Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional US Core Equity Market ETF inkluderar Lido Advisors, LLC, Platform Wealth Management, LLC, 3 Factor Indexing, Llc, Aznar Financial Advisors, LLC, Sanchez Levi Garrett, CSP Financial Group, LLC, FreeGulliver LLC, Arkadios Wealth Advisors, Everest Financial Group LLC, SB Capital Management Inc, V2 Financial group LLC, Innovative Asset Advisors Group, LLC, Skopos Labs, Inc., Inscription Capital, LLC, Mayport, Llc, Accurate Wealth Management, LLC, Mason & Associates, LLC, Hartland & Co., LLC, May Hill Capital, LLC, och Luminvest Wealth Management LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 142 888 | 3,78 | 6 447 | 0,06 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 9 655 | 6,60 | 436 | 2,84 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 16 742 | 0,25 | 755 | −3,33 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 82 196 | 22,20 | 3 709 | 17,83 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 225 102 | 1,69 | 10 157 | −1,96 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 23 290 | 1,25 | 1 051 | 104 900,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 10 126 | 457 | ||||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 20 902 | 81,39 | 1 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2 153 540 | 1 877,68 | 105 760 | 1 975,35 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 9 901 | 0,08 | 447 | −3,67 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 163 041 | 9,13 | 7 356 | 5,22 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 9 050 | 28,37 | 408 | 24,01 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 401 | 18 | ||||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 10 678 | 0,18 | 482 | −3,41 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 880 610 | 4,58 | 39 733 | 0,83 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 875 | 0,05 | 85 | −3,45 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 13 061 | 0,05 | 589 | −3,44 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 6 090 | 28,35 | 275 | 23,42 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 40 449 | 4,23 | 1 825 | 0,50 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 392 955 | 4,72 | 17 730 | 0,96 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 23 981 | 1 | ||||||
| 2026-05-14 | 13F | Tableaux Llc | 105 510 | 0,55 | 4 761 | −3,05 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 4 700 | 212 | ||||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 4 302 | 210 | ||||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 82 762 | 0,70 | 4 064 | 5,67 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 115 971 | 5 233 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 149 673 | 35,77 | 6 753 | 30,90 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 412 451 | 0,02 | 19 | −5,26 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 267 957 | 9,03 | 12 090 | 5,12 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 599 572 | 2,54 | 27 053 | −1,14 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 8 408 | 0,21 | 379 | −3,32 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 35 827 | 13,14 | 1 616 | 9,04 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 269 752 | 1 064,13 | 12 171 | 1 022,79 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 156 129 | 0,29 | 7 045 | −3,32 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 402 305 | 21,33 | 18 152 | 16,97 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5 097 | 230 | ||||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 47 353 | 36,37 | 1 730 | 6,46 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 949 861 | 0,70 | 42 858 | −2,92 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 44 984 | 11,80 | 2 030 | 7,75 | ||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 184 359 | 97,62 | 8 318 | 90,56 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 555 624 | 70,91 | 25 070 | 64,78 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 28 958 | 0,90 | 1 316 | −2,08 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 20 201 | 911 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 910 877 | 1,11 | 41 130 | −2,44 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 225 329 | 184,52 | 10 167 | 174,31 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 234 146 | 5,28 | 10 565 | 1,50 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 708 070 | 5,13 | 31 948 | 1,35 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 106 337 | 9,67 | 4 798 | 5,73 | ||||
| 2026-05-12 | 13F | Croban | 137 293 | 3,93 | 6 193 | 0,21 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 10 554 | 0,06 | 476 | −3,45 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 680 196 | 2,38 | 30 690 | −1,30 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 1 680 166 | 4,42 | 75 809 | 0,68 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 961 297 | 6,56 | 43 374 | 2,74 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 53 730 | 693,41 | 2 424 | 667,09 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 1 051 049 | 8,68 | 47 423 | 3,36 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4 252 | 192 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5 728 | 2,74 | 258 | −0,77 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 23 474 | 0,06 | 1 059 | −3,46 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 41 381 | 0,00 | 1 867 | −3,56 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 7 916 | 19,56 | 357 | 15,53 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1 181 696 | 4,08 | 53 317 | 0,34 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 8 277 | 387 | ||||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 791 906 | 0,56 | 38 867 | 5,46 | ||||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 3 117 907 | 0,62 | 140 680 | −5,39 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 79 560 | 66,66 | 3 723 | 70,47 | ||||
| 2026-05-04 | 13F | Prodigy Asset Management LLC | 224 802 | 28,01 | 10 143 | 23,42 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 10 771 | 486 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 20 462 | 963 | ||||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 646 425 | 4,08 | 29 167 | 0,35 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 325 616 | 0,46 | 14 692 | −3,14 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 18 223 | 822 | ||||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 23 119 | 1,90 | 1 043 | −1,70 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 255 593 | 73,46 | 11 532 | 67,23 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 140 803 | 0,24 | 6 353 | −3,36 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 7 600 | 0 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 58 | 3 | ||||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 31 803 | 21,01 | 1 435 | 16,68 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 222 133 | 3,54 | 10 023 | −0,06 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 1 630 612 | 10,23 | 73 573 | 6,27 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 3 418 428 | 3,09 | 154 239 | −0,61 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 26 901 | 1,81 | 1 321 | 6,88 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 8 196 | 370 | ||||||
| 2026-05-11 | 13F | Bannerstone Capital Management, LLC | 7 549 | 0,94 | 341 | −2,58 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 9 038 | 13,96 | 408 | 9,70 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 102 188 | 1,39 | 4 611 | −2,27 | ||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 14 209 | 49,63 | 641 | 44,37 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 3 891 | 0,03 | 176 | −3,85 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 877 733 | 13,08 | 39 603 | 9,03 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 23 751 | 0,85 | 1 072 | −2,81 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 2 658 | 120 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 13 487 | 0,25 | 609 | −3,34 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 84 405 | 3,66 | 3 808 | −0,05 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 28 316 | 1 278 | ||||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 4 932 | 223 | ||||||
| 2026-04-21 | 13F | SLT Holdings LLC | 37 179 | 18,93 | 1 678 | 14,71 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 43 514 | 102,10 | 1 963 | 94,94 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 254 194 | 1,62 | 11 469 | −2,02 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 13 237 | 1,36 | 619 | 2,15 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5 706 | 250,28 | 267 | 260,81 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 696 759 | 18,29 | 31 438 | 14,04 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 84 868 | 3 829 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 49 681 | 4,65 | 2 242 | 0,90 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 125 999 | 5 897 | ||||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 712 444 | 7,27 | 32 145 | 3,42 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 4 423 579 | 1,93 | 199 592 | −1,73 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 73 204 | 36,38 | 3 303 | 31,45 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 79 671 | 1,95 | 3 595 | −1,72 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 32 893 | 134,72 | 1 484 | 126,56 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1 787 | 81 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 284 758 | 10,24 | 12 848 | 6,29 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 52 573 | 1,36 | 2 372 | −2,27 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 27 647 | 100,78 | 1 247 | 93,63 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 29 057 | 39,26 | 1 311 | 34,32 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 568 101 | 2,01 | 25 633 | −1,65 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 10 028 | 0,24 | 452 | −3,42 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 121 107 | 6,19 | 5 464 | 0,22 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 99 442 | 4,87 | 4 487 | 1,10 | ||||
| 2026-05-13 | 13F | Invst, LLC | 181 241 | 6,28 | 8 178 | 2,46 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 16 183 | 15,12 | 730 | 11,11 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 24 666 | 23,21 | 1 113 | 18,80 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 31 369 | 1 415 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 630 630 | 25,01 | 28 454 | 20,53 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 7 379 642 | 3,57 | 332 969 | −0,15 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 86 168 | 1,37 | 3 888 | −2,29 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1 632 | 33,55 | 74 | 28,07 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 75 902 | 0,28 | 3 425 | −3,33 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 16 468 | 1 | ||||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 69 796 | 5,26 | 3 149 | 1,48 | ||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 10 811 | 4,16 | 488 | 0,41 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 216 648 | 3,98 | 9 775 | 0,26 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 116 101 | 5,17 | 5 238 | 1,39 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 16 909 | 763 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 9 252 | 12,17 | 417 | 8,03 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 221 686 | 14,32 | 10 002 | 10,21 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 93 322 | 6,34 | 4 211 | 2,51 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 10 748 | 485 | ||||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 5 651 | 255 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 11 296 | 36,85 | 510 | 28,54 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2 231 | 101 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 430 653 | 7,08 | 18 884 | 0,33 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 523 955 | 4,79 | 23 641 | 1,03 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 21 615 | 0,23 | 975 | −3,37 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 335 300 | 13,33 | 15 129 | 9,26 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 487 136 | 6,68 | 21 980 | 0,45 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 684 | 31 | ||||||
| 2026-04-28 | 13F | Brighton Jones Llc | 995 411 | 0,03 | 44 913 | −3,57 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 937 081 | 8,84 | 42 281 | 3,61 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 51 | 2 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 803 | 0,25 | 36 | −2,70 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 219 760 | 44,39 | 9 916 | 39,20 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 37 449 | 0,64 | 1 690 | −2,99 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 672 497 | 17,18 | 30 343 | 12,98 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 793 409 | 0,47 | 37 330 | 1,00 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 5 386 | 0,07 | 243 | −4,33 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 487 | 22 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 185 980 | 22,90 | 8 391 | 18,48 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 27 855 | 1 257 | ||||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 85 352 | 3,68 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 14 570 | 6 234,78 | 657 | 6 470,00 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 69 355 | 1,43 | 3 170 | −0,94 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 643 823 | 40,93 | 29 049 | 35,88 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 6 400 | 289 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 21 833 | 0,50 | 985 | −3,05 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 68 216 | 9,37 | 3 078 | 5,41 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 25 331 | 17,85 | 1 195 | 18,81 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 98 947 | 18,65 | 4 465 | 14,40 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 10 775 | 0,06 | 486 | −3,38 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 619 449 | 6,82 | 27 943 | 2,96 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2 335 738 | 3,48 | 105 389 | −0,23 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 8 194 | 332 | ||||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 2 867 | 0,07 | 129 | −3,73 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 4 686 | 211 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 77 189 | 5,79 | 3 483 | 1,99 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 151 282 | 0,52 | 6 826 | −3,10 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 112 670 | 16,34 | 5 084 | 12,16 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 971 781 | 3,18 | 179 207 | −0,52 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 384 085 | 11,43 | 17 330 | 7,43 | ||||
| 2026-05-12 | 13F | Creative Planning | 709 074 | 1,87 | 31 993 | −1,79 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 873 258 | 3,62 | 39 401 | −0,10 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 358 487 | 16 175 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 332 | 15 | ||||||
| 2026-04-21 | 13F | Kooman & Associates | 2 870 941 | 1,46 | 129 537 | −2,18 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 3 796 | 171 | ||||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 10 606 | 1,63 | 479 | −2,05 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 2 386 | 108 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 37 899 | 0,26 | 1 710 | −3,39 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 573 794 | 1,75 | 25 890 | −1,91 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 7 718 | 32,11 | 348 | 27,47 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 343 232 | 3,07 | 15 487 | −0,63 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 4 910 | 10,91 | 222 | 6,76 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 286 622 | 0,11 | 12 932 | −3,49 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 4 630 535 | 2,62 | 208 930 | −1,07 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 470 003 | 6,40 | 21 207 | 2,58 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 167 000 | 3,40 | 7 535 | −0,30 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 5 023 | 8,70 | 227 | 4,63 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 65 006 | 4,47 | 2 933 | 0,72 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 184 404 | 1,84 | 8 320 | −1,82 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 713 763 | 8,65 | 32 205 | 4,75 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 2 537 064 | 5,59 | 114 472 | 1,80 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 708 833 | 5,24 | 31 983 | 1,46 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 49 819 | 3,93 | 2 248 | −1,53 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 6 092 | 275 | ||||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 53 173 | 1,91 | 2 399 | −1,72 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 18 974 | 1,87 | 856 | −1,72 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 6 139 | 0,74 | 277 | −3,16 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 564 321 | 1,79 | 25 462 | −1,87 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 53 508 | 2 414 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1 099 | 50 | ||||||
| 2026-05-11 | 13F | WPWealth LLP | 1 862 102 | 5,50 | 84 018 | 1,71 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 36 112 | 1 629 | ||||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 92 277 | 28,11 | 4 164 | 23,53 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 170 133 | 2,54 | 7 676 | −1,13 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 12 814 | 578 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 4 815 | 217 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 5 182 | 0,23 | 234 | −3,32 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 39 302 | 6,02 | 1 773 | 2,25 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 9 792 | 0,02 | 442 | −3,71 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 27 548 | 0,68 | 1 243 | −2,97 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 123 229 | 9,63 | 5 560 | 5,70 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 116 227 | 0,48 | 5 244 | −3,12 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 108 803 | 4 909 | ||||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 124 436 | 3,61 | 5 615 | −0,11 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 316 359 | 5,05 | 14 334 | 1,70 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 28 179 | 5,39 | 1 271 | 1,60 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 163 051 | 1,42 | 7 357 | −2,22 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 203 464 | 0,58 | 10 010 | 3,94 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 46 282 | 4,56 | 2 088 | 0,82 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 28 316 | 1 278 | ||||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 588 013 | 3,89 | 26 531 | 0,17 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 954 | 43 | ||||||
| 2026-04-22 | 13F | Kennedy Investment Group | 170 517 | 7,62 | 7 694 | 3,76 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6 092 | 20,04 | 285 | 20,25 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 168 374 | 7 597 | ||||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 375 239 | 4,44 | 17 561 | 6,82 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 96 630 | 3,14 | 4 360 | −0,57 | ||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 617 665 | 4,69 | 27 869 | 0,93 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 227 626 | 6,83 | 10 270 | 3,00 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 85 812 | 4,89 | 3 872 | 1,12 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 39 412 | 0,40 | 1 778 | −3,21 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 212 136 | 1,76 | 56 728 | 104 950,00 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 810 253 | 8,86 | 36 559 | 4,95 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 30 868 | 1 393 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 13 728 | 140,17 | 624 | 133,33 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 8 598 | 7,14 | 388 | 3,20 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 381 858 | 0,48 | 17 229 | −3,13 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 7 419 | 16,80 | 0 | |||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 40 416 | 1 984 | ||||||
| 2026-04-21 | 13F | Mayport, Llc | 21 667 | 978 | ||||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 228 026 | 10 672 | ||||||
| 2026-05-01 | 13F | Navigoe, LLC | 301 570 | 4,02 | 14 | 0,00 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 29 971 | 0,03 | 1 362 | −2,92 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 251 728 | 1,69 | 11 358 | −1,96 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 5 244 | 237 | ||||||
| 2026-05-11 | 13F | Montis Financial, LLC | 9 107 | 0,55 | 411 | −3,07 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 1 908 237 | 38,86 | 86 100 | 33,87 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2 000 | 90 | ||||||
| 2026-04-21 | 13F | Maseco Llp | 1 838 563 | 27,38 | 82 938 | 22,77 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 148 465 | 2,61 | 6 699 | −2,49 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 1 250 | 56 | ||||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 137 924 | 7,72 | 6 223 | 3,86 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 5 | 0,00 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 401 124 | 8,99 | 18 099 | 5,07 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 186 953 | 5,45 | 8 435 | 1,66 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 486 035 | 3,25 | 21 930 | −0,46 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 1 115 216 | 3,44 | 50 319 | −0,27 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 928 859 | 24,36 | 41 910 | 19,90 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5 149 | 133,20 | 232 | 125,24 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 307 356 | 23,00 | 14 | 18,18 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 7 490 | 14,95 | 338 | 10,86 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 170 | 5,59 | 8 | 0,00 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 203 828 | 0,15 | 9 197 | −3,44 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 6 926 | 0,25 | 313 | −3,41 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 123 478 | 4,32 | 5 571 | 0,58 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 8 678 | 0,06 | 392 | −3,46 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 284 768 | 9,90 | 12 849 | 5,95 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 13 943 | 13,16 | 629 | 9,20 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 71 363 | 1,12 | 3 220 | −2,51 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 55 419 | 0,15 | 2 500 | −3,44 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 7 800 | 0,39 | 352 | −3,31 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 48 381 | 23,66 | 2 183 | 19,23 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 227 572 | 14,12 | 10 268 | 10,03 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 18 035 | 110,96 | 632 | 124,56 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 145 516 | 1,19 | 6 566 | −2,44 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 346 | 57,27 | 16 | 50,00 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 1 117 | 50 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 44 939 | 2,58 | 2 028 | −1,12 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 122 967 | 3,47 | 5 548 | −0,25 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 059 654 | 15,03 | 47 812 | 10,90 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 777 232 | 6,52 | 36 374 | 8,94 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 47 276 | 4,79 | 2 133 | 1,04 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 41 088 | 4,00 | 1 854 | 0,27 | ||||
| 2026-04-20 | 13F | City State Bank | 14 830 | 66,69 | 669 | 60,82 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 831 776 | 27,90 | 37 530 | 23,31 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 335 234 | 1,10 | 15 126 | −2,53 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 713 055 | 8,66 | 32 173 | 4,76 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 7 560 | 0,07 | 341 | −3,40 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 304 416 | 4,27 | 13 734 | 0,53 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 538 875 | 1,55 | 24 314 | −2,09 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 12 325 | 0,06 | 556 | −3,47 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 25 231 | 22,83 | 1 138 | 18,42 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 188 177 | 17,35 | 8 491 | 13,14 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 22 655 | 37,34 | 1 022 | 32,38 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 1 789 151 | 3,05 | 86 738 | 4,47 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 329 484 | 0,50 | 14 866 | −3,11 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3 382 769 | 45,29 | 158 314 | 48,60 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 8 651 | 0,01 | 390 | −3,47 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 1 260 926 | 1,82 | 56 893 | −1,83 | ||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 82 821 | 27,52 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 65 473 | 2 954 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 115 | 0,88 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 118 611 | 1,60 | 5 352 | −2,05 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 312 978 | 18,78 | 14 222 | 15,33 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 12 574 | 0,01 | 567 | −3,57 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 255 040 | 5,73 | 56 627 | 1,93 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 6 711 | 0,03 | 303 | −3,51 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 952 081 | 5,29 | 42 958 | 1,51 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 90 256 | 1,04 | 4 072 | −2,58 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 174 | 64,15 | 8 | 75,00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2 801 353 | 4,98 | 126 397 | 1,21 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 70 001 | 7,18 | 3 158 | 3,34 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 238 848 | 1,55 | 11 192 | 0,13 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 562 616 | 2,92 | 25 385 | −0,78 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 35 772 | 73,64 | 1 614 | 67,43 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 1 825 892 | 13,13 | 82 351 | 9,02 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 34 826 | 0,18 | 1 571 | −3,38 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 183 893 | 1,70 | 8 297 | −1,95 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 35 993 | 1 685 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 3 707 366 | 29,24 | 167 276 | 24,60 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 12 618 | 21,76 | 569 | 17,32 |
