Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis U.S. Large Cap Value ETF inkluderar Benjamin Edwards Inc, Vestmark Advisory Solutions, Inc., Tulsa Wealth Advisors, INC, Tudor Investment Corp Et Al, Summit Portfolio Management, LTD., Action Point Financial Planning, Llc, Mount Yale Investment Advisors, LLC, Commerce Bank, National Bank Of Canada /fi/, Sarver Vrooman Wealth Advisors, Oxford Financial Group Ltd, Merit Financial Group, LLC, Fifth Third Wealth Advisors LLC, Seeds Investor Llc, Fifth Third Securities, Inc., Andrews Advisory Associates, LLC, Sapient Capital Llc, Bedel Financial Consulting, Inc., Dana Investment Advisors, Inc., och Towle & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 30 921 | 41,25 | 2 493 | 50,30 | ||||
| 2026-05-01 | 13F | Vestment Financial LLC | 99 569 | 4,89 | 8 502 | 13,16 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 73 353 | 6,35 | 5 913 | 13,13 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 1 342 478 | 0,99 | 108 217 | 7,44 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 4 610 | 372 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 53 734 | 4 332 | ||||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 31 062 | 40,72 | 2 504 | 49,70 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 12 185 | 5,64 | 982 | 12,49 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 151 834 | 3,27 | 12 239 | 9,88 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 5 366 | 433 | ||||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 13 690 | 1 104 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 29 472 | 2,24 | 2 376 | 8,75 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 148 952 | 12 006 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 100 112 | 8 070 | ||||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 187 115 | 15 083 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 3 502 | 282 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 41 358 | 2,68 | 3 334 | 9,24 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 12 743 | 1,37 | 1 027 | 7,88 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 56 657 | 139,85 | 4 848 | 160,03 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 2 860 379 | 19,11 | 230 575 | 26,72 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 25 655 | 50,89 | 2 | 100,00 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 2 860 | 225 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 68 261 | 0,24 | 5 503 | 6,65 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 346 993 | 2,05 | 29 741 | 9,87 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 13 086 | 0,09 | 1 055 | 6,46 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 30 084 | 15,02 | 2 425 | 22,41 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 9 820 | 792 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 29 800 | 166,07 | 2 402 | 183,25 | ||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 9 155 | 89,35 | 744 | 103,28 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 22 229 | 1 878 | ||||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 182 801 | 1,90 | 14 736 | 8,41 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 9 232 | 744 | ||||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 349 848 | 10,00 | 28 201 | 17,03 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 7 879 | 635 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 7 651 | 153,51 | 617 | 167,83 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 161 559 | 7,07 | 13 023 | 13,92 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 54 673 | 6,76 | 4 407 | 13,58 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 26 873 | 38,32 | 2 166 | 47,15 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 3 559 | 0,11 | 287 | 6,32 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 230 857 | 0,76 | 19 | 5,88 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 124 359 | 5,88 | 10 452 | 15,75 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 548 647 | 4,34 | 44 226 | 11,01 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 11 248 | 13,48 | 907 | 20,64 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 409 | 85,74 | 194 | 97,96 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 109 960 | 13,74 | 8 864 | 21,01 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4 887 | 0,85 | 394 | 7,08 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 123 347 | 4,55 | 9 943 | 11,23 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 424 | 9,28 | 34 | 17,24 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 647 955 | 52 231 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 1 189 165 | 3,35 | 104 968 | 14,44 | ||||
| 2026-05-08 | 13F | Bokf, Na | 2 393 | 193 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 14 411 | 1 876,82 | 1 162 | 2 010,91 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6 706 | 1,36 | 541 | 7,78 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 4 398 | 0,27 | 355 | 6,63 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 48 908 | 1,97 | 3 942 | 8,48 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 45 | 1 025,00 | 4 | |||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 820 112 | 72,91 | 66 109 | 83,96 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 18 976 | 48,03 | 1 530 | 57,47 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 130 690 | 1,90 | 10 535 | 8,41 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 3 035 | 0,03 | 245 | 0,83 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 605 | 210 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 680 847 | 2,49 | 51 588 | 7,46 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 70 431 | 9,54 | 5 677 | 16,55 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 6 042 | 59,67 | 487 | 70,28 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1 130 337 | 4,48 | 91 116 | 11,16 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 223 715 | 5,55 | 98 644 | 12,29 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 5 693 | 459 | ||||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 221 519 | 14,40 | 17 857 | 21,71 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 636 283 | 2,45 | 51 291 | 8,99 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 1 076 | 87 | ||||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3 824 | 36,23 | 308 | 43,26 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 325 246 | 15,52 | 27 766 | 30,16 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 3 530 | 285 | ||||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 16 979 | 0,18 | 1 | 0,00 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 261 | 21 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 31 | |||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6 417 | 0,61 | 517 | 7,04 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 6 098 | 492 | ||||||
| 2026-05-14 | 13F | Towle & Co | 10 572 | 852 | ||||||
| 2026-05-12 | 13F | Cornerstone Wealth Partners, LLC | 253 305 | 13,82 | 20 419 | 21,10 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 190 363 | 11,58 | 15 345 | 18,71 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 21 750 | 1 753 | ||||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 296 162 | 5,70 | 23 874 | 12,45 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 9 683 | 215,51 | 781 | 236,21 | ||||
| 2026-05-11 | 13F | Commerce Bank | 59 172 | 4 770 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 8 977 | 2,75 | 724 | 9,21 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 108 988 | 0,50 | 8 785 | 6,93 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 266 638 | 2,38 | 21 494 | 8,92 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 95 545 | 0,57 | 7 702 | 6,99 | ||||
| 2026-05-04 | 13F | Sentinel Wealth Management, Inc. | 144 345 | 6,42 | 11 636 | 13,21 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 61 437 | 0,72 | 4 952 | 7,16 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 28 568 | 2 303 | ||||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 225 021 | 5,34 | 19 039 | 17,63 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 546 | 147,36 | 0 | |||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 14 145 | 1 140 | ||||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 41 137 | 64,41 | 3 618 | 90,87 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 6 023 | 486 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 157 081 | 20,26 | 12 662 | 27,95 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 3 525 | 0,14 | 284 | 6,77 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 5 928 | 16,12 | 478 | 23,58 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 100 736 | 2,22 | 8 120 | 8,76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 21 807 | 3,01 | 1 652 | 8,04 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 4 471 | 0,29 | 360 | 6,82 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 142 306 | 2,15 | 11 471 | 8,67 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 52 | 4 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1 262 774 | 31,76 | 101 792 | 40,17 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 407 | 33 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 38 952 | 6,05 | 3 140 | 12,83 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 38 888 | 53,71 | 3 135 | 63,57 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 3 596 | 288 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 29 800 | 11,00 | 2 402 | 10,54 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 84 607 | 4,81 | 6 820 | 1,22 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 2 147 | 0,94 | 173 | 7,45 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 632 785 | 4,32 | 51 001 | 10,96 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 118 271 | 16,94 | 9 534 | 24,40 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 265 478 | 1,48 | 21 400 | 7,97 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 241 731 | 10,01 | 19 486 | 22,00 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 12 685 | 26,22 | 1 000 | 31,27 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 216 582 | 1,31 | 17 459 | 4,11 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 53 437 | 4,10 | 4 308 | 10,75 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 39 548 | 261,66 | 3 188 | 284,90 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 497 560 | 1,04 | 40 | 8,11 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 231 132 | 15,31 | 18 632 | 22,68 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 14 365 | 7,45 | 1 158 | 14,22 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 6 266 | 0,29 | 505 | 6,77 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 1 104 | 92,67 | 89 | 104,65 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 3 903 | 0,62 | 0 | |||||
| 2026-05-04 | 13F | Nwam Llc | 16 416 | 1 323 | ||||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 142 533 | 31,28 | 11 490 | 34,09 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 116 758 | 2,10 | 9 412 | 8,62 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 5 187 | 0 | ||||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 30 796 | 0,00 | 2 482 | 6,39 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 891 464 | 5,83 | 72 462 | 13,46 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 40 386 | 6,35 | 3 256 | 13,14 | ||||
| 2026-05-12 | 13F | Providence Financial Advisors, LLC | 210 327 | 5,66 | 16 954 | 12,40 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 4 381 | 0,21 | 353 | 6,65 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 157 605 | 254,63 | 12 705 | 277,31 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 433 | 35 | ||||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 7 020 | 27,40 | 566 | 35,49 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1 970 576 | 9,23 | 158 848 | 16,21 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 408 289 | 32 912 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 433 804 | 9,80 | 34 969 | 16,81 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 7 733 | 20,06 | 623 | 27,66 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 174 342 | 1,58 | 14 054 | 8,07 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 8 636 | 13,04 | 696 | 20,42 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 648 674 | 1,39 | 52 290 | 7,87 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 30 000 | 2 418 | ||||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 35 473 | 9,72 | 2 859 | 16,74 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 53 862 | 8,99 | 4 523 | 20,78 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 3 643 | 294 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 54 162 | 18,76 | 4 366 | 26,37 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 49 912 | 4,18 | 4 023 | 10,83 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 24 311 | 23,86 | 1 960 | 31,74 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 2 626 | 212 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 4 324 | 349 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 390 672 | 3 948,41 | 31 492 | 4 208,07 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 183 143 | 3,85 | 14 763 | 10,49 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 196 536 | 3,29 | 15 843 | 9,88 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 3 451 | 278 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 13 517 | 29,92 | 1 090 | 38,20 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 346 777 | 4,23 | 27 945 | 10,85 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 12 081 | 1 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 622 088 | 17,69 | 50 146 | 25,21 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 3 892 | 6,54 | 314 | 13,41 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 206 523 | 16,31 | 16 648 | 23,74 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 481 853 | 2,37 | 38 842 | 8,91 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 195 848 | 3,69 | 15 787 | 10,31 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 20 631 | 0,71 | 1 719 | 8,05 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 131 021 | 10,35 | 10 562 | 17,40 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 289 | 4,37 | 104 | 10,75 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 1 666 055 | 8,52 | 134 301 | 15,45 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 0 | 0 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 9 680 | 0,28 | 780 | 6,70 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 61 566 | 17,10 | 4 963 | 24,58 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 613 298 | 11,63 | 48 340 | 16,12 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 516 | 0,19 | 42 | 5,13 | ||||
| 2026-05-12 | 13F | Creative Planning | 111 041 | 2,06 | 8 951 | 8,59 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 25 | 2 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 549 655 | 44 308 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 24 932 | 31,23 | 2 010 | 39,61 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 52 879 | 119,10 | 4 007 | 129,83 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 441 | 36 | ||||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 2 002 480 | 1,50 | 161 420 | 7,98 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 211 547 | 3,43 | 17 053 | 10,03 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 110 025 | 24,10 | 8 869 | 32,04 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 5 255 | 7,75 | 424 | 14,63 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 4 132 | 333 | ||||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 263 925 | 8,72 | 21 275 | 15,66 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 12 987 | 57,92 | 1 047 | 67,90 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 92 992 | 14,74 | 7 389 | 20,34 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 62 578 | 19,33 | 5 044 | 26,96 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 67 873 | 11,42 | 5 471 | 18,55 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 56 220 | 13,36 | 4 532 | 20,60 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 272 973 | 1 180,54 | 102 614 | 1 262,37 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 44 769 | 8,63 | 3 609 | 15,57 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 120 450 | 41,57 | 9 709 | 50,62 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 19 900 | 209,87 | 1 604 | 230,04 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 79 200 | 2,95 | 6 384 | 127 580,00 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 1 031 823 | 2,53 | 83 175 | 9,08 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 493 | 40 | ||||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 251 854 | 41,73 | 20 302 | 50,78 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 172 007 | 5,38 | 13 866 | 12,11 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 3 324 | 268 | ||||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 4 370 | 4,95 | 352 | 11,75 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 69 764 | 3,31 | 5 624 | 9,91 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 106 085 | 1,07 | 8 552 | 7,53 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 58 516 | 27,86 | 4 717 | 36,03 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 238 850 | 8,78 | 19 254 | 15,73 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1 756 | 39,14 | 142 | 48,42 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 332 226 | 9,17 | 26 781 | 16,14 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4 863 | 0,12 | 392 | 6,54 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 347 359 | 8,23 | 28 001 | 15,14 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 109 299 | 5,27 | 8 814 | 11,98 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 096 355 | 18,71 | 249 597 | 26,29 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 679 | 55 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 88 470 | 9,03 | 7 132 | 16,01 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 241 729 | 0,71 | 19 486 | 7,14 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2 829 736 | 12,67 | 228 105 | 19,87 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 108 818 | 5,88 | 8 772 | 12,64 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3 421 | 0,29 | 276 | 6,59 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 58 764 | 11,62 | 4 737 | 18,76 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 3 673 | 28,47 | 296 | 37,04 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 289 783 | 7,63 | 23 359 | 14,50 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 925 | 75 | ||||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 29 940 | 2,40 | 2 413 | 8,94 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 103 993 | 8,79 | 8 383 | 15,73 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 34 029 | 22,44 | 2 743 | 30,31 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 34 351 | 6,18 | 2 769 | 12,97 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 24 866 | 22,51 | 2 153 | 30,98 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 55 067 | 0,65 | 4 439 | 7,07 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 358 554 | 19,28 | 109 513 | 26,90 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 41 815 | 4,10 | 3 371 | 10,75 | ||||
| 2026-05-14 | 13F | Betterment LLC | 15 521 | 7,12 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 193 529 | 11,58 | 15 600 | 18,70 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 30 027 | 8,37 | 2 420 | 15,29 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 980 | 79 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 708 | 89,30 | 57 | 103,57 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 63 965 | 29 651,16 | 5 156 | 32 125,00 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 110 962 | 6,80 | 8 945 | 13,62 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 47 929 | 2,83 | 3 864 | 9,40 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 39 514 | 2,20 | 3 185 | 8,74 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 194 591 | 12,01 | 15 686 | 19,16 | ||||
| 2026-04-22 | 13F | Vicus Capital | 15 985 | 31,14 | 1 289 | 39,54 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 621 | 1,14 | 50 | 8,70 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 113 084 | 0,93 | 9 116 | 7,37 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 24 453 | 12,28 | 1 971 | 16,49 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 187 555 | 5,22 | 15 119 | 11,94 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 87 617 | 7,39 | 7 063 | 14,23 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 6 976 | 47,11 | 562 | 56,55 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 225 171 | 4,14 | 18 151 | 10,79 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 28 621 | 2 307 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 65 869 | 16,56 | 5 310 | 24,01 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 19 124 | 1 542 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 4 104 | 8 821,74 | 331 | 10 900,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2 210 192 | 6,46 | 167 466 | 11,63 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 20 000 | 2 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 4 002 | 45,26 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 120 | 10 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 12 145 | 145,80 | 979 | 161,76 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 27 | 2 | ||||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 146 162 | 5,12 | 11 782 | 11,84 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 401 298 | 17,95 | 193 569 | 25,48 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 17 376 | 1 401 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 158 630 | 28,75 | 12 787 | 36,98 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 187 708 | 5,99 | 15 131 | 12,76 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 100 002 | 9,37 | 8 061 | 16,35 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4 228 | 201,14 | 341 | 220,75 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 22 621 | 5,84 | 1 824 | 12,60 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 36 | 3 | ||||||
| 2026-05-14 | 13F | JRM Investment Counsel, LLC | 532 169 | 6,63 | 42 898 | 13,44 | ||||
| 2026-05-13 | 13F | Pfc Capital Group, Inc. | 50 681 | 4,44 | 4 | 33,33 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 39 944 | 16,14 | 3 220 | 23,57 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 275 | 2,82 | 103 | 9,68 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 135 | 11 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 56 799 | 224,51 | 4 579 | 245,25 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 171 390 | 13 816 | ||||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 157 130 | 3,03 | 12 666 | 9,61 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 29 383 | 0,63 | 2 369 | 7,05 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 84 423 | 2,31 | 7 | 0,00 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 3 781 | 0,27 | 305 | 6,67 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 4 802 | 387 | ||||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 842 631 | 2,58 | 67 924 | 9,13 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 102 803 | 8 287 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 114 788 | 586,61 | 9 253 | 630,88 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 32 899 | 18,97 | 2 652 | 26,54 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 1 130 111 | 4,28 | 91 098 | 10,94 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 146 403 | 463,87 | 11 802 | 499,95 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 118 241 | 4,72 | 9 531 | 11,41 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2 092 | 3,36 | 169 | 9,80 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 15 510 | 26,15 | 1 250 | 34,26 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 6 097 | 0,28 | 491 | 6,74 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 700 094 | 8,18 | 56 435 | 15,09 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 336 698 | 3,79 | 27 141 | 10,42 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1 959 | 1,14 | 158 | 7,53 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 63 350 | 5 107 | ||||||
| 2026-04-21 | 13F | WJ Interests, LLC | 178 928 | 3,80 | 14 423 | 10,43 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 40 640 | 1,15 | 3 276 | 7,59 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 7 522 | 0,27 | 606 | 6,69 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 6 345 | 1,65 | 511 | 8,26 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 937 713 | 8,28 | 75 589 | 15,19 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1 531 | 0,39 | 123 | 6,96 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 44 353 | 3 575 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2 997 | 242 | ||||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 229 676 | 10,00 | 18 514 | 17,04 |
