DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF - Institutionelt ejerskab - Sælgere

iShares Trust - iShares ESG MSCI KLD 400 ETF
US ˙ ARCA ˙ US4642885705

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
(%)
2026-05-15 13F Ameriprise Financial Inc 834.824 -3,28 101.148 -9,07
2026-05-19 13F Western Wealth Management, LLC 6.273 -0,37 760 -6,29
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0 -100,00
2026-04-06 13F Old Port Advisors 2.037 -3,55 247 -9,56
2026-05-13 13F SRS Capital Advisors, Inc. 3.200 -13,09 388 -18,35
2026-05-15 13F/A EverSource Wealth Advisors, LLC 5.330 -8,86 646 -14,34
2026-05-01 13F Citizens Financial Group Inc/ri 7.718 -5,11 935 -10,70
2026-05-15 13F National Bank Of Canada /fi/ 11.477 -10,83 1.390 -16,11
2026-05-13 13F Ameritas Investment Partners, Inc. 13.119 -18,16 1.590 -23,05
2026-04-27 13F JB Capital LLC 2.560 -14,61 310 -19,69
2026-05-14 13F Regal Investment Advisors LLC 9.164 -10,47 1.111 -15,78
2026-04-23 13F Bigelow Investment Advisors, LLC 4.626 -10,40 561 -15,79
2026-04-17 13F Gibson Capital, LLC 24.717 -0,10 2.995 -6,02
2026-04-23 13F BLVD Private Wealth, LLC 0 -100,00 0
2026-04-17 13F Monticello Wealth Management, Llc 0 -100,00 0
2026-05-15 13F Larson Financial Group LLC 695 -27,75 84 -31,71
2026-04-21 13F Old National Bancorp /in/ 2.207 -7,54 267 -13,03
2026-01-12 13F AllSquare Wealth Management LLC 1.727 -2,26 218 5,85
2026-05-04 13F One Wealth Capital Management, Llc 6.134 -4,94 825 -0,72
2026-04-21 13F Paradigm Financial Partners, Llc 0 -100,00 0
2026-04-28 13F Peak Financial Management, Inc. 6.185 -2,06 750 -7,87
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0 -100,00
2026-05-06 13F LPL Financial LLC 1.232.859 -2,06 149.410 -7,87
2026-04-28 13F W.H. Cornerstone Investments Inc. 3.402 -5,08 412 -10,63
2026-05-07 13F Midland Wealth Advisors Llc 3.027 -2,01 367 -7,81
2026-04-29 13F CFS Investment Advisory Services, LLC 1.655 -5,21 221 -1,79
2026-05-14 13F HighPoint Advisor Group LLC 13.545 -0,86 1.642 -6,76
2026-05-14 13F Van Hulzen Asset Management, LLC 1.917 -5,05 232 -10,77
2026-02-12 13F Pitcairn Co 0 -100,00 0 -100,00
2026-04-24 13F Private Advisor Group, LLC 90.054 -1,11 10.914 -6,97
2026-02-05 13F Wealth Advisory Team LLC 9.586 -1,42 1.235 9,39
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-21 13F One Wealth Advisors, LLC 36.835 -8,25 4.464 -13,69
2026-05-14 13F Cwm, Llc 68.193 -1,37 8.264 103.200,00
2026-04-27 13F BIP Wealth, LLC 2.765 -60,86 335 -63,19
2026-05-14 13F Allworth Financial LP 21.452 -0,55 2.600 -6,48
2026-05-13 13F GeoWealth Management, LLC 27.252 -8,21 3.303 -13,65
2026-04-29 13F Richmond Investment Services, LLC 2.398 -8,93 291 -14,45
2026-05-14 13F CIBC World Markets Inc. 1.733 -4,73 210 -10,26
2026-01-29 13F Comerica Bank 62.702 -2,27 8.078 -0,04
2026-05-12 13F Bnp Paribas Arbitrage, Sa 83 -99,34 10 -99,38
2026-05-12 13F Rsm Us Wealth Management Llc 55.461 -4,15 6.721 -10,51
2026-04-01 13F Bangor Savings Bank 17.200 -30,45 2.084 -34,57
2026-05-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-05-01 13F Emerald Investment Partners, Llc 4.973 -4,11 603 -9,88
2026-05-15 13F Headinvest, Llc 54.930 -2,40 6.657 -8,19
2026-04-15 13F Stanich Group LLC 23.151 -0,27 2.806 -6,19
2026-04-22 13F Janney Montgomery Scott LLC 65.836 -4,35 8 -12,50
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-06 13F Sound View Wealth Advisors Group, LLC 2.679 -0,56 325 -6,63
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-05-12 13F Great Diamond Partners, LLC 10.252 -4,92 1.242 -10,58
2026-05-13 13F/A Jpmorgan Chase & Co 1.189.990 -2,83 139.860 -11,35
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 3.279 -5,78 397 -11,38
2026-04-15 13F Wealthcare Capital Management Llc 24.189 -4,73 2.931 -10,37
2026-04-16 13F Diversified Trust Co 1.792 -1,75 217 -7,26
2026-05-04 13F Rogco, Lp 1.226 -84,48 149 -85,45
2026-05-11 13F TD Capital Management LLC 1.151 -2,62 140 -8,55
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 17.238 -9,95 2 0,00
2026-04-23 13F Conscious Wealth Investments, Llc 0 -100,00 0
2026-05-11 13F/A First Affirmative Financial Network 33.981 -20,28 4.118 -23,29
2026-05-11 13F MainStreet Investment Advisors LLC 3.942 -74,01 478 -75,58
2026-01-13 13F Signal Advisors Wealth, LLC 0 -100,00 0
2026-04-13 13F Gradient Investments LLC 43.245 -1,16 5.241 -7,03
2026-04-17 13F Fifth Third Wealth Advisors LLC 27.871 -61,68 3.378 -63,96
2026-05-05 13F Valtinson Bruner Financial Planning LLC 1.811 -3,93 219 -9,50
2026-05-04 13F Wealthgarden F.s. Llc 3.218 -10,09 390 -17,20
2026-05-15 13F United Capital Financial Advisers, Llc 33.858 -5,58 4.103 -11,19
2026-05-06 13F Keystone Financial Services 5.950 -7,92 721 -13,34
2026-04-09 13F Baron Financial Group, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 13.416 -39,00 1.641 -42,82
2026-04-21 13F Dougherty Wealth Advisers LLC 256 -32,81 31 -36,73
2026-05-14 13F Raymond James Financial Inc 174.241 -15,45 21.116 -20,47
2026-05-13 13F AE Wealth Management LLC 2.382 -23,85 289 -28,54
2026-05-15 13F Fiduciary Trust Co 136.725 -0,11 16.570 -6,03
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-27 13F Qrg Capital Management, Inc. 6.915 -33,21 838 -37,13
2026-05-11 13F Trillium Asset Management, Llc 132.556 -3,12 9.546 -46,05
2026-05-20 13F TrueWealth Financial Partners 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 323.131 -1,19 39.160 -7,05
2026-05-04 13F Envestnet Asset Management Inc 1.774.477 -6,21 215.049 -11,77
2026-05-05 13F One Day In July LLC 0 -100,00 0
2026-05-11 13F Ellevest, Inc. 0 -100,00 0
2026-05-05 13F UBS Group AG 416.264 -0,50 50.447 -6,40
2026-04-20 13F Gilbert Capital Group, Inc. 42.434 -3,31 5.143 -9,04
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-04-10 13F Rede Wealth, LLC 5.781 -13,48 701 -18,60
2026-04-23 13F Mayflower Financial Advisors, LLC 3.888 -5,47 471 -10,96
2026-04-28 13F Robertson Stephens Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Destination Wealth Management 5.822 -0,73 706 -6,62
2026-05-06 13F Dunhill Financial, LLC 52.521 -10,18 6.365 -15,51
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-24 13F Flagship Private Wealth, LLC 0 -100,00 0
2026-05-04 13F Two West Capital Advisors LLC 0 -100,00 0
2026-05-12 13F Stifel Financial Corp 48.852 -4,37 5.921 -10,03
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 326.059 -10,38 39.515 -15,69
2026-04-21 13F Sequent Planning LLC 0 -100,00 0
2026-04-21 13F Financial Planning Hawaii, Inc. 2.232 -1,89 270 -7,85
2026-02-12 13F Litman Gregory Asset Management LLC 40.142 -3,43 5.171 -1,22
2026-04-27 13F Financial Services Advisory Inc 0 -100,00 0
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-04-27 13F Lodestar Private Asset Management Llc 0 -100,00 0
2026-05-15 13F Perennial Investment Advisors, LLC 4.822 -2,92 584 -8,61
2026-05-15 13F Carret Asset Management, Llc 3.800 -32,14 461 -36,20
2026-05-14 13F Hilltop Holdings Inc. 16.028 -17,08 1.942 -22,01
2026-04-22 13F Traveka Wealth, LLC 2.923 -6,97 354 -12,38
2026-04-20 13F SILVER OAK SECURITIES, Inc 0 -100,00 0
2026-04-16 13F Lifelong Wealth Advisors, Inc. 6.101 -0,64 739 -6,57
2026-05-15 13F Bank Of America Corp /de/ 1.490.807 -11,36 180.671 -16,62
2026-05-13 13F First Trust Advisors Lp 0 -100,00 0
2026-05-14 13F Betterment LLC 349.749 -5,07 42 -10,64
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-08 13F Miracle Mile Advisors, LLC 70.771 -9,52 8.577 -14,89
2026-04-16 13F Heck Capital Advisors, LLC 3.457 -2,12 419 -8,13
2026-04-16 13F Montecito Bank & Trust 5.598 -3,45 678 -9,12
2026-05-15 13F Ameriflex Group, Inc. 271 -9,67 33 -15,79
2026-05-04 13F Mml Investors Services, Llc 88.810 -17,59 10.763 -22,49
2026-05-08 13F Blair William & Co/il 20.396 -8,73 2.472 -14,17
2026-04-28 13F Whittier Trust Co 11.028 -18,18 1.354 -22,98
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-04-30 13F Sequoia Financial Advisors, LLC 11.104 -3,90 1.346 -9,61
2026-05-14 13F Hrt Financial Lp 0 -100,00 0
2026-01-20 13F Austin Private Wealth, LLC 12.697 -3,31 1.636 -1,09
2026-05-06 13F Assetmark, Inc 45.714 -11,87 5.540 -17,09
2026-04-20 13F Ritholtz Wealth Management 1.673 -30,52 203 -34,84
2026-04-21 13F Wedbush Securities Inc 2.318 -7,87 0
2026-05-01 13F Natural Investments, Llc 97.849 -0,94 12 -8,33
2026-05-22 13F WNY Asset Management, LLC 5.367 -1,76 650 -5,52
2026-02-09 13F LongView Asset Management LLC 2.580 -42,37 332 -41,03
2026-05-14 13F Captrust Financial Advisors 174.144 -3,00 21.105 -8,75
2026-05-15 13F Ascent Group, LLC 2.868 -11,07 348 -16,39
2026-05-11 13F Wrapmanager Inc 1.769 -12,30 214 -17,37
2026-04-23 13F First Pacific Financial 6.067 -6,96 735 -12,50
2026-02-13 13F Sei Investments Co 285.122 -0,23 36.732 2,05
2026-05-14 13F Baird Financial Group, Inc. 6.302 -3,03 764 -8,84
2026-01-27 13F Institute for Wealth Management, LLC. 0 -100,00 0 -100,00
2026-02-12 13F Bahl & Gaynor Inc 0 -100,00 0
2026-05-08 13F Maia Wealth LLC 2.928 -28,41 355 -32,70
2026-05-08 13F Gen-Wealth Partners Inc 2.574 -7,54 312 -13,13
2026-04-27 13F Oarsman Capital, Inc. 5.921 -0,99 718 -6,88
2026-04-20 13F Cottage Street Advisors LLC 0 -100,00 0
2026-04-22 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-05-05 13F Theory Financial Llc 5.171 -12,09 627 -19,12
2026-05-14 13F Mission Creek Capital Partners, Inc. 3.798 -13,15 460 -18,29
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 29.477 -0,82 3.572 -6,69
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2026-04-27 13F Wbh Advisory Inc 3.038 -8,58 371 -13,32
2026-05-06 13F Topel & Distasi Wealth Management, LLC 22.655 -7,01 2.746 -12,52
2026-04-28 13F Altfest L J & Co Inc 21.174 -0,94 2.566 -6,79
2026-04-17 13F Boston Private Wealth Llc 3.048 -27,01 369 -31,28
2026-05-12 13F Belvedere Trading LLC 0 -100,00 0
2026-05-05 13F Atria Investments Llc 7.518 -2,53 911 -8,26
2026-05-12 13F Belvedere Trading LLC Put 0 -100,00 0
2026-04-22 13F Figure 8 Investment Strategies Llc 1.990 -6,40 241 -11,72
2026-05-04 13F Chicago Partners Investment Group LLC 22.476 -0,17 2.997 1,42
2026-04-27 13F Altus Wealth Group LLC 4.685 -4,29 568 -10,00
2026-05-06 13F Main Street Group, LTD 9.714 -1,40 1.177 -7,25
2026-02-17 13F SageView Advisory Group, LLC 39.483 -2,96 5.087 -0,74
2026-05-20 13F SOA Wealth Advisors, LLC. 12.000 -4,56 1.454 -10,19
2026-05-12 13F Hilltop Partners LLC 4.319 -0,53 523 -6,44
2026-04-08 13F West Financial Advisors, LLC 4.539 -0,72 550 -6,62
2026-05-14 13F We Are One Seven, LLC 10.689 -7,84 1.295 -13,32
2026-05-13 13F Lido Advisors, LLC 25.026 -13,42 3.033 -16,73
2026-05-14 13F Kilter Group LLC 206 -2,83 25 -11,11
2026-04-10 13F Revolve Wealth Partners, LLC 17.809 -0,97 2.158 -6,82
2026-04-09 13F Allodium Investment Consultants, LLC 18.531 -3,14 2.246 -8,89
2026-04-20 13F Hoxton Planning & Management, LLC 4.055 -0,10 491 -5,94
2026-05-12 13F Baker Avenue Asset Management, LP 14.412 -1,00 1.747 -6,88
2026-05-11 13F Manchester Capital Management LLC 135.121 -2,52 16.375 -8,29
2026-04-24 13F Root Financial Partners, LLC 0 -100,00 0
2026-04-27 13F Pensionmark Financial Group, Llc 8.682 -8,46 1.052 -13,84
2026-03-26 13F/A Barclays Plc 0 -100,00 0
2026-05-11 13F Erste Asset Management GmbH 36.621 -23,32 4.440 -27,84
2026-04-15 13F Buttonwood Financial Group, LLC 2.045 -19,39 248 -25,83
2026-05-11 13F Aptus Capital Advisors, LLC 13.742 -1,48 1.665 -7,35
2026-05-07 13F Francis Financial, Inc. 91.578 -1,37 11.098 -7,22
2026-04-14 13F Howland Capital Management Llc 0 -100,00 0
2026-04-15 13F Braun-Bostich & Associates Inc. 2.110 -7,33 256 -12,97
2026-05-13 13F Brinker Capital Investments, LLC 25.005 -13,89 3.030 -19,01
2026-04-14 13F SigFig Wealth Management, LLC 17.946 -8,40 2.175 -13,87
2026-05-12 13F One Capital Management, LLC 8.320 -7,93 1.008 -13,40
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 64.530 -5,06 8 -12,50
2026-05-06 13F Kesler, Norman & Wride, LLC 6.086 -0,08 738 -5,99
2026-05-15 13F Advisor Group Holdings, Inc. 128.358 -18,12 15.562 -22,96
2026-04-17 13F AdvisorNet Financial, Inc 3.080 -39,45 373 -43,05
2026-05-07 13F Sagespring Wealth Partners, Llc 9.345 -7,48 1.133 -12,99
2026-04-07 13F Park Avenue Securities Llc 166.917 -5,26 20 -9,09
2026-04-28 13F Pennsylvania Capital Management Inc /adv 26.202 -0,44 3.175 -6,34
2026-05-15 13F Advisory Services Network, LLC 60.882 -30,95 7.378 -35,05
2026-05-06 13F Hershey Financial Advisers, LLC 0 -100,00 0
2026-04-29 13F Strategic Blueprint, LLC 3.241 -5,78 393 -11,51
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-04-23 13F Oregon Pacific Wealth Management, LLC 3.773 -10,36 457 -15,68
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 0 -100,00 0
2026-04-23 13F Strategic Point Investment Advisors, LLC 56.187 -3,96 6.809 -9,65
2026-05-12 13F Ameritas Advisory Services, LLC 95.633 -2,32 11.590 -8,11
2026-05-01 13F Concord Wealth Partners 2.194 -1,44 266 -7,34
2026-05-21 13F Verus Capital Partners, Llc 3.747 -6,16 454 -11,67
2026-04-28 13F Walkner Condon Financial Advisors LLC 3.688 -13,95 447 -19,20
2026-05-13 13F Adviser Investments LLC 4.795 -12,74 581 -17,82
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0
2026-05-15 13F Smartleaf Asset Management LLC 1.774 -37,51 208 -43,48
2026-04-29 13F American Capital Advisory, LLC 6 -33,33 1 -100,00
2026-05-14 13F Modern Wealth Management, LLC 19.617 -3,51 2.396 -8,51
2026-04-17 13F Wealth Management Partners, LLC 9.004 -17,15 1.091 -22,07
2026-05-15 13F Engineers Gate Manager LP 0 -100,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 33.387 -1,57 4.046 -7,37
2026-05-12 13F Ausdal Financial Partners, Inc. 0 -100,00 0
2026-04-10 13F Affinity Wealth Management Llc 0 -100,00 0
2026-04-24 13F Capital Asset Advisory Services LLC 3.369 -6,44 448 -4,48
2026-04-03 13F Adirondack Trust Co 539 -26,57 65 -30,85
2026-04-29 13F Horst & Graben Wealth Management LLC 26.769 -8,89 3.622 -4,31
2026-05-11 13F Per Stirling Capital Management, LLC. 2.377 -14,47 288 -19,55
2026-04-23 13F Laurel Wealth Planning LLC 34.117 -0,94 4.135 -6,81
2026-05-14 13F Davis Wealth Advisors, LLC 15.474 -7,76 1.875 -13,23
2026-05-19 13F Financial Insights, Inc. 14.151 -5,16 1.715 -10,82
2026-04-13 13F Massmutual Trust Co Fsb/adv 3.942 -73,27 478 -74,88
2026-02-09 13F Firestone Capital Management 0 -100,00 0
2026-04-22 13F Spire Wealth Management 14.329 -0,17 1.737 -6,11
2026-04-13 13F Neumann Capital Management, LLC 35.428 -2,13 4.294 -7,93
2026-04-28 13F Goldstein Advisors, LLC 2.871 -3,10 348 -8,92
2026-04-27 13F S.A. Mason LLC 5.149 -3,40 624 -9,04
2026-04-22 13F Romano Brothers And Company 8.310 -2,75 1.007 -8,45
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0 -100,00
2026-04-10 13F Magnus Financial Group LLC 4.564 -10,60 553 -15,83
2026-05-05 13F PFG Advisors 13.877 -4,70 1.682 -10,35
2026-04-17 13F RFG Advisory, LLC 10.202 -5,48 1.236 -11,08
2026-05-14 13F Capital Analysts, Inc. 3.313 -10,19 0
2026-04-23 13F Cornerstone Wealth Management, LLC 18.584 -8,27 2.252 -13,68
2026-04-21 13F Venturi Wealth Management, LLC 4.212 -5,88 510 -11,46
2026-05-01 13F Wealthspire Advisors, LLC 26.815 -5,28 3.250 -10,89
2026-05-07 13F KBC Group NV 1.239 -59,05 0
2026-04-17 13F Sovereign Financial Group, Inc. 3.024 -3,91 366 -9,63
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 2.935 -9,22 356 -14,66
2026-05-12 13F Tiaa Trust, National Association 1.000 -76,55 121 -77,96
2026-04-24 13F Charter Oak Capital Management, LLC 15.555 -0,58 1.885 -6,45
2026-04-20 13F Kestra Private Wealth Services, Llc 9.107 -11,64 1.104 -16,88
2026-05-11 13F Godfrey Financial Associates, Inc. 4.955 -18,52 600 -23,37
2026-04-22 13F AtlasMark Financial, Inc 0 -100,00 0 -100,00
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 10.442 -1,97 1.282 -7,70
2026-04-21 13F RCS Financial Planning, LLC 5.598 -8,50 678 -13,96
2026-04-27 13F Smith & Howard Wealth Management, LLC 1.950 -1,71 236 -7,45
2026-05-12 13F Bbr Partners, Llc 29.506 -30,53 3.576 -34,66
2026-05-04 13F Moment Partners, LLC 36.917 -0,39 4.474 -6,28
2026-04-08 13F Sharkey, Howes & Javer 22.291 -10,17 2.701 -15,51
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-15 13F MAI Capital Management 2.377 -21,68 288 -26,15
2026-04-22 13F Vicus Capital 16.264 -1,50 1.971 -7,33
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-21 13F MBE Wealth Management, LLC 3.592 -0,88 435 -6,65
2026-05-11 13F Kestra Investment Management, LLC 2.171 -8,24 263 -13,49
2026-05-07 13F Sage Financial Group Inc 12.152 -2,17 1.473 -8,00
2026-05-01 13F Coordinated Financial Services, Inc. 0 -100,00 0
2026-05-08 13F Curtis Wealth Management Llc 0 -100,00 0
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 23.618 -10,17 2.862 -15,50
2026-04-21 13F Urban Wealth Management, LLC 2.619 -5,01 317 -10,70
2026-04-15 13F Journey Strategic Wealth Llc 2.608 -1,47 316 -7,33
2026-05-13 13F O'shaughnessy Asset Management, Llc 7.408 -2,18 898 -8,00
2026-04-24 13F True Blue Financial, LLC 30.502 -0,01 3.696 -5,93
2026-05-15 13F Royal Bank Of Canada 176.824 -10,67 21.429 -15,97
2026-05-15 13F Equitable Holdings, Inc. 29.214 -7,97 3.763 -8,00
2026-05-06 13F ProVise Management Group, LLC 0 -100,00 0
2026-05-06 13F Meridian Wealth Management, LLC 6.136 -0,94 744 -6,78
2026-05-13 13F Cetera Investment Advisers 203.543 -5,55 24.667 -11,15
2026-04-28 13F Kathmere Capital Management, LLC 5.236 -3,05 635 -8,78
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 297 -54,66 36 -58,33
2026-05-05 13F Sanctuary Advisors, LLC 26.525 -6,80 3.215 -12,33
2026-04-08 13F Bond & Devick Financial Network, Inc. 8.943 -1,26 1.084 -7,12
2026-05-06 13F Elyxium Wealth, LLC 6.257 -0,68 758 -6,54
2026-04-30 13F Mascoma Wealth Management LLC 72.480 -8,52 8.784 -13,95
2026-05-11 13F Wells Fargo & Company/mn 221.434 -12,85 26.836 -18,02
2026-04-28 13F Evergreen Private Wealth LLC 0 -100,00 0
2026-05-06 13F Bessemer Group Inc 1.200 -36,24 0
2026-04-29 13F Sunrise Financial Services, LLC 118 -93,65 14 -94,14
2026-05-14 13F LifePlan Investment Advisors, Inc. 6.025 -7,65 730 -13,10
2026-04-14 13F Wealthcare Advisory Partners LLC 46.200 -2,45 5.599 -8,23
2026-01-30 13F Sound Stewardship, LLC 0 -100,00 0
2026-04-09 13F Acropolis Investment Management, LLC 7.793 -1,76 944 -7,63
2026-04-21 13F Creekside Partners 24.517 -0,73 2.971 -6,60
2026-05-14 13F Wealth Alliance 6.692 -9,14 811 -14,45
2026-04-28 13F Golden State Equity Partners 1.887 -7,32 229 -12,98
2026-05-15 13F Mission Wealth Management, Lp 2.964 -5,42 359 -10,92
2026-05-14 13F Roof Eidam & Maycock/adv 1.700 -17,07 206 -21,97
2026-05-13 13F Mariner, LLC 334.677 -3,30 40.559 -9,06
2026-04-22 13F Continuum Advisory, LLC 13.065 -0,68 1.583 -6,55
2026-04-15 13F Arlington Financial Advisors, LLC 18.970 -0,68 2.299 -6,59
2026-04-10 13F Sterling Manor Financial, LLC 0 -100,00 0
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 1.000 -4,76 121 -10,37
2026-04-14 13F Focus Financial Network, Inc. 9.888 -10,43 1.198 -15,75
2026-04-20 13F Jfs Wealth Advisors, Llc 1.376 -13,84 167 -19,02
2026-05-01 13F International Assets Investment Management, Llc 30 -63,86 4 -70,00
2026-05-15 13F Wealth Analytics Partners, LLC 5.790 -2,69 702 -8,49
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