 13F-HR VZ / Verizon Communications True Link Financial Advisors, LLC 0 2,261
2026-04-29 13F-HR TMUS / T-Mobile US R Squared Ltd 9,662 1,167 -87.92
2026-04-29 13F-HR TMUS / T-Mobile US United Asset Strategies, Inc. 26,279 27,969 6.43
2026-04-29 13F-HR TMUS / T-Mobile US Resonant Capital Advisors, LLC 2,058 2,664 29.45
2026-04-29 13F-HR VZ / Verizon Communications Clear Point Advisors Inc. 7,336 8,151 11.11
2026-04-29 13F-HR TMUS / T-Mobile US Cary Street Partner Investment Advisory Llc 2,009 1,922 -4.33
2026-04-29 13F-HR VZ / Verizon Communications Garner Asset Management Corp 81,357 90,274 10.96
2026-04-29 13F-HR VZ / Verizon Communications Wesleyan Assurance Society 180,664 180,664 0.00
2026-04-29 13F-HR TMUS / T-Mobile US Harbour Capital Advisors, LLC 23,823 23,972 0.63
2026-04-29 13F-HR VZ / Verizon Communications Horst & Graben Wealth Management LLC 5,278 5,185 -1.76
2026-04-29 13F-HR TDS / Telephone and Data Systems Hughes Financial Services, LLC 37 25 -32.43
2026-04-29 13F-HR VZ / Verizon Communications Burney Co/ 189,732 165,557 -12.74
2026-04-29 13F-HR TMUS / T-Mobile US Hughes Financial Services, LLC 152 534 251.32
2026-04-29 13F-HR TMUS / T-Mobile US Connable Office Inc 11,266 11,273 0.06
2026-04-29 13F-HR TDS / Telephone and Data Systems True Link Financial Advisors, LLC 2,700
2026-04-29 13F-HR TDS / Telephone and Data Systems Skopos Labs, Inc. 0 18,980
2026-04-29 13F-HR VZ / Verizon Communications Journey Retirement Planning & Investment Management Llc 113,016
2026-04-29 13F-HR TMUS / T-Mobile US WealthPLAN Partners, LLC 0 1,922
2026-04-29 13F-HR SHEN / Shenandoah Telecommunications Oregon Public Employees Retirement Fund 10,410 10,410 0.00
2026-04-29 13F-HR TMUS / T-Mobile US Bank Of Stockton 3,791 5,065 33.61
2026-04-29 13F-HR TMUS / T-Mobile US Oregon Public Employees Retirement Fund 55,086 54,230 -1.55
2026-04-29 13F-HR TMUS / T-Mobile US Greenwood Capital Associates Llc 23,411
2026-04-29 13F-HR TMUS / T-Mobile US Lmcg Investments, Llc 17,457 25,806 47.83
2026-04-29 13F-HR TMUS / T-Mobile US Impact Investors, Inc 1,137 1,137 0.00
2026-04-29 13F-HR SHEN / Shenandoah Telecommunications Klp Kapitalforvaltning As 10,000 10,000 0.00
2026-04-29 13F-HR TMUS / T-Mobile US Frank, Rimerman Advisors LLC 8,131 7,198 -11.47