CL:HDV / iShares Trust - iShares Core High Dividend ETF - Institutionelt ejerskab - Sælgere

iShares Trust - iShares Core High Dividend ETF
CL ˙ SNSE ˙ US46429B6636
Institutionelt og fondsejerskab - Sælgere

Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet 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
(%)
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.100 -6,50 285 4,40
2026-05-07 13F Vision Retirement, LLC 666 -33,53 90 -25,62
2026-05-15 13F Rehmann Capital Advisory Group 15.548 -5,62 2.110 5,34
2026-05-13 13F Acumen Wealth Advisors, LLC 0 -100,00 0
2026-02-10 13F IAG Wealth Partners, LLC 0 -100,00 0
2026-04-22 13F Romano Brothers And Company 8.065 -0,92 1.095 10,62
2026-04-09 13F Shulman DeMeo Asset Management LLC 33.901 -0,75 4.601 10,79
2026-05-14 13F Orleans Capital Management Corp/la 0 -100,00 0
2026-04-21 13F Verity Asset Management, Inc. 14.405 -25,54 1.955 -16,88
2026-05-11 13F Hamrick Investment Counsel, llc 2.150 -13,31 292 -3,32
2026-05-12 13F/A Signature Securities Group Corporation 4.100 -11,52 557 -1,24
2026-05-12 13F Thoroughbred Financial Services, Llc 0 -100,00 0
2026-05-01 13F Abound Financial, Llc 0 -100,00 0
2026-04-21 13F Wesbanco Bank Inc 0 -100,00 0
2026-01-30 13F Wealthstar Advisors, Llc 0 -100,00 0
2026-04-13 13F Garrett Investment Advisors LLC 4.393 -2,90 596 8,36
2026-04-20 13F Jfs Wealth Advisors, Llc 2.739 -0,04 372 11,41
2026-04-28 13F Stratos Wealth Advisors, LLC 3.377 -11,34 458 -1,08
2026-05-14 13F Level Four Advisory Services, Llc 25.383 -52,96 3.445 -47,50
2026-04-24 13F Goldstone Financial Group, LLC 19.812 -2,64 2.689 8,65
2026-05-12 13F Creative Planning 153.260 -0,45 20.800 11,10
2026-05-12 13F Smith Chas P & Associates Pa Cpas 1.978 -10,01 268 0,37
2026-04-20 13F Sowell Financial Services LLC 18.679 -2,66 2.535 8,66
2026-05-14 13F Allworth Financial LP 30.148 -2,23 4.092 9,09
2026-05-06 13F Oxford Financial Group Ltd 0 -100,00 0
2026-01-20 13F Quintet Private Bank (Europe) S.A. 0 -100,00 0
2026-05-04 13F Element Wealth, LLC 7.417 -2,24 1.007 9,11
2026-05-15 13F Susquehanna International Group, Llp 52.692 -25,39 7.151 -16,72
2026-05-08 13F Resources Investment Advisors, LLC. 9.841 -0,32 1.336 11,25
2026-05-08 13F Birchcreek Wealth Management, LLC 4.328 -3,07 587 8,10
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-05-15 13F Glen Eagle Advisors, LLC 875 -64,63 119 -60,67
2026-05-06 13F American Financial & Tax Strategies Inc 33.666 -3,71 4.569 7,48
2026-05-05 13F D.a. Davidson & Co. 27.391 -0,84 3.718 10,66
2026-05-07 13F Jefferies Financial Group Inc. 18.627 -46,46 2.528 -40,24
2026-04-09 13F CRA Financial Services, LLC 24.130 -3,63 3.275 7,56
2026-04-27 13F Soltis Investment Advisors LLC 7.214 -3,35 979 7,94
2026-04-15 13F Fifth Third Securities, Inc. 10.611 -3,28 1.440 7,95
2026-05-13 13F Scotia Capital Inc. 20.924 -0,42 2.840 11,12
2026-04-29 13F CFS Investment Advisory Services, LLC 6.933 -19,52 929 -11,37
2026-04-30 13F Mv Capital Management, Inc. 8.893 -12,67 1.207 -2,58
2026-02-12 13F Federated Hermes, Inc. 0 -100,00 0
2026-05-07 13F Tidemark, LLC 244 -54,31 33 -48,44
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-04-22 13F Formidable Asset Management, LLC 17.827 -4,93 2.168 -5,62
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0
2026-02-04 13F Atlantic Union Bankshares Corp 0 -100,00 0 -100,00
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 7 -61,11 1 -100,00
2026-05-01 13F 180 Wealth Advisors, Llc 11.233 -2,22 1.525 9,09
2026-05-14 13F StoneX Group Inc. 14.458 -21,15 1.962 -11,98
2026-04-13 13F Gradient Investments LLC 2.264 -1,31 307 10,43
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-22 13F Abundance Wealth Counselors 3.605 -6,61 489 4,26
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-04-23 13F Game Plan Financial Advisors, LLC 0 -100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 2.118 -11,19 287 -1,03
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 21.615 -19,75 2.934 -10,44
2026-05-15 13F Warren Averett Asset Management, LLC 161.458 -1,12 21.913 10,35
2026-05-14 13F EP Wealth Advisors, Inc. 9.606 -47,21 1.304 -41,09
2026-02-12 13F Commonwealth Equity Services, Llc 643.678 -1,47 78.278 98.984,81
2026-04-29 13F Cary Street Partner Investment Advisory Llc 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 35.447 -2,85 4.811 8,41
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 37.295 -0,90 5.062 6,37
2026-04-20 13F Hixon Zuercher, LLC 0 -100,00 0
2026-04-27 13F Tennessee Valley Asset Management Partners 3.290 -13,15 447 -3,04
2026-04-15 13F Targeted Financial Services LLC 16.199 -1,63 2.199 9,79
2026-05-15 13F/A EverSource Wealth Advisors, LLC 944 -0,11 128 12,28
2026-04-09 13F Keystone Financial Planning, Inc. 20.530 -27,98 2.786 -19,62
2026-05-15 13F Engineers Gate Manager LP 0 -100,00 0
2026-04-21 13F OneAscent Financial Services LLC 2.041 -8,02 277 2,97
2026-05-13 13F Keystone Wealth Services, LLC 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc Put 0 -100,00 0
2026-04-20 13F Eagle Strategies LLC 2.784 -15,43 378 -5,75
2026-05-05 13F Putnam Fl Investment Management Co 3.613 -21,54 490 -12,34
2026-05-12 13F Icon Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 17.644 -1,43 2.395 10,02
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-04-17 13F/A Founders Financial Securities Llc 3.409 -11,18 462 -1,07
2026-05-11 13F Madden Advisory Services, Inc. 12.126 -13,60 1.646 -3,58
2026-04-29 13F Investment Research Partners LLC 25.648 -0,67 3.481 10,86
2026-04-22 13F Phoenix Wealth Advisors 3.311 -3,30 449 7,93
2026-05-14 13F Raymond James Financial Inc 968.381 -0,60 131.429 10,93
2026-05-11 13F Fiduciary Group LLC 17.578 -0,90 2.386 10,57
2026-05-14 13F Coastal Bridge Advisors, LLC 3.908 -4,33 530 6,85
2026-04-08 13F David J Yvars Group 4.947 -0,90 671 10,54
2026-05-05 13F Collaborative Wealth Managment Inc. 7.278 -21,42 988 -12,34
2026-05-20 13F SOA Wealth Advisors, LLC. 11.503 -10,44 1.561 0,00
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-04-27 13F Independent Solutions Wealth Management, LLC 30.152 -0,80 4.092 10,71
2026-05-01 13F Securian Asset Management, Inc 713.802 -5,43 96.877 5,54
2026-02-18 13F Kitching Partners, Llc 0 -100,00 0
2026-02-11 13F Janney Capital Management LLC 43.035 -1,28 5 0,00
2026-04-22 13F Apollon Wealth Management, LLC 1.845 -2,95 250 8,23
2026-01-29 13F Bravias Capital Group, LLC 0 -100,00 0 -100,00
2026-05-01 13F Patten & Patten Inc/tn 7.009 -4,92 951 6,14
2026-05-15 13F Fiduciary Trust Co 3.067 -7,87 416 2,97
2026-01-26 13F Old Point Trust & Financial Services N A 0 -100,00 0
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-04-14 13F Beacon Investment Advisory Services, Inc. 2.073 -0,14 281 11,51
2026-05-13 13F Intrepid Financial Planning Group LLC 2.947 -77,17 400 -74,57
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 223.646 -16,16 29.966 -7,84
2026-04-30 13F Mosaic Family Wealth Partners, Llc 5.378 -18,37 730 -8,99
2026-05-15 13F Destination Wealth Management 4.791 -1,78 650 9,61
2026-01-23 13F TFC Financial Management 0 -100,00 0
2026-06-01 13F Flagship Wealth Advisors, Llc 3.313 -0,84 388 -4,43
2026-04-27 13F VAUGHAN & Co SECURITIES, INC. 181.662 -2,36 24.655 8,97
2026-04-28 13F Bogart Wealth, LLC 3.220 -44,00 437 -37,48
2026-05-13 13F Transcend Wealth Collective, Llc 18.061 -0,55 2.451 11,01
2026-05-12 13F Oakmont Advisory Group, LLC 3.449 -3,23 468 8,08
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-06 13F Shared Vision Wealth Group LLC 1.637 -4,94 222 0,00
2026-04-15 13F Wolff Financial Management Llc 31.768 -0,97 4.312 10,54
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-09 13F Teamwork Financial Advisors, LLC 7.988 -1,59 1.084 9,83
2026-04-20 13F WealthSpring Partners, LLC 1.515 -80,86 206 -73,79
2026-04-17 13F Sovereign Financial Group, Inc. 4.711 -10,83 639 -0,47
2026-05-12 13F Northwest Bancshares, Inc. 7.184 -0,21 975 11,43
2026-05-11 13F Atlas Legacy Advisors, LLC 16.087 -1,15 2.183 10,31
2026-01-29 13F Comerica Bank 164.676 -0,16 20.026 -0,85
2026-05-01 13F Mutual Advisors, LLC 12.456 -9,82 1.690 0,66
2026-05-15 13F RMB Capital Management, LLC 7.898 -10,43 1.072 -0,09
2026-05-11 13F Wbi Investments, Inc. 0 -100,00 0
2026-04-17 13F BCS Wealth Management 2.319 -55,95 315 -50,94
2026-05-13 13F Forefront Analytics, LLC 68.087 -1,76 9.241 9,63
2026-05-04 13F Mml Investors Services, Llc 304.658 -0,85 41.348 10,66
2026-05-11 13F Citigroup Inc 17 -98,75 2 -98,79
2026-05-04 13F Wsfs Capital Management, Llc 1.569 -6,50 213 3,92
2026-05-12 13F Stifel Financial Corp 165.115 -11,56 22.409 -1,29
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-05 13F Steel Peak Wealth Management LLC 0 -100,00 0
2026-04-28 13F Townsend & Associates, Inc 264.119 -13,30 35.078 -9,28
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-05-08 13F Smithfield Trust Co 75.685 -0,05 10 11,11
2026-05-12 13F M&t Bank Corp 660.009 -4,01 89.576 7,13
2026-04-21 13F Wedbush Securities Inc 6.991 -3,53 1
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-04-15 13F Merit Financial Group, LLC 38.391 -6,02 5.210 4,89
2026-04-17 13F Krilogy Financial LLC 10.868 -1,74 1.453 1,68
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-05-05 13F SOUTH STATE Corp 6.849 -10,52 930 -0,11
2026-05-14 13F Klingman & Associates, LLC 20.225 -2,02 2.745 9,32
2026-01-23 13F McCarthy & Cox 0 -100,00 0
2026-05-12 13F Colonial Trust Co / SC 1.375 -17,57 186 -7,92
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-01-22 13F City Holding Co 0 -100,00 0 -100,00
2026-04-21 13F J2 Capital Management Inc 32.716 -29,66 4.440 -21,50
2026-05-11 13F Becker Capital Management Inc 2.986 -10,49 405 0,00
2026-05-01 13F Eq Wealth Advisors, Llc 0 -100,00 0
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-14 13F FC Advisory LLC 21.312 -1,70 2.892 9,71
2026-04-02 13F Collective Family Office Llc 13.790 -5,26 1.872 5,71
2026-05-14 13F Aft, Forsyth & Company, Inc. 13.813 -1,26 1.875 10,17
2026-05-11 13F Shepherd Financial Partners LLC 3.490 -3,72 474 7,50
2026-04-10 13F Perfromance Wealth Partners, LLC 2.013 -5,36 273 5,81
2026-05-05 13F Atria Investments Llc 81.015 -8,53 10.995 2,08
2026-05-01 13F Farrow Financial Inc. 39.346 -0,80 5.340 10,72
2026-05-14 13F Us Bancorp \de\ 7.219 -30,42 980 -22,36
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 16.315 -0,45 2.214 11,14
2026-05-07 13F Northwestern Mutual Wealth Management Co 258.968 -6,96 35.147 3,83
2026-04-22 13F Spire Wealth Management 5.299 -0,73 719 10,79
2026-05-15 13F NCM Capital Management, LLC 13.339 -0,16 1.810 11,45
2026-05-05 13F HighTower Advisors, LLC 122.390 -1,12 16.611 10,35
2026-05-14 13F Mission Creek Capital Partners, Inc. 3.123 -18,37 424 -9,03
2026-05-14 13F Wealth Alliance 0 -100,00 0
2026-05-14 13F Van Hulzen Asset Management, LLC 6.981 -0,09 947 11,54
2026-04-15 13F Sowa Financial Group, Inc. 20.806 -4,76 3 0,00
2026-05-05 13F LOM Asset Management Ltd 16.132 -0,33 2.189 11,23
2026-05-13 13F NewEdge Wealth, LLC 2.675 -88,56 363 -87,23
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-04-22 13F Investment Advisory Group, LLC 17.588 -0,30 2.387 11,28
2026-04-28 13F Stratos Wealth Partners, LTD. 17.816 -13,27 2.418 -3,20
2026-05-15 13F Note Advisors, LLC 1.897 -25,11 257 -20,43
2026-05-15 13F Ameriflex Group, Inc. 3.039 -2,06 412 9,28
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-30 13F Roman Butler Fullerton & Co 3.551 -45,75 479 5,51
2026-05-11 13F Integrity Alliance, Llc. 14.786 -35,72 2.007 -28,28
2026-01-20 13F Toth Financial Advisory Corp 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 1.406.343 -9,07 190.869 1,48
2026-05-13 13F Calton & Associates, Inc. 0 -100,00 0
2026-05-14 13F Captrust Financial Advisors 95.567 -1,03 12.970 10,46
2026-04-28 13F Kingswood Wealth Advisors, Llc 15.815 -0,67 2.146 10,85
2026-05-05 13F Mjp Associates Inc /adv 50.616 -4,98 6.870 6,05
2026-05-15 13F Bank Of America Corp /de/ 4.083.741 -9,58 554.245 0,91
2026-05-08 13F Blair William & Co/il 37.769 -2,44 5.126 8,86
2026-04-08 13F Inspirion Wealth Advisors, Llc 5.697 -2,57 773 8,72
2026-04-13 13F IFP Advisors, Inc 126.072 -34,80 17.110 -27,23
2026-05-12 13F Meiji Yasuda Life Insurance Co 0 -100,00 0
2026-04-30 13F Csenge Advisory Group 18.458 -1,82 2.505 9,58
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100,00 0
2026-04-27 13F Wbh Advisory Inc 3.038 -4,31 407 5,18
2026-04-22 13F Onyx Bridge Wealth Group LLC 16.131 -0,90 2.189 10,61
2026-05-08 13F Pnc Financial Services Group, Inc. 55.262 -0,20 7.500 11,39
2026-02-11 13F United Financial Planning Group LLC 0 -100,00 0
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 23.551 -0,73 3.196 10,78
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 26.507 -3,01 3.598 8,25
2026-04-15 13F Steinberganna Wealth Management 3.636 -5,29 493 5,79
2026-05-04 13F Savant Capital, LLC 4.436 -6,57 602 4,33
2026-04-21 13F Pinnacle Associates Ltd 7.841 -0,19 1.064 11,41
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-23 13F Simmons Bank 176.184 -10,11 23.911 0,32
2026-05-11 13F Daymark Wealth Partners, Llc 4.843 -5,61 657 5,29
2026-05-14 13F Financial Engines Advisors L.L.C. 0 -100,00 0
2026-02-14 13F POM Investment Strategies, LLC 0 -100,00 0
2026-04-08 13F Pines Wealth Management, LLC 1.799 -4,10 244 7,02
2026-05-15 13F Pettyjohn, Wood & White, Inc 9.661 -3,74 1.311 7,46
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-04-17 13F Cora Capital Advisors Llc 10.796 -60,67 1.465 -56,10
2026-05-07 13F Green Square Capital Advisors Llc 0 -100,00 0
2026-05-07 13F Hollencrest Capital Management 450 -30,77 61 -22,78
2026-04-14 13F Prospera Financial Services Inc 9.129 -9,60 1.241 0,90
2026-05-06 13F ProVise Management Group, LLC 14.069 -1,71 1.909 9,71
2026-05-05 13F Frisch Financial Group, Inc. 21.514 -0,49 2.920 11,03
2026-05-08 13F Moors & Cabot, Inc. 2.202 -2,65 299 8,36
2026-05-14 13F Pinnacle Financial Partners, Inc. 17.542 -3,24 2.381 7,98
2026-05-15 13F Round Rock Advisors, LLC 1.727 -22,45 234 -13,33
2026-04-08 13F Miracle Mile Advisors, LLC 0 -100,00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 19.168 -0,75 2.601 10,78
2026-05-15 13F CI Private Wealth, LLC 47.783 -63,26 6.433 -59,33
2026-04-29 13F Penobscot Investment Management Company, Inc. 2.950 -34,44 400 -26,87
2026-05-11 13F White Pine Capital Llc 7.473 -16,53 1.014 -6,80
2026-05-15 13F Magnolia Capital Advisors Llc 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-27 13F Lodestar Private Asset Management Llc 3.610 -5,02 490 5,84
2026-05-15 13F Brown Advisory Inc 8.111 -8,46 1.101 2,14
2026-04-27 13F Thrive Capital Management, LLC 0 -100,00 0
2026-04-08 13F Accel Wealth Management 1.811 -5,03 246 6,06
2026-04-21 13F HCR Wealth Advisors 3.644 -10,11 495 0,20
2026-02-04 13F Clark Wealth Partners 0 -100,00 0 -100,00
2026-05-06 13F Deutsche Bank Ag\ 2.276 -6,34 309 4,41
2026-05-11 13F Aptus Capital Advisors, LLC 1.432 -3,11 194 8,38
2026-05-08 13F Grand Wealth Management, Llc 0 -100,00 0
2026-04-07 13F Investment Partners Asset Management, Inc. 5.464 -1,53 742 9,94
2026-05-15 13F AlphaCore Capital LLC 1.601 -9,85 217 0,93
2026-05-08 13F Zions Bancorporation, National Association /ut/ 0 -100,00 0
2026-05-08 13F STAR Financial Bank 2.008 -92,79 273 -91,97
2026-05-19 13F/A Eley Financial Management, Inc 3.459 -0,20 469 11,40
2026-02-10 13F Private Wealth Asset Management, LLC 0 -100,00 0
2026-04-30 13F Madison Wealth Partners, Inc 2.841 -16,44 386 -6,78
2026-04-24 13F National Asset Management, Inc. 3.436 -4,93 465 5,92
2026-02-17 13F VestGen Advisors, LLC 0 -100,00 0
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 63.021 -3,55 8.553 7,64
2026-04-13 13F Pettinga Financial Advisors, LLC 0 -100,00 0
2026-05-01 13F Connecticut Wealth Management, LLC 29.605 -0,33 4.018 11,24
2026-01-12 13F AllSquare Wealth Management LLC 253 -21,67 31 -18,92
2026-04-20 13F Miller Howard Investments Inc /ny 0 -100,00 0
2026-04-15 13F Redhawk Wealth Advisors, Inc. 0 -100,00 0
2026-04-21 13F Everpar Advisors Llc 4.745 -6,54 644 4,21
2026-04-20 13F Independent Wealth Network Inc. 0 -100,00 0
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-04-22 13F Cornerstone Wealth Group, LLC 2.404 -0,62 319 8,16
2026-04-23 13F Impact Partnership Wealth, LLC 1.816 -15,96 246 -6,11
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-20 13F Morton Brown Family Wealth, LLC 22.103 -2,72 3.000 8,54
2026-04-10 13F Armstrong Advisory Group, Inc 2.763 -70,96 375 -67,68
2026-05-13 13F Jaffetilchin Investment Partners, LLC 14.974 -0,37 2.032 11,22
2026-05-21 13F Verus Capital Partners, Llc 2.312 -50,00 314 -44,31
2026-04-07 13F Cooper Financial Group 14.812 -4,52 2.010 6,57
2026-04-15 13F Signature Estate & Investment Advisors Llc 8.551 -3,47 1.161 7,71
2026-02-03 13F Vantage Financial Partners, LLC 3.042 -0,94 370 -1,86
2026-04-16 13F Genesis Private Wealth, Llc 7.910 -0,68 1.074 10,85
2026-05-07 13F Advisor OS, LLC 52.988 -2,04 7.192 9,34
2026-05-12 13F Benson Wealth Management INC 0 -100,00 0
2026-05-12 13F CIBC Bancorp USA Inc. 5.158 -1,02 700 9,72
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-14 13F SNS Financial Group, LLC 3.738 -3,49 507 7,87
2026-05-07 13F Tacita Capital Inc 6.840 -5,72 928 5,22
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-05-15 13F Vertex Planning Partners, LLC 1.495 -34,52 203 -27,08
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-05-11 13F Biltmore Family Office, LLC 0 -100,00 0
2026-05-06 13F Hartland & Co., LLC 5.985 -6,89 812 3,97
2026-04-27 13F Latitude Advisors, LLC 0 -100,00 0
2026-05-04 13F Concentrum Wealth Management 1.681 -38,36 228 -31,12
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 1.817 -18,59 247 -9,23
2026-04-28 13F Whittier Trust Co Of Nevada Inc 18.598 -0,16 2.502 10,18
2026-04-15 13F Aventus Investment Advisors, Inc. 16.820 -3,62 2.283 7,54
2026-05-15 13F Advisor Group Holdings, Inc. 370.029 -1,99 50.235 9,38
2026-05-11 13F Quadrant Capital Group Llc 0 -100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 8.302 -2,51 1.127 8,79
2026-04-22 13F Princeton Global Asset Management LLC 21 -34,38 3 -33,33
2026-05-14 13F Rockefeller Capital Management L.P. 202.013 -2,04 27.417 9,33
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 89.919 -9,39 12.204 1,12
2026-05-12 13F WCG Wealth Advisors LLC 20.472 -0,19 2.778 11,39
2026-04-17 13F High Net Worth Advisory Group LLC 22.558 -1,35 3.062 10,11
2026-04-20 13F Provenance Wealth Advisors, LLC 7.670 -26,07 1.041 -17,53
2026-04-30 13F BRYN MAWR TRUST Co 1.574 -22,23 214 -13,41
2026-05-14 13F Regal Investment Advisors LLC 14.158 -7,18 1.922 3,61
2026-05-14 13F Renaissance Technologies Llc 6.400 -50,39 869 -44,64
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-15 13F Bernardo Wealth Planning LLC 19.428 -2,08 2.637 9,29
2026-04-23 13F Oppenheimer & Co Inc 4.922 -20,87 668 -11,64
2026-05-13 13F Triumph Capital Management 868 -25,04 118 -16,43
2026-04-24 13F Means Investment Co., Inc. 2.112 -13,90 287 -4,03
2026-04-27 13F Sound Income Strategies, LLC 34 -81,01 5 -81,82
2026-02-12 13F CIBC Private Wealth Group, LLC 5.573 -3,26 678 -3,97
2026-05-05 13F Helium Advisors LLC 4.790 -5,54 650 5,52
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100,00 0 -100,00
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0 -100,00
2026-05-15 13F Talisman Wealth Advisors LLC 9.431 -0,85 1.280 10,45
2026-05-12 13F Cahill Financial Advisors Inc 32.398 -0,32 4.397 11,23
2026-05-01 13F Midwest Trust Co 5.816 -3,98 789 7,20
2026-05-06 13F Dunhill Financial, LLC 1.138 -21,25 154 -12,00
2026-04-27 13F Truist Financial Corp 576.725 -2,58 78.273 8,72
2026-04-07 13F Retirement Wealth Solutions LLC 1 -99,78 0 -100,00
2026-05-01 13F Valmark Advisers, Inc. 18.821 -6,01 2.554 4,89
2026-05-06 13F Tyche Wealth Partners LLC 2.310 -0,09 314 11,39
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-27 13F GDS Wealth Management 2.674 -1,87 363 9,37
2026-05-08 13F Coldstream Capital Management Inc 16.699 -5,89 2.266 5,05
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0 -100,00
2026-05-01 13F Citizens Financial Group Inc/ri 52.411 -15,37 7.113 -5,55
2026-05-13 13F SRS Capital Advisors, Inc. 19.945 -27,38 2.707 -18,96
2026-05-04 13F Geneos Wealth Management Inc. 4.024 -2,00 546 9,42
2026-04-14 13F American State Bank (Iowa) 21.418 -2,25 2.907 9,08
2026-04-14 13F Focus Financial Network, Inc. 4.962 -7,56 673 3,22
2026-04-20 13F KFA Private Wealth Group, LLC 6.920 -3,16 939 8,06
2026-04-20 13F Brandywine Oak Private Wealth Llc 36.679 -2,02 4.978 9,36
2026-05-15 13F First Manhattan Co 5.793 -0,86 786 10,70
2026-05-11 13F Godfrey Financial Associates, Inc. 60.781 -1,00 8.249 10,50
2026-05-08 13F SHP Wealth Management 5.803 -4,24 788 6,78
2026-05-15 13F Evercore Wealth Management, LLC 10.767 -25,93 1.461 -17,32
2026-05-08 13F Valeo Financial Advisors, LLC 24.770 -1,39 3.362 10,05
2026-01-16 13F Bangor Savings Bank 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 5.888 -22,96 799 -13,99
2026-05-13 13F Visionary Wealth Advisors 2.216 -0,18 301 11,11
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-05-12 13F M&t Bank Corp Call 0 -100,00 0
2026-04-17 13F PMG Wealth Management, Inc. 4.440 -2,42 603 8,86
2026-05-13 13F Ameritas Investment Partners, Inc. 355 -41,80 48 -35,14
2026-05-12 13F Jane Street Group, Llc Call 2.600 -97,90 353 -97,67
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