SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF - Institutionelt ejerskab - Sælgere

Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
US ˙ ARCA ˙ US8085246077

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
(%)
2026-04-15 13F Diligent Investors, LLC 124.353 -1,75 3.616 0,33
2026-05-04 13F Evernest Financial Advisors, LLC 21.638 -2,62 700 1,74
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 46.984 -0,59 1.366 1,49
2026-04-28 13F Peak Financial Management, Inc. 11.533 -2,17 335 0,00
2026-04-09 13F Stewardship Concepts Financial Services Llc 12.072 -0,66 351 1,45
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-06 13F Proffitt & Goodson Inc 5.773 -4,31 168 -2,34
2026-04-28 13F Integrated Advisors Network LLC 154.292 -30,75 4.487 -29,30
2026-04-21 13F Armbruster Capital Management, Inc. 21.880 -0,23 636 1,92
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 13.314 -3,88 379 -1,81
2026-04-21 13F Creekside Partners 315.925 -1,18 9.187 0,91
2026-04-30 13F Cooksen Wealth, LLC 19.908 -3,77 579 -1,87
2026-05-04 13F Retirement Planning Group 17.785 -2,16 517 0,00
2026-05-01 13F Pittenger & Anderson Inc 113.560 -4,08 3.302 -2,05
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 27.370 -0,16 886 13,46
2026-05-12 13F Daybright Advisory Services, Inc. 10.406 -0,14 303 2,03
2026-04-21 13F Sensible Money, LLC 127.320 -0,31 3.702 1,79
2026-04-10 13F Brucke Financial, Inc. 21.115 -4,65 614 -2,54
2026-05-12 13F Chapman Financial Group, Llc 2.416 -0,86 70 1,45
2026-04-29 13F Steele Capital Management, Inc. 2.262.086 -0,51 65.803 1,62
2026-05-12 13F Benjamin Edwards Inc 15.307 -0,65 445 1,60
2026-04-30 13F Csenge Advisory Group 122.264 -2,14 3.555 -0,08
2026-05-14 13F Fca Corp /tx 9.166 -5,79 267 -3,97
2026-01-30 13F Strategic Blueprint, LLC 0 -100,00 0
2026-05-05 13F 93 Financial Group, LLC 1.608.645 -3,57 46.779 -1,54
2026-01-20 13F Alpha Financial Advisors, LLC 0 -100,00 0
2026-05-13 13F WealthCollab, LLC 2.340 -53,71 68 -52,45
2026-04-17 13F BCS Wealth Management 173.257 -51,79 5.038 -50,77
2026-04-22 13F Legacy Wealth Management, Inc 814.448 -3,75 23.684 -1,72
2026-04-20 13F GSB Wealth Management, LLC 7.870 -0,29 229 1,79
2026-04-21 13F Grimes & Company, Inc. 51.480 -1,04 1.497 1,08
2026-05-14 13F Strategic Financial Planning, Inc. 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 68.144 -2,93 1.941 -0,92
2026-04-13 13F Gill Capital Partners, Llc 235.718 -0,48 6.855 1,62
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 70.477 -1,48 2.049 0,59
2026-05-01 13F Bensler, LLC 49.667 -14,84 1.444 -13,06
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-29 13F Global Strategic Investment Solutions, LLC 137.817 -0,36 4.008 1,73
2026-05-05 13F Meridian Management Co 196.093 -6,66 5.702 -4,70
2026-04-27 13F Koshinski Asset Management, Inc. 130.111 -3,73 3.784 -1,71
2026-04-27 13F Independent Solutions Wealth Management, LLC 82.815 -4,84 2.408 -2,82
2026-05-12 13F Athena Investment Management 298.444 -0,43 8.679 1,66
2026-05-15 13F Citadel Advisors Llc Call 21.100 -7,86 614 -5,98
2026-05-07 13F Centerpoint Advisors, LLC 90.000 -0,01 3 0,00
2026-05-27 13F Tenret Co LLC 58.188 -0,67 1.692 1,44
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 47.597 -5,54 1.384 -3,55
2026-05-05 13F Prosperity Consulting Group, LLC 36.212 -4,17 1.053 -2,14
2026-04-08 13F Thompson Investment Management, Inc. 4.844 -14,63 141 -13,04
2026-05-14 13F Bernard Wealth Management Corp. 219.102 -0,13 6.371 1,97
2026-04-22 13F Stone Point Wealth LLC 17.247 -8,08 502 -6,18
2026-04-13 13F Bank of New Hampshire 4.173 -0,02 121 2,54
2026-05-13 13F IF Advisors, LLC 83.149 -0,00 2.418 2,07
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 118.002 -0,68 3.431 1,42
2026-05-15 13F Evelyn Partners Asset Management Ltd 8.566 -3,30 249 -1,19
2026-05-01 13F Climber Capital SA 35.546 -28,33 956 -28,46
2026-04-14 13F Heirloom Wealth Management 7.927 -25,67 231 -24,09
2026-05-15 13F AlphaCore Capital LLC 115.423 -2,64 3.357 -0,59
2026-04-17 13F Bell Investment Advisors, Inc 239.415 -2,70 6.962 -0,64
2026-04-22 13F Carroll Advisory Group, LLC 42.320 -8,71 1.231 -6,82
2026-05-15 13F CI Private Wealth, LLC 1.384.923 -6,81 40.142 -5,20
2026-04-16 13F Pine Haven Investment Counsel, Inc 15.661 -0,38 455 1,79
2026-05-13 13F American Investment Services, Inc. 76.343 -2,66 2.220 -0,58
2026-02-12 13F Litman Gregory Asset Management LLC 19.635 -5,93 559 -3,95
2026-04-09 13F Leverty Financial Group, LLC 17.357 -3,34 505 -1,37
2026-05-15 13F Royal Bank Of Canada 287.780 -20,66 8.369 -18,98
2026-04-29 13F Sigma Investment Counselors Inc 18.460 -47,22 537 -46,18
2026-04-15 13F Valley National Advisers Inc 115.912 -2,08 3 0,00
2026-05-05 13F Aspiring Ventures, LLC 7.984 -1,58 232 0,43
2026-05-14 13F Cwm, Llc 188.241 -8,16 5.474 109.380,00
2026-05-14 13F Venture Visionary Partners LLC 72.451 -0,09 2.107 1,99
2026-05-04 13F Element Wealth, LLC 103.223 -0,17 3.002 1,94
2026-04-28 13F Berger Financial Group, Inc 14.236 -4,69 414 -2,82
2026-05-11 13F Haverford Trust Co 17.348 -7,82 504 -5,79
2026-05-07 13F Basepoint Wealth LLC 1.592 -51,86 46 -51,06
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 4.155 -4,00 121 -2,44
2026-04-21 13F Compass Advisory Group LLC 69.592 -7,87 2.024 -5,95
2026-01-29 13F Advantage Trust Co 0 -100,00 0
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 4.982 -16,74 145 -15,29
2026-05-07 13F Coastwise Capital Group, LLC 41.109 -1,39 1.195 0,67
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-05-11 13F Hamrick Investment Counsel, llc 2.741 -0,90 80 1,28
2026-05-14 13F Allworth Financial LP 230.895 -1,09 6.714 0,99
2026-02-17 13F Millennium Management Llc 0 -100,00 0
2026-02-27 13F Compass Financial Services Inc 0 -100,00 0
2026-05-08 13F Joseph Group Capital Management 40.534 -7,09 1.179 -5,15
2026-05-12 13F Atlantic Union Bankshares Corp 9.925 -5,60 289 -3,68
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 2.688.510 -38,99 79.365 -39,36
2026-05-13 13F Buckingham Strategic Partners 56.875 -31,46 1.654 -30,05
2026-05-14 13F St. Louis Trust Co 473.953 -4,04 13.783 -2,02
2026-05-04 13F Bleakley Financial Group, LLC 293.619 -0,91 8.538 1,17
2026-05-08 13F Paulson Wealth Management Inc. 36.980 -0,50 1.075 1,61
2026-04-14 13F Joule Financial, LLC 796.701 -0,74 23.168 1,36
2026-04-09 13F Peterson Wealth Advisors, LLC 35.272 -2,33 1.026 -0,29
2026-01-15 13F Pinnacle Wealth Management, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 95.120 -21,17 2.766 -19,50
2026-05-13 13F/A Jpmorgan Chase & Co 693.924 -19,86 19.485 -20,99
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-28 13F Winthrop Capital Management, LLC 86.113 -0,40 3 0,00
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-01-26 13F Northwest Capital Management Inc 3.790 -58,90 108 -58,37
2026-05-12 13F Community Bank, N.A. 120.714 -2,04 3.509 0,03
2026-05-15 13F Cresset Asset Management, LLC 123.646 -31,11 3.596 -29,66
2026-04-17 13F Worth Asset Management, LLC 7.229 -24,23 210 -22,51
2026-05-04 13F Souders Financial Advisors 23.629 -24,03 687 -22,37
2026-04-23 13F Alley Investment Management Company, LLC 7.132 -2,17 207 0,00
2026-04-24 13F National Asset Management, Inc. 0 -100,00 0
2026-04-15 13F Signature Estate & Investment Advisors Llc 90.482 -2,30 2.631 -0,23
2026-04-10 13F Capital Advantage, Inc. 9.558 -2,61 278 -0,72
2026-04-27 13F Oarsman Capital, Inc. 27.687 -2,63 805 -0,49
2026-05-12 13F Finer Wealth Management, Inc. 15.474 -25,81 450 -24,41
2026-04-14 13F Amicus Financial Advisors, LLC 360.252 -1,33 10.476 0,75
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 195.796 -1,38 5.694 0,69
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 16.291 -16,84 474 -15,08
2026-04-24 13F Vision Capital Management, Inc. 108.954 -0,72 3.168 1,38
2026-04-27 13F Moneywise, Inc. 77.471 -26,76 2.253 -25,23
2026-04-22 13F RMR Wealth Builders 11.052 -6,66 321 -4,75
2026-04-20 13F Fonville Wealth Management LLC 39.911 -11,77 1.161 -9,94
2026-04-28 13F Bravias Capital Group, LLC 57.520 -2,66 1.673 -0,59
2026-05-07 13F Lowe Brockenbrough & Co Inc 108.947 -2,41 3.168 -0,35
2026-04-20 13F Clune & Associates, Ltd. 0 -100,00 0
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-09 13F Thrive Wealth Management, LLC 17.599 -2,66 512 -0,58
2026-05-01 13F Citizens Financial Group Inc/ri 82.688 -17,83 2.405 -16,09
2026-04-14 13F Builder Investment Group Inc /adv 9.687 -8,15 282 -6,33
2026-04-28 13F Fortis Capital Advisors, LLC 15.949 -1,59 464 0,43
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-11 13F Blue Bell Private Wealth Management, Llc 178.712 -0,64 5.197 1,44
2026-04-20 13F LVW Advisors, LLC 61.639 -2,60 1.792 -0,55
2026-04-10 13F Revolve Wealth Partners, LLC 88.746 -0,52 2.581 1,57
2026-05-13 13F Parkshore Wealth Management, Inc. 9.861 -4,36 287 -2,39
2026-04-20 13F Golden Reserve Retirement LLC 1.500.790 -4,66 43.643 -2,66
2026-05-01 13F Emerald Investment Partners, Llc 98.716 -2,57 2.871 -0,80
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-05-19 13F McIlrath & Eck, LLC 3.384 -3,34 98 -1,01
2026-05-12 13F Omega Financial Group, LLC 38.495 -5,86 1.119 -3,87
2026-04-21 13F Pacific Sage Partners, LLC 20.125 -1,58 585 0,52
2026-04-10 13F Perigon Wealth Management, LLC 129.990 -0,80 3.780 1,31
2026-04-10 13F Harbor Group, Inc. 95.728 -4,19 2.784 -2,18
2026-05-15 13F Silver Grove Financial Group, Inc. 2.851 -3,26 83 -1,20
2026-04-28 13F Stratos Wealth Partners, LTD. 47.664 -8,15 1.386 -6,22
2026-05-04 13F Procyon Private Wealth Partners, LLC 22.521 -3,60 655 -1,65
2026-01-30 13F Oakworth Capital, Inc. 0 -100,00 0
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-05-08 13F Summit Asset Management, LLC 37.141 -1,52 1.080 0,56
2026-04-08 13F Heritage Family Offices, LLP 16.064 -3,87 467 -1,68
2026-02-02 13F Horizon Investments, LLC 0 -100,00 0
2026-04-27 13F Exencial Wealth Advisors, Llc 56.427 -3,28 1.641 -1,26
2026-05-14 13F C M Bidwell & Associates Ltd 96.396 -0,42 2.803 1,67
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-12 13F Cooper/haims Advisors, Llc 48.278 -1,47 1.404 0,57
2026-04-29 13F WPG Advisers, LLC 7.930 -8,40 231 -6,50
2026-04-16 13F CWC Advisors, LLC. 18.098 -7,54 526 -5,57
2026-04-29 13F Cary Street Partner Investment Advisory Llc 261 -1,14 8 0,00
2026-05-15 13F Bank Of America Corp /de/ 14.587.526 -15,75 424.205 -13,97
2026-05-06 13F Bartlett & Co. Wealth Management Llc 67.571 -0,02 2.197 14,19
2026-05-08 13F Bokf, Na 118 -82,62 3 -84,21
2026-02-10 13F Calton & Associates, Inc. 0 -100,00 0
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 0 -100,00 0
2026-05-11 13F Rinkey Investments 144.749 -1,07 4.209 1,03
2026-05-13 13F Lido Advisors, LLC 432.733 -4,00 12.584 -1,46
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 13.346 -13,92 388 -12,02
2026-04-01 13F Vigilare Wealth Management 0 -100,00 0
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 1.528 -36,28 44 -35,29
2026-05-08 13F United Financial Planning Group LLC 0 -100,00 0
2026-05-15 13F Pettyjohn, Wood & White, Inc 55.708 -0,89 1.620 1,19
2026-05-05 13F HighTower Advisors, LLC 1.782.550 -3,38 51.837 -1,34
2026-05-05 13F Mjp Associates Inc /adv 16.798 -8,27 488 -6,33
2026-04-24 13F Private Advisor Group, LLC 178.590 -6,49 5.193 -4,52
2026-04-22 13F TruNorth Capital Management, LLC 915.652 -1,73 26.627 0,34
2026-04-28 13F Robertson Stephens Wealth Management, LLC 74.783 -0,50 2.175 1,59
2026-04-28 13F Golden State Wealth Management, LLC 9.757 -0,39 284 1,80
2026-05-14 13F Laraway Financial Inc 47.672 -9,10 1.386 -7,17
2026-04-03 13F Investors Research Corp 92.991 -0,92 2.704 1,16
2026-05-11 13F Citigroup Inc 39.637 -17,12 1.153 -15,42
2026-04-14 13F BSW Wealth Partners 9.547 -0,91 278 1,09
2026-04-22 13F Arcataur Capital Management LLC 101.111 -4,09 2.940 -2,07
2026-02-11 13F Group One Trading, L.p. 0 -100,00 0
2026-04-16 13F Ironwood Financial, llc 44.688 -0,15 1.300 -3,71
2026-04-21 13F Mayport, Llc 7.016 -2,37 204 0,00
2026-05-14 13F Advisory Alpha, LLC 3.881.816 -2,38 112.885 -0,32
2026-01-07 13F Riversedge Advisors, Llc 0 -100,00 0
2026-04-24 13F Smithbridge Asset Management Inc/de 35.461 -50,90 1.031 -49,85
2026-05-05 13F Holistic Financial Partners 7.844 -4,50 228 -2,15
2026-05-01 13F Evolution Advisers, Inc. 2.096 -26,82 0
2026-05-14 13F Vivaldi Capital Management, LLC 237.413 -0,08 6.904 2,01
2026-05-13 13F/A Quadrant Capital Group Llc 41.113 -0,33 1.196 1,79
2026-04-30 13F Selective Wealth Management, Inc. 9.942 -11,74 316 -8,43
2026-04-13 13F Bnc Wealth Management, Llc 22.411 -51,57 652 -50,61
2026-05-05 13F West Paces Advisors Inc. 46.649 -3,40 1.357 -1,38
2026-05-04 13F Sigma Planning Corp 11.480 -2,18 334 -0,30
2026-04-28 13F Whittier Trust Co 318.634 -0,43 9.444 -0,62
2026-04-17 13F ZynergyRetirementPlanningLLC 571.593 -1,84 16.622 0,22
2026-04-22 13F Youngs Advisory Group, Inc. 396.316 -1,66 11.525 0,40
2026-05-04 13F Gleason Group, Inc. 123.836 -0,77 3.601 1,32
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-05-14 13F Elgethun Capital Management 6.320 -0,50 184 1,67
2026-04-22 13F Pinnacle Bancorp, Inc. 6.193 -7,86 180 -5,76
2026-04-29 13F Cary Street Partners Financial Llc 10.675 -30,27 310 -28,74
2026-05-14 13F Regal Investment Advisors LLC 7.897 -17,87 230 -16,12
2026-04-15 13F Code Waechter LLC 79.528 -1,07 2.313 1,00
2026-04-24 13F RKL Wealth Management LLC 486.494 -8,97 14.147 -7,06
2026-04-15 13F Gradient Capital Advisors, LLC 44.481 -2,33 1.293 -0,31
2026-05-28 13F Cozad Asset Management Inc 37.040 -2,54 1.077 -0,46
2026-04-17 13F/A Founders Financial Securities Llc 0 -100,00 0
2026-04-09 13F Planned Solutions, Inc. 46.478 -0,04 1.352 2,04
2026-01-16 13F Oldfather Financial Services, LLC 60.371 -1,03 1.719 1,06
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-11 13F Great Valley Advisor Group, Inc. 13.499 -3,85 392 -1,75
2026-04-17 13F Great Waters Wealth Management 42.355 -1,15 1.232 0,90
2026-04-29 13F Alliance Wealth Management Group 310.751 -1,65 9.037 0,42
2026-04-17 13F Roxbury Financial LLC 770 -0,77 22 0,00
2026-05-13 13F Ankerstar Wealth, LLC 0 -100,00 0
2026-05-19 13F/A Eley Financial Management, Inc 35.048 -0,62 1.019 1,49
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 51.225 -6,10 1.490 -4,12
2026-02-17 13F Creegan & Nassoura Financial Group, LLC 104.732 -3,05 2.983 -1,06
2026-05-13 13F Principal Securities, Inc. 20.587 -1,67 599 0,34
2026-04-23 13F Fortune Financial Group, Inc. 0 -100,00 0
2026-01-08 13F Dagco, Inc. 0 -100,00 0
2026-05-01 13F Anchor Investment Management, LLC 167.990 -0,72 4.885 1,39
2026-05-14 13F Diversified Enterprises, LLC 45.111 -13,51 1.312 -11,72
2026-05-15 13F Mercer Global Advisors Inc /adv 2.008.641 -5,41 58.411 -4,33
2026-04-20 13F Triangle Securities Wealth Management 113.215 -3,20 3.292 -1,14
2026-04-22 13F LifeSteps Financial, Inc. 12.264 -0,35 357 1,71
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-01 13F Fpc Investment Advisory, Inc. 9.753 -1,10 314 12,14
2026-04-22 13F Evensky & Katz LLC 15.868 -1,85 0
2026-04-27 13F Apeiron RIA LLC 0 -100,00 0
2026-04-20 13F Foster Victor Wealth Advisors, LLC 132.832 -1,71 4.175 1,14
2026-04-22 13F Jim Saulnier & Associates, Llc 0 -100,00 0
2026-05-12 13F Crusonia Wealth Advisors LLC 9.064 -0,99 264 1,15
2026-05-14 13F Bridgewater Advisors Inc. 14.255 -0,48 472 6,56
2026-05-12 13F Fairfield, Bush & Co. 7.541 -1,30 219 0,92
2026-04-23 13F SJS Investment Consulting Inc. 2.952 -16,85 86 -15,84
2026-04-14 13F Juncture Wealth Strategies, Llc 60.710 -2,54 1.765 -0,51
2026-04-20 13F Tranquility Partners, LLC 16.257 -0,96 473 1,07
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 7.458 -1,27 217 0,47
2026-05-06 13F White & Co Financial Planning Inc 728.443 -1,13 21.183 0,95
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-28 13F CAP Partners, LLC 19.645 -8,53 571 -6,55
2026-05-01 13F Stony Point Wealth Management Inc. 9.501 -6,78 276 -4,83
2026-04-21 13F Foster & Motley Inc 0 -100,00 0
2026-05-13 13F Tiemann Investment Advisors, Llc 19.192 -0,72 558 1,45
2026-05-14 13F Broadleaf Partners, LLC 118.239 -4,85 3.438 -2,85
2026-05-15 13F RMB Capital Management, LLC 286.474 -2,43 8.331 -0,37
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 243.731 -3,24 7.088 -1,21
2026-04-27 13F BCK Partners, Inc. 47.464 -0,59 1.380 1,55
2026-05-14 13F Apriem Advisors 7.060 -2,75 205 -0,49
2026-04-17 13F Krilogy Financial LLC 56.198 -1,20 1.775 2,48
2026-04-30 13F Acorn Wealth Advisors, LLC 18.017 -6,25 524 -4,39
2026-05-13 13F Triumph Capital Management 467 -65,18 14 -65,79
2026-05-07 13F MONECO Advisors, LLC 13.064 -22,09 380 -20,55
2026-04-08 13F Emergent Wealth Advisors, LLC 9.113 -0,74 265 1,53
2026-05-12 13F Mission Financial Group, LLC 0 -100,00 0
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-04-13 13F Bouchey Financial Group Ltd 59.565 -79,16 1.836 -77,46
2026-04-24 13F Floyd Financial Group Llc 188.605 -0,17 5.926 1,47
2026-04-13 13F Accelerate Investment Advisors LLC 104.526 -0,14 3.040 1,95
2026-05-13 13F Stembrook Asset Management, LLC 7.968 -1,09 232 0,87
2026-04-22 13F Rainey & Randall Investment Management Inc. 1.181.707 -0,68 34.364 1,41
2026-04-14 13F Wealthcare Advisory Partners LLC 73.369 -9,99 2.134 -8,10
2026-04-10 13F Cooke Wealth Management, LLC 12.350 -7,11 359 -10,70
2026-05-01 13F Hantz Financial Services, Inc. 1.277 -0,39 0
2026-05-14 13F Marshall Wace, Llp 0 -100,00 0
2026-05-01 13F Summit Financial Strategies, Inc. 740.763 -18,85 21.541 -17,14
2026-05-01 13F Triton Wealth Management, PLLC 8.085 -9,68 239 -11,52
2026-04-01 13F Bangor Savings Bank 541.218 -12,57 15.739 -10,73
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0
2026-04-08 13F Spinnaker Investment Group, LLC 48.707 -16,25 1.416 -14,49
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 44.870 -1,78 1.305 0,23
2026-05-08 13F Russell Investments Group, Ltd. 13.764 -36,26 400 -34,85
2026-02-13 13F Pathstone Holdings, LLC 0 -100,00 0
2026-05-11 13F Chilton Capital Management Llc 200.670 -2,52 5.835 -0,46
2026-04-13 13F/A Sunburst Financial Group, LLC 96.108 -0,44 2.795 1,64
2026-05-04 13F Mml Investors Services, Llc 379.337 -12,71 11.031 -10,87
2026-04-22 13F Red Door Wealth Management, LLC 28.910 -0,73 841 1,33
2026-05-11 13F CAPROCK Group, Inc. 75.081 -5,37 2.183 -3,36
2026-04-22 13F TPG Advisors LLC 40.056 -0,48 1.165 1,57
2026-02-12 13F FineMark National Bank & Trust 9.122 -13,31 260 -11,60
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-04-09 13F Avenue 1 Advisors, LLC 9.222 -24,99 268 -23,43
2026-02-13 13F Stark Wealth Management LLC 0 -100,00 0
2026-04-28 13F MBL Wealth, LLC 37.600 -0,27 1.093 1,86
2026-04-21 13F GHP Investment Advisors, Inc. 43.343 -0,12 1.260 2,02
2026-05-26 13F Serenity Investment Advisors 77.488 -6,75 2.583 4,15
2026-04-16 13F Sprinkle Financial Consultants LLC 49.349 -0,68 1.435 1,41
2026-05-14 13F Rialto Wealth Management, LLC 20.884 -1,56 607 0,50
2026-04-28 13F Howe & Rusling Inc 29.180 -15,52 849 -13,73
2026-05-13 13F Alesco Advisors Llc 7.638 -0,50 222 1,83
2026-05-11 13F Berkshire Asset Management Llc/pa 44.501 -1,23 1.294 0,86
2026-04-28 13F Belpointe Asset Management LLC 24.370 -0,31 709 1,72
2026-05-07 13F Dakota Wealth Management 64.948 -3,31 1.889 -1,31
2026-05-07 13F Pacific Sun Financial Corp 20.928 -3,17 609 -1,14
2026-04-27 13F FSM Wealth Advisors, LLC 74.214 -12,28 2.158 -10,42
2026-05-06 13F Simon Quick Advisors, Llc 7.792 -0,19 227 1,80
2026-02-10 13F IAG Wealth Partners, LLC 0 -100,00 0
2026-01-27 13F Busey Wealth Management 0 -100,00 0
2026-04-21 13F Sims Investment Management, Llc 1.734.769 -5,27 50.447 -3,28
2026-05-04 13F Lutz Financial Services LLC 396.280 -2,96 11.524 -0,92
2026-04-14 13F Jeppson Wealth Management, Llc 14.748 -0,30 429 1,66
2026-04-23 13F First Pacific Financial 6.173 -9,66 179 -7,73
2026-04-14 13F Plancorp, LLC 160.470 -8,16 4.923 -1,07
2026-05-11 13F Ellevest, Inc. 20.012 -1,69 582 0,35
2026-05-14 13F Capital Analysts, Inc. 116.257 -30,26 3 -25,00
2026-05-12 13F D.B. Root & Company, LLC 11.978 -2,70 348 -0,57
2026-04-28 13F Quent Capital, LLC 0 -100,00 0
2026-04-20 13F Godsey & Gibb Associates 585 -42,08 17 -39,29
2026-04-07 13F Twele Capital Management, Inc. 31.207 -0,27 908 1,80
2026-04-22 13F Churchill Financial Advisors, LLC 138.370 -3,05 4.024 -1,01
2026-05-13 13F Delta Investment Management, LLC 0 -100,00 0
2026-05-15 13F Fort Vancouver Investment Management, LLC 10.693 -7,36 311 -5,49
2026-02-02 13F Williams Financial, LLC 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-12 13F CIBC Bancorp USA Inc. 73.907 -18,17 2.149 -14,69
2026-04-14 13F Patriot Investment Management Inc. 298.970 -3,92 8.694 -1,88
2026-05-07 13F Advisor OS, LLC 73.620 -19,56 2.141 -17,88
2026-04-17 13F James J. Burns & Company, LLC 185.173 -0,86 5.385 1,22
2026-05-15 13F Round Rock Advisors, LLC 11.821 -0,51 344 1,48
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 19.971 -0,15 581 1,93
2026-04-27 13F Jamison Private Wealth Management, Inc. 8.539 -4,95 248 -2,75
2026-05-13 13F Petra Financial Advisors Inc 0 -100,00 0
2026-04-16 13F Phillips Financial Management, Llc 101.378 -2,93 2.948 -0,87
2026-05-15 13F Nikulski Financial, Inc. 183.731 -0,28 5.343 1,81
2026-05-14 13F Financial Engines Advisors L.L.C. 4.583.359 -5,32 133.284 -3,33
2026-04-13 13F Stockman Wealth Management, Inc. 19.837 -2,46 577 -0,52
2026-05-15 13F United Capital Financial Advisers, Llc 232.189 -8,78 6.747 -6,93
2026-04-24 13F Family Investment Center, Inc. 29.057 -1,90 845 0,12
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 12.201 -1,07 355 0,85
2026-01-26 13F Quadrant Private Wealth Management, LLC 0 -100,00 0
2026-04-09 13F Dorato Capital Management 78.508 -1,68 2.402 -0,70
2026-04-16 13F Envision Financial LLC 48.881 -6,76 1.421 -4,82
2026-02-17 13F Capital Insight Partners, Llc 64.376 -14,33 1.833 -12,55
2026-05-12 13F Aspiriant, Llc 17.541 -0,01 510 2,20
2026-04-08 13F Selby Wealth Management, LLC 20.381 -0,73 593 1,37
2026-05-18 13F Wilson & Boucher Capital Management, LLC 39.740 -1,48 1.156 0,61
2026-05-05 13F SOUTH STATE Corp 1.641 -8,83 48 -7,84
2026-04-15 13F Eaton Financial Holdings Company, LLC 18.417 -13,97 536 -12,15
2026-05-08 13F Sofos Investments, Inc. 0 -100,00 0
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 20.663 -2,97 601 -0,99
2026-05-14 13F Pinnacle Financial Partners, Inc. 26.404 -0,35 768 1,86
2026-05-07 13F Virtue Capital Management, LLC 51.078 -5,72 1.434 -8,08
2026-05-15 13F IHT Wealth Management, LLC 42.907 -10,04 1.248 -8,17
2026-04-29 13F Armor Investment Advisors, LLC 34.248 -5,36 996 -3,40
2026-05-05 13F Milestone Investment Advisors LLC 54.372 -0,60 1.581 1,54
2026-04-21 13F Outfitter Financial LLC 133.661 -1,13 3.887 0,94
2026-05-15 13F Larson Financial Group LLC 81.686 -1,22 2.375 0,85
2026-04-24 13F Whelan Financial 71.587 -1,02 2.082 1,07
2026-05-12 13F Anfield Capital Management, LLC 5.334 -25,29 155 -23,65
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2026-04-22 13F Aspire Capital Advisors LLC 33.529 -6,67 975 -4,69
2026-05-01 13F Monetary Solutions, Ltd 238.090 -1,85 6.924 0,22
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-05-05 13F Black Diamond Financial, LLC 234.235 -1,70 6.812 0,37
2026-04-27 13F Meramec Financial Planners, LLC 118.536 -4,67 3.843 0,03
2026-04-27 13F Fulton Breakefield Broenniman Llc 45.115 -1,82 1.312 0,23
2026-01-23 13F Financial Connections Group, Inc. 0 -100,00 0
2026-04-13 13F Enclave Advisors LLC 50.544 -4,85 1.470 -2,84
2026-05-06 13F Vista Capital Partners, Inc. 63.804 -3,50 1.855 -1,49
2026-04-30 13F Independence Bank of Kentucky 200 -50,00 6 -54,55
2026-04-29 13F Garde Capital, Inc. 193.329 -4,99 5.622 -3,00
2026-05-01 13F Wealthspire Advisors, LLC 331.037 -1,51 9.627 0,56
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 374.539 -3,54 10.892 -7,12
2026-04-16 13F Sheets Smith Wealth Management 45.843 -1,36 1.333 0,76
2026-05-14 13F Jacobi Capital Management LLC 17.309 -16,81 503 -15,03
2026-01-29 13F Verdence Capital Advisors LLC 0 -100,00 0
2026-04-07 13F Crescent Sterling, Ltd. 29.566 -2,25 860 -0,23
2026-04-15 13F Redhawk Wealth Advisors, Inc. 18.490 -34,07 538 -32,71
2026-05-04 13F NBZ Investment Advisors LLC 3.368 -22,75 98 -21,77
2026-04-22 13F Harbor Asset Planning, Inc. 2.186 -6,14 64 -4,55
2026-04-14 13F LifePlan Financial, LLC 25.662 -4,40 746 -2,36
2026-04-15 13F Parsons Capital Management Inc/ri 33.661 -8,00 979 -6,14
2026-04-27 13F Gordian Advisors LLC 140.327 -0,31 4.081 1,80
2026-04-22 13F Ifrah Financial Services, Inc. 37.376 -2,79 1.087 -0,73
2026-05-11 13F Madden Advisory Services, Inc. 20.776 -19,35 604 -17,60
2026-05-07 13F Avidian Wealth Solutions, LLC 74.840 -4,22 2.176 -2,20
2026-04-07 13F Alpha Omega Wealth Management LLC 103.136 -0,20 2.999 1,90
2026-05-14 13F Evergreen Capital Management Llc 171.454 -1,02 4.986 1,05
2026-04-14 13F Flower City Capital 9.113 -6,67 265 -4,68
2026-04-20 13F Apella Capital, LLC 54.919 -2,80 1.771 10,01
2026-05-15 13F Mission Wealth Management, Lp 174.686 -1,24 5.080 0,83
2026-04-02 13F Collective Family Office Llc 39.343 -1,22 1.144 0,88
2026-02-11 13F Parallel Advisors, LLC 37.748 -23,90 1.075 -22,27
2026-04-30 13F Granite Investment Partners, LLC 11.992 -1,45 349 0,58
2026-05-07 13F Planning Alternatives Ltd /adv 13.897 -3,95 404 -1,94
2026-04-20 13F Morton Brown Family Wealth, LLC 0 -100,00 0
2026-04-28 13F Altfest L J & Co Inc 22.123 -5,94 643 -3,89
2026-05-12 13F Leavell Investment Management, Inc. 102.397 -0,95 2.978 1,12
2026-05-05 13F Woodmont Investment Counsel Llc 32.643 -0,28 949 1,82
2026-05-14 13F Fort Point Capital Partners LLC 331.384 -3,15 9.637 -7,87
2026-04-08 13F Evanson Asset Management, LLC 20.389 -0,04 593 2,07
2026-05-26 13F Summit Financial Wealth Advisors, LLC 67.927 -2,85 1.975 -0,80
2026-05-14 13F Mcguire Capital Advisors Inc 34 -53,42 1 -100,00
2026-04-23 13F Marquette Asset Management, LLC 254.169 -0,12 7.391 1,99
2026-04-29 13F WealthPlan Investment Management, LLC 25.898 -0,70 753 1,48
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 176.628 -1,16 5.136 0,92
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 11.553 -3,46 336 -1,47
2026-05-15 13F Cape Investment Advisory, Inc. 47.862 -1,33 1.392 0,72
2026-04-21 13F SWS Partners 68.818 -3,66 2.001 -1,62
2026-04-09 13F Elmwood Wealth Management, Inc. 49.897 -0,13 1.451 2,04
2026-05-11 13F Condor Capital Management 18.408 -9,71 535 -7,76
2026-04-23 13F Game Plan Financial Advisors, LLC 97.357 -6,44 2.831 -4,45
2026-05-08 13F Blair William & Co/il 77.548 -10,61 2.255 -8,70
2026-01-15 13F Highline Wealth Partners Llc 0 -100,00 0
2026-05-01 13F American Trust 8.397 -31,67 244 -30,29
2026-05-11 13F Aptus Capital Advisors, LLC 118.325 -0,14 3.441 1,96
2026-01-23 13F Journey Beyond Wealth, LLC 0 -100,00 0
2026-04-08 13F Cambridge Financial Group, LLC 144.226 -29,36 4.194 -23,02
2026-01-13 13F Gillespie Robinson & Grimm Inc 0 -100,00 0
2026-04-21 13F Strategic Equity Management 25.357 -6,29 737 -4,29
2026-05-04 13F Texas Yale Capital Corp. 356.469 -0,75 10.366 1,35
2026-04-24 13F Keybank National Association/oh 8.169 -18,36 238 -16,55
2026-04-27 13F Truist Financial Corp 346.727 -0,62 10.083 1,47
2026-05-14 13F Baird Financial Group, Inc. 36.247 -87,38 1.054 -87,11
2026-04-16 13F Cambridge Advisors Inc. 54.089 -0,37 1.573 1,68
2026-04-16 13F Clark Asset Management, LLC 8.219 -10,54 239 -8,43
2026-05-13 13F River Wealth Advisors LLC 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-04-29 13F Integrity Investment Advisors, LLC 14.876 -6,84 433 -4,85
2026-04-29 13F Downshift Financial, LLC 114.329 -21,27 3.649 -15,82
2026-05-08 13F McAdam, LLC 82.231 -4,66 2.391 -2,65
2026-04-28 13F Bfsg, Llc 3.827 -5,95 111 -3,48
2026-01-21 13F Crews Bank & Trust 0 -100,00 0
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-01-27 13F Dravo Bay Llc 0 -100,00 0
2026-05-14 13F Gambit Capital Management, LLC 16.587 -42,94 482 -41,72
2026-01-22 13F Columbia Advisory Partners Llc 0 -100,00 0
2026-04-29 13F Addison Capital Co 0 -100,00 0
2026-05-07 13F First Command Advisory Services, Inc. 1.870 -25,02 54 -23,94
2026-05-13 13F Freestone Capital Holdings, LLC 7.055 -22,58 205 -20,85
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-20 13F Values Added Financial LLC 168.329 -0,22 4.895 1,89
2026-05-14 13F Joseph P. Lucia & Associates, LLC 83.758 -2,11 2.436 -0,04
2026-05-15 13F NorthRock Partners, LLC 47.361 -2,63 1.377 -0,58
2026-01-20 13F Toth Financial Advisory Corp 0 -100,00 0
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-14 13F Milestone Asset Management Group, LLC 48.084 -0,52 1.398 1,60
2026-05-12 13F Laurel Wealth Advisors LLC 6.110 -0,81 204 16,57
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 21.869 -6,42 636 -4,51
2026-05-11 13F Vantagepoint Investment Advisers Llc 2.027.244 -6,21 58.952 -4,23
2026-04-27 13F Victory Financial Group, Llc 12.596 -13,58 366 -11,81
2026-05-08 13F Coldstream Capital Management Inc 55.931 -4,85 1.626 -2,87
2026-05-11 13F Godfrey Financial Associates, Inc. 2.072 -0,05 60 1,69
2026-04-22 13F Cornerstone Wealth Group, LLC 105.955 -13,25 3.403 -2,16
2026-05-07 13F Johnson Financial Group, Inc. 0 -100,00 0
2026-02-18 13F Financial Advisory Service, Inc. 31.445 -4,52 896 -2,51
2026-04-23 13F Ironwood Wealth Management, LLC. 91.987 -0,10 2.675 1,98
2026-04-07 13F Carolina Wealth Advisors, LLC 33.110 -12,94 963 -11,17
2026-05-07 13F Paradigm, Strategies in Wealth Management, LLC 28.061 -6,87 816 -4,90
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-07 13F Koss-Olinger Consulting, LLC 15.008 -9,86 436 -8,02
2026-04-21 13F Nemes Rush Group LLC 0 -100,00 0
2026-05-15 13F Brown Advisory Inc 16.947 -0,50 493 1,44
2026-05-15 13F Morgan Stanley 1.601.927 -8,59 46.584 -6,67
2026-05-14 13F Wrenne Financial Planning LLC 12.315 -0,32 358 1,99
2026-05-06 13F Diversified Portfolios, Inc. 7.636 -5,51 222 -3,48
2026-05-05 13F Putnam Fl Investment Management Co 17.330 -11,17 504 -9,37
2026-04-14 13F Focus Financial Network, Inc. 414.071 -3,20 12.041 -1,17
2026-05-05 13F MADDEN SECURITIES Corp 89.487 -0,32 2.602 1,80
2026-05-13 13F American Financial Advisors, LLC 389.669 -0,72 11.332 1,37
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-04-15 13F Silverlake Wealth Management Llc 15.920 -12,37 463 -10,64
2026-04-10 13F Wealth Group Ltd 74.619 -0,55 2.168 1,45
2026-04-28 13F Mokosak Advisory Group, LLC 1.196.865 -1,72 34.811 0,37
2026-04-17 13F Murphy & Mullick Capital Management Corp 86.451 -0,99 2.514 1,09
2026-05-04 13F Milestones Private Investment Advisors LLC 0 -100,00 0
2026-04-30 13F Waterfront Wealth Inc. 17.896 -0,35 520 -5,28
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 429.202 -16,40 12.481 -14,64
2026-05-07 13F Cannon Capital Management, Inc. 259.096 -0,10 7.535 2,00
2026-01-29 13F Midwest Capital Advisors, LLC 0 -100,00 0
2026-05-08 13F Align Financial, LLC 494 -96,49 14 0,00
2026-04-24 13F Lynx Investment Advisory 20.379 -2,04 593 0,00
2026-02-05 13F Millennium Capital Advisors, LLC 0 -100,00 0
2026-05-12 13F CBIZ Investment Advisory Services, LLC 0 -100,00 0
2026-04-14 13F SNS Financial Group, LLC 19.885 -1,21 578 0,87
2026-05-12 13F Jane Street Group, Llc Call 0 -100,00 0 -100,00
2026-05-04 13F Savant Capital, LLC 1.464.613 -3,43 42.591 -1,40
2026-05-11 13F Becker Capital Management Inc 7.325 -2,14 213 0,00
2026-05-12 13F Klingenstein Fields & Co Lp 1.028.297 -7,02 29.903 -5,07
2026-04-22 13F Madison Park Capital Advisors, LLC 65.122 -0,87 1.894 1,23
2026-03-12 13F Nalls Sherbakoff Group, Llc 1.490 -57,22 42 -74,39
2026-04-28 13F Stratos Wealth Advisors, LLC 298.547 -0,45 8.682 1,65
2026-05-14 13F Level Four Advisory Services, Llc 27.326 -1,86 795 0,13
2026-05-15 13F Wealth Architects, LLC 142.650 -0,47 4.148 1,64
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-12 13F Hilltop Partners LLC 27.849 -0,99 810 1,00
2026-04-13 13F Arcadia Investment Advisors Llc 55.897 -3,20 1.625 -1,16
2026-05-13 13F May Barnhard Investments LLC 151.578 -0,95 4.408 1,12
2026-05-14 13F Us Bancorp \de\ 410.300 -2,34 11.932 -0,28
2026-04-16 13F Lincoln Capital Corp 8.485 -0,78 247 1,23
2026-04-23 13F Blue Rock Wealth Management LLC 11.479 -0,67 334 1,22
2026-05-11 13F Wells Fargo & Company/mn 848.452 -13,80 24.673 -11,98
2026-04-22 13F Portus Wealth Advisors, LLC 5.334 -52,80 155 -51,71
2026-05-07 13F Next Capital Management LLC 107.890 -9,44 3.137 -7,54
2026-05-14 13F Hrt Financial Lp 0 -100,00 0
2026-04-20 13F L.K. Benson & Company, P.C. 88.741 -0,13 2.581 1,98
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 30.823 -0,21 896 1,93
2026-05-14 13F Vident Advisory, LLC 7.492 -6,12 218 -4,41
2026-05-15 13F Asset Management Group, Inc. 242.408 -1,12 7.049 0,96
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 137.921 -0,47 4.011 1,62
2026-04-08 13F Nestegg Advisors, Inc. 54.444 -0,76 1.583 1,34
2026-04-23 13F North Star Investment Management Corp. 7.744 -3,07 225 -0,88
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-05-14 13F Greenline Wealth Management LLC 0 -100,00 0
2026-05-07 13F Advisor Resource Council 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 7.760 -63,45 226 -62,81
2026-05-05 13F Williams Jones Wealth Management, LLC. 0 -100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 16.635 -33,57 484 -32,82
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-11 13F Valpey Financial Services, LLC 121.805 -4,66 3.542 -2,64
2026-05-12 13F Creative Planning 5.992.974 -11,71 174.276 -9,85
2026-05-14 13F Aspen Grove Capital, LLC 46.521 -5,07 1.353 -3,08
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 21.190 -4,23 687 8,89
2026-02-06 13F Brown Wealth Management, Llc 0 -100,00 0
2026-04-27 13F Directional Asset Management 33.200 -12,17 965 -10,32
2026-05-14 13F Rock Point Advisors, LLC 9.836 -1,21 286 1,06
2026-04-08 13F Archer Investment Management, LLC 0 -100,00 0
2026-02-17 13F XTX Topco Ltd 0 -100,00 0
2026-05-01 13F Towercrest Capital Management 310.751 -1,65 9.037 0,42
2026-05-08 13F Compass Capital Corp /ma/ /adv 13.845 -1,80 457 4,83
2026-04-30 13F Simplicity Wealth,LLC 16.072 -45,29 467 -44,14
2026-05-15 13F Toroso Investments, LLC 0 -100,00 0
2026-04-10 13F Pure Financial Advisors, Inc. 11.836 -19,19 344 -17,51
2026-05-13 13F Ameritas Investment Partners, Inc. 43.695 -9,41 1.271 -7,50
2026-05-12 13F Cahill Financial Advisors Inc 117.665 -11,21 3.422 -9,35
2026-04-14 13F Moller Financial Services 64.837 -2,80 1.885 -0,74
2026-04-30 13F ETF Store, Inc. 12.499 -0,97 363 1,11
2026-05-12 13F Vista Private Wealth Partners. LLC 44.326 -45,60 1.483 -28,04
2026-04-17 13F Vermillion Wealth Management, Inc. 9.764 -0,84 284 1,07
2026-04-30 13F Manning & Napier Advisors Llc 7.918 -0,21 230 1,32
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 415.889 -0,40 12.094 1,70
2026-04-09 13F Sculati Wealth Management, LLC 36.242 -0,04 1.054 2,03
2026-05-08 13F Prime Capital Investment Advisors, LLC 487.631 -2,20 14.180 -0,13
2026-04-10 13F YHB Investment Advisors, Inc. 21.017 -4,41 611 -2,40
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-10 13F Matrix Trust Co 549.098 -0,15 16 0,00
2026-04-13 13F IFP Advisors, Inc 189.296 -2,43 5.505 -0,38
2026-05-14 13F RMG Wealth Management LLC 1.500.409 -70,45 50.204 -69,18
2026-04-27 13F S.A. Mason LLC 36.371 -0,13 1.058 1,93
2026-05-12 13F Guerra Pan Advisors, Llc 197.876 -1,32 5.754 0,77
2026-05-14 13F Integrity Financial Corp /WA 0 -100,00 0
2026-04-29 13F Skopos Labs, Inc. 10.478 -35,65 305 -35,32
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 25.871 -0,98 752 1,08
2026-05-05 13F Crestwood Advisors Group LLC 9.217 -0,25 268 1,90
2026-04-23 13F Greenhouse Wealth Management, LLC 55.497 -3,09 1.614 -1,04
2026-04-24 13F Cabot Wealth Management Inc 7.285 -36,47 212 -35,28
2026-05-14 13F Atomi Financial Group, Inc. 174.965 -6,57 5.088 -4,61
2026-02-12 13F Commonwealth Equity Services, Llc 402.624 -12,28 11.467 95.450,00
2026-04-15 13F Elser Financial Planning, Inc 98.821 -5,28 2.876 -3,23
2026-04-21 13F OneAscent Financial Services LLC 45.452 -6,50 1.322 -4,55
2026-02-17 13F Glenmede Trust Co Na 20.936 -7,20 596 12,88
2026-04-21 13F Keystone Financial Services, LLC 11.836 -1,20 344 0,88
2026-04-27 13F Kelman-Lazarov, Inc. 64.394 -0,25 1.873 1,85
2026-05-12 13F Mengis Capital Management, Inc. 38.036 -0,06 1.106 2,12
2026-04-22 13F RBA Wealth Management, LLC 12.494 -1,30 363 0,83
2026-05-15 13F Warren Averett Asset Management, LLC 408.316 -6,45 11.874 -4,48
2026-04-22 13F Hurlow Wealth Management Group, Inc. 34.948 -0,84 1.016 1,30
2026-04-28 13F BLB&B Advisors, LLC 19.568 -13,20 569 -11,37
2026-05-15 13F Susquehanna International Group, Llp 82.984 -34,04 2.413 -32,65
2026-05-15 13F Goldman Sachs Group Inc 1.400.172 -10,57 40.717 -8,69
2026-04-15 13F Seacrest Wealth Management, Llc 89.421 -2,13 2.600 -3,77
2026-05-12 13F Waterloo Capital, L.P. 11.638 -15,65 338 -13,78
2026-05-11 13F Salomon & Ludwin, LLC 1.056 -4,09 31 -3,12
2026-05-15 13F/A EverSource Wealth Advisors, LLC 40.791 -9,38 1.186 -7,42
2026-05-13 13F Brinker Capital Investments, LLC 72.764 -10,12 2.116 -8,24
2026-05-15 13F Susquehanna International Group, Llp Call 40.700 -46,73 1.184 -45,61
2026-02-17 13F Main Street Financial Solutions, LLC 571.325 -5,31 16.271 -3,34
2026-04-23 13F Bigelow Investment Advisors, LLC 16.301 -10,14 474 -8,14
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-15 13F RCW Management, LLC 53.485 -1,20 1.555 0,91
2026-05-15 13F GWM Advisors LLC 164.816 -2,51 199 -95,89
2026-04-16 13F Upper Left Wealth Management, LLC 162.613 -1,50 4.729 0,57
2026-04-09 13F CRA Financial Services, LLC 52.779 -8,79 1.535 -6,92
2026-05-18 13F Centaurus Financial, Inc. 48.261 -0,63 1 0,00
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 110.648 -1,23 3.218 0,85
2026-05-08 13F Opus Financial Solutions LLC 13.091 -10,79 381 -8,87
2026-04-20 13F Jfs Wealth Advisors, Llc 71.671 -1,61 2.084 0,48
2026-04-21 13F Pinnacle Associates Ltd 103.928 -1,32 3.022 0,77
2026-05-01 13F Midwest Trust Co 327.824 -0,44 9.533 1,65
2026-04-01 13F Burkett Financial Services, Llc 20.811 -5,80 605 -3,82
2026-04-10 13F Voisard Asset Management Group, Inc. 24.629 -5,61 716 -3,63
2026-04-24 13F Palouse Capital Management, Inc. 6.705 -0,77 195 1,04
2026-02-03 13F Providence First Trust Co 0 -100,00 0
2026-05-07 13F JMG Financial Group, Ltd. 56.404 -2,31 1.640 -0,24
2026-05-08 13F Leisure Capital Management 128.988 -8,76 3.751 -6,86
2026-04-07 13F Orgel Wealth Management, LLC 198.315 -2,20 5.767 -0,12
2026-04-13 13F Newman Dignan & Sheerar, Inc. 126.589 -0,75 3.681 1,35
2026-04-28 13F Whittier Trust Co Of Nevada Inc 288.105 -0,52 8.539 -0,72
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-05-01 13F Mutual Advisors, LLC 21.474 -6,23 624 -4,29
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista