Grundläggande statistik
| Institutionella ägare | 170 total, 170 long only, 0 short only, 0 long/short - change of 6,90% MRQ |
| Genomsnittlig portföljallokering | 0.4412 % - change of 21,13% MRQ |
| Institutionella aktier (lång) | 13 663 939 (ex 13D/G) - change of 0,55MM shares 10,88% MRQ |
| Institutionellt värde (lång) | $ 456 448 USD ($1000) |
Institutionellt ägande och aktieägare
iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF (MX:COMT) har 170 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 13,663,939 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Assetmark, Inc, Tradewinds Capital Management, LLC, Ameriprise Financial Inc, Morgan Stanley, Colony Group, LLC, UBS Group AG, Susquehanna International Group, Llp, VCI Wealth Management LLC, and Vontobel Holding Ltd. .
iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF (BMV:COMT) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | 13F | Security Financial Services, INC. | 7 275 | −21,39 | 246 | 6,52 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 6 679 | 226 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1 387 976 | 234 752,12 | 46 927 | 335 092,86 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 200 | 7 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 22 | 0,00 | 1 | |||||
| 2026-05-04 | 13F | Nwam Llc | 200 180 | 1,79 | 6 768 | 36,07 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1 006 | −15,11 | 34 | 17,24 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 15 500 | 524 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 427 | −44,04 | 14 | −22,22 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 503 | −35,35 | 17 | −10,53 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 9 984 | −98,55 | 338 | −98,03 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 403 748 | 84,40 | 13 651 | 150,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 322 | 3 124,39 | 45 | 4 300,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 828 | 0,00 | 28 | 35,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 37 415 | 1 | ||||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 77 | 0,00 | 3 | 100,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6 569 | 222 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3 | −25,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 495 | −97,67 | 17 | −96,96 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 7 016 | 237 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 055 | 0 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 63 470 | 23,69 | 2 146 | 67,97 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 2 309 | 0,00 | 78 | 36,84 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 557 | 222 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 8 729 | 0,00 | 295 | 35,94 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 73 934 | 2 500 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 203 | 0,00 | 7 | 20,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 644 386 | 349,62 | 21 786 | 510,74 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15 950 | 1,50 | 539 | 37,85 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 74 620 | 2 523 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 15 441 | −31,96 | 522 | −7,45 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 113 403 | 1,49 | 4 099 | 47,39 | ||||
| 2026-05-15 | 13F | Nano Cap New Millennium Growth Fund L P | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8 809 | 298 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 8 308 | 281 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 237 | 8 | ||||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2 995 | 107 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 32 763 | 0,00 | 1 108 | 35,83 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 15 017 | 14,86 | 508 | 56,00 | ||||
| 2026-02-03 | 13F | Fulcrum Asset Management LLP | 211 | 26 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13 607 | 37,81 | 460 | 87,76 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5 473 | 243,57 | 136 | 223,81 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 8 085 | −17,49 | 273 | 12,35 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 16 529 | 21,24 | 559 | 64,60 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 69 470 | 97,43 | 2 349 | 168,34 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 324 202 | 14,36 | 8 071 | 6,02 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 60 | 0,00 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 218 | 314,29 | 41 | 485,71 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 19 | −45,71 | 1 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 251 585 | 8 506 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9 326 | −9,17 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 393 | 35 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 602 | 20 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 14 115 | 1,22 | 477 | 37,46 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 20 000 | −95,75 | 1 | −100,00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 51 334 | 1 736 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 47 | 2 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2 896 | −14,72 | 98 | 15,48 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 22 383 | 757 | ||||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 197 | 38 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 16 255 | −3,70 | 550 | 30,71 | ||||
| 2026-05-15 | 13F | Fmr Llc | 211 | 7 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 11 430 | 386 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 286 | 0,00 | 10 | 28,57 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 10 727 | 0,57 | 363 | 36,60 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 64 | −32,63 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 147 321 | 4 981 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 21 040 | 711 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15 327 | −3,06 | 518 | 31,81 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 659 | 21,81 | 22 | 69,23 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 226 428 | −3,30 | 7 656 | 31,33 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 294 | 9,11 | 44 | 48,28 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 12 583 | 425 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 74 005 | −4,18 | 2 502 | 23,01 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-05 | 13F | O'Brien Greene & Co. Inc | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2 228 | −15,19 | 74 | 13,85 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 104 135 | 57,22 | 3 521 | 113,59 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 29 115 | 0,15 | 984 | 36,10 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 495 | 17 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 12 470 | −37,60 | 0 | |||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 8 343 | 289 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 12 173 | −10,74 | 412 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 53 090 | 78,42 | 1 822 | 146,08 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 61 689 | 0,68 | 2 086 | 26,75 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 34 911 | 1 180 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 164 280 | 340,97 | 5 555 | 499,24 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 661 | −64,52 | 22 | −52,17 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3 259 | 0,00 | 110 | 35,80 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1 093 | 692,03 | 37 | 1 100,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 67 088 | 11,76 | 2 268 | 51,81 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 37 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 8 793 | 0,00 | 297 | 36,24 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 91 466 | −26,04 | 3 092 | 0,45 | ||||
| 2026-05-12 | 13F | Creative Planning | 14 000 | 19,96 | 473 | 63,10 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 35 328 | 1 194 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 79 | 3 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 19 086 | 27,97 | 645 | 73,85 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 195 931 | 179,39 | 6 624 | 279,60 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 7 266 | −24,98 | 246 | 1,66 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 701 | 23,85 | 24 | 64,29 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 6 798 | 230 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 17 | 1 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 760 | 0,00 | 26 | 38,89 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 9 570 | 0,00 | 324 | 35,71 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 17 000 | −17,07 | 575 | 12,55 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 2 558 624 | 1 022,18 | 86 507 | 1 424,08 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 197 672 | −1,83 | 6 683 | 33,34 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 302 | 10 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 468 | 0,00 | 17 | 54,55 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 10 392 | −16,11 | 351 | 6,36 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 61 324 | −14,38 | 2 011 | 12,79 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 096 | −1,88 | 37 | 37,04 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 40 334 | −1,97 | 1 364 | 33,11 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 24 966 | 1,85 | 844 | 38,36 | ||||
| 2026-05-15 | 13F | EFG International AG | 1 805 | 0,00 | 61 | 38,64 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 51 401 | −9,40 | 1 738 | 23,02 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 40 479 | −19,58 | 1 369 | 9,18 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19 588 | 662 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 28 081 | −50,72 | 949 | −33,07 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 511 | 17 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 1 475 | −39,02 | 50 | −18,33 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 8 343 | 289 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3 267 032 | 47,42 | 110 458 | 100,21 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 72 | −4,00 | 2 | 100,00 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 98 | 3 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 136 | 0,00 | 5 | 33,33 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 12 034 | 29,70 | 407 | 76,52 | ||||
| 2026-05-05 | 13F | UBS Group AG | 294 852 | 116,25 | 9 969 | 193,69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 25 897 | 60,91 | 876 | 118,75 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 453 | 1 712,00 | 15 | 36,36 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 78 665 | −11,79 | 2 660 | 19,77 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 26 651 | 12,10 | 901 | 52,45 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 633 | 76,82 | 21 | 162,50 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 10 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 72 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 7 805 | 264 | ||||||
| 2026-04-27 | 13F | GenTrust, LLC | 59 740 | 0,00 | 2 020 | 35,78 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 200 | 0 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 167 | 0,00 | 6 | 25,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 35 704 | 1 207 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 94 111 | −3,34 | 3 182 | 31,28 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 3 605 | 122 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 18 014 | −71,63 | 609 | −61,46 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 9 892 | 12,68 | 334 | 53,21 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 521 | 0,86 | 51 | 37,84 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 172 363 | 17,69 | 5 828 | 59,82 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 93 692 | 3 168 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 163 | −8,94 | 6 | 25,00 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 110 | 4 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 49 705 | −13,26 | 1 681 | 17,81 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12 901 | 48,24 | 436 | 101,85 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5 005 | 167 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 82 140 | 8,10 | 2 777 | 46,85 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 2 396 | 509,67 | 60 | 490,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 7 579 | 256 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 166 | 6 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 49 268 | 1 666 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 198 518 | −9,08 | 6 712 | 23,48 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1 006 | 1 696,43 | 34 | 3 300,00 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 205 400 | −65,87 | 6 945 | −53,66 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8 326 | 282 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 555 | 0,00 | 19 | 38,46 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 48 567 | 2,42 | 1 642 | 39,15 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 11 984 | 1,37 | 405 | 37,76 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 235 | 31 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 52 | 0,00 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2 372 | 80 | ||||||
| 2026-05-07 | 13F | Parallel Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 105 985 | 0,57 | 3 583 | 36,60 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 6 542 | 227 | ||||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 330 | 0,00 | 11 | 37,50 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 123 695 | 4 202 |
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