Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares MSCI USA Min Vol Factor ETF, omfatter Ritholtz Wealth Management, Harbor Capital Advisors, Inc., Clear Wave Wealth Management Llc, BlueStem Wealth Partners, LLC, SG Trading Solutions, LLC, Calamos Advisors LLC, Capital Advisor Network LLC, Oak Barrel Wealth Advisory LLC, Saxony Capital Management, LLC, Vanguard National Trust Co, Addison Capital Co, Archer Investment Management, LLC, Sanibel Captiva Trust Company, Inc., Tiaa-cref Individual & Institutional Services, Llc, Jeter Robert S II, Level Wealth Management LLC, Evergreen Wealth Solutions, LLC, Integrity Wealth Partners, LLC, Heirloom Wealth Management, og STAR Financial Bank .
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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 7.830 | 3,93 | 726 | 2,40 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 46.445 | 44,06 | 4.307 | 41,91 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 29 | 3 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 12 | 1 | ||||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 136.874 | 0,35 | 12.847 | -0,48 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.009 | 8,67 | 1.114 | 7,02 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.356.170 | 468,82 | 125.771 | 460,25 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 328.555 | 6,64 | 30.465 | 3,50 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 60.530 | 80,77 | 5.614 | 78,08 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 98.148 | 0,11 | 9.102 | -1,53 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 8.721 | 15,11 | 809 | 13,32 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 5.700 | 529 | ||||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 8.772 | 29,97 | 814 | 28,03 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 69.319 | 5,09 | 6.429 | 3,49 | ||||
| 2026-05-15 | 13F | Fmr Llc | 15.351.246 | 25,72 | 1.423.675 | 23,82 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 3.879 | 0,49 | 364 | 0,00 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 514 | 0,39 | 48 | -2,08 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 2.873 | 0,38 | 266 | -1,12 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 220 | 228,36 | 20 | 233,33 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 3.041 | 0,03 | 282 | -1,40 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 2.578 | 15,71 | 239 | 14,35 | ||||
| 2026-05-14 | 13F | Clg Llc | 7.503 | 0,09 | 696 | -1,42 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 29.704 | 6,14 | 2.755 | 4,52 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1.636 | 154 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 29.639 | 4,23 | 2.749 | -1,61 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 166.058 | 1,15 | 15.400 | -0,38 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.075.243 | 1,89 | 99.718 | 0,36 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 23.883 | 0,90 | 2.215 | -0,63 | ||||
| 2026-02-24 | 13F | SG Trading Solutions, LLC | 108.078 | 10 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 6.270 | 113,41 | 581 | 110,51 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 39.679 | 2,06 | 3.736 | 1,19 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 127.079 | 1,34 | 11.785 | -0,19 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 29.611 | 2.746 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1.529 | 8,06 | 142 | 6,02 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 44 | 4 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 10.593 | 0,21 | 982 | -1,31 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 67.116 | 0,72 | 6.224 | -0,80 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 2.565 | 238 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 16.867 | 8,48 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 390 | 36 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 38.361 | 12,48 | 3.558 | 10,78 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 21.249 | 1,94 | 1.971 | 0,41 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 68.197 | 0,01 | 6.325 | -1,50 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 3.556 | 5,24 | 335 | 4,05 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 10.108 | 1,67 | 937 | 0,11 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 8.311 | 0,25 | 771 | -1,28 | ||||
| 2026-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 441.070 | 40.905 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.162.456 | 1,85 | 200.546 | 0,31 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 10.531 | 0,70 | 977 | -0,81 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 113.676 | 583,19 | 10.672 | 580,55 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 9.526 | 883 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1.126 | 104 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 3.146 | 204,55 | 292 | 200,00 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 13.711 | 0,12 | 1.304 | -0,15 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 8.358 | 775 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 32.429 | 104,52 | 3.007 | 101,41 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 5.388 | 500 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 9.885 | 111,44 | 917 | 108,18 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 3.778 | 350 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.629 | 0,06 | 151 | -1,31 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 2.433 | 0,79 | 226 | -0,88 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 28.573 | 123,31 | 2.650 | 120,02 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3.146 | 18,32 | 296 | 18,00 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 177.987 | 1,68 | 16.506 | 0,15 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 140.014 | 0,43 | 12.985 | -1,09 | ||||
| 2026-05-12 | 13F | Croban | 44.115 | 6,30 | 4.091 | 4,68 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 92.197 | 51,67 | 8.550 | 49,40 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 16.592 | 6,87 | 1.539 | 5,27 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3.840 | 356 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.929 | 1,53 | 182 | 1,11 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 3.342 | 310 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 38.229 | 0,36 | 3.545 | -1,14 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 87.613 | 8.125 | ||||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5.079 | 0,67 | 471 | -0,84 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 27.742 | 2.612 | ||||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 239.019 | 5,07 | 22.167 | 3,47 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 75.105 | 1,15 | 6.965 | -0,37 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 10.592 | 97,13 | 982 | 94,46 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2.867 | 266 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 107.296 | 114,30 | 9.951 | 111,07 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 4.093 | 380 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 380 | 35 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 111.216 | 2,33 | 10.314 | 0,79 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 307 | 0,33 | 28 | 0,00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 66 | 6 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 2.184 | 1.679 | 7,42 | |||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 225.590 | 21 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 18.480 | 1.714 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 6.500 | 18,03 | 603 | 16,22 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 149.232 | 0,73 | 13.840 | -3,50 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 181.404 | 3.339,59 | 16.823 | 3.291,73 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 17.721 | 0,05 | 1.643 | -1,44 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 34.793 | 52,67 | 3.271 | 52,49 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 8.751 | 5,09 | 812 | 3,44 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 67 | 6 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4.299 | 1,80 | 399 | 0,25 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2.711 | 0,22 | 251 | -1,18 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 18.873 | 4,73 | 1.750 | 3,18 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 14.854 | 4,80 | 1.378 | 3,22 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 0 | 0 | ||||||
| 2026-05-11 | 13F | Seeds Investor Llc | 4.853 | 455 | ||||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 47.873 | 2,24 | 4.440 | 0,68 | ||||
| 2026-04-29 | 13F | Invested Advisors | 4.207 | 9,44 | 390 | 8,03 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 15.633 | 10,70 | 1.450 | 9,03 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 2.198 | 204 | ||||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 104.200 | 9.664 | ||||||
| 2026-05-07 | 13F | Summit Global Investments | 18.328 | 2 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 245 | 23 | ||||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 59.865 | 5,11 | 5.637 | 4,04 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.995 | 0,20 | 185 | -1,60 | ||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 7.312 | 0,37 | 687 | 0,00 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 70.094 | 1,46 | 6.501 | -0,08 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6.528 | 11,99 | 615 | 10,83 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 24.539 | 0,06 | 2.276 | -1,47 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 25.569 | 25,41 | 2.371 | 23,55 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1.531.309 | 1,74 | 144.186 | 0,69 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 9.113 | 34,15 | 845 | 32,24 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 131.293 | 0,76 | 12.176 | -0,76 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 108.895 | 4,80 | 10.099 | 3,22 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 20 | 2 | ||||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 76.590 | 213,82 | 7.103 | 209,05 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 9.535 | 5,10 | 902 | 5,25 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4.249 | 394 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 122.252 | 0,27 | 11.338 | -1,25 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 2.458 | 0,29 | 228 | -1,30 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 93.487 | 967,45 | 8.670 | 952,06 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 826 | 77 | ||||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 159.813 | 15 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 90.604 | 20,28 | 8.403 | 18,47 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 7.888 | 7,20 | 731 | 5,64 | ||||
| 2026-04-24 | 13F | Balentine LLC | 3.099 | 0,32 | 287 | -1,03 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 81.559 | 8,94 | 7.564 | 7,29 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 2.376 | 0,42 | 221 | -1,78 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 2.891 | 268 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.326.083 | 8,46 | 122.982 | 6,82 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 20.222 | 0,13 | 1.875 | -1,37 | ||||
| 2026-05-11 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 7.180 | 3,61 | 666 | 0,76 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 8.703 | 0,39 | 807 | -1,10 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 21.661 | 3,82 | 2.009 | 2,24 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 6.007 | 1,42 | 557 | 0,00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 45.689 | 2,94 | 4.237 | 1,36 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 134.186 | 1,82 | 12.444 | 0,28 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 99.809 | 0,88 | 9.398 | -0,16 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1.200 | 111 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 2.297 | 213 | ||||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 14.606 | 0,23 | 1.355 | -1,31 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 539 | 50 | ||||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 8.863 | 822 | ||||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 210.228 | 15,77 | 19.497 | 14,03 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 4.553 | 0,35 | 422 | -1,17 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 3.177 | 7,99 | 295 | 6,14 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 8.242 | 2,95 | 764 | 1,46 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.143.557 | 99,30 | 106.053 | 96,29 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 42 | 2,44 | 4 | 0,00 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 9.195 | 95,51 | 853 | 92,76 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 31.020 | 0,27 | 2.922 | -0,78 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 65.915 | 9,09 | 6.113 | 7,44 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 25.641 | 60,13 | 2.378 | 57,73 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 8.552 | 1,81 | 793 | 0,38 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 97.794 | 18,75 | 9.069 | 16,96 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1.334 | 124 | ||||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 2.194 | 203 | ||||||
| 2026-04-29 | 13F | Addison Capital Co | 17.147 | 1.590 | ||||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 8.003 | 0,51 | 742 | -0,93 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 853.808 | 0,20 | 79.182 | -1,31 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 117 | 11 | ||||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 11.885 | 5,47 | 1.102 | 3,86 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 3.571 | 65,94 | 336 | 66,34 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 23.539 | 0,03 | 2.183 | -1,44 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 133.131 | 2,82 | 12.347 | 1,27 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 236.775 | 19,80 | 21.959 | 18,00 | ||||
| 2026-04-24 | 13F | Bayban | 4.797 | 2,57 | 445 | 0,91 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1.303.499 | 9,38 | 120.886 | 7,73 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 71.319 | 0,40 | 6.614 | -1,11 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 2.471 | 0,41 | 229 | -0,87 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 2.165 | 201 | ||||||
| 2026-04-24 | 13F | Ledyard National Bank | 4.877 | 12,04 | 452 | 10,51 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 139.419 | 1,61 | 12.930 | 0,08 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 5.858 | 0,03 | 543 | -1,45 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 8.456 | 0,30 | 784 | -1,13 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 12.968 | 20,57 | 1.203 | 18,77 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5.970 | 4,88 | 554 | 3,36 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 701.950 | 4,58 | 65.099 | 3,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.439 | 5,42 | 133 | 3,91 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 9.706 | 8,21 | 900 | 6,64 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 37.990 | 8,89 | 3.523 | 117.333,33 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 256.054 | 0,90 | 23.747 | -0,62 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 29.465 | 0,42 | 2.733 | -1,09 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 27.167 | 0,97 | 2.556 | -1,28 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 17.804 | 7,38 | 1.633 | 3,68 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 11.895 | 34,00 | 1.103 | 32,10 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 6.724 | 0,13 | 624 | -2,35 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 22.113 | 1,25 | 2.082 | 0,24 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 2.983 | 57,50 | 277 | -1,43 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 75.931 | 0,32 | 7.042 | -1,19 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 5.362 | 6,96 | 497 | 5,30 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 11.814 | 0,87 | 1.096 | -0,64 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 6.138 | 0,24 | 569 | -1,22 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 40 | 263,64 | 4 | 200,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 60.079 | 2,21 | 5.572 | 0,67 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 5.060 | 1,12 | 469 | -0,42 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 13.868 | 3,27 | 1.286 | 1,74 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 4.368 | 50,88 | 405 | 48,90 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 6.457 | 0,17 | 599 | -1,32 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2.537 | 2,59 | 235 | 1,29 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.357 | 0,21 | 219 | -1,36 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 26.260 | 371,62 | 2.435 | 364,69 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 197.331 | 0,35 | 18.301 | -1,16 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 5 | 0 | ||||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 104.200 | 9.664 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 241.999 | 4.124,11 | 22.443 | 4.063,64 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 2.445 | 1,92 | 227 | 0,44 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 62 | 6 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20.400 | 3,60 | 1.892 | 2,00 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 52 | 15,56 | 5 | 0,00 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 633 | 0,32 | 59 | -1,69 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 36.699 | 0,30 | 3.403 | -1,22 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 608 | 7,61 | 56 | 5,66 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 451 | 42 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 3.268 | 0,15 | 303 | -1,30 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 9.700 | 8,65 | 900 | 7,02 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 38.935 | 0,52 | 3.611 | -1,37 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 278.149 | 5,10 | 25.796 | 3,51 | ||||
| 2026-04-16 | 13F | Asset Advisors Investment Management, LLC | 174.387 | 1,38 | 16.173 | -0,15 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 99.010 | 0,87 | 9.182 | -0,65 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.062 | 2,91 | 98 | 1,03 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.170 | 201 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 1.595 | 13,68 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 5.246 | 3,02 | 487 | 1,46 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3.196 | 19,52 | 296 | 17,93 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 15.854 | 0,27 | 1.470 | -1,21 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 15.873 | 5,17 | 1.441 | 1,41 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 585 | 51,95 | 54 | 50,00 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 5.944 | 551 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1.711 | 4,97 | 159 | 3,27 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 9.371 | 0,11 | 869 | -1,36 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 14.064 | 1.304 | ||||||
| 2026-04-21 | 13F | Creekside Partners | 16.672 | 0,08 | 1.546 | -1,40 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 74.220 | 0,36 | 6.883 | -1,15 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 17.615 | 3,28 | 1.634 | 1,68 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 4.948 | 12,33 | 459 | 10,63 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 4.036 | 1,08 | 374 | -0,27 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 164 | 15 | ||||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 58.971 | 0,36 | 5.469 | -1,16 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 12.249 | 0,35 | 1.136 | -1,22 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 23.041 | 0,20 | 2.137 | -1,34 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 893.614 | 4,60 | 82.874 | 3,02 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 9.310 | 7,79 | 863 | 6,15 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 14.979 | 436,69 | 1.388 | 429,77 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 9.225 | 0,02 | 855 | -1,50 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 18.767 | 21,42 | 1.740 | 19,59 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2.564 | 238 | ||||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 2.448 | 0,20 | 227 | -1,74 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 36.312 | 59,66 | 3.368 | 57,26 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 1.528 | 0,39 | 142 | -1,40 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 31.052 | 2,11 | 2.880 | 0,56 | ||||
| 2026-04-16 | 13F | Security National Bank | 221 | 121,00 | 20 | 122,22 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 3.884 | 360 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 8.316 | 2,21 | 1 | |||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 162 | 32,79 | 15 | 36,36 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 6.193 | 53,06 | 574 | 51,05 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.450 | 0,29 | 227 | -1,30 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 3.081 | 3,49 | 286 | 1,79 | ||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 5.278 | 0,42 | 489 | -1,01 | ||||
| 2026-02-13 | 13F | Barclays Plc | 529.659 | 5,87 | 49.873 | 4,78 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 4.115 | 15,56 | 382 | 13,73 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 49.756 | 24,98 | 4.617 | 22,60 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 4.122 | 2,21 | 382 | 0,79 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 156.526 | 4,04 | 14.516 | 2,47 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 3.400 | 315 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 2.193 | 0,05 | 203 | -1,46 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 34 | 3 | ||||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 37.383 | 6,89 | 3.467 | 5,25 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 10.752 | 8,91 | 997 | 7,32 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2.993 | 278 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 65.695 | 25,77 | 6.093 | 23,87 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 2.749 | 0,04 | 255 | -1,55 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 30.132 | 61,19 | 2.794 | 58,75 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 4.033 | 0,42 | 374 | -1,06 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 34.230 | 0,78 | 3.174 | -0,75 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 2.534 | 10,51 | 235 | 9,30 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 1.401 | 130 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 103.911 | 14,31 | 9.637 | 12,58 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 2.767 | 257 | ||||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 19.365 | 1.796 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 8.370 | 0,50 | 776 | -1,02 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 21.798 | 1.822 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1.291 | 27,57 | 120 | 25,26 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 30.955 | 5,09 | 2.871 | 3,50 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 8.949 | 5,63 | 830 | 4,02 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 26.575 | 0,52 | 2.465 | -1,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 71.860 | 9,25 | 6.664 | 7,61 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 30.354 | 86,98 | 2.815 | 84,23 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 1.276.721 | 3,45 | 118.403 | 1,89 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 1.000 | 93 | ||||||
| 2026-05-12 | 13F | Creative Planning | 327.516 | 30,84 | 30.374 | 28,87 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 9.851 | 0,41 | 914 | -1,08 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 15.811 | 97,39 | 1.466 | 94,43 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 18.447 | 2,32 | 1.711 | 0,77 | ||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 25.300 | 3,46 | 2.362 | 0,72 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 4.242.597 | 13,05 | 393.458 | 11,34 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 23.400 | 2.170 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 22.228 | 86,54 | 2.061 | 83,60 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 3.073 | 285 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 63.172 | 52,88 | 5.859 | 50,59 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 426.378 | 50,94 | 39.542 | 48,67 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 11.776 | 0,07 | 1.092 | -1,44 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 105.608 | 2,42 | 9.794 | 0,88 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 44.587 | 8,62 | 4.135 | 6,99 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 25.037 | 0,08 | 2.359 | -0,80 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 11.730 | 4,75 | 1.088 | 3,13 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.401 | 0,64 | 408 | -0,73 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 4.075 | 1,32 | 378 | -0,26 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 104.387 | 57,57 | 10 | 50,00 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 5.000 | 464 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 10.222 | 0,61 | 948 | -0,94 | ||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 54.216 | 0,28 | 5.028 | -1,24 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 9.378 | 0,48 | 870 | -1,03 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 539 | 50 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 41.056 | 0,43 | 3.808 | -1,09 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 215 | 20 | ||||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 145.638 | 13.506 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 6.101 | 0,41 | 566 | -1,22 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9.406 | 2,85 | 872 | 1,28 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.200 | 204 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 14.545 | 465,95 | 1.349 | 457,02 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 103.483 | 17,27 | 9.597 | 15,50 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 6.474 | 609 | ||||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 7.506 | 100,00 | 701 | 98,58 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 2.280 | 211 | ||||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 179.532 | 2,70 | 16.650 | 1,15 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 26.616 | 3,38 | 2.468 | 1,82 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 50.326 | 0,77 | 4.667 | -0,74 | ||||
| 2026-04-24 | 13F | Greater Midwest Financial Group, LLC | 7.744 | 0,43 | 718 | -1,10 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 40.139 | 3,37 | 3.725 | 1,86 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 10.251 | 1,88 | 951 | 0,32 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 92.037 | 3,10 | 8.535 | 1,55 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 12.108 | 0,61 | 1.123 | -0,97 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 1.700 | 18,30 | 158 | 16,30 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 4.026 | 0,10 | 373 | -1,32 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 2.670 | 0,56 | 248 | -0,80 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 3.854 | 2,94 | 357 | 1,42 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 393.657 | 2,92 | 36.508 | 1,37 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 4.601 | 21,91 | 427 | 20,00 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 8.466 | 14,39 | 785 | 12,79 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 92.811 | 8.607 | ||||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 8.061 | 0,44 | 748 | -1,06 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 33.667 | 46,06 | 3.122 | 43,87 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 16.960 | 1.573 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 3.904 | 362 | ||||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 2.493 | 0,44 | 231 | -0,86 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 3.028 | 0,30 | 281 | -1,41 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 47.930 | 4.445 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 800.500 | 74.238 | ||||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 5.798 | 60,65 | 538 | 58,41 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 60.372 | 3,88 | 5.599 | 2,30 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 23.024 | 1,41 | 2.136 | -0,14 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 93.655 | 9,94 | 8.819 | 8,81 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9.567 | 3,88 | 1 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 29.571 | 4,51 | 2.739 | 2,82 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 9.537 | 6,10 | 884 | 4,49 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 2.744 | 13,06 | 254 | 11,40 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3.985.108 | 14,48 | 369.579 | 12,76 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 173.406 | 24,17 | 16.082 | 22,30 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 2.350 | 0,04 | 218 | -1,81 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 500 | 46 | ||||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 15.144 | 4,78 | 1.404 | 3,24 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 7.042 | 1,51 | 653 | 0,00 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 103.595 | 1,78 | 9.607 | 0,24 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 33.307 | 1,57 | 3.089 | 0,03 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 4.261 | 13,20 | 403 | 13,84 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 28.817 | 2,64 | 2.672 | 1,10 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.225.619 | 8,95 | 115.410 | 7,83 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 1.082 | 0,37 | 100 | -0,99 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 35.737 | 3,03 | 3.314 | 1,50 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 2.161 | 0,05 | 200 | -1,48 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 142 | 13 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 44.298 | 23,53 | 4.108 | 21,68 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 329.668 | 17,58 | 30.573 | 15,81 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 2.585 | 44,09 | 240 | 42,26 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 63.078 | 1,26 | 5.850 | -0,27 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 15.501 | 0,03 | 1.438 | -1,51 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 3.070 | 285 | ||||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 132.339 | 12.273 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 164.703 | 1.799,91 | 15.275 | 1.771,81 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 2.289 | 212 | ||||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 9.640 | 22,91 | 894 | 21,14 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 3 | 0 | ||||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2.569 | 1,18 | 238 | -0,42 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 744 | 0,54 | 69 | -1,45 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 70 | 6 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 465.985 | 0,74 | 43.215 | -1,82 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 7.262 | 673 | ||||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 38.174 | 5,16 | 3.540 | 3,57 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 3.423 | 12,23 | 317 | 10,45 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 13.553 | 0,81 | 1.276 | -0,23 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 20.867 | 10,50 | 1.935 | 8,83 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 16.926 | 0,41 | 1.593 | -0,25 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2.641 | 0,04 | 245 | -1,61 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 4.039 | 2,59 | 375 | 1,08 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 13.349 | 0,39 | 1.238 | -1,12 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1.900 | 80,78 | 176 | 79,59 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 74.429 | 0,18 | 6.904 | -1,33 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 52.988 | 5,44 | 4.914 | 3,87 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 4.242.597 | 13,05 | 393.458 | 11,34 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 42.458 | 3.938 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.366 | 36,87 | 0 | |||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2.552 | 0,08 | 237 | -1,67 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 3.421 | 0,18 | 317 | -1,25 | ||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 3.628 | 342 | ||||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 5.157 | 0,16 | 478 | -1,24 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 2.454 | 4,25 | 228 | 2,71 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 10.707 | 3,61 | 993 | 1,95 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4.207 | 13,70 | 390 | 12,07 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.159.498 | 14,94 | 105.660 | 11,24 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 14.250.677 | 3,47 | 1.321.608 | 1,91 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 151.232 | 2,94 | 14.025 | 1,40 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8.637 | 0,22 | 801 | -1,36 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3.622 | 3,93 | 336 | 1,21 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 7.659 | 0,42 | 710 | -1,11 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 11.129 | 4,50 | 1.032 | 2,89 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 20.332 | 5,27 | 1.901 | 2,54 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 24.820 | 6,82 | 2.302 | 5,21 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 37.035 | 1.440,56 | 3.469 | 1.434,51 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4.791 | 0,36 | 444 | -1,11 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 61.143 | 38,95 | 5.757 | 37,53 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 332.924 | 8,21 | 30.875 | 6,58 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 6.953 | 1,30 | 645 | -0,31 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 106.608 | 0,10 | 9.887 | -1,41 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 58.398 | 0,75 | 5.416 | -0,79 | ||||
| 2026-05-15 | 13F | EFG International AG | 2.837 | 263 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 140.619 | 286,25 | 13.041 | 280,54 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 4.662 | 58,41 | 432 | 55,96 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 5.300 | 492 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 26.286 | 141,96 | 2.438 | 138,45 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 58.833 | 4,93 | 5.456 | 3,35 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 5.821 | 4,10 | 540 | 2,47 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 12.064 | 2,06 | 1.119 | 0,45 | ||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 13.297 | 0,08 | 1.233 | -1,44 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 4.956 | 3,31 | 460 | 1,77 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 3.520 | 4,08 | 326 | 2,52 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 5.574 | 517 | ||||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 4.610 | 10,58 | 427 | 8,93 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 4.455 | 19,63 | 413 | 18,00 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 3 | 0 | ||||||
| 2026-05-11 | 13F | Empire Life Investments Inc. | 13.547 | 1.255 | ||||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 164.336 | 4,60 | 15.241 | 3,02 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 44.726 | 11,15 | 4.148 | 9,48 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 14.244 | 8,01 | 1.321 | 6,37 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 10.497 | 5,53 | 973 | 3,95 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 15.726 | 6,92 | 1.458 | 5,35 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 125.821 | 0,03 | 11.669 | -1,49 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 28.120 | 74,23 | 2.608 | 71,63 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 656.306 | 0,13 | 60.867 | -1,38 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 53.118 | 327,54 | 5 | 300,00 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 2.864 | 0,28 | 266 | -1,12 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 642 | 60 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 7.657 | 9,17 | 710 | 7,58 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9.853 | 2,02 | 914 | 0,44 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 17 | 2 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 37.508 | 3,83 | 3.478 | 2,26 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 19.668 | 1,65 | 1.824 | 0,11 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.543.301 | 0,96 | 328.606 | -0,56 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 103.366 | 0,73 | 9.586 | 19,05 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 4.228 | 1,32 | 392 | 0,00 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 5.782 | 2,72 | 536 | 1,32 | ||||
| 2026-04-21 | 13F | Ketron Financial | 2.820 | 262 | ||||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 55 | 5 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 27.174 | 2,45 | 2.520 | 0,92 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 8.738 | 3,68 | 818 | 2,38 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 17.511 | 30,44 | 1.624 | 28,40 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 69.207 | 1,90 | 6.418 | 0,36 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 9.010 | 14,54 | 836 | 12,84 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 3.208 | 43,21 | 0 | |||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 11.507 | 5,32 | 1.067 | 3,79 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 156.959 | 0,55 | 14.545 | -1,04 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6.206 | 0,42 | 576 | -1,03 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 28.238 | 0,38 | 2.619 | -1,13 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 37.637 | 22,60 | 3.490 | 20,76 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 2.350 | 10,59 | 218 | 8,50 | ||||
| 2026-05-05 | 13F | PFG Advisors | 15.611 | 5,90 | 1.448 | 4,25 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 59.223 | 53,24 | 5.492 | 50,96 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 435 | 13,58 | 40 | 11,11 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 29.950 | 2,74 | 2.778 | 1,20 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 4.351 | 9,49 | 404 | 7,75 | ||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 235.579 | 5,72 | 21.848 | 4,12 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 74.589 | 0,35 | 7.023 | -0,68 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5.923 | 549 | ||||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 205.766 | 100,00 | 19.490 | 100,00 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 52.492 | 0,14 | 4.868 | -1,36 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 498 | 64,36 | 46 | 64,29 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 44.436 | 37,19 | 4.121 | 35,13 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 29.731 | 1,56 | 2.757 | 0,04 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 3.110 | 9,24 | 288 | 7,46 | ||||
| 2026-05-05 | 13F | Torrey-Payne Wealth Management, LLC | 87.062 | 1,57 | 8.074 | -1,38 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.639 | 49,69 | 245 | 46,99 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 137.176 | 3,53 | 12.722 | 1,97 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 24.734 | 2.294 | ||||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 4.655 | 4,07 | 432 | 2,38 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 342.687 | 1,63 | 31.781 | 0,10 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 9.955 | 923 | ||||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 6.463 | 19,57 | 599 | 17,91 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 2.691 | 250 | ||||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 10.284 | 0,04 | 954 | -1,45 | ||||
| 2026-05-07 | 13F | Alpha Zero LLC | 3.261 | 302 | ||||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 3.341 | 1,43 | 323 | 4,55 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 15.848 | 1.470 | ||||||
| 2026-05-04 | 13F | Camden National Bank | 57.778 | 2,09 | 5.358 | 0,56 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 4.267 | 3,82 | 396 | 2,33 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 45.883 | 4,73 | 4.255 | 3,15 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 160.630 | 4,35 | 14.897 | 2,77 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 11.804 | 10,52 | 1.095 | 8,86 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 11.012 | 21,81 | 1.034 | 21,39 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 128.484 | 3,94 | 11.916 | 2,37 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 42 | 4 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 48.938 | 0,50 | 4.538 | -1,03 | ||||
| 2026-04-22 | 13F | Qp Wealth Management, Llc | 12.228 | 1.134 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 62 | 6 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 31.327 | 32,28 | 2.904 | 30,12 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 43.967 | 1,03 | 4.078 | -0,49 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 41 | 4 | ||||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2.661 | 2,86 | 247 | 1,23 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 7.388 | 0,79 | 685 | -0,72 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 11.754 | 6,32 | 1.090 | 4,81 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 17.014 | 9,40 | 1.578 | 7,72 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 81.273 | 4,23 | 7.537 | 2,67 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 172 | 16 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 48.202 | 33,11 | 4.470 | 31,12 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2.977 | 8,18 | 276 | 6,56 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 30.996 | 6,01 | 2.910 | 5,67 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 6.879 | 18,46 | 638 | 16,67 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 6.100 | 2.552,17 | 566 | 2.590,48 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 5.133 | 0,08 | 476 | -1,24 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 317.175 | 1,66 | 29.415 | 0,13 |
