Grundläggande statistik
| Institutionella ägare | 396 total, 396 long only, 0 short only, 0 long/short - change of 7,30% MRQ |
| Genomsnittlig portföljallokering | 0.5543 % - change of −10,09% MRQ |
| Institutionella aktier (lång) | 14 214 994 (ex 13D/G) - change of 0,94MM shares 7,07% MRQ |
| Institutionellt värde (lång) | $ 4 160 068 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF (GB:0LNF) har 396 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 14,214,994 aktier. Största aktieägare inkluderar Morgan Stanley, Ameriprise Financial Inc, Bank Of America Corp /de/, Fmr Llc, UBS Group AG, Red Cedar Investment Management, Llc, Stifel Financial Corp, Bank of New York Mellon Corp, Citigroup Inc, and Jordan Park Group LLC .
Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF (LSE:0LNF) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 40 151 | −18,79 | 11 849 | −22,44 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1 082 | −37,02 | 322 | −39,43 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 30 906 | −6,61 | 9 121 | −10,81 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1 029 | 0,00 | 304 | −4,42 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 1 025 | 0,20 | 302 | −4,43 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1 295 | 0,15 | 382 | −4,26 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1 126 | 0,00 | 333 | −4,60 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 66 031 | −1,45 | 20 406 | 0,73 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 5 292 | 13,76 | 1 562 | 8,63 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 25 225 | 7 | ||||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 407 664 | 8,42 | 120 310 | 3,54 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 7 723 | 26,36 | 2 279 | 20,71 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 146 084 | 4,27 | 43 112 | −0,43 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 10 605 | 1,01 | 3 130 | −3,55 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 715 | 6,88 | 211 | 2,43 | ||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 496 | 146 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 488 395 | 5,68 | 144 137 | 0,92 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 1 772 | 523 | ||||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 4 250 | 0,00 | 1 254 | −4,49 | ||||
| 2026-02-11 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1 404 | 12,32 | 414 | 7,25 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 9 586 | 1,99 | 2 962 | 4,26 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 1 930 | 570 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 916 | 270 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 72 441 | 0,77 | 21 379 | −3,77 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 8 172 | 0,68 | 2 412 | −3,87 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 17 674 | −6,84 | 5 216 | −11,04 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 700 | 0,00 | 216 | 2,37 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 31 | 0,00 | 9 | 0,00 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 179 | 0,00 | 53 | −5,45 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 9 154 | −2,21 | 2 702 | −6,60 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 158 | 0,00 | 47 | −4,17 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 5 149 | 2 527,04 | 1 520 | 2 431,67 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 1 646 | 0,00 | 486 | −4,53 | ||||
| 2026-04-21 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 157 505 | −1,62 | 46 483 | −6,06 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 691 | −37,47 | 204 | −39,10 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Indivisible Partners | 5 632 | 3,32 | 1 662 | −1,31 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 2 141 | 132,72 | 632 | 122,18 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 479 116 | −1,07 | 141 397 | −5,53 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 781 | −91,83 | 230 | −92,21 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 1 514 | 447 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 2 517 | 2,48 | 1 | |||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 63 822 | 2,61 | 19 | −5,26 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 1 222 | −0,49 | 361 | −5,01 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 43 820 | −19,00 | 13 | −25,00 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 1 496 | −31,78 | 441 | −34,86 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 4 069 | 0,00 | 1 201 | −4,53 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 130 664 | −3,41 | 40 380 | −1,27 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 3 250 | 0,00 | 959 | −4,48 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 1 910 | 0,00 | 564 | −4,58 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 74 | 0,00 | 22 | −4,55 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 4 281 | −3,25 | 1 263 | −7,61 | ||||
| 2026-04-22 | 13F | Nicholson Meyer Capital Management, Inc. | 820 | 0,00 | 242 | −4,74 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 65 087 | −0,99 | 19 208 | −5,45 | ||||
| 2026-05-11 | 13F | Brogan Financial, Inc. | 1 270 | 0,24 | 375 | −4,35 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 10 103 | 14,92 | 2 982 | 9,76 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2 226 | −2,15 | 1 | |||||
| 2026-04-21 | 13F | Maseco Llp | 36 | 0,00 | 11 | −9,09 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 61 | 0,00 | 18 | 0,00 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 18 119 | 18,40 | 5 347 | 13,07 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 100 | 0,00 | 30 | −3,33 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 2 098 | 0,00 | 619 | −4,48 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 3 520 | 0,00 | 1 039 | −4,51 | ||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 725 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 67 320 | 3,92 | 19 868 | −0,75 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 161 932 | 3,35 | 47 790 | −1,31 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 7 641 | 65,28 | 2 255 | 57,91 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 787 | 0,00 | 232 | −4,53 | ||||
| 2026-01-06 | 13F | RDA Financial Network | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Ktf Investments, Llc | 1 172 | 0,00 | 346 | −4,70 | ||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 1 265 | −1,02 | 373 | −5,33 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 4 683 | −34,72 | 1 382 | −37,66 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 8 595 | 0,00 | 2 537 | −4,52 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 31 202 | −2,43 | 9 208 | −6,82 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 5 018 | −10,41 | 1 481 | −14,45 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 2 876 | −2,11 | 849 | −6,61 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 775 | −31,05 | 229 | −34,29 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 824 | 0,00 | 243 | −4,33 | ||||
| 2026-05-05 | 13F | UBS Group AG | 711 234 | −10,31 | 209 899 | −14,35 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 2 346 | 1,34 | 692 | −3,22 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 2 044 | −5,11 | 603 | −9,32 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 79 941 | 63,80 | 23 592 | 56,42 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2 811 | −5,32 | 830 | −9,60 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 66 | 19 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 290 154 | 75,88 | 85 630 | 67,96 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 910 365 | 12,64 | 268 679 | 7,57 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 889 | −1,00 | 262 | −5,42 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 1 124 | 332 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 18 553 | 2,29 | 5 475 | −2,32 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 4 996 | 1 474 | ||||||
| 2026-02-02 | 13F | Access Investment Management LLC | 248 | 0,00 | 75 | 0,00 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 825 | 0,00 | 243 | −4,33 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 7 648 | −2,98 | 2 257 | −7,39 | ||||
| 2026-05-11 | 13F | Commerce Bank | 25 592 | 24,63 | 7 553 | 19,02 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 1 720 | 0,00 | 508 | −4,52 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 7 479 | 8,71 | 2 311 | 32,36 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 478 | −3,15 | 436 | −7,43 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 901 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Addison Advisors LLC | 10 | 3 | ||||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 689 | 1,92 | 214 | 2,88 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 1 351 | 0,00 | 399 | −5,46 | ||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | Clarius Group, LLC | 3 741 | 0,00 | 1 156 | 2,21 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 55 | 16 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 1 190 | 60,81 | 351 | 53,95 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 5 238 | 0,00 | 1 546 | −4,51 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 6 066 | 13,49 | 1 790 | 8,35 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 1 285 | 0,00 | 379 | −4,53 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 58 401 | −39,03 | 17 359 | −41,36 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 621 | 0,00 | 183 | −4,19 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 3 711 | −3,86 | 1 095 | −8,14 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 5 491 | 0,00 | 1 621 | −4,48 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 5 740 | 17,84 | 1 776 | 20,41 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1 285 | 14,83 | 379 | 9,86 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7 258 | −3,94 | 2 142 | −8,27 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 20 | 0,00 | 6 | −16,67 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 748 | 0,00 | 221 | −4,76 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 722 | 0,00 | 229 | 1,33 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 700 | 207 | ||||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 5 381 | −7,75 | 1 588 | −11,93 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 4 639 | 0,56 | 1 369 | −3,93 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 9 008 | −0,12 | 2 658 | −4,63 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 3 172 | 0,00 | 936 | −4,49 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 705 | 0,00 | 208 | −4,15 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 3 758 | 22,89 | 1 109 | 17,35 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 5 817 | 0,00 | 1 717 | −4,51 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 8 119 | 39,81 | 2 396 | 33,50 | ||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 784 | 0,00 | 231 | −4,55 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 384 | −23,49 | 408 | −26,88 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 1 909 | −0,16 | 563 | −4,58 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6 246 | 0,00 | 1 843 | −5,87 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 1 777 | −2,15 | 524 | −6,60 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13 669 | 482,16 | 4 224 | 495,77 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 33 694 | 0,15 | 9 944 | −4,37 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 15 137 | 0,00 | 4 467 | −4,49 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 816 | −3,55 | 241 | −8,05 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 21 597 | −9,35 | 6 374 | −13,43 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 865 | 0,00 | 255 | −4,49 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 171 696 | 77,26 | 50 671 | 69,27 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 691 | 204 | ||||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 34 244 | −2,61 | 10 583 | −0,46 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 33 | 43,48 | 8 | 33,33 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 2 385 | 1,58 | 704 | −3,03 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5 768 | 1 783 | ||||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 25 661 | −13,09 | 7 930 | 99 025,00 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 3 187 | 12,34 | 1 030 | 17,45 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 25 498 | 7 525 | ||||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 654 | 0,00 | 193 | −4,46 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 19 530 | 120,43 | 5 764 | 110,48 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 1 197 | −0,42 | 353 | −4,85 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 67 485 | 1,37 | 19 916 | −3,20 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2 289 | 0,31 | 738 | 3,37 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 700 | 207 | ||||||
| 2026-05-12 | 13F | Rhumbline Advisers | 40 725 | 214,16 | 12 019 | 200,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 20 | 6 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 8 234 | −81,60 | 2 430 | −82,43 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 844 | 0,00 | 249 | −4,23 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 2 564 | 757 | ||||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 13 818 | 0,00 | 4 078 | −4,52 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 796 | −3,86 | 235 | −8,24 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 687 | −21,03 | 203 | −24,63 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 701 | 0,00 | 207 | −4,63 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 51 | 0,00 | 15 | 0,00 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 16 174 | 0,76 | 4 773 | −3,77 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 1 136 | 0,00 | 335 | −4,56 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 98 852 | 4,99 | 29 173 | 0,26 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2 514 | −0,55 | 742 | −5,12 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 7 048 | −3,27 | 2 080 | −7,60 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 13 095 | −6,25 | 3 865 | −10,47 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 83 | −70,36 | 24 | −72,09 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 4 869 | 0,23 | 1 437 | −4,33 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 1 714 | 0,06 | 555 | 4,73 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 112 817 | 33 294 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 22 816 | 4,50 | 6 733 | −0,21 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 5 106 | 107,14 | 1 464 | 90,87 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 865 | 0,00 | 255 | −4,49 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 4 351 | −0,07 | 1 284 | −4,54 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 27 989 | −2,29 | 8 260 | −6,69 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 61 531 | 92,94 | 18 194 | 84,61 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 22 483 | 33,70 | 6 635 | 27,69 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 680 | 0,00 | 201 | −4,76 | ||||
| 2026-04-23 | 13F | Founders Capital Management, Llc | 30 204 | 0,00 | 8 914 | −4,51 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 17 | 0,00 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Hardy Reed LLC | 1 238 | −5,93 | 365 | −10,10 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 6 764 | −17,18 | 1 996 | −20,89 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 2 | 0,00 | 1 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3 265 | 52,21 | 964 | 45,47 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 9 635 | 0,00 | 2 978 | 2,20 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 34 | 10 | ||||||
| 2026-04-21 | 13F | Foster & Motley Inc | 7 231 | −3,47 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3 014 | 0,00 | 889 | −4,51 | ||||
| 2026-05-07 | 13F | Wilkins Investment Counsel Inc | 1 340 | 0,00 | 395 | −4,59 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 142 | 10,94 | 0 | |||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 900 | 0,00 | 266 | −4,68 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 94 531 | 3,98 | 27 898 | −0,70 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 1 587 | 0,00 | 468 | −4,49 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 26 584 | 8 484 | ||||||
| 2026-04-28 | 13F | Hapanowicz & Associates Financial Services, Inc | 22 067 | −1,85 | 6 513 | −6,28 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 770 | 0,00 | 229 | −3,80 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 29 185 | 8 613 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 1 657 | 489 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 125 | 41 | ||||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 15 297 | −6,17 | 5 | 0,00 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 7 996 | 443,21 | 2 360 | 419,60 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1 463 | −3,11 | 432 | −7,51 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 15 488 | −3,50 | 4 571 | −7,86 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 109 356 | −8,18 | 32 273 | −12,31 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 8 740 | 2,07 | 2 579 | −2,53 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 803 | 237 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 2 796 | 0,00 | 825 | −4,51 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 108 146 | −7,66 | 31 916 | −11,81 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 330 603 | 15,91 | 106 380 | 20,68 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 1 490 | −82,60 | 440 | −83,40 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 1 087 | 0,00 | 321 | −4,48 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 733 | 0,00 | 216 | −4,42 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 37 395 | 33,03 | 11 043 | 27,09 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 847 | 8,31 | 250 | 3,32 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 13 166 | 0,00 | 3 886 | −5,22 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 235 834 | 6,57 | 69 599 | 1,77 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 4 075 | 0,00 | 1 203 | −4,53 | ||||
| 2026-01-29 | 13F | Comerica Bank | 26 766 | 0,12 | 8 272 | 2,34 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 9 957 | 25,14 | 3 257 | 32,41 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 1 373 | 0,00 | 405 | −4,48 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 2 240 | −4,11 | 661 | −8,32 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 2 457 | 43,94 | 725 | 37,57 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 100 | 0,00 | 30 | −3,33 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 459 109 | 0,06 | 135 492 | −4,45 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 910 | 0,00 | 269 | −4,63 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 221 | 7,80 | 68 | 11,48 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 22 320 | 13,33 | 6 587 | 8,23 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 105 777 | 2,83 | 31 217 | −1,81 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 1 855 | 0,00 | 547 | −4,54 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 10 052 | 5,17 | 2 966 | 0,44 | ||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 805 | 238 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 4 200 | 5,87 | 1 240 | 1,06 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2 692 | −0,59 | 794 | −6,81 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 21 097 | −5,18 | 6 226 | −9,45 | ||||
| 2026-05-13 | 13F | Quantum Capital Management, LLC / NJ | 8 704 | −2,90 | 2 569 | −7,29 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 137 | 0,00 | 40 | −4,76 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 201 | −0,87 | 945 | −5,32 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 222 | 0,00 | 66 | −4,41 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 7 710 | 18,63 | 2 275 | 13,30 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 3 270 | 964 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 658 | 0,00 | 512 | 2,20 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 26 | 0,00 | 8 | −12,50 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 63 779 | −34,60 | 18 977 | −38,02 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 1 719 | 0,00 | 507 | −4,52 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 687 | 212 | ||||||
| 2026-04-24 | 13F | Brown Financial Advisory | 21 190 | 79,42 | 6 254 | 71,36 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 18 | 5 | ||||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 43 733 | 0,00 | 13 515 | 0,00 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 9 051 | 0,00 | 2 671 | −4,50 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 50 401 | −99,42 | 15 576 | 410,15 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 3 358 | 0,00 | 991 | −4,44 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 892 | 0,00 | 263 | −4,36 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 11 861 | 0,88 | 3 500 | −3,66 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 7 364 | 0,04 | 2 173 | −4,44 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 298 467 | 8,06 | 383 204 | 3,19 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 53 283 | 0,66 | 15 725 | −3,88 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 98 700 | 20,73 | 28 439 | 12,56 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 734 | 4,86 | 217 | 0,00 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 2 870 | 0,00 | 847 | −4,51 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 793 | 0,00 | 234 | −4,49 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 194 | 8,99 | 57 | 3,64 | ||||
| 2026-04-14 | 13F | Flower City Capital | 240 752 | 1,15 | 71 051 | −3,40 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 878 | 0,00 | 259 | −4,43 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 61 | 1,67 | 18 | −5,56 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 696 | 0,00 | 205 | −4,65 | ||||
| 2026-05-01 | 13F | SoundView Advisors Inc. | 22 446 | −2,21 | 7 | −14,29 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 163 | −35,32 | 48 | −37,66 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 10 262 | 206,42 | 3 029 | 192,56 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3 651 | 74,52 | 1 077 | 66,72 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 15 364 | 2,07 | 4 534 | −2,52 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 16 135 | 5 090 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 7 259 | 2 142 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 778 077 | 97,65 | 240 457 | 102,02 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 10 | 0,00 | 3 | −33,33 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 23 632 | 62,69 | 7 | 50,00 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 2 422 | −5,21 | 715 | −9,51 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 1 138 | 1,88 | 336 | −2,90 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 572 | −6,08 | 170 | −10,11 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 78 744 | −3,26 | 24 335 | −1,13 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 845 | 0,00 | 249 | −4,60 | ||||
| 2026-04-08 | 13F | Tlwm | 1 309 | 0,00 | 386 | −4,46 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 3 103 | 0,32 | 916 | −4,29 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 111 | 33 | ||||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 2 633 | 0,00 | 845 | 4,71 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 1 390 | 0,22 | 412 | −4,42 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 4 911 | −8,45 | 1 449 | −12,55 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 168 | 0,00 | 345 | −4,44 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 1 363 | 0,22 | 402 | −4,29 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 156 | 0,00 | 46 | −4,17 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 2 728 | −1,02 | 805 | −5,41 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 2 092 | 647 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 297 130 | −0,56 | 87 689 | −5,04 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 1 002 | 0,00 | 296 | −4,53 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 27 581 | −0,34 | 8 140 | −4,83 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 161 | 2,03 | 638 | −2,60 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6 799 | 2 007 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 7 118 | 32,03 | 2 101 | 26,05 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 1 136 | 0,00 | 335 | −4,56 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3 818 | 0,37 | 1 127 | −4,17 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 29 367 | 2,30 | 8 667 | −2,32 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 2 728 | −6,83 | 805 | −10,95 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 215 | 63 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 31 815 | −1,28 | 9 389 | −5,72 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 1 885 | 0,00 | 627 | 6,09 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 1 377 | 0,00 | 406 | −4,47 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 90 192 | −0,72 | 26 618 | −5,19 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 348 | 0,00 | 103 | −4,67 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 22 069 | −1,63 | 6 513 | −6,70 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 145 | 0,00 | 43 | −4,55 | ||||
| 2026-04-30 | 13F | Red Cedar Investment Management, Llc | 517 016 | −2,81 | 152 582 | −7,19 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 4 160 | 0,00 | 1 228 | −4,51 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 43 853 | −80,95 | 12 942 | −81,81 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1 845 | −1,55 | 544 | −6,04 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 73 093 | 9,03 | 21 571 | 4,12 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2 878 | 849 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 18 086 | −29,12 | 5 338 | −32,31 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 105 | −7,89 | 31 | −14,29 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Narwhal Capital Management | 1 568 | 0,00 | 463 | −4,55 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 74 259 | 9,24 | 21 915 | 3,53 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 3 200 | 944 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 1 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1 388 | 0,07 | 410 | −4,44 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1 200 | 354 | ||||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 22 670 | 0,57 | 6 690 | −3,96 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 70 910 | 3,04 | 20 329 | −4,42 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 807 | 0,00 | 238 | −4,42 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 68 555 | 5,57 | 20 232 | 0,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 311 963 | 4,29 | 92 066 | −0,41 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 2 758 | 0,00 | 814 | −4,58 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 30 691 | 3,25 | 9 058 | −1,39 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 7 301 | 3,08 | 2 155 | −1,60 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 20 507 | 8,05 | 6 052 | 3,17 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 17 412 | −13,15 | 5 139 | −17,06 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 4 222 | −0,35 | 1 246 | −4,89 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Argent Trust Co | 1 390 | 0,00 | 410 | −4,43 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 12 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 2 613 | 9,33 | 771 | 4,47 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 2 487 | 0,28 | 734 | −4,31 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3 180 | −2,00 | 938 | −6,39 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 250 902 | 0,96 | 74 046 | −3,58 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 5 770 | 13,47 | 1 703 | 8,34 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1 127 | 0,27 | 333 | −4,32 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 1 130 | 0,00 | 333 | −4,58 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 369 | 0,00 | 404 | −4,49 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 2 794 | 0,04 | 825 | −4,41 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 14 010 | −11,66 | 4 135 | −15,65 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 3 480 | 0,00 | 1 027 | −4,47 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 775 | 1,44 | 229 | −2,98 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2 312 | 3,58 | 682 | −1,02 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 118 906 | −0,06 | 35 091 | −4,56 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 32 330 | −2,50 | 9 541 | −6,89 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 17 872 | 2,77 | 5 274 | −1,86 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 123 | −28,07 | 36 | −30,77 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 679 | 0,00 | 200 | −4,31 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 1 640 | 15,74 | 484 | 10,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4 504 | 20,59 | 1 329 | 15,16 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 1 544 | 0,00 | 456 | −4,61 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 5 916 | 1 746 | ||||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 3 424 | 0,00 | 1 010 | −4,54 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 1 425 | 0,00 | 421 | −5,83 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 28 230 | 0,00 | 8 331 | −4,50 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 14 969 | 9,12 | 4 418 | 4,20 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 908 | 0,00 | 281 | 0,00 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 1 963 | 579 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 44 455 | −39,48 | 13 120 | −42,21 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | PCM Encore, LLC | 685 | 202 | ||||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 13 818 | 1,59 | 4 078 | −3,00 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 1 498 | −4,16 | 429 | −11,18 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 350 | 0,00 | 103 | −4,63 | ||||
| 2026-05-15 | 13F | Fmr Llc | 748 759 | 0,97 | 220 974 | −3,58 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 36 | 0,00 | 11 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 229 988 | 2,59 | 67 874 | −2,03 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 629 | −15,34 | 186 | −19,21 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 2 143 | −46,99 | 632 | −49,40 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 1 533 | 0,00 | 452 | −4,44 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 3 468 | −0,09 | 1 102 | 0,64 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 7 262 | 0,00 | 2 143 | −4,50 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 5 441 | −55,20 | 1 606 | −57,36 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 30 330 | 8,41 | 8 951 | 3,54 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 762 | 225 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 6 688 | −1,59 | 1 981 | −5,67 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 25 585 | 1 493,09 | 7 551 | 1 422,18 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 10 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 116 149 | 6,28 | 34 278 | 1,49 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 54 671 | 264,84 | 16 135 | 248,47 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 5 565 | 1 642 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 080 | 319 | ||||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 700 | −44,00 | 207 | −46,63 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 876 | 0,23 | 259 | −4,44 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 5 013 | −1,69 | 1 479 | −6,10 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 1 029 | −53,77 | 306 | −55,60 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 19 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 1 450 | −69,02 | 428 | −70,47 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 824 | 3,00 | 243 | −1,62 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 3 867 | 4,01 | 1 | 0,00 |
Other Listings
| US:VONE | 332,95 US$ |
