Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional US High Profitability ETF, omfatter Elser Financial Planning, Inc, SB Capital Management Inc, GK Wealth Management LLC, Wright Fund Managment, LLC, Ubs Asset Management Americas Inc, CSP Financial Group, LLC, Sanchez Levi Garrett, AA Financial Advisors, LLC, E-Wealth Partners, LLC, Atria Investments Llc, First Heartland Consultants, Inc., Everest Financial Group LLC, MSA Advisors, LLC, Accretive Wealth Partners, LLC, Inspire Advisors, LLC, Innovative Asset Advisors Group, LLC, Canvas Wealth Advisors, LLC, TCFG Investment Advisors, LLC, Vestia Personal Wealth Advisors, og Diversify Wealth Management, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Apella Capital, LLC | 3.891.947 | 49,79 | 153.343 | 55,19 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 195.605 | 38,59 | 7.190 | 30,89 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 14.250 | 18,76 | 524 | 14,69 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 346.257 | 149,45 | 13 | 140,00 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 1.172.200 | 18,87 | 43.090 | 14,90 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 6.865 | 7,22 | 252 | 3,70 | ||||
| 2026-04-20 | 13F | Emprise Bank | 126.414 | 81,55 | 4.647 | 75,45 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 30.017 | 457,21 | 1.103 | 440,69 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 435.710 | 21,68 | 16.017 | 17,62 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 115.577 | 3,38 | 4.249 | -0,07 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 562.024 | 20.638 | ||||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 13.930 | 0,18 | 512 | -3,03 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 157.688 | 36,47 | 5.797 | 31,91 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 245.517 | 64,89 | 9.025 | 59,40 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 44.382 | 0,23 | 1.631 | -3,09 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 2.148.401 | 10,62 | 78.975 | 6,92 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 64.636 | 1,39 | 2.376 | -1,98 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 212.017 | 34,96 | 8 | 60,00 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 574 | 21 | ||||||
| 2026-05-01 | 13F | Vestment Financial LLC | 253.005 | 4,39 | 9.951 | 6,26 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 771.141 | 11,38 | 28.347 | 7,66 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 494.341 | 3,83 | 18.172 | 0,36 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 82 | -2,38 | ||||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 753.339 | 4,86 | 28 | 0,00 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 672.971 | 11,75 | 24.738 | 8,02 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 191.629 | 15,87 | 7.044 | 12,01 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 427.843 | 4,82 | 15.728 | 1,32 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 642.119 | 4,23 | 23.604 | 0,75 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 31.747 | 1.167 | ||||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 204.197 | 7.506 | ||||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 43.715 | 9,63 | 1.607 | 5,94 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 442.179 | 12,60 | 16.254 | 8,83 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 150.903 | 77,52 | 5.547 | 71,63 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 3.755.680 | 26,12 | 138.086 | 21,93 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 405.660 | 0,97 | 14.912 | -2,40 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 49.586 | 49,13 | 1.823 | 44,15 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 246.399 | 7,33 | 9.058 | 3,75 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 291 | 11 | ||||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 166.648 | 9,26 | 6.126 | 5,60 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 81.277 | 5,54 | 3.006 | 2,66 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 16.958 | 28,70 | 623 | 24,35 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 8.256 | 6,04 | 303 | 2,36 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 470.386 | 3,78 | 17.291 | 0,32 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 7.448 | 2,92 | 274 | -0,73 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 150.153 | 16,23 | 5.884 | 19,79 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 287.882 | 10.583 | ||||||
| 2026-04-28 | 13F | Schubert & Co | 135.083 | 17,52 | 4.966 | 13,59 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 231.443 | 14,63 | 8.508 | 10,80 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 114.274 | 2,93 | 4.201 | -0,50 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 30.356 | 0,52 | 1.116 | -2,87 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 13.260 | 504 | ||||||
| 2026-04-20 | 13F | 25 Llc | 372.073 | 6,68 | 13.677 | 3,11 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 151.159 | 23,90 | 5.557 | 19,77 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 247.948 | 10,33 | 9.115 | 6,65 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1.789.343 | 3,01 | 65.776 | -0,43 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 424 | 16 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 11.882 | 2,31 | 437 | -1,13 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 167.661 | 0,73 | 6.163 | -2,62 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 422.684 | 7,29 | 15.538 | 3,71 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 455.686 | 2,86 | 16.751 | -0,57 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 351.635 | 4,17 | 12.926 | 0,70 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 6.306 | 233 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 14.641 | 567 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 11.278 | 57,18 | 429 | 108,78 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 109.843 | 2,62 | 4.038 | -0,81 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8.459.674 | 5,51 | 310.978 | 1,99 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1.987.725 | 8,70 | 73.069 | 5,07 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 5.910 | 217 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 38.831 | 1.427 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 145.925 | 24,54 | 5.364 | 20,40 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.321.475 | 9,16 | 48.576 | 5,52 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 8.775 | 323 | ||||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 825.016 | 7,72 | 30.328 | 4,12 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 50.550 | 0,70 | 1.858 | -2,67 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 5.781 | 220 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 12.054 | 443 | ||||||
| 2026-05-15 | 13F | Intrepid Capital Management Inc | 471.202 | 1,97 | 17.321 | -1,43 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.213 | 45 | ||||||
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 32.171 | 0,15 | 1.223 | 0,82 | ||||
| 2026-01-29 | 13F | Comerica Bank | 12.014 | 20,70 | 457 | 21,60 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 7.932 | 3,00 | 292 | -0,34 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.368 | 50 | ||||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 254.968 | 5,56 | 9.373 | 2,04 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 10.562 | 401 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 101.874 | 27,26 | 3.745 | 23,00 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 7.014 | 19,47 | 258 | 15,25 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 21.762 | 85,41 | 800 | 79,15 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 44.164 | 5,61 | 1.623 | 2,08 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 9.226 | 339 | ||||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 93.533 | 6,22 | 3.438 | 2,69 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 2.516.301 | 14,76 | 92.499 | 10,93 | ||||
| 2026-05-07 | 13F | Richard Young Associates, Ltd. | 8.961 | 0,26 | 329 | -2,95 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 28.191 | 2,12 | 1.036 | -1,24 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 883 | 94,07 | 32 | 88,24 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 17 | 1 | ||||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 5.518 | 0,07 | 203 | -3,35 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 2.139.327 | 4,44 | 78.642 | 0,95 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 103.445 | 16,12 | 3.803 | 12,25 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3.244 | 119 | ||||||
| 2026-04-28 | 13F | Unison Advisors LLC | 13.341 | 0,26 | 490 | -3,16 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 286.353 | 0,86 | 10.526 | -2,51 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 32.980 | 1.212 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 265.613 | 4,71 | 10.101 | 5,43 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 545.526 | 1,49 | 20.054 | -1,90 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 13.512 | 36,22 | 497 | 31,56 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 332.395 | 22,67 | 12.219 | 18,56 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 127.195 | 26,24 | 4.676 | 22,03 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 11.907 | 103,26 | 438 | 96,85 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 7.288 | 268 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 109.273 | 7,55 | 4.017 | 3,96 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 309.770 | 11.099 | ||||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 30.012 | 17,25 | 1.103 | 13,36 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 10.659 | 409 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 531.559 | 37,56 | 19.540 | 32,97 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 46.158 | 1.697 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 33.457 | 8,69 | 1.230 | 5,04 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 2.733.093 | 5,35 | 100.469 | 1,83 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 3.167 | 11,32 | 116 | 7,41 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 142.358 | 36,78 | 5.233 | 30,08 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 2.182 | 403,93 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 168.601 | 3,11 | 6.198 | -0,34 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 967.302 | 6,03 | 38.595 | 10,72 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 20.523 | 20,40 | 754 | 16,36 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 67.892 | 14,82 | 2.496 | 10,99 | ||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 5.573 | 3,38 | 205 | -0,49 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 16.178 | 13,21 | 595 | 9,39 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 82.493 | 15,63 | 3.032 | 11,76 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 2.588.182 | 6,03 | 95.142 | 3,19 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 539.414 | 0,79 | 20 | -5,00 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 1.113.413 | 3,16 | 40.929 | -0,29 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 93.410 | 33,80 | 3.434 | 29,35 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 12.264 | 0 | ||||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 168.632 | 0,37 | 6.199 | -2,99 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 29.656 | 20,30 | 1.114 | 18,89 | ||||
| 2026-05-15 | 13F | Fmr Llc | 15.046 | 283,44 | 553 | 271,14 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 29.891 | 1,73 | 1.099 | -1,70 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 164.206 | 6.245 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 19.251 | 78,15 | 708 | 72,44 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 389.197 | 4,59 | 14.307 | 1,10 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 60.334 | 680,42 | 2.218 | 648,99 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 549 | 54.800,00 | 20 | |||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 20.909 | 2,57 | 769 | -0,90 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 1.311.614 | 1,00 | 48.215 | -2,37 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3.657.495 | 19,15 | 134.450 | 15,17 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 12.997 | 26,64 | 493 | 26,15 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.426.163 | 6,54 | 52.426 | 2,98 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 2.130 | 0 | ||||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 14.817 | 161,37 | 545 | 153,02 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 448.326 | 0,17 | 16.480 | -3,17 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 226.599 | 9,86 | 8.330 | 6,18 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 73.772 | 7,61 | 2.712 | 3,99 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 9.644 | 0,65 | 355 | -2,75 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 18.685 | 0,54 | 687 | -2,83 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 55.685 | 23,20 | 2.047 | 19,09 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 527.822 | 8,07 | 19.403 | 4,46 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 183.764 | 1,52 | 6.755 | -1,87 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1.195 | 0,25 | 44 | -4,44 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 7.825.736 | 3,65 | 287.674 | 0,19 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 379.100 | 13,99 | 13.936 | 10,18 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 7.205 | 16,57 | 265 | 12,34 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 717.922 | 144,39 | 26.391 | 136,24 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 405.888 | 3,62 | 14.920 | 0,16 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 642.112 | 28,37 | 23.007 | 20,91 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 251.920 | 7,31 | 9.261 | 3,72 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 357.127 | 9,73 | 13.128 | 6,07 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 8.460 | 0,30 | 314 | -1,87 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 1.048.651 | 3,84 | 39.754 | 3,40 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 548.673 | 4,84 | 20.169 | 1,35 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 461.427 | 5,01 | 16.962 | 1,51 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 744.849 | 5,64 | 27.381 | 2,11 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 100.361 | 5,53 | 3.689 | 2,02 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 13.460 | 0,26 | 495 | -3,14 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 9.682 | 356 | ||||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 341.262 | 3,58 | 12.545 | 0,12 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 70.119 | 1,03 | 2.578 | -2,35 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 107.102 | 6,21 | 3.937 | 2,66 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 1.652.225 | 2,15 | 60.736 | -1,26 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 6.743 | 8,08 | 248 | 4,22 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 596 | 101,35 | 22 | 90,91 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 835.000 | 3,67 | 30.695 | 0,21 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.095.652 | 80,46 | 40.276 | 74,44 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 6.252 | 211 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 62.630 | 2.302 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 221.807 | 0,01 | 8.154 | -3,33 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 107.089 | 0,86 | 3.937 | -2,50 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 544.507 | 3,92 | 20.327 | 1,48 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 89.113 | 2,64 | 3.276 | -0,79 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 48.730.938 | 8,79 | 1.791.349 | 5,16 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 229.565 | 11,25 | 8.439 | 7,53 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 5.469 | 1,30 | 201 | -1,95 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 24.584 | 904 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 18.523 | 722 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.758 | 65 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 258.217 | 14,95 | 9.492 | 11,12 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 62.213 | 43,63 | 2.478 | 45,36 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 564.766 | 2,16 | 20.761 | -1,26 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 290 | 11 | ||||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 509.703 | 1,96 | 18.737 | -1,45 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 87.009 | 3,99 | 3.309 | 4,68 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 7.786 | 0,27 | 286 | -3,05 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4.485 | 0,56 | 171 | 1,19 | ||||
| 2026-05-15 | 13F | MSA Advisors, LLC | 53.725 | 1.975 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 5.673 | 209 | ||||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 55.194 | 0,26 | 2.029 | -3,11 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 103.085 | 1,09 | 3.789 | -2,27 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 361.179 | 12,49 | 13.277 | 8,73 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 495.413 | 31,20 | 18.211 | 26,82 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6.443 | 237 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 184 | 7 | ||||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 2.960.196 | 3,44 | 108.817 | -0,01 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 299.351 | 11.001 | ||||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 14.890 | 0,94 | 547 | -2,32 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 1.172.200 | 18,87 | 43.090 | 14,90 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 678.278 | 1,29 | 24.934 | -2,10 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 3.073.069 | 3,34 | 112.966 | -0,11 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 195.461 | 18,82 | 7.185 | 14,85 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 16.215 | 596 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 6.406 | 235 | ||||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 299.351 | 17,02 | 11.001 | 13,08 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 30.977 | 1.139 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 3.424 | 1.442,34 | 126 | 1.462,50 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 24.221 | 7,94 | 890 | 4,34 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 9.994 | 0,52 | 367 | -3,93 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 4.466.653 | 43,65 | 164.194 | 38,85 | ||||
| 2026-04-20 | 13F | City State Bank | 103.287 | 32,69 | 3.797 | 28,24 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.643 | 0,31 | 0 | |||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 385.857 | 3,49 | 14.184 | 0,04 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 879 | 1,03 | 32 | -3,03 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 59.314 | 23,44 | 2.180 | 19,27 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 290.952 | 2,88 | 10.695 | -0,56 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 21.930 | 0,98 | 806 | -2,30 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 6.468 | 238 | ||||||
| 2026-05-04 | 13F | Entelevest, LLC | 165.026 | 15,92 | 6.066 | 12,04 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 14.571 | 0,25 | 536 | -3,08 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 47.118 | 29,99 | 1.732 | 25,69 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 2.715.805 | 99.833 | ||||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 82.005 | 2,99 | 3.015 | -0,46 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1.513 | 56 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 96.671 | 8,85 | 3.554 | 5,21 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 1.092.697 | 2,55 | 42.790 | 4,39 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 6.765 | 0 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.323.440 | 20,86 | 48.650 | 16,83 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 234.162 | 8.608 | ||||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 23.836 | 5,55 | 876 | 2,10 | ||||
| 2026-05-04 | 13F | Nwam Llc | 70.841 | 4,97 | 2.604 | 0,77 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 1.290.110 | 5,58 | 47.424 | 2,05 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 670.658 | 10,60 | 24.653 | 6,90 | ||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 112.093 | 3,26 | 4.121 | -0,19 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 75.278 | 299,23 | 2.767 | 285,91 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 721.040 | 3,81 | 26.505 | 0,34 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 244.817 | 107,23 | 8.999 | 100,33 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 2.038.669 | 2,54 | 74.941 | -0,88 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 301.920 | 0,72 | 12 | 0,00 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 16.119 | 2,73 | 593 | -0,67 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 17.885 | 0,01 | 657 | -3,38 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 35.785 | 0,01 | 1.315 | -3,31 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 116.876 | 15,60 | 4.296 | 11,76 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 82.028 | 0,02 | 3.040 | -2,47 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 761.437 | 3,74 | 27.990 | 0,28 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 236.328 | 2,40 | 8.687 | -1,01 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 5.509 | 202 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 22.323 | 821 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 633.985 | 21,57 | 23.305 | 17,51 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 67.426 | 5,45 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 579.210 | 6,62 | 21.292 | 3,06 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 35.488 | 42,01 | 1.305 | 37,26 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 564.525 | 4,24 | 20.752 | 0,75 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 66.669 | 33,94 | 2.451 | 29,49 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 48.233 | 0,90 | 1.834 | 1,61 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 637.819 | 1,58 | 24.256 | 105.360,87 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 31.124 | 1.144 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 54.441 | 2.001 | ||||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 5.423 | 211 | ||||||
| 2026-05-06 | 13F | Everest Management Corp. | 59.190 | 142,65 | 2.176 | 134,63 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 114.917 | 0,84 | 4.224 | -2,52 | ||||
| 2026-05-12 | 13F | Creative Planning | 123.716 | 60,36 | 4.548 | 55,03 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 149.466 | 38,05 | 5.372 | 30,48 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 3.880 | 0,13 | 143 | -3,40 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 1.199.622 | 36,91 | 44.098 | 32,34 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 19.016 | 32,43 | 699 | 28,02 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 334 | 12 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 224.358 | 6,13 | 8 | 0,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 3.819 | 0,26 | 140 | -2,78 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 410 | 100,00 | 15 | 114,29 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 142.442 | 15,77 | 5.236 | 10,96 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 357.998 | 2,20 | 13.160 | -1,22 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 198.262 | 112,55 | 7.288 | 105,47 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 1.200.073 | 14,06 | 44.115 | 10,25 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 65 | 2 | ||||||
| 2026-04-22 | 13F | First Financial Group Corp | 41.352 | 11,46 | 1.520 | 7,80 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 111.011 | 3,79 | 4.081 | 0,32 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 241.805 | 2,39 | 8.889 | -1,04 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 986.709 | 1,69 | 37.525 | 2,39 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 12.008 | 12,00 | 441 | 8,35 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 22.289 | 4,47 | 819 | 0,99 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 8.194 | 8,39 | 301 | 4,88 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 62.809 | 2.309 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 701.173 | 0,51 | 25.779 | -2,85 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 172.151 | 25,88 | 6.328 | 21,69 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 19.962 | 0,18 | 734 | -3,17 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 54.864 | 22,15 | 2.017 | 18,03 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 2.630.658 | 0,53 | 96.703 | -2,82 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 22.463 | 1.870,44 | 826 | 1.818,60 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 10.253 | 377 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 52.763 | 57,49 | 1.940 | 52,20 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 333.173 | 1,73 | 12.247 | -1,67 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 97.852 | 0,57 | 3.597 | -2,78 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 200.401 | 4,21 | 6.079 | -0,47 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 338.955 | 20,28 | 12.460 | 16,26 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2.876 | 106 | ||||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 5.653 | 208 | ||||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 91.116 | 12,21 | 3.349 | 8,45 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 123.935 | 3,64 | 4.556 | 0,18 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 84.910 | 0,10 | 3.121 | -3,22 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 192.213 | 7.066 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1.311.124 | 5,31 | 48.197 | 1,79 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 271.845 | 1,87 | 9.993 | -1,53 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 584.326 | 5,30 | 21.480 | 1,78 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 57.031 | 116,03 | 2.096 | 108,97 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.573 | 0,25 | 58 | -3,39 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 256.470 | 2,48 | 9.428 | -0,95 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 8.066 | 297 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1.145.612 | 3,27 | 42.113 | -0,18 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 116.673 | 29,84 | 4.289 | 25,49 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 1.051.465 | 4,79 | 39.987 | 5,51 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 735.902 | 6,93 | 28.590 | 9,24 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 21.066 | 18,97 | 774 | 15,01 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 57.674 | 29,73 | 2.120 | 25,44 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 343.961 | 1.771,79 | 12.644 | 1.711,32 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 40 | 1 | ||||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 194.945 | 1,75 | 7.166 | -1,63 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 7.055 | 10,63 | 259 | 7,02 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 36.242 | 3,55 | 1.332 | 0,08 | ||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 309.770 | 12,67 | 11.099 | 5,38 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 419.389 | 3,45 | 15.417 | -0,01 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 19.304.073 | 3,85 | 734.134 | 4,51 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 38.004 | 20,79 | 1.397 | 16,81 | ||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 775.275 | 3,46 | 28.499 | 0,01 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 1.318.039 | 1,65 | 50.125 | 2,35 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 329.334 | 2,21 | 12.106 | -1,20 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 74.618 | 0,03 | 2.743 | -3,31 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 500.768 | 2,64 | 18.408 | -0,79 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 150.502 | 12,98 | 6 | 0,00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 1.014.748 | 23,51 | 37.302 | 19,39 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 53.966 | 689,55 | 1.984 | 665,64 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 647.105 | 5,64 | 23.788 | 2,12 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 2.161.309 | 0,80 | 82.324 | 0,96 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 26.120 | 9,74 | 993 | 10,46 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 781.419 | 1,78 | 28.905 | -1,01 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1.225.021 | 0,45 | 45.032 | -2,91 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 342.515 | 13.026 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 208.418 | 16,56 | 7.661 | 12,68 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 148.891 | 50,52 | 5.646 | 48,20 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.886.147 | 19,49 | 69.335 | 15,50 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 386.120 | 8,84 | 14.194 | 5,20 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 7.117 | 4,25 | 262 | 0,77 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 1.311.703 | 3,11 | 48.218 | -0,34 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2.479.611 | 8,48 | 91 | 5,81 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 578.161 | 2,81 | 21.253 | -0,63 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 966 | 35 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 10.018 | 368 | ||||||
| 2026-04-16 | 13F | Friday Financial | 97.447 | 8,02 | 3.582 | 4,43 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 3.301.011 | 18,25 | 121.328 | 14,29 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 86.330 | 4,12 | 3.173 | 0,63 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 14.682 | 7,12 | 540 | 3,45 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 230.498 | 0,01 | 8.473 | -3,32 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 1.080.249 | 4,19 | 39.710 | 0,71 |
