Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI USA Min Vol Factor ETF inkluderar Ritholtz Wealth Management, Harbor Capital Advisors, Inc., Clear Wave Wealth Management Llc, BlueStem Wealth Partners, LLC, SG Trading Solutions, LLC, Calamos Advisors LLC, Capital Advisor Network LLC, Oak Barrel Wealth Advisory LLC, Saxony Capital Management, LLC, Vanguard National Trust Co, Addison Capital Co, Archer Investment Management, LLC, Sanibel Captiva Trust Company, Inc., Tiaa-cref Individual & Institutional Services, Llc, Jeter Robert S II, Level Wealth Management LLC, Evergreen Wealth Solutions, LLC, Integrity Wealth Partners, LLC, Heirloom Wealth Management, och STAR Financial Bank .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 7 830 | 3,93 | 726 | 2,40 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 46 445 | 44,06 | 4 307 | 41,91 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 29 | 3 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 12 | 1 | ||||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 136 874 | 0,35 | 12 847 | −0,48 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 009 | 8,67 | 1 114 | 7,02 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1 356 170 | 468,82 | 125 771 | 460,25 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 328 555 | 6,64 | 30 465 | 3,50 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 60 530 | 80,77 | 5 614 | 78,08 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 98 148 | 0,11 | 9 102 | −1,53 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 8 721 | 15,11 | 809 | 13,32 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 5 700 | 529 | ||||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 8 772 | 29,97 | 814 | 28,03 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 69 319 | 5,09 | 6 429 | 3,49 | ||||
| 2026-05-15 | 13F | Fmr Llc | 15 351 246 | 25,72 | 1 423 675 | 23,82 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 3 879 | 0,49 | 364 | 0,00 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 514 | 0,39 | 48 | −2,08 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 2 873 | 0,38 | 266 | −1,12 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 220 | 228,36 | 20 | 233,33 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 3 041 | 0,03 | 282 | −1,40 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 2 578 | 15,71 | 239 | 14,35 | ||||
| 2026-05-14 | 13F | Clg Llc | 7 503 | 0,09 | 696 | −1,42 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 29 704 | 6,14 | 2 755 | 4,52 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1 636 | 154 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 29 639 | 4,23 | 2 749 | −1,61 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 166 058 | 1,15 | 15 400 | −0,38 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1 075 243 | 1,89 | 99 718 | 0,36 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 23 883 | 0,90 | 2 215 | −0,63 | ||||
| 2026-02-24 | 13F | SG Trading Solutions, LLC | 108 078 | 10 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 6 270 | 113,41 | 581 | 110,51 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 39 679 | 2,06 | 3 736 | 1,19 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 127 079 | 1,34 | 11 785 | −0,19 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 29 611 | 2 746 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1 529 | 8,06 | 142 | 6,02 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 44 | 4 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 10 593 | 0,21 | 982 | −1,31 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 67 116 | 0,72 | 6 224 | −0,80 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 2 565 | 238 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 16 867 | 8,48 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 390 | 36 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 38 361 | 12,48 | 3 558 | 10,78 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 21 249 | 1,94 | 1 971 | 0,41 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 68 197 | 0,01 | 6 325 | −1,50 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 3 556 | 5,24 | 335 | 4,05 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 10 108 | 1,67 | 937 | 0,11 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 8 311 | 0,25 | 771 | −1,28 | ||||
| 2026-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 441 070 | 40 905 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2 162 456 | 1,85 | 200 546 | 0,31 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 10 531 | 0,70 | 977 | −0,81 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 113 676 | 583,19 | 10 672 | 580,55 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 9 526 | 883 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1 126 | 104 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 3 146 | 204,55 | 292 | 200,00 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 13 711 | 0,12 | 1 304 | −0,15 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 8 358 | 775 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 32 429 | 104,52 | 3 007 | 101,41 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 5 388 | 500 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 9 885 | 111,44 | 917 | 108,18 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 3 778 | 350 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1 629 | 0,06 | 151 | −1,31 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 2 433 | 0,79 | 226 | −0,88 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 28 573 | 123,31 | 2 650 | 120,02 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3 146 | 18,32 | 296 | 18,00 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 177 987 | 1,68 | 16 506 | 0,15 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 140 014 | 0,43 | 12 985 | −1,09 | ||||
| 2026-05-12 | 13F | Croban | 44 115 | 6,30 | 4 091 | 4,68 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 92 197 | 51,67 | 8 550 | 49,40 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 16 592 | 6,87 | 1 539 | 5,27 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3 840 | 356 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1 929 | 1,53 | 182 | 1,11 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 3 342 | 310 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 38 229 | 0,36 | 3 545 | −1,14 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 87 613 | 8 125 | ||||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5 079 | 0,67 | 471 | −0,84 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 27 742 | 2 612 | ||||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 239 019 | 5,07 | 22 167 | 3,47 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 75 105 | 1,15 | 6 965 | −0,37 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 10 592 | 97,13 | 982 | 94,46 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2 867 | 266 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 107 296 | 114,30 | 9 951 | 111,07 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 4 093 | 380 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 380 | 35 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 111 216 | 2,33 | 10 314 | 0,79 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 307 | 0,33 | 28 | 0,00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 66 | 6 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 2 184 | 1 679 | 7,42 | |||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 225 590 | 21 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 18 480 | 1 714 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 6 500 | 18,03 | 603 | 16,22 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 149 232 | 0,73 | 13 840 | −3,50 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 181 404 | 3 339,59 | 16 823 | 3 291,73 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 17 721 | 0,05 | 1 643 | −1,44 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 34 793 | 52,67 | 3 271 | 52,49 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 8 751 | 5,09 | 812 | 3,44 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 67 | 6 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4 299 | 1,80 | 399 | 0,25 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2 711 | 0,22 | 251 | −1,18 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 18 873 | 4,73 | 1 750 | 3,18 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 14 854 | 4,80 | 1 378 | 3,22 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 0 | 0 | ||||||
| 2026-05-11 | 13F | Seeds Investor Llc | 4 853 | 455 | ||||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 47 873 | 2,24 | 4 440 | 0,68 | ||||
| 2026-04-29 | 13F | Invested Advisors | 4 207 | 9,44 | 390 | 8,03 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 15 633 | 10,70 | 1 450 | 9,03 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 2 198 | 204 | ||||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 104 200 | 9 664 | ||||||
| 2026-05-07 | 13F | Summit Global Investments | 18 328 | 2 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 245 | 23 | ||||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 59 865 | 5,11 | 5 637 | 4,04 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1 995 | 0,20 | 185 | −1,60 | ||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 7 312 | 0,37 | 687 | 0,00 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 70 094 | 1,46 | 6 501 | −0,08 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6 528 | 11,99 | 615 | 10,83 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 24 539 | 0,06 | 2 276 | −1,47 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 25 569 | 25,41 | 2 371 | 23,55 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1 531 309 | 1,74 | 144 186 | 0,69 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 9 113 | 34,15 | 845 | 32,24 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 131 293 | 0,76 | 12 176 | −0,76 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 108 895 | 4,80 | 10 099 | 3,22 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 20 | 2 | ||||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 76 590 | 213,82 | 7 103 | 209,05 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 9 535 | 5,10 | 902 | 5,25 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4 249 | 394 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 122 252 | 0,27 | 11 338 | −1,25 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 2 458 | 0,29 | 228 | −1,30 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 93 487 | 967,45 | 8 670 | 952,06 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 826 | 77 | ||||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 159 813 | 15 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 90 604 | 20,28 | 8 403 | 18,47 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 7 888 | 7,20 | 731 | 5,64 | ||||
| 2026-04-24 | 13F | Balentine LLC | 3 099 | 0,32 | 287 | −1,03 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 81 559 | 8,94 | 7 564 | 7,29 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 2 376 | 0,42 | 221 | −1,78 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 2 891 | 268 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1 326 083 | 8,46 | 122 982 | 6,82 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 20 222 | 0,13 | 1 875 | −1,37 | ||||
| 2026-05-11 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 7 180 | 3,61 | 666 | 0,76 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 8 703 | 0,39 | 807 | −1,10 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 21 661 | 3,82 | 2 009 | 2,24 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 6 007 | 1,42 | 557 | 0,00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 45 689 | 2,94 | 4 237 | 1,36 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 134 186 | 1,82 | 12 444 | 0,28 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 99 809 | 0,88 | 9 398 | −0,16 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1 200 | 111 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 2 297 | 213 | ||||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 14 606 | 0,23 | 1 355 | −1,31 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 539 | 50 | ||||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 8 863 | 822 | ||||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 210 228 | 15,77 | 19 497 | 14,03 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 4 553 | 0,35 | 422 | −1,17 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 3 177 | 7,99 | 295 | 6,14 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 8 242 | 2,95 | 764 | 1,46 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 143 557 | 99,30 | 106 053 | 96,29 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 42 | 2,44 | 4 | 0,00 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 9 195 | 95,51 | 853 | 92,76 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 31 020 | 0,27 | 2 922 | −0,78 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 65 915 | 9,09 | 6 113 | 7,44 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 25 641 | 60,13 | 2 378 | 57,73 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 8 552 | 1,81 | 793 | 0,38 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 97 794 | 18,75 | 9 069 | 16,96 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1 334 | 124 | ||||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 2 194 | 203 | ||||||
| 2026-04-29 | 13F | Addison Capital Co | 17 147 | 1 590 | ||||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 8 003 | 0,51 | 742 | −0,93 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 853 808 | 0,20 | 79 182 | −1,31 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 117 | 11 | ||||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 11 885 | 5,47 | 1 102 | 3,86 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 3 571 | 65,94 | 336 | 66,34 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 23 539 | 0,03 | 2 183 | −1,44 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 133 131 | 2,82 | 12 347 | 1,27 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 236 775 | 19,80 | 21 959 | 18,00 | ||||
| 2026-04-24 | 13F | Bayban | 4 797 | 2,57 | 445 | 0,91 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1 303 499 | 9,38 | 120 886 | 7,73 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 71 319 | 0,40 | 6 614 | −1,11 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 2 471 | 0,41 | 229 | −0,87 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 2 165 | 201 | ||||||
| 2026-04-24 | 13F | Ledyard National Bank | 4 877 | 12,04 | 452 | 10,51 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 139 419 | 1,61 | 12 930 | 0,08 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 5 858 | 0,03 | 543 | −1,45 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 8 456 | 0,30 | 784 | −1,13 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 12 968 | 20,57 | 1 203 | 18,77 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5 970 | 4,88 | 554 | 3,36 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 701 950 | 4,58 | 65 099 | 3,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1 439 | 5,42 | 133 | 3,91 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 9 706 | 8,21 | 900 | 6,64 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 37 990 | 8,89 | 3 523 | 117 333,33 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 256 054 | 0,90 | 23 747 | −0,62 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 29 465 | 0,42 | 2 733 | −1,09 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 27 167 | 0,97 | 2 556 | −1,28 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 17 804 | 7,38 | 1 633 | 3,68 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 11 895 | 34,00 | 1 103 | 32,10 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 6 724 | 0,13 | 624 | −2,35 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 22 113 | 1,25 | 2 082 | 0,24 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 2 983 | 57,50 | 277 | −1,43 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 75 931 | 0,32 | 7 042 | −1,19 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 5 362 | 6,96 | 497 | 5,30 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 11 814 | 0,87 | 1 096 | −0,64 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 6 138 | 0,24 | 569 | −1,22 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 40 | 263,64 | 4 | 200,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 60 079 | 2,21 | 5 572 | 0,67 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 5 060 | 1,12 | 469 | −0,42 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 13 868 | 3,27 | 1 286 | 1,74 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 4 368 | 50,88 | 405 | 48,90 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 6 457 | 0,17 | 599 | −1,32 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2 537 | 2,59 | 235 | 1,29 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2 357 | 0,21 | 219 | −1,36 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 26 260 | 371,62 | 2 435 | 364,69 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 197 331 | 0,35 | 18 301 | −1,16 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 5 | 0 | ||||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 104 200 | 9 664 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 241 999 | 4 124,11 | 22 443 | 4 063,64 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 2 445 | 1,92 | 227 | 0,44 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 62 | 6 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 400 | 3,60 | 1 892 | 2,00 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 52 | 15,56 | 5 | 0,00 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 633 | 0,32 | 59 | −1,69 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 36 699 | 0,30 | 3 403 | −1,22 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 608 | 7,61 | 56 | 5,66 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 451 | 42 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 3 268 | 0,15 | 303 | −1,30 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 9 700 | 8,65 | 900 | 7,02 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 38 935 | 0,52 | 3 611 | −1,37 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 278 149 | 5,10 | 25 796 | 3,51 | ||||
| 2026-04-16 | 13F | Asset Advisors Investment Management, LLC | 174 387 | 1,38 | 16 173 | −0,15 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 99 010 | 0,87 | 9 182 | −0,65 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1 062 | 2,91 | 98 | 1,03 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 170 | 201 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 1 595 | 13,68 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 5 246 | 3,02 | 487 | 1,46 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3 196 | 19,52 | 296 | 17,93 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 15 854 | 0,27 | 1 470 | −1,21 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 15 873 | 5,17 | 1 441 | 1,41 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 585 | 51,95 | 54 | 50,00 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 5 944 | 551 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1 711 | 4,97 | 159 | 3,27 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 9 371 | 0,11 | 869 | −1,36 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 14 064 | 1 304 | ||||||
| 2026-04-21 | 13F | Creekside Partners | 16 672 | 0,08 | 1 546 | −1,40 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 74 220 | 0,36 | 6 883 | −1,15 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 17 615 | 3,28 | 1 634 | 1,68 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 4 948 | 12,33 | 459 | 10,63 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 4 036 | 1,08 | 374 | −0,27 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 164 | 15 | ||||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 58 971 | 0,36 | 5 469 | −1,16 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 12 249 | 0,35 | 1 136 | −1,22 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 23 041 | 0,20 | 2 137 | −1,34 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 893 614 | 4,60 | 82 874 | 3,02 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 9 310 | 7,79 | 863 | 6,15 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 14 979 | 436,69 | 1 388 | 429,77 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 9 225 | 0,02 | 855 | −1,50 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 18 767 | 21,42 | 1 740 | 19,59 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2 564 | 238 | ||||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 2 448 | 0,20 | 227 | −1,74 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 36 312 | 59,66 | 3 368 | 57,26 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 1 528 | 0,39 | 142 | −1,40 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 31 052 | 2,11 | 2 880 | 0,56 | ||||
| 2026-04-16 | 13F | Security National Bank | 221 | 121,00 | 20 | 122,22 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 3 884 | 360 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 8 316 | 2,21 | 1 | |||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 162 | 32,79 | 15 | 36,36 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 6 193 | 53,06 | 574 | 51,05 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 450 | 0,29 | 227 | −1,30 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 3 081 | 3,49 | 286 | 1,79 | ||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 5 278 | 0,42 | 489 | −1,01 | ||||
| 2026-02-13 | 13F | Barclays Plc | 529 659 | 5,87 | 49 873 | 4,78 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 4 115 | 15,56 | 382 | 13,73 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 49 756 | 24,98 | 4 617 | 22,60 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 4 122 | 2,21 | 382 | 0,79 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 156 526 | 4,04 | 14 516 | 2,47 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 3 400 | 315 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 2 193 | 0,05 | 203 | −1,46 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 34 | 3 | ||||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 37 383 | 6,89 | 3 467 | 5,25 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 10 752 | 8,91 | 997 | 7,32 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2 993 | 278 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 65 695 | 25,77 | 6 093 | 23,87 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 2 749 | 0,04 | 255 | −1,55 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 30 132 | 61,19 | 2 794 | 58,75 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 4 033 | 0,42 | 374 | −1,06 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 34 230 | 0,78 | 3 174 | −0,75 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 2 534 | 10,51 | 235 | 9,30 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 1 401 | 130 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 103 911 | 14,31 | 9 637 | 12,58 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 2 767 | 257 | ||||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 19 365 | 1 796 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 8 370 | 0,50 | 776 | −1,02 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 21 798 | 1 822 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1 291 | 27,57 | 120 | 25,26 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 30 955 | 5,09 | 2 871 | 3,50 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 8 949 | 5,63 | 830 | 4,02 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 26 575 | 0,52 | 2 465 | −1,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 71 860 | 9,25 | 6 664 | 7,61 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 30 354 | 86,98 | 2 815 | 84,23 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 1 276 721 | 3,45 | 118 403 | 1,89 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 1 000 | 93 | ||||||
| 2026-05-12 | 13F | Creative Planning | 327 516 | 30,84 | 30 374 | 28,87 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 9 851 | 0,41 | 914 | −1,08 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 15 811 | 97,39 | 1 466 | 94,43 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 18 447 | 2,32 | 1 711 | 0,77 | ||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 25 300 | 3,46 | 2 362 | 0,72 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 4 242 597 | 13,05 | 393 458 | 11,34 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 23 400 | 2 170 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 22 228 | 86,54 | 2 061 | 83,60 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 3 073 | 285 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 63 172 | 52,88 | 5 859 | 50,59 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 426 378 | 50,94 | 39 542 | 48,67 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 11 776 | 0,07 | 1 092 | −1,44 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 105 608 | 2,42 | 9 794 | 0,88 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 44 587 | 8,62 | 4 135 | 6,99 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 25 037 | 0,08 | 2 359 | −0,80 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 11 730 | 4,75 | 1 088 | 3,13 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4 401 | 0,64 | 408 | −0,73 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 4 075 | 1,32 | 378 | −0,26 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 104 387 | 57,57 | 10 | 50,00 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 5 000 | 464 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 10 222 | 0,61 | 948 | −0,94 | ||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 54 216 | 0,28 | 5 028 | −1,24 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 9 378 | 0,48 | 870 | −1,03 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 539 | 50 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 41 056 | 0,43 | 3 808 | −1,09 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 215 | 20 | ||||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 145 638 | 13 506 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 6 101 | 0,41 | 566 | −1,22 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9 406 | 2,85 | 872 | 1,28 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2 200 | 204 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 14 545 | 465,95 | 1 349 | 457,02 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 103 483 | 17,27 | 9 597 | 15,50 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 6 474 | 609 | ||||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 7 506 | 100,00 | 701 | 98,58 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 2 280 | 211 | ||||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 179 532 | 2,70 | 16 650 | 1,15 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 26 616 | 3,38 | 2 468 | 1,82 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 50 326 | 0,77 | 4 667 | −0,74 | ||||
| 2026-04-24 | 13F | Greater Midwest Financial Group, LLC | 7 744 | 0,43 | 718 | −1,10 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 40 139 | 3,37 | 3 725 | 1,86 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 10 251 | 1,88 | 951 | 0,32 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 92 037 | 3,10 | 8 535 | 1,55 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 12 108 | 0,61 | 1 123 | −0,97 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 1 700 | 18,30 | 158 | 16,30 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 4 026 | 0,10 | 373 | −1,32 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 2 670 | 0,56 | 248 | −0,80 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 3 854 | 2,94 | 357 | 1,42 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 393 657 | 2,92 | 36 508 | 1,37 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 4 601 | 21,91 | 427 | 20,00 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 8 466 | 14,39 | 785 | 12,79 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 92 811 | 8 607 | ||||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 8 061 | 0,44 | 748 | −1,06 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 33 667 | 46,06 | 3 122 | 43,87 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 16 960 | 1 573 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 3 904 | 362 | ||||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 2 493 | 0,44 | 231 | −0,86 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 3 028 | 0,30 | 281 | −1,41 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 47 930 | 4 445 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 800 500 | 74 238 | ||||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 5 798 | 60,65 | 538 | 58,41 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 60 372 | 3,88 | 5 599 | 2,30 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 23 024 | 1,41 | 2 136 | −0,14 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 93 655 | 9,94 | 8 819 | 8,81 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9 567 | 3,88 | 1 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 29 571 | 4,51 | 2 739 | 2,82 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 9 537 | 6,10 | 884 | 4,49 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 2 744 | 13,06 | 254 | 11,40 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3 985 108 | 14,48 | 369 579 | 12,76 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 173 406 | 24,17 | 16 082 | 22,30 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 2 350 | 0,04 | 218 | −1,81 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 500 | 46 | ||||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 15 144 | 4,78 | 1 404 | 3,24 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 7 042 | 1,51 | 653 | 0,00 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 103 595 | 1,78 | 9 607 | 0,24 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 33 307 | 1,57 | 3 089 | 0,03 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 4 261 | 13,20 | 403 | 13,84 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 28 817 | 2,64 | 2 672 | 1,10 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 225 619 | 8,95 | 115 410 | 7,83 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 1 082 | 0,37 | 100 | −0,99 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 35 737 | 3,03 | 3 314 | 1,50 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 2 161 | 0,05 | 200 | −1,48 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 142 | 13 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 44 298 | 23,53 | 4 108 | 21,68 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 329 668 | 17,58 | 30 573 | 15,81 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 2 585 | 44,09 | 240 | 42,26 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 63 078 | 1,26 | 5 850 | −0,27 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 15 501 | 0,03 | 1 438 | −1,51 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 3 070 | 285 | ||||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 132 339 | 12 273 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 164 703 | 1 799,91 | 15 275 | 1 771,81 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 2 289 | 212 | ||||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 9 640 | 22,91 | 894 | 21,14 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 3 | 0 | ||||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2 569 | 1,18 | 238 | −0,42 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 744 | 0,54 | 69 | −1,45 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 70 | 6 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 465 985 | 0,74 | 43 215 | −1,82 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 7 262 | 673 | ||||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 38 174 | 5,16 | 3 540 | 3,57 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 3 423 | 12,23 | 317 | 10,45 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 13 553 | 0,81 | 1 276 | −0,23 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 20 867 | 10,50 | 1 935 | 8,83 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 16 926 | 0,41 | 1 593 | −0,25 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2 641 | 0,04 | 245 | −1,61 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 4 039 | 2,59 | 375 | 1,08 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 13 349 | 0,39 | 1 238 | −1,12 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1 900 | 80,78 | 176 | 79,59 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 74 429 | 0,18 | 6 904 | −1,33 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 52 988 | 5,44 | 4 914 | 3,87 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 4 242 597 | 13,05 | 393 458 | 11,34 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 42 458 | 3 938 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 366 | 36,87 | 0 | |||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2 552 | 0,08 | 237 | −1,67 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 3 421 | 0,18 | 317 | −1,25 | ||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 3 628 | 342 | ||||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 5 157 | 0,16 | 478 | −1,24 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 2 454 | 4,25 | 228 | 2,71 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 10 707 | 3,61 | 993 | 1,95 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4 207 | 13,70 | 390 | 12,07 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 159 498 | 14,94 | 105 660 | 11,24 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 14 250 677 | 3,47 | 1 321 608 | 1,91 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 151 232 | 2,94 | 14 025 | 1,40 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8 637 | 0,22 | 801 | −1,36 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3 622 | 3,93 | 336 | 1,21 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 7 659 | 0,42 | 710 | −1,11 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 11 129 | 4,50 | 1 032 | 2,89 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 20 332 | 5,27 | 1 901 | 2,54 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 24 820 | 6,82 | 2 302 | 5,21 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 37 035 | 1 440,56 | 3 469 | 1 434,51 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4 791 | 0,36 | 444 | −1,11 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 61 143 | 38,95 | 5 757 | 37,53 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 332 924 | 8,21 | 30 875 | 6,58 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 6 953 | 1,30 | 645 | −0,31 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 106 608 | 0,10 | 9 887 | −1,41 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 58 398 | 0,75 | 5 416 | −0,79 | ||||
| 2026-05-15 | 13F | EFG International AG | 2 837 | 263 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 140 619 | 286,25 | 13 041 | 280,54 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 4 662 | 58,41 | 432 | 55,96 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 5 300 | 492 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 26 286 | 141,96 | 2 438 | 138,45 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 58 833 | 4,93 | 5 456 | 3,35 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 5 821 | 4,10 | 540 | 2,47 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 12 064 | 2,06 | 1 119 | 0,45 | ||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 13 297 | 0,08 | 1 233 | −1,44 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 4 956 | 3,31 | 460 | 1,77 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 3 520 | 4,08 | 326 | 2,52 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 5 574 | 517 | ||||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 4 610 | 10,58 | 427 | 8,93 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 4 455 | 19,63 | 413 | 18,00 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 3 | 0 | ||||||
| 2026-05-11 | 13F | Empire Life Investments Inc. | 13 547 | 1 255 | ||||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 164 336 | 4,60 | 15 241 | 3,02 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 44 726 | 11,15 | 4 148 | 9,48 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 14 244 | 8,01 | 1 321 | 6,37 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 10 497 | 5,53 | 973 | 3,95 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 15 726 | 6,92 | 1 458 | 5,35 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 125 821 | 0,03 | 11 669 | −1,49 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 28 120 | 74,23 | 2 608 | 71,63 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 656 306 | 0,13 | 60 867 | −1,38 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 53 118 | 327,54 | 5 | 300,00 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 2 864 | 0,28 | 266 | −1,12 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 642 | 60 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 7 657 | 9,17 | 710 | 7,58 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9 853 | 2,02 | 914 | 0,44 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 17 | 2 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 37 508 | 3,83 | 3 478 | 2,26 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 19 668 | 1,65 | 1 824 | 0,11 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 543 301 | 0,96 | 328 606 | −0,56 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 103 366 | 0,73 | 9 586 | 19,05 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 4 228 | 1,32 | 392 | 0,00 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 5 782 | 2,72 | 536 | 1,32 | ||||
| 2026-04-21 | 13F | Ketron Financial | 2 820 | 262 | ||||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 55 | 5 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 27 174 | 2,45 | 2 520 | 0,92 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 8 738 | 3,68 | 818 | 2,38 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 17 511 | 30,44 | 1 624 | 28,40 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 69 207 | 1,90 | 6 418 | 0,36 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 9 010 | 14,54 | 836 | 12,84 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 3 208 | 43,21 | 0 | |||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 11 507 | 5,32 | 1 067 | 3,79 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 156 959 | 0,55 | 14 545 | −1,04 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6 206 | 0,42 | 576 | −1,03 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 28 238 | 0,38 | 2 619 | −1,13 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 37 637 | 22,60 | 3 490 | 20,76 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 2 350 | 10,59 | 218 | 8,50 | ||||
| 2026-05-05 | 13F | PFG Advisors | 15 611 | 5,90 | 1 448 | 4,25 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 59 223 | 53,24 | 5 492 | 50,96 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 435 | 13,58 | 40 | 11,11 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 29 950 | 2,74 | 2 778 | 1,20 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 4 351 | 9,49 | 404 | 7,75 | ||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 235 579 | 5,72 | 21 848 | 4,12 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 74 589 | 0,35 | 7 023 | −0,68 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5 923 | 549 | ||||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 205 766 | 100,00 | 19 490 | 100,00 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 52 492 | 0,14 | 4 868 | −1,36 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 498 | 64,36 | 46 | 64,29 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 44 436 | 37,19 | 4 121 | 35,13 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 29 731 | 1,56 | 2 757 | 0,04 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 3 110 | 9,24 | 288 | 7,46 | ||||
| 2026-05-05 | 13F | Torrey-Payne Wealth Management, LLC | 87 062 | 1,57 | 8 074 | −1,38 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 639 | 49,69 | 245 | 46,99 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 137 176 | 3,53 | 12 722 | 1,97 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 24 734 | 2 294 | ||||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 4 655 | 4,07 | 432 | 2,38 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 342 687 | 1,63 | 31 781 | 0,10 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 9 955 | 923 | ||||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 6 463 | 19,57 | 599 | 17,91 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 2 691 | 250 | ||||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 10 284 | 0,04 | 954 | −1,45 | ||||
| 2026-05-07 | 13F | Alpha Zero LLC | 3 261 | 302 | ||||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 3 341 | 1,43 | 323 | 4,55 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 15 848 | 1 470 | ||||||
| 2026-05-04 | 13F | Camden National Bank | 57 778 | 2,09 | 5 358 | 0,56 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 4 267 | 3,82 | 396 | 2,33 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 45 883 | 4,73 | 4 255 | 3,15 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 160 630 | 4,35 | 14 897 | 2,77 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 11 804 | 10,52 | 1 095 | 8,86 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 11 012 | 21,81 | 1 034 | 21,39 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 128 484 | 3,94 | 11 916 | 2,37 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 42 | 4 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 48 938 | 0,50 | 4 538 | −1,03 | ||||
| 2026-04-22 | 13F | Qp Wealth Management, Llc | 12 228 | 1 134 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 62 | 6 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 31 327 | 32,28 | 2 904 | 30,12 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 43 967 | 1,03 | 4 078 | −0,49 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 41 | 4 | ||||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2 661 | 2,86 | 247 | 1,23 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 7 388 | 0,79 | 685 | −0,72 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 11 754 | 6,32 | 1 090 | 4,81 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 17 014 | 9,40 | 1 578 | 7,72 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 81 273 | 4,23 | 7 537 | 2,67 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 172 | 16 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 48 202 | 33,11 | 4 470 | 31,12 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2 977 | 8,18 | 276 | 6,56 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 30 996 | 6,01 | 2 910 | 5,67 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 6 879 | 18,46 | 638 | 16,67 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 6 100 | 2 552,17 | 566 | 2 590,48 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 5 133 | 0,08 | 476 | −1,24 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 317 175 | 1,66 | 29 415 | 0,13 |
