MX:SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF - Institutionelt ejerskab - Købere

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
MX ˙ BMV ˙ US46137V2410
Institutionelt og fondsejerskab - Købere

Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF, omfatter Independence Asset Advisors, LLC, Tulsa Wealth Advisors, INC, Clearview Wealth Management LLC, Owl Creek Wealth Partners LLC, GLR Partners, LLC, Cadent Capital Advisors, LLC, Envision Financial Transparency, LLC, Evergreen Wealth Solutions, LLC, Nicolet Bankshares Inc, 55 North Private Wealth, LLC, BTG Pactual Asset Management US LLC, Fisher Asset Management, LLC, Fortis Capital Advisors, LLC, PCG Wealth Advisors, LLC, TCFG Investment Advisors, LLC, Tiaa-cref Individual & Institutional Services, Llc, West Wealth Group, LLC, WealthPlan Investment Management, LLC, Adamsbrown Wealth Consultants Llc, og Nicolet Advisory Services, Llc .

Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-05-15 13F Weaver Consulting Group 72.685 3,94 5.465 4,13
2026-05-07 13F Jefferies Financial Group Inc. 326.865 20,76 24.577 20,99
2026-05-14 13F HighPoint Advisor Group LLC 33.254 2,16 2.500 2,38
2026-04-13 13F Sherman Wealth Management LLC 19.468 45,65 1.464 45,86
2026-04-21 13F Merkkuri Wealth Advisors LLC 445 33
2026-05-15 13F Susquehanna International Group, Llp 5.032 378
2026-04-14 13F XY Planning Network, Inc. 50.547 6,98 3.834 8,12
2026-04-14 13F Kozak & Associates, Inc. 0 0
2026-04-13 13F Hm Payson & Co 22.119 1,76 1.663 1,96
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 12.212 13,97 918 14,18
2026-05-12 13F Independent Advisor Alliance 1.059.017 79.628
2026-02-06 13F Global Retirement Partners, LLC 284.847 0,95 21.378 3,37
2026-05-13 13F Kingdom Financial Group LLC. 518 39
2026-05-12 13F Rsm Us Wealth Management Llc 4.289 17,41 323 16,67
2026-04-22 13F Harbor Asset Planning, Inc. 8.567 0,15 644 0,47
2026-01-06 13F Ransom Advisory, Ltd 266 20
2026-05-07 13F Basepoint Wealth LLC 18.884 0,20 1.420 0,35
2026-05-08 13F Horizon Family Wealth, Inc. 20.998 59,86 1.579 60,20
2026-05-14 13F BTG Pactual Asset Management US LLC 9.705 730
2026-05-15 13F Gateway Wealth Partners, LLC 8.095 55,40 609 55,90
2026-05-11 13F Great Valley Advisor Group, Inc. 61.368 203,02 4.614 203,75
2026-04-03 13F Investors Research Corp 19.653 5,49 1.478 5,65
2026-04-13 13F IFP Advisors, Inc 49.198 3,21 3.699 3,41
2026-05-15 13F Evergreen Wealth Solutions, LLC 22.180 1.668
2026-04-20 13F Fiduciary Alliance LLC 62.792 81,66 4.986 92,21
2026-05-13 13F BlackRock, Inc. 32.303 20,69 2.429 20,92
2026-05-08 13F Prime Capital Investment Advisors, LLC 3.445 6,39 259 6,58
2026-04-27 13F Strathmore Capital Advisors, Inc. 2.517 203
2026-02-13 13F Sei Investments Co 14.942 1.121
2026-04-28 13F Stratos Wealth Advisors, LLC 19.459 15,72 1.463 16,02
2026-05-18 13F Centaurus Financial, Inc. 4.721 0,11 0
2026-04-17 13F 55 North Private Wealth, LLC 10.919 821
2026-05-13 13F AE Wealth Management LLC 31.565 188,74 2.373 189,39
2026-05-05 13F Milestone Investment Advisors LLC 528.118 0,42 39.709 0,61
2026-02-05 13F Edge Financial Advisors LLC 33.956 83,39 2.158 90,88
2026-05-15 13F Ancora Advisors, LLC 474 0,42 36 0,00
2026-04-16 13F Brookstone Capital Management 15.179 8,23 1.141 8,46
2026-04-27 13F Serenus Wealth Advisors, LLC 91.787 44,71 6.901 44,98
2026-04-23 13F Glass Jacobson Investment Advisors llc 27.735 31,04 2.085 31,30
2026-05-05 13F Napier Financial, LLC 155 12
2026-04-27 13F Platform Technology Partners 30.466 5,71 2.291 5,92
2026-04-29 13F Childress Capital Advisors, Llc 14.818 112,14 1.114 112,60
2026-05-12 13F Advyzon Investment Management, LLC 3.444 259
2026-04-28 13F Astoria Portfolio Advisors LLC. 34.711 0,07 2.786 1,13
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 769 58
2026-04-17 13F CENTRAL TRUST Co 936 314,16 70 337,50
2026-04-15 13F Single Point Partners, LLC 3.592 0,34 270 0,75
2026-05-14 13F Synergy Investment Management, LLC 104.658 8,75 7.870 8,97
2026-05-15 13F Core Wealth Advisors, Inc. 161.720 12,05 12.160 12,26
2026-05-08 13F Blair William & Co/il 269.028 7,25 20.228 7,45
2026-05-14 13F Regal Investment Advisors LLC 11.902 13,32 895 13,45
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 424.221 11,88 32 10,71
2026-05-15 13F Jones Financial Companies Lllp 2.467.657 15,95 182.878 14,49
2026-05-13 13F Parkside Financial Bank & Trust 3.724 0,27 280 0,72
2026-04-13 13F Compass Ion Advisors, LLC 745.478 0,61 56.052 0,79
2026-05-12 13F Jane Street Group, Llc 4.516 340
2026-05-11 13F MCF Advisors LLC 624 415,70 47 411,11
2026-04-14 13F Focus Financial Network, Inc. 240.986 0,63 18.120 0,81
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 6.321 0,89 0
2026-05-15 13F Clearview Wealth Management LLC 408.328 30.702
2026-05-13 13F BNB Wealth Management, LLC 19.670 0,02 1.479 0,27
2026-05-11 13F Wells Fargo & Company/mn 4.968.780 3,53 373.603 3,73
2026-05-13 13F Wealth Management Associates, Inc. 3.215 0,09 242 0,00
2026-05-14 13F Northern Trust Corp 37.575 59,24 2.825 59,60
2026-05-14 13F PlanVest Financial, Inc 897 67
2026-05-15 13F CI Private Wealth, LLC 343.837 293,13 25.853 293,74
2026-05-11 13F West Wealth Group, LLC 5.220 393
2026-05-04 13F Headland Capital, LLC 155.922 3,27 11.724 3,46
2026-05-15 13F Inspire Advisors, LLC 3.697 0,03 278 0,00
2026-05-14 13F Kane Investment Management, Inc. 16.002 21,64 1.203 21,88
2026-05-14 13F Captrust Financial Advisors 92.321 8,03 6.939 8,20
2026-05-12 13F TD Waterhouse Canada Inc. 26.271 1,09 1.987 1,95
2026-05-04 13F Alta Wealth Advisors LLC 8.954 0,13 673 0,30
2026-05-12 13F M&t Bank Corp 2.859 215
2026-04-29 13F Richmond Investment Services, LLC 26.452 0,28 1.989 0,45
2026-04-29 13F Centerpoint Advisory Group 24.789 28,71 1.864 28,93
2026-05-12 13F Resurgent Financial Advisors LLC 26.729 0,28 2.010 0,45
2026-04-10 13F Financial Advisory Corp 5.129 0,39 386 0,52
2026-05-07 13F Hollencrest Capital Management 289 14,23 22 16,67
2026-05-12 13F Kingsview Wealth Management, LLC 163.120 5,46 12.265 5,66
2026-05-13 13F Kraematon Investment Advisors, Inc 11.115 0,10 836 0,24
2026-05-11 13F Convergence Financial, LLC 56.777 4.269
2026-04-07 13F Farther Finance Advisors, LLC 149.620 226,77 11.350 230,33
2026-04-24 13F Advanced Asset Management Advisors Inc 13.484 3,07 1.014 3,26
2026-05-04 13F Calamos Wealth Management LLC 2.706 203
2026-05-07 13F Florida Financial Advisors, Llc 8.294 19,22 624 19,35
2026-02-12 13F CIBC Private Wealth Group, LLC 16.284 4,08 1.222 6,63
2026-06-03 13F DBK Financial Counsel, LLC 44.727 0,37 3.363 0,57
2026-05-12 13F Bnp Paribas Arbitrage, Sa 632.003 221.655,44 47.520 226.185,71
2026-05-14 13F Rockefeller Capital Management L.P. 663.024 0,82 49.853 1,01
2026-05-14 13F Betterment LLC 9.346 23,10 1
2026-04-23 13F Global Trust Asset Management, LLC 1.105 42,58 83 43,10
2026-05-04 13F Calamos Advisors LLC 2.706 203
2026-05-14 13F Prudential Plc 2.180 164
2026-04-28 13F Fortitude Advisory Group L.L.C. 3.231 243
2026-04-28 13F Tempus Wealth Planning, LLC 22.608 9,18 1.700 9,33
2026-04-21 13F Meridian Financial, LLC 28.250 2,06 2.124 2,26
2026-01-29 13F Concurrent Investment Advisors, LLC 119.492 112,33 8.968 117,43
2026-04-13 13F Robinhood Asset Management, LLC 8.543 178,09 642 179,13
2026-05-05 13F HighTower Advisors, LLC 314.321 0,75 23.634 0,94
2026-05-13 13F Sagewood Asset Management LP 3.110 234
2026-05-14 13F Capital Analysts, Inc. 18.213 1
2026-04-08 13F Cadent Capital Advisors, LLC 81.688 6.142
2026-04-21 13F Artesa Financial Group, LLC 104.727 9,28 7.874 9,48
2026-05-15 13F/A EverSource Wealth Advisors, LLC 10.889 63,45 819 63,93
2026-04-30 13F Fidelity D & D Bancorp Inc 89.889 12,93 6.759 13,14
2026-01-14 13F Clarius Group, LLC 4.347 0,21 326 2,84
2026-04-17 13F Bell Investment Advisors, Inc 368 28
2026-04-24 13F Private Advisor Group, LLC 369.373 15,33 27.773 15,54
2026-05-15 13F Ballast, Inc. 375.405 1,32 28.227 1,50
2026-05-13 13F Visionary Wealth Advisors 33.743 11,21 2.537 11,42
2026-05-07 13F Commonwealth Financial Services, LLC 5.800 0,02 436 0,23
2026-05-14 13F Baird Financial Group, Inc. 336.313 26,46 25.287 26,70
2026-05-08 13F Russell Investments Group, Ltd. 499 202,42 37 208,33
2026-05-15 13F Cerity Partners LLC 157.375 19,15 11.833 19,37
2026-04-15 13F Optivise Advisory Services LLC 17.926 39,77 1.348 40,02
2026-04-21 13F OneAscent Family Office, LLC 7.784 3,86 585 4,09
2026-05-15 13F Cresset Asset Management, LLC 262.603 3,55 19.745 3,75
2026-05-04 13F Clear Investment Research, Llc 4.820 0,17 362 0,28
2026-04-27 13F Qrg Capital Management, Inc. 4.529 5,11 341 5,26
2026-05-13 13F NewEdge Wealth, LLC 80.716 43,31 6.069 43,61
2026-05-08 13F Valeo Financial Advisors, LLC 4.952 2,76 372 3,05
2026-05-15 13F Quantinno Capital Management LP 155.621 7,61 11.701 7,81
2026-04-22 13F Pinnacle Bancorp, Inc. 925 0,22 70 0,00
2026-04-22 13F Stone House Investment Management, LLC 2.805 74,12 211 75,00
2026-04-27 13F Tsfg, Llc 92.397 2,58 7 0,00
2026-04-08 13F Dynamic Advisor Solutions LLC 41.202 17,65 3.098 17,88
2026-04-14 13F Beacon Investment Advisory Services, Inc. 229 17
2026-05-01 13F Hantz Financial Services, Inc. 540 409,43 0
2026-04-10 13F Abound Wealth Management 465 338,68 35 385,71
2026-04-22 13F Apollon Wealth Management, LLC 4.400 11,45 331 11,49
2026-04-22 13F Spire Wealth Management 7.715 1,26 580 1,58
2026-05-05 13F Atria Investments Llc 77.639 20,71 5.838 20,92
2026-04-17 13F Total Clarity Wealth Management, Inc. 20.294 46,93 1.526 47,20
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 246.520 4,01 18.536 4,21
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 39.149 301,28 2.944 302,05
2026-04-08 13F Lakeridge Wealth Management LLC 4.994 1,32 375 1,63
2026-05-08 13F Perspective Wealth Advisors Llc 31.301 18,74 2.354 18,96
2026-04-21 13F Fullerton Advisors, LLC 2.903 0,38 218 0,46
2026-04-13 13F Invariant Investment Management 6.599 0,03 523 2,35
2026-01-29 13F Comerica Bank 92.202 2,86 6.920 5,33
2026-04-17 13F Monticello Wealth Management, Llc 6.399 0,03 481 0,21
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 6.944 522
2026-05-14 13F Nicolet Bankshares Inc 13.139 992
2026-05-14 13F Evergreen Capital Management Llc 346.195 1,73 26.030 1,91
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 32.741 25,20 2.440 24,36
2026-05-13 13F Protective Life Corp 375 28
2026-04-30 13F Private Trust Co Na 46.161 3,74 3.471 3,92
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1.656 0,06 124 0,00
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 92 7
2026-05-13 13F GLR Partners, LLC 83.816 6.302
2026-05-18 13F Arkadios Wealth Advisors 4.829 363
2026-05-05 13F Fisher Asset Management, LLC 9.477 713
2026-04-27 13F Cresta Advisors, Ltd. 226.368 7,49 17.021 7,69
2026-04-28 13F Berger Financial Group, Inc 4.828 1,17 363 1,40
2026-05-07 13F Burk Holdings LLC 5 0
2026-05-07 13F Santori & Peters, Inc. 120.562 4,70 9.065 4,91
2026-05-11 13F REAP Financial Group, LLC 532 0,38 40 0,00
2026-05-04 13F Savant Capital, LLC 8.744 1,97 657 2,18
2026-04-27 13F Sound Income Strategies, LLC 277 0,36 21 -4,76
2026-05-13 13F Buckingham Strategic Partners 131.179 1.556,51 9.863 1.560,44
2026-05-01 13F Sovran Advisors, LLC 14.569 11,08 1.181 16,13
2026-05-11 13F Tulsa Wealth Advisors, INC 752.841 56.606
2026-04-14 13F Nbc Securities, Inc. 5.021 6,58 378 6,80
2026-04-24 13F Lynx Investment Advisory 145.458 17,01 10.937 17,23
2026-05-15 13F Smartleaf Asset Management LLC 20.050 4.456,82 1.473 4.360,61
2026-04-17 13F Trinity Wealth Management, LLC 14.081 37,70 1.059 37,94
2026-05-13 13F Ubs Asset Management Americas Inc 5.931 233,58 446 234,59
2026-05-13 13F NFP Retirement, Inc. 101.141 0,07 7.605 0,25
2026-04-29 13F Integrity Investment Advisors, LLC 124.695 9,49 9.376 9,69
2026-04-24 13F Flagship Private Wealth, LLC 103.051 0,67 7.748 0,86
2026-05-15 13F Mercer Global Advisors Inc /adv 47.488 124,86 3.571 125,38
2026-04-22 13F Janney Montgomery Scott LLC 170.750 13,65 13 9,09
2026-04-16 13F Ballast Rock Private Wealth LLC 4.148 8,81 312 8,74
2026-05-14 13F EP Wealth Advisors, Inc. 9.203 12,00 692 12,18
2026-05-07 13F Cassaday & Co Wealth Management LLC 360 27
2026-05-08 13F Capital Developers, LLC 51.558 4,00 3.877 4,19
2026-05-15 13F Equitable Holdings, Inc. 1.431.340 9,30 107.422 9,30
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 15.254 0,57 1.147 0,70
2026-04-24 13F TSG Advice Partners, LLC 89.803 439,88 6.752 441,03
2026-05-13 13F Lantern Wealth Advisors, LLC 3.483 11,92 262 12,02
2026-05-11 13F Ashton Thomas Private Wealth, LLC 1.661 125
2026-04-21 13F Avaii Wealth Management, Llc 4.249 14,47 319 14,75
2026-04-21 13F BCU Wealth Advisors, LLC 5.405 0,30 406 0,50
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 1.000 75
2026-04-10 13F Wealth Group Ltd 12.811 23,97 963 24,26
2026-04-21 13F Wedbush Securities Inc 19.497 0,17 1 0,00
2026-05-04 13F Providence First Trust Co 64.383 15,46 4.841 15,68
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 62.003 9,13 4.662 9,31
2026-05-12 13F Crusonia Wealth Advisors LLC 201.078 3,99 15.119 4,19
2026-05-14 13F Diversified Enterprises, LLC 4.241 0,14 319 0,32
2026-05-14 13F Pinnacle Financial Partners, Inc. 30.685 2,28 2.307 2,49
2026-04-08 13F WealthCare Investment Partners, LLC 3.653 6,01 279 7,72
2026-05-19 13F McIlrath & Eck, LLC 120 0,84 9 0,00
2026-05-15 13F Harbour Investments, Inc. 208.309 34,78 15.663 35,03
2026-04-30 13F Legacy Financial Advisors, Inc. 38.730 13,14 2.912 13,35
2026-04-15 13F Redhawk Wealth Advisors, Inc. 207.402 255,93 15.595 256,60
2026-05-08 13F Vanguard Advisers Inc 1.259 95
2026-04-16 13F Capital Advisors, Ltd. LLC 47.955 12,57 4 0,00
2026-04-29 13F KDK Private Wealth Management, LLC 8.003 2,33 590 0,51
2026-05-06 13F Quest 10 Wealth Builders, Inc. 245 18
2026-04-27 13F HB Wealth Management, LLC 16.537 59,19 1.243 59,56
2026-05-06 13F My Portfolio Guide, LLC 100 8
2026-05-08 13F Endowment Wealth Management, Inc. 99.822 5,33 7.506 5,53
2026-04-17 13F Union Savings Bank 488.164 1,27 36.705 1,47
2026-05-01 13F Wealthspire Advisors, LLC 4.191 0,26 315 0,64
2026-04-15 13F Verum Partners LLC 50.342 0,17 3.785 0,37
2026-04-28 13F PCG Wealth Advisors, LLC 7.353 553
2026-05-15 13F Ameriprise Financial Inc 8.820.059 2,59 663.439 2,80
2026-04-22 13F Networth Advisors, LLC 570 43
2026-05-11 13F Plotkin Financial Advisors, LLC 7.794 0,32 586 0,51
2026-05-11 13F Rossby Financial, LCC 1.691 128
2026-04-21 13F Pinnacle Associates Ltd 10.512 25,16 790 25,40
2026-05-04 13F Optima Capital Llc 6.439 0,25 484 0,41
2026-04-07 13F Bath Savings Trust Co 18.576 24,87 1.397 25,09
2026-05-15 13F Larson Financial Group LLC 20.209 0,56 1.520 0,73
2026-05-13 13F O'shaughnessy Asset Management, Llc 21.609 96,50 1.625 96,85
2026-05-15 13F/A Arrowroot Family Office, LLC 6.332 0,38 476 0,63
2026-05-13 13F BCJ Capital Management, LLC 3.143 236
2026-05-14 13F Hazlett, Burt & Watson, Inc. 15.407 6,80 1 0,00
2026-05-12 13F Sfmg, Llc 1.686.924 1,13 126.840 1,32
2026-05-12 13F Ausdal Financial Partners, Inc. 66.825 5,68 5.025 5,88
2026-04-15 13F Parsons Capital Management Inc/ri 32.668 16,06 2.456 16,29
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 9.947 4,40 748 4,48
2026-05-13 13F J Hagan Capital, Inc. 3.295 248
2026-05-06 13F Hershey Financial Advisers, LLC 28.305 28,83 2.128 29,13
2026-05-05 13F Rollins Financial Advisors, LLC 292.408 8,73 21.986 8,93
2026-04-13 13F Runnymede Capital Advisors, Inc. 3.431 258
2026-05-13 13F Prosperity Financial Group, Inc. 4.471 51,87 336 52,73
2026-05-01 13F Concord Wealth Partners 122.400 2,27 9.203 2,46
2026-04-30 13F Indivisible Partners 51.805 0,83 3.895 1,01
2026-05-15 13F Fmr Llc 7.871.710 36,39 591.874 36,64
2026-05-12 13F CIBC Bancorp USA Inc. 17.818 13,89 1.340 16,84
2026-04-24 13F Key FInancial Inc 16.587 1,60 1.247 1,80
2026-04-06 13F CX Institutional 966 8,54 0
2026-04-24 13F MOR Wealth Management, LLC 217.866 11,64 16.381 11,85
2026-04-20 13F SILVER OAK SECURITIES, Inc 59.903 4.504
2026-04-29 13F WealthPlan Investment Management, LLC 4.310 324
2026-05-01 13F Holistic Planning, LLC 42.091 24,25 3.165 24,47
2026-04-28 13F Fortis Capital Advisors, LLC 8.279 622
2026-02-17 13F Snowden Capital Advisors LLC 280.811 5,78 21.075 8,32
2026-04-24 13F Seamount Financial Group Inc 14.744 0,52 1.109 0,73
2026-04-23 13F OakTrust Wealth Advisors, LLC 73.429 13,38 5.521 13,60
2026-05-11 13F Garton & Associates Financial Advisors LLC 3.408 5,28 256 5,79
2026-05-06 13F TCFG Investment Advisors, LLC 7.048 530
2026-05-05 13F Ridgeline Wealth Planning, LLC 9.743 0,91 733 1,10
2026-05-13 13F/A Jpmorgan Chase & Co 598.213 11,46 43.945 9,10
2026-04-20 13F Park Edge Advisors, LLC 67.046 17,80 5.041 18,03
2026-05-01 13F Anchor Investment Management, LLC 286 22
2026-04-28 13F Belpointe Asset Management LLC 12.244 346,05 921 346,60
2026-04-24 13F Essex Financial Services, Inc. 137.149 3,70 10.312 3,90
2026-04-24 13F Berkeley, Inc 74.369 9,84 5.592 10,04
2026-04-14 13F Prospera Financial Services Inc 49.658 0,77 3.734 0,95
2026-05-13 13F Balanced Rock Investment Advisor 68.344 3,13 5.139 3,32
2026-04-22 13F Independence Asset Advisors, LLC 982.253 73.856
2026-05-14 13F Galvin, Gaustad & Stein, LLC 5.400 0,09 406 0,50
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 956.589 23,54 71.926 23,77
2026-05-12 13F Creative Planning 119.982 1,87 9.021 2,06
2026-04-23 13F Impact Partnership Wealth, LLC 3.524 265
2026-04-15 13F Merit Financial Group, LLC 104.643 1,06 7.868 1,25
2026-05-01 13F Wingate Wealth Advisors, Inc. 25.664 16,97 1.930 17,19
2026-04-27 13F PAX Financial Group, LLC 16.045 1.206
2026-05-13 13F 1620 Investment Advisors, Inc. 166 12
2026-05-13 13F Mariner, LLC 594.702 76,87 44.716 77,20
2026-05-27 13F/A Maripau Wealth Management Llc 2.814 212
2026-04-22 13F Sykon Capital Llc 142.099 10.684
2026-04-27 13F Sierra Ocean, Llc 214.270 4,45 16.111 4,64
2026-05-20 13F Cadia Private Client LLC 4.943 70,21 372 70,97
2026-05-05 13F Plante Moran Financial Advisors, LLC 183 266,00 14 333,33
2026-05-14 13F Renaissance Technologies Llc 24.600 1.850
2026-05-12 13F Guerra Pan Advisors, Llc 3.316 249
2026-05-06 13F LPL Financial LLC 12.165.867 2,09 914.751 2,28
2026-05-13 13F Federation des caisses Desjardins du Quebec 1.030 139,53 77 140,63
2026-05-14 13F Pacific Financial Group Inc 56.987 0,73 4.285 0,89
2026-05-14 13F Financial Engines Advisors L.L.C. 34.378 92,14 2.585 92,55
2026-02-13 13F Nicolet Advisory Services, Llc 3.530 274
2026-05-08 13F Curtis Advisory Group, LLC 39.992 192,49 3.007 192,98
2026-04-14 13F Wealthcare Advisory Partners LLC 56.526 104,32 4.250 104,72
2026-05-21 13F Vestor Capital, Llc 4.988 63,81 0
2026-05-11 13F Evermay Wealth Management Llc 62 55,00 5 33,33
2026-05-13 13F Heritage Wealth Advisors 4.688.734 8.884,83 352.546 8.902,68
2026-04-24 13F United Community Bank 61.925 38,58 4.656 38,86
2026-04-29 13F Capstone Wealth Management Group, Llc 112.312 59,97 8.445 60,26
2026-04-24 13F Sage Investment Counsel LLC 22.285 5,10 1.676 5,28
2026-04-10 13F Armstrong Advisory Group, Inc 286.827 403.881,69 21.567 431.220,00
2026-05-15 13F IHT Wealth Management, LLC 223.820 8,42 16.829 8,62
2026-05-15 13F/A Independent Financial Group, Llc 11.131 1,12 837 1,21
2026-05-04 13F HBW Advisory Services LLC 11.671 8,99 878 9,22
2026-05-14 13F Cedar Wealth Management, LLC 99.671 2,61 7.494 2,80
2026-04-28 13F Golden State Equity Partners 240 18
2026-04-01 13F Burkett Financial Services, Llc 501 0,20 38 0,00
2026-04-01 13F Vigilare Wealth Management 209.004 99,09 15.715 99,48
2026-05-04 13F Geneos Wealth Management Inc. 125.167 712,30 9.411 714,10
2026-04-16 13F Tandem Capital Management Corp /adv 16.650 1,31 1.252 1,46
2026-05-14 13F VestGen Advisors, LLC 3.010 1,35 249 11,71
2026-04-15 13F Fifth Third Securities, Inc. 13.540 1.018
2026-05-12 13F Benjamin Edwards Inc 12.478 5,81 940 5,98
2026-04-21 13F Red Tortoise LLC 829 0,36 62 1,64
2026-05-04 13F Sigma Planning Corp 78.913 13,40 5.933 13,62
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 82.408 110,84 6.196 111,25
2026-04-15 13F Sarver Vrooman Wealth Advisors 2.124 7,98 160 8,16
2026-05-05 13F Capital Investment Advisory Services, LLC 3.281 61,39 247 61,84
2026-04-21 13F Trilogy Capital Inc. 129.564 10,01 9.742 10,20
2026-05-13 13F Owl Creek Wealth Partners LLC 129.997 9.774
2026-04-29 13F/A True Link Financial Advisors, LLC 902 68
2026-05-19 13F Western Wealth Management, LLC 69.041 1,57 5.191 1,76
2026-04-17 13F Signal Advisors Wealth, LLC 3.234 243
2026-05-04 13F Financial Security Advisor, Inc. 2.949 0,37 222 0,45
2026-04-23 13F Cornerstone Wealth Management, LLC 146.912 34,33 11.046 34,58
2026-05-14 13F Catalytic Wealth RIA, LLC 42.757 0,22 3.215 0,41
2026-05-07 13F Avidian Wealth Solutions, LLC 9.233 3,36 694 3,58
2026-04-22 13F Evensky & Katz LLC 775.144 0,22 58 0,00
2026-04-21 13F Delta Wealth Advisors LLC 20.198 6,29 1.519 6,45
2026-05-05 13F Tortoise Investment Management, LLC 13.846 16,88 1.041 17,10
2026-05-04 13F Envestnet Asset Management Inc 1.998.358 3,26 150.257 3,45
2026-05-13 13F Lloyd Advisory Services, LLC. 518 39
2026-05-15 13F Integrated Wealth Concepts LLC 18.479 20,76 1.389 20,99
2026-04-27 13F Pensionmark Financial Group, Llc 24.754 0,58 1.861 0,76
2026-04-22 13F Paul Damon & Associates, Inc. 107.561 127,00 8.088 127,42
2026-04-23 13F J.w. Cole Advisors, Inc. 51.272 0,28 3.855 14,19
2026-02-17 13F Glenmede Trust Co Na 1.150 528,42 86 616,67
2026-04-17 13F RFG Advisory, LLC 271.890 62,30 20.443 62,61
2026-04-23 13F Fortune Financial Group, Inc. 49.185 7,37 3.698 123.166,67
2026-05-15 13F Chokshi & Queen Wealth Advisors, Inc 2.841 214
2026-05-01 13F Fifth Third Bancorp 406.396 10,06 30.557 10,27
2026-05-15 13F Change Path, LLC 34.994 145,92 2.631 146,58
2026-05-06 13F MTM Investment Management, LLC 700 100,00 53 100,00
2026-05-13 13F Dynamic Wealth Strategies, LLC 94.153 2,28 7.079 2,48
2026-05-13 13F Signature Equity Partners, LLC 395 0,25 30 0,00
2026-05-11 13F TAGStone Capital, Inc. 35.278 15,97 2.653 16,16
2026-04-17 13F Burns J W & Co Inc/ny 38.046 0,01 2.861 0,18
2026-04-20 13F Breakwater Capital Group 18.592 2,72 1.398 2,87
2026-05-13 13F Kovitz Investment Group Partners, LLC 1.350.198 34,71 101.521 34,96
2026-04-23 13F Oppenheimer & Co Inc 12.587 0,07 946 0,32
2026-05-15 13F Beacon Pointe Advisors, LLC 88.411 180,96 6.648 181,53
2026-05-11 13F Foundations Investment Advisors, LLC 11.662 10,95 877 11,17
2026-05-13 13F Bank Of Montreal /can/ 12.123 1,67 912 1,90
2026-04-30 13F Kestra Advisory Services, LLC 455.118 363,13 34.220 364,00
2026-04-28 13F Stephens Inc /ar/ 10.096 95,24 759 95,62
2026-05-12 13F Stifel Financial Corp 934.862 7,89 70.293 8,09
2026-04-21 13F GHP Investment Advisors, Inc. 29.891 0,51 2.247 0,72
2026-04-06 13F GAMMA Investing LLC 54 4
2026-04-29 13F/A Salem Investment Counselors Inc 215 16
2026-05-01 13F Diversify Wealth Management, Llc 20.904 87,75 1.673 94,42
2026-05-08 13F SHP Wealth Management 4.354 0,14 327 0,31
2026-04-15 13F Adamsbrown Wealth Consultants Llc 3.632 273
2026-04-24 13F Northwest Financial Advisors 46.060 11,13 3.463 11,35
2026-05-15 13F Huntington National Bank 25 -43,18
2026-05-15 13F Aqr Capital Management Llc 68.253 105,34 5.132 105,73
2026-05-12 13F Community Bank, N.A. 155 12
2026-05-12 13F Riggs Asset Managment Co. Inc. 36.359 352,11 2.734 353,23
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 49.600 113,10 3.729 113,57
2026-04-13 13F Wolff Wiese Magana Llc 180 0,56 14 0,00
2026-05-01 13F Symphony Financial, Ltd. Co. 144.255 5,07 10.685 2,76
2026-05-13 13F Envision Financial Transparency, LLC 29.124 2
2026-05-14 13F JHP Wealth Management, LLC 60.378 17,99 4.540 18,20
2026-05-12 13F Leavell Investment Management, Inc. 71.883 48,06 5.405 48,34
2026-04-17 13F AdvisorNet Financial, Inc 2 0
2026-05-13 13F Green Harvest Asset Management LLC 7.196 0,59 541 0,93
2026-04-07 13F CoreCap Advisors, LLC 2.968 49,52 223 50,68
2026-04-16 13F Sheets Smith Wealth Management 22.059 5,88 1.659 6,08
2026-04-21 13F HF Advisory Group, LLC 25.347 2,07 1.906 2,25
2026-04-27 13F Latitude Advisors, LLC 5.126 1,44 385 1,58
2026-05-13 13F Natixis Advisors, L.p. 60.739 89,34 5 100,00
2026-05-08 13F SYM FINANCIAL Corp 566 28,05 43 27,27
2026-05-15 13F Summit Financial, LLC 67.928 4,38 5.107 4,57
2026-05-14 13F Retiremitten Financial Llc 102 8
2026-05-14 13F Cwm, Llc 54.070 198,45 4.066 406.400,00
2026-04-22 13F Clear Creek Financial Management, LLC 79.180 3,87 5.954 4,07
2026-04-24 13F Cabot Wealth Management Inc 2.915 219
2026-05-01 13F Thrivent Financial For Lutherans 160.853 4,02 12 9,09
2026-04-22 13F Onyx Bridge Wealth Group LLC 66.284 1,32 4.984 1,51
2026-05-15 13F Goldman Sachs Group Inc 61.037 4.589
2026-05-11 13F Sage Mountain Advisors LLC 151.843 0,02 11.417 0,21
2026-05-14 13F Empower Advisory Group, LLC 3.464 260
2026-05-15 13F Morgan Stanley 5.674.448 1,14 426.662 1,33
2026-05-08 13F Resources Investment Advisors, LLC. 12.607 5,34 948 5,46
2026-05-12 13F Thoroughbred Financial Services, Llc 83.540 19,50 6 20,00
2026-05-11 13F Jackson Wealth Management, LLC 147.594 1,30 11.098 1,49
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