IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF - Institutionelt ejerskab - Købere

iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
US ˙ NasdaqGM ˙ US4642886463

Institutionelt og fondsejerskab - Købere

Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF, omfatter Gsa Capital Partners Llp, North Dakota State Investment Board, Capitolis Liquid Global Markets LLC, Capitolis Liquid Global Markets Llc, Polymer Capital Management (US) LLC, Voya Investment Management Llc, David Kennon Inc, Hourglass Capital, Llc, LightSquare Wealth Management, LLC, Perspective Wealth Advisors Llc, Calamos Advisors LLC, Action Point Financial Planning, Llc, Titleist Asset Management, Llc, Capstone Wealth Management Group, Llc, Protective Life Corp, Cornerstone Advisory, LLC, Essential Partners LLC, Severin Investments, LLC, Emerald Investment Advisers, LLC, og Madson Wealth Advisors Inc .

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
(%)
2026-04-07 13F Heartwood Wealth Advisors LLC 6.366 2,41 335 1,83
2026-05-11 13F RWM Asset Management, LLC 1.039 55
2026-04-07 13F Howard Financial Services, Ltd. 40.419 10,66 2.124 9,99
2026-04-17 13F Swp Financial Llc 24.038 35,27 1.263 34,50
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 6.428 2,52 338 1,81
2026-03-02 13F Reflection Asset Management 496 26
2026-04-27 13F Schaeffer Financial LLC 649.372 6,45 34.131 5,80
2026-05-01 13F Midwest Trust Co 20.058 6,39 1.054 5,72
2026-01-29 13F Comerica Bank 86.621 9,05 4.581 8,74
2026-04-30 13F Private Trust Co Na 5.247 240,71 276 239,51
2026-05-11 13F Financial Perspectives, Inc 3.516 0,66 185 0,00
2026-04-13 13F Bank of New Hampshire 753 9,13 40 8,33
2026-05-13 13F D L Carlson Investment Group Inc 232.471 17,50 12.219 16,78
2026-04-29 13F Unified Investment Management 45.914 0,25 2.413 -0,33
2026-04-24 13F Heritage Investors Management Corp 4.942 11,51 0
2026-05-15 13F/A EverSource Wealth Advisors, LLC 21.931 33,86 1.153 33,03
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 15.530 10,64 816 9,97
2026-05-13 13F Argent Trust Co 9.170 482
2026-05-14 13F Betterment LLC 288.580 4,08 15 7,14
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 729.994 8,40 38.288 7,40
2026-05-12 13F Cloud Capital Management, LLC 15.596 16,37 1
2026-05-15 13F Warren Averett Asset Management, LLC 182.819 1,29 9.609 0,67
2026-05-08 13F Buckhead Capital Management Llc 34.015 0,37 1.788 -0,22
2026-05-07 13F Wharton Business Group, LLC 263.365 18,86 13.842 18,14
2026-05-13 13F Cetera Investment Advisers 1.367.019 5,78 71.851 5,13
2026-04-20 13F Fiduciary Alliance LLC 13.150 2,41 692 2,06
2026-05-15 13F Point72 Asset Management, L.P. 2.028.500 7,99 106.618 7,33
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 6.117 3,22 322 2,56
2026-05-06 13F Cornerstone Planning Group LLC 1.271 243,51 67 247,37
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 5.992 315
2026-04-24 13F Keybank National Association/oh 1.954.713 8,16 102.740 7,51
2026-05-01 13F Diversify Wealth Management, Llc 70.898 18,53 3.721 17,49
2026-05-07 13F Hollencrest Capital Management 40.018 9,84 2.103 9,19
2026-04-29 13F Steele Capital Management, Inc. 38.673 5,85 2.033 5,23
2026-05-11 13F Fortis Capital Management LLC 257.256 0,07 13.521 -0,53
2026-05-12 13F Cheviot Value Management, LLC 6.078 8,48 319 7,41
2026-05-21 13F Essential Partners LLC 15.283 803
2026-04-29 13F CVA Family Office, LLC 3.259 1,56 171 1,18
2026-04-28 13F Flagship Harbor Advisors, Llc 10.672 17,13 561 16,42
2026-05-15 13F Headinvest, Llc 8.271 17,80 435 16,98
2026-04-24 13F Medallion Wealth Advisors, LLC 336 158,46 18 183,33
2026-05-07 13F Action Point Financial Planning, Llc 26.952 1.416
2026-05-08 13F Banco Santander, S.A. 90.716 19,42 4.768 18,70
2026-05-13 13F Franklin Resources Inc 226.058 9,90 11.882 9,24
2026-05-01 13F Welch & Forbes Llc 60.258 2,16 3.167 1,54
2026-05-01 13F Harwood Advisory Group, LLC 851 0,83 45 0,00
2026-04-30 13F Financial Freedom, LLC 596 73,26 31 72,22
2026-05-14 13F White Lighthouse Investment Management Inc. 17.750 0,91 933 0,22
2026-05-11 13F Hall Capital Management Co Inc 269.180 8,98 14.156 8,38
2026-05-07 13F Scarborough Advisors, LLC 375 20
2026-04-22 13F Truefg, Llc 7.073 0,84 372 0,27
2026-04-01 13F Bangor Savings Bank 871.116 3,50 45.786 2,88
2026-04-10 13F Brucke Financial, Inc. 9.524 14,22 501 13,64
2026-05-13 13F Sherman Porfolios, Llc 108.634 1,81 5.710 1,19
2026-05-15 13F Engineers Gate Manager LP 95.120 395,49 5.000 392,51
2026-04-23 13F Unify Financial Advisors 16.325 0,99 858 0,47
2026-05-18 13F Arkadios Wealth Advisors 36.248 0,12 1.905 -0,47
2026-05-05 13F D.a. Davidson & Co. 31.101 22,95 1.635 22,21
2026-04-15 13F Founders Grove Wealth Partners, Llc 80.299 2,16 4.221 1,54
2026-05-05 13F Sandy Cove Advisors, LLC 215.431 3,12 11.323 2,50
2026-05-08 13F Prime Capital Investment Advisors, LLC 569.198 2,62 29.917 2,00
2026-04-08 13F Dynamic Advisor Solutions LLC 153.073 1,39 8.045 0,78
2026-04-22 13F JNBA Financial Advisors 118 0,85 6 0,00
2026-05-12 13F Croban 120.979 4,98 6.358 4,35
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 4.200 221
2026-04-27 13F Independent Solutions Wealth Management, LLC 22.422 329,29 1.178 326,81
2026-04-28 13F Powerhouse Assets LLC 18.984 13,98 998 13,30
2026-05-04 13F Two West Capital Advisors LLC 8.874 10,63 466 9,67
2026-04-22 13F SimpliFi, Inc. 4.152 0,75 218 0,46
2026-04-24 13F Severin Investments, LLC 13.278 698
2026-04-20 13F GSB Wealth Management, LLC 101.438 5,55 5.332 4,92
2026-04-23 13F Ameliora Wealth Management Ltd. 439.688 109,19 23.110 107,94
2026-04-06 13F Highline Wealth Partners Llc 3.463 243,89 182 243,40
2026-05-12 13F CIBC Asset Management Inc 41.967 2,35 2.206 1,71
2026-04-13 13F Gradient Investments LLC 265.063 6,62 13.932 5,97
2026-05-12 13F TIAA Wealth Investment Management LLC 24 1
2026-04-21 13F Artesa Financial Group, LLC 174.619 6,16 9.178 5,51
2026-05-12 13F LightSquare Wealth Management, LLC 52.059 2.736
2026-04-27 13F Koshinski Asset Management, Inc. 19.813 1,53 1.041 0,97
2026-05-06 13F LPL Financial LLC 3.001.845 0,46 157.777 -0,15
2026-05-04 13F H&H Retirement Design & Management INC 41.302 2,38 2.163 1,45
2026-05-07 13F Amara Financial, Llc. 116.642 9,55 6.131 8,88
2026-05-08 13F Roundview Capital LLC 98.987 0,45 5.203 -0,15
2026-05-07 13F Lowe Brockenbrough & Co Inc 62.966 3,45 3.309 2,83
2026-05-13 13F Graybill Bartz & Assoc Ltd 93.501 5,88 4.914 5,25
2026-05-11 13F SCS Capital Management LLC 43.966 0,14 2.311 -0,47
2026-05-14 13F Boreal Capital Management LLC 26 0,00
2026-04-08 13F Panoramic Capital Partners, LLC 7.195 0,19 378 -0,26
2026-05-05 13F Putnam Fl Investment Management Co 2.408.999 3,71 126.617 3,08
2026-05-12 13F Independent Advisor Alliance 65.503 1.237,34 3.443 1.228,96
2026-05-28 13F Blue Fin Capital, Inc. 440.329 8,31 23.144 7,66
2026-05-06 13F Hallmark Capital Management Inc 1.145 3,62 60 3,45
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 11.557 26,46 607 25,67
2026-05-04 13F MEMBERS Trust Co 3.244.433 6,00 170.527 5,36
2026-05-06 13F Crescent Grove Advisors, LLC 99.420 5,50 5.226 4,86
2026-05-15 13F Bank Of America Corp /de/ 9.006.302 14,83 473.371 14,13
2026-05-06 13F Main Street Group, LTD 2.000 105
2026-05-15 13F Advisory Services Network, LLC 65.660 5,88 3.451 5,25
2026-05-14 13F Us Bancorp \de\ 1.293.427 3,41 67.983 2,78
2026-05-05 13F Bank of New York Mellon Corp 519.996 17,18 27.331 16,47
2026-04-29 13F Cary Street Partners Financial Llc 292.190 8,09 15.357 7,44
2026-05-12 13F Ally Invest Advisors Inc. 87.179 4,40 4.582 3,78
2026-04-03 13F Ridgewood Investments LLC 37.036 49,34 1.947 47,98
2026-04-10 13F Rede Wealth, LLC 6.021 11,01 316 10,49
2026-04-24 13F Pw Advisors, Llc \ Fl 35.361 87,75 1.859 86,73
2026-05-07 13F VisionPoint Advisory Group, LLC 14.862 781
2026-04-15 13F Curbstone Financial Management Corp 63.190 1,61 3.321 1,00
2026-05-15 13F Gateway Wealth Partners, LLC 5.542 291
2026-04-17 13F Discipline Wealth Solutions, LLC 342.522 6,86 18.003 6,21
2026-04-08 13F Miracle Mile Advisors, LLC 2.079.525 7,43 109.300 6,78
2026-05-15 13F Vestmark Advisory Solutions, Inc. 60.565 1.459,35 3.183 1.452,68
2026-05-13 13F AE Wealth Management LLC 453.296 58,81 23.825 57,85
2026-05-06 13F Pekin Hardy Strauss, Inc. 14.990 1,35 788 0,64
2026-05-15 13F IHT Wealth Management, LLC 5.665 4,75 298 4,21
2026-04-28 13F Berger Financial Group, Inc 33.407 1,57 1.756 0,92
2026-04-28 13F Kingswood Wealth Advisors, Llc 23.720 7,11 1.247 6,40
2026-05-11 13F Rossby Financial, LCC 2.301 60,91 121 60,00
2026-04-23 13F Alley Investment Management Company, LLC 367.448 2,61 19.313 1,99
2026-05-13 13F BlackRock, Inc. 12.739.108 7,44 669.568 6,79
2026-05-08 13F Blair William & Co/il 110.159 6,44 5.790 5,79
2026-04-28 13F Ntv Asset Management Llc 95.371 2,89 5.013 2,26
2026-04-17 13F Charter Trust Co 427.552 4,35 22.472 3,72
2026-05-05 13F Wagner Wealth Management, Corp 7.718 16,01 406 15,38
2026-04-30 13F Csenge Advisory Group 4.034 212
2026-05-14 13F Raymond James Financial Inc 4.213.382 10,28 221.454 9,61
2026-05-04 13F Legacy Capital Group California, Inc. 4.092 215
2026-05-08 13F Maia Wealth LLC 57.083 32,82 3.000 31,64
2026-05-11 13F Becker Capital Management Inc 92.415 60,33 4.857 59,35
2026-04-27 13F Moneywise, Inc. 36.466 28,05 1.917 27,31
2026-04-09 13F Central Valley Advisors, Llc 5.465 287
2026-05-08 13F Burke & Herbert Bank & Trust Co 19.224 1,85 1.010 1,20
2026-04-16 13F Smith, Salley & Associates 250.100 6,68 13.145 6,03
2026-04-23 13F American National Bank 65 3
2026-04-14 13F Papp L Roy & Associates 100.135 48,12 5.263 47,26
2026-05-14 13F Baird Financial Group, Inc. 484.583 25,05 25.470 24,29
2026-05-01 13F Coordinated Financial Services, Inc. 29.742 6,03 1.563 5,39
2026-05-15 13F Jones Financial Companies Lllp 150.048 39,07 7.849 37,56
2026-05-08 13F Pnc Financial Services Group, Inc. 3.814.000 0,72 200.464 0,11
2026-04-09 13F Secure Asset Management, LLC 265.755 11,16 13.968 10,49
2026-04-22 13F Investment Advisory Group, LLC 73.240 5,88 3.849 5,25
2026-05-06 13F Intentional Wealth Strategies, LLC 6.228 327
2026-05-12 13F New South Capital Management Inc 57.990 1,34 3.048 0,69
2026-05-14 13F Bank Of Nova Scotia 125.100 6.575
2026-05-04 13F Hourglass Capital, Llc 61.800 3.248
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 6.962 55,61 366 54,66
2026-04-13 13F Chesley Taft & Associates LLC 78.693 2,77 4.136 2,17
2026-04-23 13F Traub Capital Management LLC 20.604 0,04 1.083 -0,64
2026-04-08 13F Evanson Asset Management, LLC 5.476 0,75 288 0,00
2026-04-17 13F Union Savings Bank 16.673 4,00 876 3,42
2026-05-05 13F Atria Investments Llc 32.667 17,47 1.717 16,73
2026-05-13 13F Allie Family Office LLC 16.640 6,39 875 5,68
2026-05-11 13F McCartney Wealth Management LLC 22.744 3,01 1.195 2,40
2026-05-08 13F Vanguard Advisers Inc 172 9
2026-04-28 13F Belpointe Asset Management LLC 14.452 156,51 760 155,56
2026-02-17 13F Capitolis Liquid Global Markets LLC 170.700 9.027
2026-04-17 13F Summit Wealth Partners, LLC 302.648 2,91 15.907 2,28
2026-05-11 13F Emerald Investment Advisers, LLC 13.101 689
2026-05-15 13F Quantinno Capital Management LP 19.153 79,27 1.007 78,37
2026-01-20 13F Maryland Capital Advisors Inc. 1.241.553 12,66 65.653 12,34
2026-04-15 13F Parsons Capital Management Inc/ri 96.460 15,65 5.070 14,94
2026-04-21 13F Powers Advisory Group, LLC 189.288 5,87 9.949 5,24
2026-05-14 13F Gwn Securities Inc. 28.279 1,13 1.486 0,54
2026-05-12 13F TD Waterhouse Canada Inc. 53.115 82,34 2.783 80,83
2026-05-13 13F Choate Investment Advisors 7.056 0,58 371 0,00
2026-04-16 13F Paladin Wealth, LLC 13.985 1,11 735 0,55
2026-05-14 13F Zacks Investment Management 18.874 0,84 992 0,30
2026-05-15 13F Cerity Partners LLC 950.858 7,69 49.977 7,04
2026-04-13 13F IFP Advisors, Inc 427.145 8,62 22.451 7,96
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 109.000 3,81 5.729 3,19
2026-05-07 13F AlphaCentric Advisors LLC 2.513 13,40 132 12,82
2026-05-14 13F Beaird Harris Wealth Management, LLC 9.240 0,05 486 -0,61
2026-04-27 13F Lodestar Private Asset Management Llc 91.173 2,56 4.792 1,96
2026-05-22 13F Wellington Grp LLC 470.262 9,15 24.717 8,49
2026-05-12 13F One Capital Management, LLC 1.571.911 14,28 82.620 13,59
2026-04-22 13F Spire Wealth Management 22.799 4,69 1.198 4,08
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 325.491 8,45 17 13,33
2026-05-19 13F/A Eley Financial Management, Inc 74.422 3.912
2026-05-19 13F Silicon Valley Capital Partners 236 0,85 12 0,00
2026-02-06 13F Global Retirement Partners, LLC 150.664 43,25 7.967 42,85
2026-04-21 13F Forteris Wealth Management Inc. 9.945 18,82 523 18,10
2026-05-12 13F Anchor Capital Advisors Llc 328.624 2,64 17.272 2,01
2026-04-15 13F Aspen Investment Management Inc 152.004 5,16 8 0,00
2026-04-27 13F Sound Income Strategies, LLC 380 2,98 20 0,00
2026-04-21 13F Maridea Wealth Management LLC 13.496 9,55 709 8,91
2026-05-05 13F HighTower Advisors, LLC 1.828.465 3,31 96.104 2,68
2026-04-08 13F Northstar Advisory Group, LLC 378.594 44,21 19.899 43,34
2026-05-15 13F Lazard Asset Management Llc 447.444 0,57 23.518 -0,04
2026-04-20 13F Apella Capital, LLC 88.536 31,58 4.667 31,14
2026-05-05 13F Beaumont Financial Advisors, LLC 18.452 26,45 970 25,68
2026-05-06 13F Atlantic Trust, LLC 13.579 179,98 714 178,52
2026-04-24 13F Seamount Financial Group Inc 6.401 25,86 336 25,37
2026-05-11 13F Cascade Wealth Advisors, Inc 4.841 1,53 254 0,79
2026-05-13 13F Trajan Wealth LLC 40.992 3,53 2.155 2,91
2026-02-10 13F Transatlantique Private Wealth Llc 35.005 4,45 1.851 4,16
2026-05-13 13F BCJ Capital Management, LLC 6.691 27,33 352 26,71
2026-05-15 13F Cardiff Park Advisors, Llc 4.470 0,31 235 -0,43
2026-04-30 13F Verdence Capital Advisors LLC 12.659 6,08 665 5,39
2026-05-08 13F King Luther Capital Management Corp 516 -12,69
2026-05-11 13F Savvy Advisors, Inc. 28.249 61,26 1.485 60,26
2026-05-06 13F TCFG Investment Advisors, LLC 7.431 391
2026-04-28 13F Busey Wealth Management 1.821.339 1,06 95.730 0,45
2026-05-11 13F RiverFront Investment Group, LLC 1.556.115 13,73 81.789 13,04
2026-05-15 13F Purpose Unlimited Inc. 975 51
2026-05-14 13F Hazlett, Burt & Watson, Inc. 35 0
2026-04-22 13F Ticino Wealth 187.452 68,85 10.602 80,61
2026-04-10 13F Jacobson & Schmitt Advisors, Llc 414.288 3,29 21.775 2,67
2026-04-22 13F 1492 Capital Management LLC 10.047 9,83 528 9,32
2026-04-17 13F RFG Advisory, LLC 13.338 1,39 701 0,86
2026-04-30 13F Equitable Trust Co 205.824 3,02 10.818 2,39
2026-06-01 13F Financial Solutions Advisory Group, Inc. 8.247 433
2026-04-15 13F Aventus Investment Advisors, Inc. 74.334 3,64 3.907 3,01
2026-04-22 13F Semitam Bonam Llc 148.628 6,57 7.812 5,93
2026-05-12 13F M Holdings Securities, Inc. 57.197 28,51 3 0,00
2026-04-29 13F Capstone Wealth Management Group, Llc 21.531 1.132
2026-05-19 13F Front Row Advisors LLC 4.191 0,02 220 -0,45
2026-05-14 13F Rockefeller Capital Management L.P. 647.210 3,67 34.017 3,05
2026-04-20 13F Kestra Private Wealth Services, Llc 54.875 7,82 2.884 7,17
2026-04-21 13F Wesbanco Bank Inc 12.371 4,44 650 3,83
2026-05-13 13F Ubs Asset Management Americas Inc 6.911 483,21 363 485,48
2026-02-12 13F CIBC Private Wealth Group, LLC 237.615 2,36 12.565 2,07
2026-05-15 13F Smartleaf Asset Management LLC 81.788 7,29 4.287 6,27
2026-05-11 13F Mattson Financial Services, LLC 6.881 3,30 362 2,56
2026-05-15 13F Transamerica Financial Advisors, Inc. 3.137 18,11 165 17,14
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 124.990 4,34 6.569 3,71
2026-05-08 13F Clarion Wealth Managment Partners, LLC 3.813 0,03 200 -0,50
2026-05-14 13F SlateStone Wealth, LLC 39.610 45,65 2 100,00
2026-05-13 13F First Citizens Bank & Trust Co 391.976 8,87 20.602 8,22
2026-04-08 13F Shore Point Advisors, LLC 122.934 8,93 5.835 1,83
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 729 38
2026-04-21 13F Madson Wealth Advisors Inc 12.783 672
2026-05-13 13F Hirtle Callaghan & Co LLC 2.466 -0,60
2026-05-04 13F Hexagon Capital Partners LLC 4.469 235
2026-04-10 13F Novem Group 64.626 1,62 3.397 0,98
2026-05-15 13F Equitable Holdings, Inc. 56.610 102,08 2.993 102,09
2026-04-09 13F Goelzer Investment Management, Inc. 253.719 2,73 13.335 2,11
2026-05-15 13F MAI Capital Management 1.722.256 9,54 90.522 8,87
2026-04-13 13F Hm Payson & Co 77.292 0,80 4.062 0,20
2026-01-06 13F Ransom Advisory, Ltd 348 18
2026-05-15 13F Guggenheim Capital Llc 345.306 1,54 18.149 0,92
2026-05-06 13F Kelsey Financial, LLC 174.976 0,38 9.197 -0,23
2026-05-14 13F Catalytic Wealth RIA, LLC 20.708 23,73 1.088 22,94
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 9.876 94,41 519 93,66
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 214.288 0,17 11.263 -0,44
2026-05-13 13F Mariner, LLC 1.342.638 2,36 70.569 1,74
2026-05-08 13F North Dakota State Investment Board 335.337 17.625
2026-01-13 13F Sage Advisors, Llc 10.953 579
2026-05-04 13F Bank Hapoalim Bm 1
2026-04-16 13F IVC Wealth Advisors LLC 63.068 3,34 3.315 2,70
2026-05-08 13F/A JPL Wealth Management, LLC 170.778 5,73 8.976 5,09
2026-04-21 13F Merkkuri Wealth Advisors LLC 1.174 62
2026-05-08 13F NewSquare Capital LLC 580.167 11,46 30.494 10,79
2026-05-15 13F Squarepoint Ops LLC 5.512 290
2026-04-14 13F Juncture Wealth Strategies, Llc 75.466 2,79 3.966 2,16
2026-05-12 13F Chapman Financial Group, Llc 1.618 85
2026-05-11 13F Godfrey Financial Associates, Inc. 1.504 133,18 79 132,35
2026-05-12 13F Rathbone Brothers plc 69.169 10,53 3.636 9,85
2026-05-15 13F National Philanthropic Trust 11.580 58,33 609 57,51
2026-05-11 13F TAGStone Capital, Inc. 12.757 43,14 671 42,25
2026-04-06 13F Israel Discount Bank of New York 34.253 28,75 1.800 28,02
2026-02-03 13F Vantage Financial Partners, LLC 58.057 8,50 3.070 8,21
2026-05-13 13F O'shaughnessy Asset Management, Llc 1.460.256 3,04 76.751 2,42
2026-04-07 13F JBGlobal.com LLC 383.342 2,19 20.148 1,57
2026-05-13 13F Principal Securities, Inc. 15.554 7,60 818 6,94
2026-01-22 13F Premier Path Wealth Partners, LLC 11.653 126,58 616 126,47
2026-05-14 13F StoneX Group Inc. 7.302 384
2026-05-15 13F First Manhattan Co 11.570 25,46 608 24,85
2026-05-15 13F Susquehanna International Group, Llp 96.134 51,21 5.053 50,27
2026-05-14 13F Northern Trust Corp 24.747.406 0,86 1.300.724 0,25
2026-05-11 13F Haverford Trust Co 1.935.029 5,07 101.705 4,43
2026-05-14 13F Tableaux Llc 107.644 57,04 5.658 50,37
2026-04-16 13F Mendota Financial Group, LLC 140.197 0,98 7.369 0,37
2026-04-30 13F Cooksen Wealth, LLC 35.389 3,71 1.860 3,10
2026-05-13 13F Kovitz Investment Group Partners, LLC 582.929 107,03 30.639 105,78
2026-05-14 13F Cwm, Llc 280.976 6,47 14.768 113.500,00
2026-04-16 13F First Community Trust Na 8.000 4.445,45 420 4.566,67
2026-05-15 13F Change Path, LLC 43.653 112,60 2.294 111,43
2026-05-14 13F EP Wealth Advisors, Inc. 11.720.729 11,44 616.042 10,77
2026-05-08 13F United Financial Planning Group LLC 43.253 2,57 2.273 1,97
2026-05-05 13F 4J Wealth Management LLC 4.999 6,16 263 5,22
2026-04-23 13F Bigelow Investment Advisors, LLC 93.852 14,24 4.933 13,54
2026-04-28 13F SBI Securities Co., Ltd. 2.160 134,78 114 135,42
2026-05-11 13F Foundations Investment Advisors, LLC 8.069 41,98 424 41,33
2026-05-07 13F Bingham Private Wealth, Llc 26.270 9,38 1.381 8,66
2026-05-13 13F Edgemoor Investment Advisors, Inc. 6.223 4,76 327 4,14
2026-05-04 13F Sigma Planning Corp 239.111 3,79 12.568 3,16
2026-05-14 13F Hudson Portfolio Management LLC 60.046 11,45 3.156 10,81
2026-04-13 13F Garrett Investment Advisors LLC 9.100 22,86 478 22,25
2026-05-14 13F Wealth Advisors of Tampa Bay, LLC 52.912 0,43 2.781 -0,18
2026-04-13 13F Woodside Wealth Management LLC 26.492 4,16 1.392 3,57
2026-05-08 13F Steward Partners Investment Advisory, Llc 344.713 2,97 18.118 2,34
2026-05-14 13F Quaker Capital Investments, LLC 48.700 80,37 2.561 79,40
2026-04-01 13F Confluence Investment Management Llc 225.126 81,90 11.833 80,81
2026-04-20 13F Sowell Financial Services LLC 47.696 8,28 2.507 7,60
2026-04-23 13F Oppenheimer Asset Management Inc. 130.199 11,65 6.843 10,98
2026-05-14 13F PlanVest Financial, Inc 923 49
2026-05-13 13F Natixis Advisors, L.p. 12.354 1
2026-05-14 13F Cumberland Partners Ltd 26.977 6,92 1.418 6,22
2026-04-23 13F Summit Wealth Group Llc / Co 5.521 290
2026-04-07 13F Farther Finance Advisors, LLC 37.319 14,98 1.956 13,93
2026-05-08 13F Dodds Wealth, LLC 10.602 0,03 557 -0,54
2026-05-11 13F Sage Mountain Advisors LLC 12.146 638
2026-04-28 13F Southern Michigan Bank & Trust 200 11
2026-05-13 13F Prudential Financial Inc 2.457.569 522,17 129.170 518,42
2026-05-01 13F Johnson Investment Counsel Inc 18.245 959
2026-05-07 13F CVS HEALTH Corp 294.400 211,86 15.474 210,02
2026-04-20 13F Courier Capital Llc 32.847 1,58 1.726 0,99
2026-04-28 13F SeaBridge Investment Advisors LLC 141.432 1,50 7.434 0,88
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 7.171 377
2026-05-06 13F Bessemer Group Inc 18.286 220,86 1
2026-04-21 13F Davidson Investment Advisors 4.955 259
2026-04-22 13F Apollon Wealth Management, LLC 74.827 121,76 3.933 120,40
2026-04-17 13F Presilium Private Wealth, Llc 363.881 5,65 19.126 5,01
2026-05-07 13F Cutler Investment Counsel Llc 853.088 1,51 44.838 0,89
2026-04-21 13F Lewis Asset Management, LLC 11.071 0,54 582 -0,17
2026-04-27 13F Exencial Wealth Advisors, Llc 7.716 0,04 406 -0,49
2026-05-06 13F Greenwood Gearhart Inc 985.453 6,08 51.795 5,44
2026-05-15 13F Aqr Capital Management Llc 3.967 209
2026-05-14 13F CIBC World Markets Inc. 10.073 0,02 529 -0,56
2026-05-05 13F Black Diamond Financial, LLC 338.070 11,05 17.769 10,38
2026-05-13 13F Polymer Capital Management (US) LLC 95.000 4.993
2026-04-16 13F Trinity Legacy Partners, LLC 98.814 3,28 5.205 2,87
2026-05-11 13F Pathstone Holdings, LLC 791.127 3,57 41.582 2,94
2026-05-05 13F Cherry Tree Wealth Management, LLC 9.048 0,52 476 0,00
2026-05-13 13F Scotia Capital Inc. 223.518 34,60 11.748 33,80
2026-04-22 13F Janney Montgomery Scott LLC 826.787 3,77 43 2,38
2026-05-15 13F Fwl Investment Management, Llc 260 13,04 14 8,33
2026-04-28 13F Kiley Juergens Wealth Management, Llc 5.907 310
2026-05-15 13F DT Investment Partners, LLC 477.357 0,50 25.090 -0,11
2026-05-12 13F Warwick Investment Management, Inc. 5.166 272
2026-05-06 13F Kiker Wealth Management, LLC 205.923 2.133,92 10.823 2.122,38
2026-04-10 13F Pure Financial Advisors, Inc. 6.092.475 8,11 320.220 7,45
2026-04-13 13F Mather Group, Llc. 2.704 142
2026-04-24 13F Courage Miller Partners, LLC 447.305 2,62 23.510 2,00
2026-04-14 13F Patriot Investment Management Inc. 186.606 0,10 9.808 -0,50
2026-05-11 13F Fiduciary Group LLC 473.633 4,68 24.894 4,05
2026-05-07 13F AlTi Global, Inc. 59.360 16,03 3.120 15,30
2026-05-12 13F Wescott Financial Advisory Group, LLC 34.385 10,74 1.807 10,12
2026-05-15 13F Cypress Capital Group 13.440 95,07 706 93,96
2026-05-15 13F Integrated Wealth Concepts LLC 146.102 85,68 7.679 84,59
2026-05-12 13F Rsm Us Wealth Management Llc 274.253 35,87 14.415 34,91
2026-04-30 13F Kestra Advisory Services, LLC 966.218 227,79 50.784 225,81
2026-05-14 13F Peloton Wealth Strategists 13.328 12,26 1
2026-04-14 13F Plancorp, LLC 25.320 4,00 1.330 3,26
2026-04-15 13F Compagnie Lombard Odier SCmA 18.136 23,96 953 23,29
2026-01-27 13F Meritage Portfolio Management 174.405 2,79 9.223 2,50
2026-05-14 13F Brown Brothers Harriman & Co 57.300 3.012
2026-04-30 13F Relyea Zuckerberg Hanson LLC 4.241 0,57 223 0,00
2026-05-07 13F True North Advisors, LLC 11.912 626
2026-04-10 13F Abound Wealth Management 1.092 0,74 57 0,00
2026-01-29 13F Concurrent Investment Advisors, LLC 42.377 14,32 2.241 13,99
2026-04-13 13F Stockman Wealth Management, Inc. 735.698 9,13 38.668 8,47
2026-05-14 13F Allworth Financial LP 4.182 26,38 220 25,86
2026-05-01 13F American Trust 7.331 1,05 385 0,52
2026-04-14 13F Beacon Investment Advisory Services, Inc. 1.800 95
2026-04-20 13F Godsey & Gibb Associates 40.593 4,90 2.134 4,25
2026-04-15 13F DAVENPORT & Co LLC 204.525 11,91 10.750 11,23
2026-05-04 13F Calamos Wealth Management LLC 34.776 8,00 1.828 7,34
2026-05-04 13F Envestnet Asset Management Inc 7.001.324 16,46 367.990 15,75
2026-05-12 13F Creative Planning 390.743 20,43 20.537 19,70
2026-04-27 13F PFG Investments, LLC 17.097 0,12 899 -0,44
2026-05-07 13F Forum Finance Group S.A. 3.912 0
2026-04-28 13F Golden State Equity Partners 6.064 48,59 319 47,91
2026-05-07 13F EPG Wealth Management LLC 2.241 0,04 118 -0,85
2026-05-15 13F Ancora Advisors, LLC 8.182 7,28 430 6,70
2026-04-24 13F American Institute for Advanced Investment Management, LLP 19.507 5,00 1.025 4,38
2026-05-15 13F Destination Wealth Management 1.548.529 3,19 81.391 2,56
2026-04-21 13F Systelligence, LLC 25.840 1.358
2026-04-15 13F Register Financial Advisors LLC 159 0,63 8 0,00
2026-05-04 13F Calamos Advisors LLC 34.776 1.828
2026-05-12 13F Voya Investment Management Llc 65.949 3.466
2026-04-22 13F Apollon Financial, LLC 5.864 308
2026-05-15 13F Ascent Group, LLC 74.896 1,49 3.937 0,87
2026-05-13 13F Alpha Financial Partners, LLC 12.048 0,75 633 0,16
2026-05-04 13F Cornerstone Advisory, LLC 15.801 831
2026-05-13 13F Bank Of Montreal /can/ 1.106.669 30,91 58.166 30,11
2026-05-12 13F M&t Bank Corp 4.068 214
2026-04-22 13F Cornerstone Enterprises, Llc 66.035 8,25 3.471 7,60
2026-05-08 13F Perspective Wealth Advisors Llc 40.590 2.133
2026-05-11 13F United Bank 118.495 13,60 6.228 12,93
2026-05-14 13F Trustmark National Bank Trust Department 178.736 1,38 9.394 0,76
2026-04-28 13F David Kennon Inc 64.063 3.367
2026-05-13 13F PKS Advisory Services, LLC 7.672 7,90 403 7,47
2026-04-28 13F Bogart Wealth, LLC 3.239 161,42 170 161,54
2026-05-11 13F Commerce Bank 35.643 363,08 1.873 360,20
2026-05-12 13F Laurel Wealth Advisors LLC 12.512 21,91 657 21,03
2026-05-04 13F MTC Wealth Management LLC 255.420 9,41 13.425 8,75
2026-05-19 13F Gts Financial, Llc 5.209 273
2026-05-01 13F Fifth Third Bancorp 227.437 53,05 11.954 52,13
2026-05-14 13F Providence Capital Advisors, LLC 106.072 4,01 5.575 3,37
2026-05-08 13F Smithfield Trust Co 256.973 8,27 14 8,33
2026-04-21 13F First United Bank Trust/ 9.781 28,71 514 28,18
2026-04-23 13F Accurate Wealth Management, LLC 4.873 6,30 256 5,37
2026-04-08 13F Community Financial Services Group, LLC 1.400 73
2026-04-20 13F Ritholtz Wealth Management 821.050 5,31 43.154 4,67
2026-05-15 13F Capitolis Liquid Global Markets Llc 170.700 8.972
2026-04-30 13F Mmbg Investment Advisors Co. 39.912 0,88 2.098 0,24
2026-04-29 13F Garde Capital, Inc. 20.743 1.090
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 6.389 336
2026-04-17 13F Sovereign Financial Group, Inc. 37.968 8,36 1.996 7,72
2026-05-06 13F Dunhill Financial, LLC 2 0
2026-05-12 13F Atlantic Union Bankshares Corp 1.169 0,78 61 0,00
2026-04-22 13F Ifrah Financial Services, Inc. 57.041 33,74 2.998 32,95
2026-04-09 13F Acropolis Investment Management, LLC 1.965 103
2026-04-20 13F ABLE Financial Group, LLC 268.507 14,12 14.113 13,43
2026-04-22 13F Avise Financial Cooperative, Inc. 4.028 0,73 212 0,00
2026-05-12 13F CIBC Bancorp USA Inc. 247.245 6,89 12.975 5,78
2026-05-13 13F Protective Life Corp 20.833 1.095
2026-05-05 13F UBS Group AG 5.502.729 11,12 289.223 10,45
2026-04-13 13F Cyndeo Wealth Partners, LLC 10.461 34,58 550 33,58
2026-04-20 13F Aegis Wealth Management, Inc. 10.879 5,39 572 4,77
2026-05-06 13F Advisortrust Partners, Llc 959 50
2026-05-04 13F Autumn Glory Partners, LLC 60.533 137,88 3.182 136,51
2026-02-17 13F SageView Advisory Group, LLC 3.164 167 -82,66
2026-04-23 13F Orca Wealth Management, LLC 5.444 286
2026-02-13 13F Colony Group, LLC 2.120.830 195,59 112.150 194,76
2026-05-06 13F Assetmark, Inc 1.691.633 5,08 88.912 4,44
2026-05-08 13F Gsa Capital Partners Llp 376.015 20
2026-04-21 13F Mesirow Financial Investment Management, Inc. 72.765 41,32 3.824 40,48
2026-04-13 13F Nvest Wealth Strategies, Inc. 255 13
2026-04-13 13F Kmg Fiduciary Partners, Llc 108.325 6,71 5.694 6,05
2026-04-27 13F Wbh Advisory Inc 11.052 137,93 579 136,33
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 94.867 22,31 4.980 21,41
2026-04-28 13F Clear Retirement Advice LLC 133.030 0,15 6.992 -0,41
2026-04-22 13F Princeton Global Asset Management LLC 60.342 6,90 3.172 6,23
2026-05-04 13F Y.D. More Investments Ltd 25.661 2,11 1.349 1,51
2026-04-13 13F Buska Wealth Management, LLC 59.567 0,43 3.131 -0,19
2026-05-12 13F Dogwood Wealth Management LLC 242 290,32 13 300,00
2026-04-27 13F Td Private Client Wealth Llc 987.732 21,15 51.915 20,42
2026-02-11 13F Parallel Advisors, LLC 286.184 3,65 15.192 3,76
2026-04-14 13F Wealthcare Advisory Partners LLC 68.121 48,29 3.580 47,39
2026-05-13 13F Tandem Investment Partners LLC 5.522 7,77 290 7,41
2026-05-11 13F Clarendon Private LLC 9.450 4,78 497 4,20
2026-04-08 13F Pines Wealth Management, LLC 91.163 3,50 4.792 2,88
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 87.161 5,81 4.581 5,19
2026-04-24 13F Tcfg Wealth Management, Llc 7.431 0,57 391 0,00
2026-04-13 13F Winthrop Advisory Group LLC 7.071 0,37 372 -0,27
2026-04-15 13F Steinberganna Wealth Management 60.847 10,83 3.198 10,16
2026-05-12 13F GGM Financials LLC 56 3
2026-05-04 13F Chicago Partners Investment Group LLC 569.762 9,85 29.998 9,17
2026-05-14 13F Insight Wealth Partners, LLC 5.059 0,86 266 0,00
2026-05-14 13F Aries Wealth Management 50.712 1,64 2.665 1,02
2026-04-21 13F Maseco Llp 56.655 3,19 2.978 2,62
2026-04-16 13F Sweeney & Michel, Llc 41.711 4,11 2.194 3,39
2026-05-05 13F Williams Jones Wealth Management, LLC. 1.750.360 0,49 91.999 -0,12
2026-05-14 13F Ieq Capital, Llc 21.478 271,59 1.129 269,84
2026-05-11 13F Wells Fargo & Company/mn 4.686.250 28,34 246.309 27,56
2026-04-17 13F Ballentine Capital Advisors, Inc 204.578 2,92 10.753 2,29
2026-04-23 13F Elevate Capital Advisors, LLC 346.029 44,13 18.187 43,26
2026-05-05 13F Cullen/frost Bankers, Inc. 9.000 631,11 473 627,69
2026-04-10 13F Winebrenner Capital Management Llc 11.388 0,64 599 0,00
2026-05-11 13F Daymark Wealth Partners, Llc 4.938 0,10 260 -0,38
2026-05-11 13F Aptus Capital Advisors, LLC 129.841 9,81 6.824 9,15
2026-04-22 13F Caldwell Trust Co 284.597 7,09 14.958 6,44
2026-04-28 13F Fortis Capital Advisors, LLC 5.932 5,29 312 4,71
2026-05-07 13F Sagespring Wealth Partners, Llc 10.844 25,20 570 24,24
2026-04-15 13F Apex Wealth Management, LLC 23.247 1.222
2026-05-15 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 10.050 8,10 528 7,54
2026-04-29 13F Proactive Wealth Strategies LLC 8.026 101,46 422 100,48
2026-05-12 13F First American Trust, Fsb 436.894 99,14 22.963 97,94
2026-04-08 13F Parkside Investments, LLC 1.763.333 9,86 92.681 9,20
2026-04-29 13F Clearwave Capital, LLC 5.586 0,52 294 0,00
2026-04-21 13F Pacific Park Financial, Inc. 15.814 75,85 831 74,95
2026-04-30 13F SkyOak Wealth, LLC 15.909 7,97 836 7,32
2026-05-08 13F Strategic Financial Services, Inc, 38.588 9,04 2.028 8,22
2026-05-07 13F Nordwand Advisors, LLC 32.565 17,05 1.712 16,32
2026-04-24 13F Key FInancial Inc 993 1,43 52 1,96
2026-05-14 13F Regal Investment Advisors LLC 90.769 0,32 4.771 -0,29
2026-04-21 13F Keystone Financial Group, Inc. 6.331 0,75 333 0,00
2026-05-13 13F Transcend Wealth Collective, Llc 33.609 102,57 1.766 101,37
2026-05-07 13F Northwestern Mutual Wealth Management Co 232.686 65,98 12.230 64,99
2026-04-30 13F First Horizon Corp 3.963 19,58 208 18,86
2026-04-08 13F Capital Advisors Wealth Management, LLC 7.929 0,32 417 -0,24
2026-05-07 13F Disciplina Capital Management LLC 267.694 15,04 14.070 14,34
2026-04-21 13F PDS Planning, Inc 768.523 5,36 40.394 4,73
2026-04-29 13F Schmidt P J Investment Management Inc 30.392 2,08 1.597 1,46
2026-05-01 13F Navigoe, LLC 4.254 4,65 0
2026-05-06 13F Deutsche Bank Ag\ 93.903 0,06 4.936 -0,54
2026-05-04 13F Geneos Wealth Management Inc. 17.123 6,26 900 5,63
2026-05-11 13F Phoenix Holdings Ltd. 15.598 4,00 820 3,28
2026-04-22 13F Gemmer Asset Management LLC 315.765 506,83 16.597 503,27
2026-04-24 13F United Community Bank 31.748 1.669
2026-05-15 13F EFG International AG 9.484 126,67 498 125,34
2026-05-14 13F Modern Wealth Management, LLC 17.506 15,82 917 14,77
2026-05-12 13F Advyzon Investment Management, LLC 9.299 90,91 489 89,88
2026-04-20 13F LVW Advisors, LLC 15.161 28,88 797 27,97
2026-04-14 13F Nbc Securities, Inc. 9.945 3,64 523 2,96
2026-04-16 13F Intergy Private Wealth, LLC 5.727 1,89 301 1,35
2026-05-08 13F Stelac Advisory Services LLC 17.960 944
2026-05-13 13F Jaffetilchin Investment Partners, LLC 24.488 12,72 1.287 12,11
2026-05-12 13F Guidance Point Advisors, LLC 11.676 88,78 614 87,46
2026-05-13 13F 1620 Investment Advisors, Inc. 48.486 0,36 2.548 -0,23
2026-05-12 13F Colonial Trust Advisors 3.404 41,60 179 40,16
2026-05-12 13F Stifel Financial Corp 4.135.787 18,61 217.377 17,89
2026-04-10 13F Prosperity Planning, Inc. 292.992 6,47 15.400 5,83
2026-04-24 13F UMA Financial Services, Inc. 546 206,74 29 211,11
2026-05-04 13F AMG National Trust Bank 47.356 8,18 2.489 7,56
2026-05-12 13F Insigneo Advisory Services, Llc 12.259 7,73 644 7,15
2026-04-06 13F GAMMA Investing LLC 98 512,50 5
2026-04-22 13F Harbor Asset Planning, Inc. 156 0,65 8 0,00
2026-04-24 13F Peoples Bank /oh 22.918 0,88 1.205 0,25
2026-05-15 13F Huntington National Bank 12.324 -1,60
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 53.384 49,62 2.806 48,73
2026-05-01 13F Wingate Wealth Advisors, Inc. 11.029 0,74 580 0,17
2026-04-09 13F American National Bank of Texas 24.779 5,53 1.302 4,92
2026-05-07 13F Cassaday & Co Wealth Management LLC 860 45
2026-04-23 13F Oppenheimer & Co Inc 158.559 0,74 8.334 0,12
2026-04-15 13F Atwood & Palmer Inc 357.227 2,38 18.776 1,76
2026-04-15 13F Bernardo Wealth Planning LLC 265.346 2,95 13.947 2,33
2026-04-17 13F Astoria Strategic Wealth, Inc. 380.829 2,06 20.016 1,44
2026-05-07 13F Advisor OS, LLC 22.999 0,16 1.209 -0,49
2026-05-12 13F Strategy Asset Managers Llc 17.301 0,57 909 0,00
2026-05-08 13F Stonebridge Financial Planning Group, LLC 5.217 274
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 5.354 14,65 281 14,23
2026-05-08 13F Curtis Advisory Group, LLC 13.005 6,24 684 5,56
2026-04-20 13F Naples Global Advisors, Llc 72.141 15,78 3.792 15,09
2026-02-13 13F Motiv8 Investments LLC 200 0
2026-05-20 13F SHUTTLEWORTH & Co 38.602 55,94 2.029 54,93
2026-04-22 13F Union Bancaire Privee, UBP SA 112.148 3,19 5.794 2,82
2026-05-05 13F Wealthfront Advisers Llc 89.439 20,34 4.701 19,59
2026-05-05 13F Regions Financial Corp 207.277 10,10 10.894 9,43
2026-05-11 13F Ashton Thomas Private Wealth, LLC 7 0
2026-04-10 13F First Bank & Trust 6.000 315
2026-05-01 13F Hohimer Wealth Management, Llc 6.784 357
2026-05-07 13F Dakota Wealth Management 991.241 7,45 52.100 6,80
2026-05-06 13F Simon Quick Advisors, Llc 3.991 210
2026-05-11 13F Valpey Financial Services, LLC 3.816 0,74 201 0,00
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 62.567 32,23 3.289 31,41
2026-05-12 13F Jane Street Group, Llc 199.792 10.501
2026-05-04 13F Wealth Forward, LLC 206.250 1,07 10.841 0,45
2026-05-11 13F Founders Financial Alliance, LLC 1.130 0,18 59 0,00
2026-05-13 13F Alesco Advisors Llc 339.675 19,85 17.853 19,13
2026-04-30 13F Titleist Asset Management, Llc 22.501 1.183
2026-04-22 13F Peak Planning Group, LLC 21.872 3,54 1.150 2,86
2026-05-04 13F LaFleur & Godfrey LLC 61.640 25,83 3.240 25,06
2026-04-15 13F Journey Strategic Wealth Llc 5.240 275
2026-05-14 13F Captrust Financial Advisors 5.486.292 13,38 288.357 12,70
2026-04-17 13F Webster Bank, N. A. 6.502 10,65 342 10,00
2026-05-05 13F Investment Partners, Ltd. 119.733 5,99 6.293 5,36
2026-04-09 13F Kwmg, Llc 294.063 5,55 15.456 4,91
2026-04-22 13F Clear Creek Financial Management, LLC 6.285 28,11 330 27,41
2026-05-15 13F Morgan Stanley 8.946.936 4,08 470.251 3,45
2026-05-15 13F Palisade Capital Management Llc/nj 1.007.682 46,85 52.964 45,96
2026-04-17 13F Burns J W & Co Inc/ny 167.820 29,92 8.821 29,14
2026-05-08 13F Fire Capital Management LLC 71.738 20,82 3.771 20,10
2026-04-15 13F PW Nova Financial Services LLC 1.613 31,06
2026-05-13 13F Monograph Wealth Advisors, Llc 636.594 12,66 33.459 11,98
2026-05-14 13F Renaissance Technologies Llc 544.563 516,98 28.622 513,28
2026-04-27 13F Matson Money. Inc. 14.888.815 5,43 782.556 4,80
2026-05-12 13F Leavell Investment Management, Inc. 602.484 9,12 31.667 8,46
2026-04-10 13F YHB Investment Advisors, Inc. 61.593 3,57 3.237 2,96
2026-05-12 13F Benjamin Edwards Inc 982.165 82,49 51.622 81,39
2026-05-05 13F Good Harbor Advisors, Inc. 13.338 8,25 701 7,68
2026-05-12 13F Voya Financial Advisors, Inc. 8.805 9,51 461 8,24
2026-04-29 13F Sunrise Financial Services, LLC 935 3.965,22 49 4.800,00
2026-04-24 13F Cabot Wealth Management Inc 59.739 14,18 3.140 13,49
2026-05-15 13F Royal Bank Of Canada 2.130.362 0,87 111.971 0,26
2026-05-13 13F Triumph Capital Management 470 39,05 25 41,18
2026-05-18 13F Strategic Investment Advisors / MI 433.264 21,14 22.774 20,42
2026-05-08 13F BG Investment Services, Inc. 56.772 5,08 2.984 4,45
2026-05-14 13F Hilton Capital Management, LLC 213.795 4,23 11.237 3,61
2026-04-21 13F BankPlus Wealth Management LLC 8.903 35,06 468 34,20
2026-04-27 13F Truist Financial Corp 2.416.319 4,47 127.002 3,83
2026-05-14 13F Advisory Research Inc 44.418 20,41 2.335 19,69
2026-05-14 13F We Are One Seven, LLC 43.783 11,57 2.301 10,89
2026-05-13 13F Calton & Associates, Inc. 16.000 12,73 841 12,00
2026-05-08 13F Oath Planning, LLC 7.016 0,76 369 0,00
2026-04-16 13F Sheets Smith Wealth Management 31.927 2,24 1.678 1,64
2026-05-05 13F Mount Lucas Management LP 17.157 9,89 902 9,21
2026-05-07 13F Rothschild Investment Llc 232.639 8,21 12.228 7,56
2026-05-07 13F Avidian Wealth Solutions, LLC 55.189 42,62 2.901 41,74
2026-04-14 13F eCIO, Inc. 4.394 2,38 231 1,77
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