VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF - Institutionelt ejerskab - Sælgere

Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
US ˙ ARCA ˙ US9229085389

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.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-30 13F Cooksen Wealth, LLC 8.804 -0,82 2.266 -8,60
2026-04-29 13F IAG Wealth Partners, LLC 0 -100,00 0
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-01-07 13F Private Client Services, Llc 0 -100,00 0
2026-05-14 13F SWAN Capital LLC 29.164 -8,80 7.505 -15,92
2026-04-28 13F Stratos Wealth Partners, LTD. 9.021 -3,69 2.322 -11,21
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 6.058 -4,63 1.559 -12,13
2026-05-15 13F Peapack Gladstone Financial Corp 1.285 -1,91 0
2026-04-22 13F Apollon Wealth Management, LLC 6.473 -49,37 1.666 -53,35
2026-05-13 13F Provident Living Financial Services, Inc. 3.097 -0,39 797 -8,07
2026-03-23 13F/A Barclays Plc 0 -100,00 0
2026-05-29 13F Keel Point, LLC 14.643 -0,35 3.768 -8,12
2026-05-15 13F Cardiff Park Advisors, Llc 1.714 -41,28 441 -45,82
2026-04-08 13F Gilman Hill Asset Management, LLC 0 -100,00 0
2026-04-16 13F Sterling Investment Counsel, LLC 4.246 -25,60 1.093 -25,97
2026-04-24 13F Fulton Bank, N.a. 0 -100,00 0
2026-05-08 13F TPG Financial Advisors, LLC 4.152 -16,43 1.068 -22,94
2026-02-11 13F MidWestOne Financial Group, Inc. 6.148 -1,74 1.716 -6,64
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-08 13F Gen-Wealth Partners Inc 565 -28,84 145 -34,39
2026-04-21 13F Refined Wealth Management 0 -100,00 0
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-04-27 13F HB Wealth Management, LLC 22.668 -5,13 5.834 -12,54
2026-05-21 13F Verus Capital Partners, Llc 4.000 -27,86 1.029 -33,48
2026-01-14 13F Meriwether Wealth & Planning, LLC 0 -100,00 0
2026-05-08 13F Valeo Financial Advisors, LLC 2.255 -22,46 580 -28,48
2026-04-29 13F Geneva Partners, LLC 3.711 -39,13 955 -43,86
2026-04-21 13F Meridian Financial, LLC 8.336 -5,29 2.145 -12,66
2026-04-06 13F CX Institutional 16.223 -46,04 4 -50,00
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 6.640 -48,31 1.709 -52,37
2026-03-27 13F Prosperity Wealth Management, Inc. 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 26.798 -2,28 6.896 -9,90
2026-05-13 13F Lido Advisors, LLC 4.997 -2,82 1.286 -14,09
2026-04-28 13F Westbourne Investment Advisors, Inc. 0 -100,00 0
2026-05-15 13F Toroso Investments, LLC Put 17.900 -11,39 4.607 -18,30
2026-05-15 13F Toroso Investments, LLC 17.920 -28,87 4.612 -34,43
2026-04-15 13F DAVENPORT & Co LLC 9.669 -6,57 2.488 -13,85
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-15 13F Toroso Investments, LLC Call 17.900 -11,39 4.607 -18,30
2026-01-29 13F Vanguard Group Inc 8.760 -2,57 2.445 -7,42
2026-04-15 13F Signature Estate & Investment Advisors Llc 4.228 -30,51 1.088 -35,98
2026-04-30 13F Indivisible Partners 6.957 -1,32 1.790 -9,00
2026-04-21 13F Artesa Financial Group, LLC 823 -29,84 212 -35,47
2026-05-04 13F Checchi Capital Advisers, LLC 8.891 -17,12 2.288 -23,58
2026-05-12 13F Tiaa Trust, National Association 16.432 -97,32 4.229 -97,53
2026-05-01 13F Evergreen Wealth Management, LLC 4.455 -0,02 1.146 -7,80
2026-05-13 13F Prestige Wealth Management Group LLC 62 -8,82 16 -16,67
2026-04-24 13F Oakworth Capital, Inc. 3.451 -0,69 888 -8,45
2026-01-14 13F ORG Partners LLC 25 -60,94 7 -66,67
2026-05-11 13F CAPROCK Group, Inc. 16.476 -10,42 4.240 -17,41
2026-04-09 13F Peterson Wealth Advisors, LLC 1.468 -13,75 378 -20,63
2026-04-29 13F Waters Parkerson & Co., Llc 0 -100,00 0
2026-05-05 13F Atria Investments Llc 11.331 -27,61 2.916 -33,26
2026-05-15 13F Ameriflex Group, Inc. 4.860 -9,07 1.251 -16,22
2026-04-30 13F Petix & Botte Co 1.029 -50,00 530 -7,84
2026-04-10 13F Bouvel Investment Partners, LLC 2.743 -1,37 706 -9,15
2026-05-14 13F St. Louis Trust Co 3.801 -11,38 978 -18,30
2026-05-06 13F Hallmark Capital Management Inc 12.170 -4,90 3.132 -12,35
2026-05-12 13F Croban 1.941 -8,92 499 -15,99
2026-04-23 13F Simmons Bank 7.240 -2,44 1.863 -10,04
2026-05-05 13F Prosperity Consulting Group, LLC 18.037 -1,84 4.642 -9,51
2026-02-05 13F Mainsail Asset Management, Llc 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 1.382 -65,94 356 -68,64
2026-01-05 13F BancFirst Trust & Investment Management 0 -100,00 0
2026-05-07 13F Amara Financial, Llc. 1.481 -41,09 381 -45,65
2026-04-28 13F Fortis Capital Advisors, LLC 6.756 -2,31 1.739 -9,95
2026-05-13 13F Lloyd Advisory Services, LLC. 0 -100,00 0
2026-01-22 13F Systelligence, LLC 0 -100,00 0
2026-05-06 13F Assetmark, Inc 2.141.628 -3,46 551.148 -11,00
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-04-13 13F Richard P Slaughter Associates Inc 5.090 -18,95 1.310 -25,29
2026-05-14 13F Venture Visionary Partners LLC 7.242 -1,00 1.864 -8,72
2026-04-10 13F Revolve Wealth Partners, LLC 2.984 -2,48 768 -10,19
2026-05-15 13F Burns Matteson Capital Management, LLC 2.795 -1,34 719 -8,99
2026-05-08 13F Paulson Wealth Management Inc. 1.063 -23,36 274 -29,46
2026-05-01 13F Anchor Investment Management, LLC 2.776 -2,15 715 -9,73
2026-04-09 13F McNamara Financial Services, Inc. 3.253 -0,18 837 -7,92
2026-04-13 13F Winthrop Advisory Group LLC 791 -0,25 204 -8,14
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-05-19 13F Western Wealth Management, LLC 3.552 -3,56 914 -11,09
2026-05-14 13F Jacobs Equity LLC 6.003 -1,27 1.762 3,77
2026-04-20 13F Ritholtz Wealth Management 3.170 -1,31 816 -9,04
2026-05-14 13F CIBC World Markets Inc. 3.843 -4,95 989 -12,41
2026-05-05 13F Keyvantage Wealth, Llc 804 -31,63 207 -37,20
2026-05-15 13F Ameriprise Financial Inc 345.762 -4,99 83.124 -18,15
2026-04-27 13F Victory Financial Group, Llc 9.776 -26,06 2.516 -31,84
2026-05-13 13F Sherman Porfolios, Llc 0 -100,00 0
2026-04-24 13F KC Investment Advisors, LLC 2.279 -6,90 587 -14,20
2026-04-20 13F Ronald Blue Trust, Inc. 97 -11,01 25 -20,00
2026-02-18 13F Financial Advisory Service, Inc. 6.700 -3,44 1.870 -8,24
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-12 13F Tannin Capital LLC 2.263 -38,74 582 -43,55
2026-01-28 13F Rothschild & Co Wealth Management UK Ltd 0 -100,00 0
2026-04-21 13F Alpine Bank Wealth Management 4.510 -2,04 1.161 -9,73
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 7.285 -0,03 1.875 -7,87
2026-04-21 13F Pinnacle Associates Ltd 0 -100,00 0
2026-04-27 13F Tsfg, Llc 7.875 -7,88 2 0,00
2026-05-13 13F Bank Of Montreal /can/ 27.810 -5,22 7.157 -12,63
2026-05-15 13F IHT Wealth Management, LLC 4.445 -58,91 1.144 -62,14
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-05-14 13F Empower Advisory Group, LLC 1.175 -43,59 302 -48,02
2026-05-13 13F Transcend Wealth Collective, Llc 836 -0,24 215 -7,73
2026-01-26 13F LifeWealth Investments, LLC 0 -100,00 0 -100,00
2026-04-27 13F Pensionmark Financial Group, Llc 10.334 -5,06 2.660 -12,48
2026-05-05 13F Williams Jones Wealth Management, LLC. 3.392 -29,64 873 -35,17
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 1.443 -16,64 371 -23,19
2026-05-06 13F Deutsche Bank Ag\ 0 -100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 1.261 -6,66 324 -14,96
2026-05-07 13F Capital Performance Advisors Llp 0 -100,00 0 -100,00
2026-04-28 13F Stratos Wealth Advisors, LLC 7.372 -34,69 1.897 -39,78
2026-05-20 13F SOA Wealth Advisors, LLC. 20.113 -3,99 5.176 -11,48
2026-05-15 13F Flow Traders U.s. Llc 1.139 -81,93 0 -100,00
2026-04-22 13F JNBA Financial Advisors 3.623 -3,92 932 -11,41
2026-04-22 13F Eqis Capital Management, Inc. 1.099 -23,15 283 -29,32
2026-04-15 13F Norden Group Llc 3.197 -50,27 823 -54,18
2026-04-20 13F Davis Investment Partners, LLC 44.635 -6,36 11.487 -14,30
2026-05-12 13F Ameritas Advisory Services, LLC 16.842 -29,79 4.334 -35,27
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 0 -100,00 0
2026-05-07 13F Washington Trust Bank 2.610 -0,53 672 -8,33
2026-05-14 13F Pinnacle Financial Partners, Inc. 63.230 -1,12 16.301 -8,83
2026-05-11 13F Wrapmanager Inc 1.359 -12,66 350 -19,59
2026-05-11 13F Aprio Wealth Management, LLC 22.965 -7,53 5.910 -14,74
2026-05-14 13F Providence Capital Advisors, LLC 18 -80,22 5 -84,00
2026-04-24 13F Patten Group, Inc. 920 -29,23 237 -34,81
2026-04-17 13F Krilogy Financial LLC 13.157 -0,92 3.662 -2,71
2026-04-30 13F Base Wealth Management LLC 0 -100,00 0
2026-04-13 13F Shira Ridge Wealth Management 4.887 -4,04 1.258 -11,54
2026-05-14 13F Trustmark National Bank Trust Department 19.896 -11,77 5.120 -18,65
2026-05-04 13F Cornerstone Advisory, LLC 4.711 -13,83 1.212 -20,52
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-02-13 13F Tobias Financial Advisors, Inc. 0 -100,00 0
2026-05-04 13F Texas Yale Capital Corp. 25.543 -5,04 6.573 -12,45
2026-05-14 13F Joseph P. Lucia & Associates, LLC 9.622 -4,06 2.476 -11,54
2026-04-28 13F Cordoba Advisory Partners LLC 6.182 -57,37 1.583 -60,95
2026-05-14 13F Rockefeller Capital Management L.P. 328.146 -22,69 84.449 -28,72
2026-05-15 13F Wick Capital Partners, LLC 2.997 -0,37 771 -8,10
2026-05-14 13F C M Bidwell & Associates Ltd 106 -38,73 27 -43,75
2026-04-17 13F CENTRAL TRUST Co 19.827 -2,60 5.102 -10,21
2026-01-07 13F Riversedge Advisors, Llc 0 -100,00 0
2026-05-11 13F Salomon & Ludwin, LLC 12 -47,83 3 -50,00
2026-02-06 13F GPS Wealth Strategies Group, LLC 252 -93,37 70 -93,73
2026-04-09 13F DHJJ Financial Advisors, Ltd. 214 -4,46 55 -11,29
2026-04-22 13F DDFG, Inc 1.946 -0,87 501 -8,76
2026-04-23 13F Capital Investment Counsel, LLC 0 -100,00 0
2026-05-14 13F Northern Trust Corp 23.952 -0,12 6.164 -7,90
2026-04-09 13F Goelzer Investment Management, Inc. 2.433 -5,22 626 -12,57
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-05-15 13F Waterford Advisors, LLC 22.862 -0,54 5.243 -9,20
2026-05-13 13F First Trust Advisors Lp 2.009 -9,87 517 -16,88
2026-01-08 13F Agate Pass Investment Management, LLC 0 -100,00 0
2026-05-04 13F Chicago Partners Investment Group LLC 11.558 -0,83 3.276 -0,49
2026-05-01 13F Strategic Financial Partners, Ltd. 2.851 -1,11 734 -8,94
2026-04-22 13F Monument Group Wealth Advisors, LLC 0 -100,00 0
2026-02-06 13F Keystone Financial Group 0 -100,00 0 -100,00
2026-04-07 13F Park Avenue Securities Llc 19.125 -21,46 5 -33,33
2026-05-07 13F MidAtlantic Capital Management, Inc. 14.886 -1,02 3.831 -8,77
2026-04-09 13F Moody National Bank Trust Division 12.091 -1,34 3.112 -9,04
2026-04-14 13F Congress Asset Management Co /ma 1.783 -67,26 459 -69,87
2026-05-14 13F Ballentine Partners, LLC 10.380 -7,73 2.671 -14,94
2026-04-21 13F Tritonpoint Wealth, Llc 8.433 -0,69 2.170 -8,44
2026-05-13 13F LM Advisors LLC 296 -7,79 1 0,00
2026-04-10 13F Finward Bancorp 3.445 -2,55 887 -10,14
2026-06-01 13F Flagship Wealth Advisors, Llc 295 -2,32 84 -1,19
2026-05-13 13F Adviser Investments LLC 29.980 -2,97 7.716 -10,55
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-21 13F Creekside Partners 1.492 -1,26 384 -8,79
2026-04-27 13F Silver Lake Advisory, LLC 0 -100,00 0
2026-04-17 13F Old North State Wealth Management, LLC 1.712 -1,95 442 -9,43
2026-02-12 13F Commonwealth Equity Services, Llc 332.626 -6,91 92.849 89.177,88
2026-05-13 13F Cetera Investment Advisers 206.140 -8,20 53.050 -15,36
2026-05-01 13F Valmark Advisers, Inc. 0 -100,00 0
2026-04-17 13F Legacy Wealth Partners, LLC 1.312 -39,34 338 -44,11
2026-05-04 13F Legacy Financial Group LLC 3.124 -7,44 804 -12,34
2026-04-14 13F Juncture Wealth Strategies, Llc 12.857 -2,00 3.309 -9,67
2026-04-29 13F/A Salem Investment Counselors Inc 4.115 -0,17 1.059 -8,00
2026-05-07 13F Greykasell Wealth Strategies, Inc. 207 -0,48 53 -8,62
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0 -100,00
2026-04-23 13F Daviman Financial, LLC 794 -16,86 204 -23,31
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 0 -100,00 0
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-01-14 13F Accurate Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Wellington Management Group Llp 0 -100,00 0
2026-04-21 13F Capital Investment Counsel, Inc 0 -100,00 0
2026-04-30 13F Csenge Advisory Group 5.191 -5,08 1.336 -12,52
2026-04-29 13F Lmcg Investments, Llc 38.687 -10,01 9.956 -17,03
2026-05-11 13F Manchester Capital Management LLC 4.240 -2,24 1.091 -9,83
2026-05-13 13F Brinker Capital Investments, LLC 5.196 -49,42 1.337 -53,37
2026-04-08 13F Mma Asset Management Llc 0 -100,00 0
2026-05-12 13F Thoroughbred Financial Services, Llc 1.050 -2,96 0
2026-04-03 13F Waller Financial Planning Group, Inc 3.175 -8,24 817 -15,34
2026-05-14 13F Passive Capital Management, LLC. 1.778 -0,61 458 -8,42
2026-04-17 13F Swp Financial Llc 0 -100,00 0
2026-05-08 13F Bokf, Na 41.222 -3,19 10.608 -10,75
2026-05-12 13F Leading Edge Financial Planning LLC 0 -100,00 0
2026-02-13 13F Jacobi Capital Management LLC 0 -100,00 0
2026-05-11 13F Meridian Wealth Advisors, LLC 1.673 -9,81 431 -16,83
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 698 -80,53 180 -82,10
2026-04-28 13F MBL Wealth, LLC 1.085 -1,81 279 -9,42
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-14 13F Captrust Financial Advisors 43.858 -4,59 11.287 -12,03
2026-04-17 13F Mainstream Capital Management LLC 5.780 -0,64 1.487 -8,38
2026-04-27 13F Thrive Capital Management, LLC 14.117 -6,31 3.633 -13,60
2026-01-26 13F Paradigm Financial Partners, Llc 0 -100,00 0 -100,00
2026-05-14 13F Smith Asset Management Co., LLC 1.991 -0,10 512 -7,91
2026-04-21 13F Creative Capital Management Investments LLC 0 -100,00 0
2026-04-30 13F Private Trust Co Na 1.446 -8,77 372 -15,84
2026-04-21 13F Grimes & Company, Inc. 3.753 -20,71 966 -26,95
2026-05-12 13F Kovack Advisors, Inc. 1.305 -3,69 337 -10,85
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-05 13F Advisory Advocates, LLC 0 -100,00 0
2026-04-15 13F Merit Financial Group, LLC 21.662 -1,84 5.575 -9,51
2026-05-01 13F Holistic Planning, LLC 5.112 -11,31 1.315 -18,22
2026-05-14 13F Rockbridge Investment Management, LCC 1.575 -6,36 405 -13,65
2026-05-15 13F Matrix Private Capital Group Llc 594 -1,16 153 -8,98
2026-05-07 13F Northwestern Mutual Wealth Management Co 871.783 -3,38 224.353 -10,92
2026-05-15 13F Change Path, LLC 2.223 -7,34 572 -14,50
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-02-17 13F Citadel Advisors Llc Put 0 -100,00 0 -100,00
2026-05-01 13F Connecticut Wealth Management, LLC 36.476 -5,13 9.387 -12,53
2026-04-22 13F Stone House Investment Management, LLC 0 -100,00 0
2026-05-01 13F Triton Wealth Management, PLLC 1.844 -1,55 482 -4,93
2026-04-17 13F BCS Wealth Management 2.447 -50,00 630 -53,95
2026-04-20 13F Eagle Strategies LLC 41.344 -29,05 10.640 -34,60
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.212 -7,48 312 -14,79
2026-05-05 13F Capital Investment Advisory Services, LLC 680 -1,73 175 -9,84
2026-02-02 13F Aurora Private Wealth, Inc. 0 -100,00 0
2026-04-16 13F Balboa Wealth Partners 0 -100,00 0
2026-05-08 13F Weinberger Asset Management, Inc 6.860 -10,75 1.765 -17,72
2026-05-08 13F Blair William & Co/il 51.579 -21,64 13.274 -27,76
2026-05-04 13F Copia Wealth Management 1.215 -15,15 313 -21,80
2026-04-24 13F Essex Financial Services, Inc. 2.598 -24,45 669 -30,42
2026-04-28 13F Nbt Bank N A /ny 7.191 -3,93 1.851 -8,28
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-05-13 13F Peck Wealth Management, LLC 0 -100,00 0
2026-05-04 13F Avantax Planning Partners, Inc. 45.734 -0,18 11.770 -7,98
2026-04-27 13F Qrg Capital Management, Inc. 0 -100,00 0
2026-05-04 13F Archer Investment Corp 501 -27,71 129 -33,68
2026-04-08 13F Birchbrook, Inc. 27 -85,08 7 -88,00
2026-05-11 13F RWM Asset Management, LLC 220 -98,63 57 -98,77
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2026-02-17 13F NewSquare Capital LLC 0 -100,00 0
2026-04-16 13F Everstar Asset Management, LLC 1.625 -2,69 418 -10,30
2026-04-07 13F Signaturefd, Llc 772 -7,43 199 -14,66
2026-04-24 13F Bishop & Co Investment Management, LLC 1.260 -35,45 324 -40,44
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-04-21 13F October Effect Ltd 826 -3,50 213 -10,92
2026-05-12 13F Dearborn Partners Llc 1.686 -2,03 434 -9,79
2026-05-13 13F 49 Wealth Management, Llc 1.381 -10,56 355 -17,44
2026-05-04 13F N.E.W. Advisory Services LLC 1.654 -2,01 426 -9,77
2026-04-24 13F Keybank National Association/oh 5.605 -3,40 1.442 -10,93
2026-05-14 13F StoneX Group Inc. 1.463 -17,02 377 -23,37
2026-04-21 13F Falcon Wealth Planning 5.002 -9,07 1.287 -16,16
2026-04-30 13F Graetz Wealth LLC 2.416 -52,77 622 -56,48
2026-04-15 13F Snider Financial Group 0 -100,00 0
2026-05-05 13F Howard Capital Management Inc. 0 -100,00 0
2026-05-13 13F Acumen Wealth Advisors, LLC 0 -100,00 0
2026-04-27 13F Meramec Financial Planners, LLC 46.851 -3,49 13.386 0,65
2026-05-06 13F Oxford Financial Group Ltd 0 -100,00 0
2026-04-20 13F Apella Capital, LLC 716 -14,86 203 -13,25
2026-04-28 13F Golden State Equity Partners 332 -83,39 86 -84,74
2026-05-08 13F Prime Capital Investment Advisors, LLC 1.620 -9,35 417 -16,47
2026-04-13 13F St Germain D J Co Inc 284 -1,73 73 -8,75
2026-04-16 13F Capital Advisors, Ltd. LLC 9.917 -2,04 3 0,00
2026-04-30 13F Manske Wealth Management 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-11 13F Umb Bank N A/mo 6.858 -28,40 1.765 -34,01
2026-01-20 13F Prospera Capital Management, LLC 0 -100,00 0 -100,00
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-02-12 13F Bradley Foster & Sargent Inc/ct 0 -100,00 0
2026-04-27 13F Greenleaf Trust 0 -100,00 0
2026-05-06 13F Simon Quick Advisors, Llc 2.635 -33,58 678 -38,75
2026-04-22 13F Harbor Asset Planning, Inc. 50 -35,90 13 -42,86
2026-04-15 13F Parsons Capital Management Inc/ri 1.169 -11,17 301 -18,26
2026-05-08 13F Sound Financial Strategies Group, LLC 0 -100,00 0
2026-04-24 13F Medallion Wealth Advisors, LLC 1.457 -7,55 378 -14,90
2026-04-08 13F Evanson Asset Management, LLC 0 -100,00 0
2026-05-08 13F Russell Investments Group, Ltd. 1.491 -3,37 384 -10,93
2026-05-06 13F American Financial & Tax Strategies Inc 11.241 -2,24 2.893 -9,88
2026-05-06 13F Bessemer Group Inc 2.769 -12,51 1
2026-05-12 13F Pacific Center for Financial Services 48 -12,73 12 -25,00
2026-05-01 13F International Assets Investment Management, Llc 1.032 -24,01 269 -29,29
2026-04-24 13F American Institute for Advanced Investment Management, LLP 4.687 -1,88 1.206 -9,53
2026-05-13 13F Ameritas Investment Partners, Inc. 330 -13,16 85 -19,81
2026-04-17 13F Sovereign Financial Group, Inc. 1.808 -0,22 465 -7,92
2026-04-16 13F Center For Asset Management LLC 5.303 -5,74 1.364 -13,12
2026-05-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-05-15 13F Alliancebernstein L.p. 3.667 -28,67 1.024 -28,71
2026-05-11 13F Daymark Wealth Partners, Llc 4.127 -0,63 1.062 -8,46
2026-04-21 13F Berkshire Money Management, Inc. 0 -100,00 0
2026-05-12 13F Operose Advisors LLC 28.184 -12,23 7.253 -19,09
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 88.835 -40,72 23.222 -46,32
2026-04-28 13F Whittier Trust Co 4.450 -9,13 1.170 -17,20
2026-05-01 13F FDx Advisors, Inc. 1.941 -0,41 0
2026-05-12 13F Bnp Paribas Arbitrage, Sa 150.796 -6,46 38.807 -13,76
2026-05-07 13F Oak Harbor Wealth Partners, Llc 134 -48,26 34 -52,78
2026-05-15 13F Legacy Capital Wealth Partners, LLC 2.159 -25,09 556 -30,97
2026-04-22 13F Ifrah Financial Services, Inc. 14.641 -3,40 3.768 -10,95
2026-02-17 13F SageView Advisory Group, LLC 11.294 -3,93 3.153 -8,72
2026-02-13 13F Total Wealth Planning, Llc 4.016 -93,82 1.121 -94,13
2026-05-11 13F Legacy Edge Advisors, LLC 5.175 -1,91 1.332 -9,58
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-04-17 13F Berman McAleer LLC 13.644 -1,37 3.511 -9,07
2026-05-06 13F Quest 10 Wealth Builders, Inc. 405 -0,74 104 -7,96
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2026-05-14 13F Blalock Williams, Llc 1.107 -9,11 285 -16,22
2026-05-13 13F Davis R M Inc 1.790 -8,91 461 -16,06
2026-05-08 13F/A JPL Wealth Management, LLC 68 -99,50 17 -99,55
2026-05-07 13F MONECO Advisors, LLC 16.165 -0,51 4.160 -8,27
2026-05-12 13F Tme Financial, Inc. 11.247 -39,18 2.894 -43,94
2026-05-12 13F Aspiriant, Llc 1.828 -23,77 470 -29,75
2026-02-13 13F Nicolet Advisory Services, Llc 4.473 -4,38 1.281 -6,84
2026-05-05 13F Black Diamond Financial, LLC 82.972 -0,55 21.353 -8,31
2026-05-13 13F Federation des caisses Desjardins du Quebec 168 -90,84 43 -91,60
2026-05-15 13F GWM Advisors LLC 64.019 -55,92 20.132 -50,34
2026-04-16 13F Waystone Advisors Llc 6.292 -2,93 1.619 -10,50
2026-04-24 13F Root Financial Partners, LLC 713 -23,00 184 -29,07
2026-05-01 13F Thrivent Financial For Lutherans 7.644 -9,11 2 -50,00
2026-04-24 13F rebel Financial LLC 13.039 -1,67 3.355 -9,35
2026-04-02 13F Collective Family Office Llc 3.441 -24,47 886 -30,37
2026-05-15 13F Cresset Asset Management, LLC Put 0 -100,00 0 -100,00
2026-05-20 13F Norris Financial Group, LLC 0 -100,00 0 -100,00
2026-04-30 13F Griffin Asset Management, Inc. 0 -100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 7.933 -1,90 2.042 -9,57
2026-04-20 13F Axecap Investments, LLC 0 -100,00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 2.831 -4,26 729 -11,76
2026-04-29 13F Nicholas Hoffman & Company, LLC. 0 -100,00 0
2026-05-19 13F Royal Fund Management, LLC 0 -100,00 0
2026-02-20 13F White Knight Strategic Wealth Advisors, LLC 0 -100,00 0
2026-05-15 13F Clark Capital Management Group, Inc. 0 -100,00 0
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-13 13F Highland Capital Management, Llc 23.635 -45,22 6.082 -49,49
2026-04-14 13F FC Advisory LLC 5.126 -3,88 1.319 -11,36
2026-05-01 13F Kassira Wealth Management LLC 8.114 -1,24 2.088 -8,94
2026-04-17 13F Stephenson National Bank & Trust 11.957 -6,70 3.077 -13,98
2026-05-15 13F Warren Averett Asset Management, LLC 240.640 -3,40 61.929 -10,94
2026-05-14 13F Wealth Alliance 8.963 -10,66 2.307 -17,64
2026-04-08 13F Dynamic Advisor Solutions LLC 2.636 -79,28 678 -80,91
2026-04-24 13F ERn Financial, LLC 8.289 -2,11 2.133 -9,73
2026-04-23 13F Caliber Wealth Management, LLC / KS 1.676 -3,07 431 -10,58
2026-04-21 13F Trilogy Capital Inc. 1.907 -8,93 491 -16,10
2026-04-07 13F Eastern Bank 151 -46,64 39 -51,28
2026-05-12 13F Red Reef Advisors Llc 2.346 -4,63 604 -12,10
2026-05-14 13F Bridgewealth Advisory Group, LLC 2.467 -0,04 635 -7,70
2026-04-20 13F Cardinal Strategic Wealth Guidance 0 -100,00 0
2026-04-23 13F Willis Johnson & Associates, Inc. 12.971 -6,00 3.338 -13,35
2026-04-23 13F Oppenheimer & Co Inc 4.763 -13,60 1.226 -20,35
2026-05-05 13F Duncan Williams Asset Management, LLC 1.211 -5,91 312 -10,89
2026-04-23 13F Mayflower Financial Advisors, LLC 0 -100,00 0
2026-05-15 13F Silvercrest Asset Management Group Llc 2.471 -0,60 636 -8,37
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-11 13F Condor Capital Management 65.576 -8,20 16.876 -15,37
2026-05-11 13F Founders Financial Alliance, LLC 2.752 -5,66 708 -13,02
2026-04-23 13F Blackston Financial Advisory Group, LLC 858 -2,50 221 -10,20
2026-05-15 13F Transamerica Financial Advisors, Inc. 25.969 -10,79 6.683 -17,75
2026-01-29 13F Atlas Legacy Advisors, LLC 0 -100,00 0
2026-05-06 13F Redmond Asset Management, LLC 1.009 -0,39 260 -8,16
2026-04-28 13F Integrated Advisors Network LLC 0 -100,00 0
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 821 -13,31 211 -20,08
2026-04-13 13F Mather Group, Llc. 17.271 -10,23 4.445 -17,24
2026-05-13 13F Calton & Associates, Inc. 0 -100,00 0
2026-03-12 13F Nalls Sherbakoff Group, Llc 3.734 -23,86 1.042 -3,16
2026-05-13 13F/A Jpmorgan Chase & Co 163.981 -0,63 40.935 -11,13
2026-05-12 13F Colonial Trust Co / SC 7.231 -4,50 1.861 -11,97
2026-01-20 13F Monticello Wealth Management, Llc 0 -100,00 0
2026-05-12 13F Northwest Bancshares, Inc. 0 -100,00 0
2026-05-06 13F WoodTrust Financial Corp 98.569 -9,63 25 -16,67
2026-05-06 13F Meridian Wealth Management, LLC 7.926 -61,91 2.049 -64,73
2026-05-05 13F Plante Moran Financial Advisors, LLC 6.061 -38,32 1.560 -43,14
2026-05-04 13F Geneos Wealth Management Inc. 4.793 -0,37 1.233 -8,12
2026-05-12 13F Colonial Trust Advisors 4.640 -0,54 1.194 -8,29
2026-05-07 13F Cassaday & Co Wealth Management LLC 104.402 -0,35 26.868 -8,13
2026-05-12 13F Causey Wealth LLC 7.633 -5,30 1.964 -12,67
2026-05-07 13F Florida Financial Advisors, Llc 968 -13,65 249 -20,45
2026-05-07 13F Lowe Brockenbrough & Co Inc 7.895 -0,25 2.032 -8,06
2026-01-27 13F Summit Financial Strategies, Inc. 0 -100,00 0
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-04-03 13F Ridgewood Investments LLC 2.425 -12,45 624 -23,25
2026-04-20 13F Cherrydale Wealth Management, Llc 3.641 -40,34 937 -44,98
2026-04-16 13F Genesis Private Wealth, Llc 21.917 -0,23 5.640 -8,01
2026-05-14 13F Tudor Financial Inc. 0 -100,00 0
2026-02-23 13F Virtu Financial LLC 0 -100,00 0
2026-04-17 13F High Net Worth Advisory Group LLC 5.205 -24,43 1.340 -30,33
2026-04-22 13F Joel Isaacson & Co., LLC 7.611 -0,80 1.959 -8,55
2026-05-05 13F Collaborative Wealth Managment Inc. 0 -100,00 0
2026-05-14 13F We Are One Seven, LLC 4.853 -3,81 1.249 -11,36
2026-05-14 13F Raymond James Financial Inc 544.506 -1,94 140.129 -9,60
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-12 13F Shade Tree Advisors LLC 0 -100,00 0
2026-04-21 13F Chapin Davis, Inc. 1.200 -9,16 309 -16,30
2026-05-11 13F Insight Advisors, LLC/ PA 8.080 -3,58 2.079 -11,12
2026-04-13 13F Massmutual Trust Co Fsb/adv 27.467 -6,59 7.069 -13,89
2026-05-08 13F Grand Wealth Management, Llc 68 -4,23 18 -10,53
2026-04-10 13F Pure Financial Advisors, Inc. 3.420 -19,38 880 -25,68
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-05-15 13F First Manhattan Co 3.055 -1,71 786 -9,34
2026-04-15 13F ERTS Wealth Advisors, LLC 49.565 -16,16 12.755 -22,71
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 127.826 -4,30 32.902 -11,76
2026-04-30 13F BRYN MAWR TRUST Co 104.525 -9,70 26.900 -16,75
2026-04-20 13F New Hampshire Trust 0 -100,00 0
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-05-01 13F Emerald Investment Partners, Llc 10.029 -0,65 2.578 -8,55
2026-04-14 13F William Mack & Associates, Inc. 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 2.967 -1,23 764 -8,95
2026-04-28 13F Belpointe Asset Management LLC 43.411 -7,45 11.172 -14,67
2026-05-01 13F Citizens Financial Group Inc/ri 17.710 -10,82 4.558 -17,79
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-05-13 13F J Hagan Capital, Inc. 1.129 -38,94 291 -43,80
2026-04-21 13F Nemes Rush Group LLC 39 -18,75 10 -23,08
2026-05-07 13F Wells Financial Advisors INC 29 -97,67 7 -97,98
2026-04-20 13F Segment Wealth Management, LLC 0 -100,00 0
2026-05-05 13F Eukles Asset Management 24 -86,74 6 -88,00
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0 -100,00
2026-04-24 13F KPP Advisory Services LLC 8.521 -17,89 2.193 -24,31
2026-04-29 13F Sunrise Financial Services, LLC 700 -0,85 180 -8,63
2026-04-24 13F Merited Wealth, LLC 2.064 -1,39 531 -9,08
2026-05-13 13F Argent Trust Co 6.005 -0,33 1.545 -8,09
2026-04-15 13F Redhawk Wealth Advisors, Inc. 0 -100,00 0
2026-05-12 13F Jane Street Group, Llc 2.202 -62,20 567 -65,19
2026-05-13 13F Principal Securities, Inc. 9.915 -5,76 2.552 -13,11
2026-05-07 13F 360 Financial, Inc. 28.035 -0,31 7.215 -8,10
2026-04-24 13F DeLarme Wealth Management, Inc. 3.655 -1,46 941 -9,18
2026-04-30 13F Sequoia Financial Advisors, LLC 6.166 -0,13 1.587 -7,95
2026-05-14 13F Klingman & Associates, LLC 1.263 -1,94 325 -9,47
2026-04-15 13F Seacrest Wealth Management, Llc 1.708 -2,29 440 -12,02
2026-04-27 13F Truist Financial Corp 277.422 -1,60 71.394 -9,28
2026-05-05 13F Frisch Financial Group, Inc. 5.483 -6,55 1.411 -13,81
2026-05-15 13F Susquehanna International Group, Llp Call 23.800 -12,50 6.125 -19,34
2026-05-15 13F Susquehanna International Group, Llp Put 19.500 -6,25 5.018 -13,57
2026-04-21 13F Verity Asset Management, Inc. 0 -100,00 0
2026-05-08 13F Strategic Financial Services, Inc, 2.566 -0,62 660 -6,65
2026-04-14 13F Moller Financial Services 1.232 -16,87 317 -23,49
2026-05-14 13F Rialto Wealth Management, LLC 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 154.306 -4,39 39.711 -11,86
2026-05-05 13F Putnam Fl Investment Management Co 1.054 -40,65 271 -45,25
2026-05-04 13F Ellerson Group Inc /adv 0 -100,00 0
2026-05-04 13F Wsfs Capital Management, Llc 94.823 -7,83 24.403 -15,02
2026-02-17 13F Main Street Financial Solutions, LLC 8.180 -5,74 2.283 -10,44
2026-05-12 13F Atlantic Union Bankshares Corp 3.336 -1,71 859 -9,40
2026-05-15 13F Cresset Asset Management, LLC 9.045 -18,39 2.328 -24,77
2026-05-14 13F Coastal Bridge Advisors, LLC 0 -100,00 0
2026-05-11 13F Westwood Wealth Management 0 -100,00 0
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-05-08 13F Glenview Trust Co 84.910 -20,25 21.852 -26,48
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-17 13F United Advisor Group, LLC 0 -100,00 0
2026-05-08 13F Align Financial, LLC 346 -99,64 89 -7,29
2026-05-14 13F Mill Creek Capital Advisors, LLC 2.117 -3,95 545 -11,54
2026-04-10 13F AssuredPartners Investment Advisors, LLC 0 -100,00 0
2026-05-13 13F Goepper Burkhardt LLC 17.595 -10,84 4.528 -17,79
2026-04-08 13F Holos Integrated Wealth LLC 532 -10,89 140 -16,77
2026-05-15 13F Mercer Global Advisors Inc /adv 28.040 -28,68 7.216 -34,25
2026-04-20 13F Independent Wealth Network Inc. 2.708 -1,92 697 -9,61
2026-05-15 13F Royal Bank Of Canada 1.282.983 -27,83 330.176 -33,47
2026-05-01 13F Richardson Financial Services Inc. 1.058 -2,58 272 -10,23
2026-05-13 13F Franklin Resources Inc 147 -6,37 38 -13,95
2026-05-15 13F Goldman Sachs Group Inc 24.128 -9,31 6.209 -16,39
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-05 13F Signet Financial Management, Llc 12.132 -1,87 3.122 -9,53
2026-02-13 13F Icon Wealth Advisors, LLC 0 -100,00 0
2026-04-21 13F Keystone Financial Services, LLC 1.970 -3,34 507 -10,74
2026-05-14 13F Dorsey & Whitney Trust CO LLC 1.104 -9,43 284 -16,47
2026-04-13 13F CJM Wealth Advisers, Ltd. 9.307 -3,22 2.395 -10,77
2026-05-08 13F Compass Capital Corp /ma/ /adv 2.303 -3,80 668 1,21
2026-04-20 13F Godsey & Gibb Associates 0 -100,00 0
2026-05-13 13F SRS Capital Advisors, Inc. 14.426 -12,18 3.680 -19,74
2026-05-15 13F Family Management Corp 5.978 -0,50 1.538 -8,29
2026-01-14 13F Game Plan Financial Advisors, LLC 0 -100,00 0
2026-05-15 13F Brown Advisory Inc 25.323 -6,54 6.517 -13,84
2026-04-24 13F National Asset Management, Inc. 4.393 -0,09 1.097 -10,68
2026-05-01 13F Sawgrass Asset Management Llc 0 -100,00 0
2026-01-28 13F Dentgroup LLC 4.721 -3,08 1.318 -7,90
2026-01-16 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-05-14 13F Cwm, Llc 120.960 -8,29 31.129 86.369,44
2026-04-08 13F Wealthspan Partners, Llc 1.659 -5,74 427 -13,24
2026-04-30 13F Owen LaRue, LLC 3.371 -1,89 868 -9,59
2026-05-14 13F Novak & Powell Financial Services, Inc. 5.336 -1,86 1.373 -9,49
2026-05-06 13F MorganRosel Wealth Management, LLC 4.199 -86,99 1.081 -88,01
2026-04-23 13F Ewa, Llc 2.103 -0,05 541 -7,84
2026-05-11 13F Fairscale Capital, LLC 4.375 -0,23 1.126 -8,09
2026-04-17 13F RFG Advisory, LLC 1.086 -31,57 279 -36,88
2026-05-05 13F Sanctuary Advisors, LLC 32.080 -11,43 8.256 -18,35
2026-04-21 13F Carl Stuart Investment Advisor, Inc 7.381 -1,07 1.899 -8,79
2026-02-03 13F Harel Insurance Investments & Financial Services Ltd. 0 -100,00 0
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