Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF inkluderar Arkadios Wealth Advisors, Summit Financial, LLC, Capital Wealth Management, Llc, Private Advisory Group LLC, Seeds Investor Llc, Arlington Financial Advisors, LLC, Dravo Bay Llc, OpenArc Corporate Advisory, LLC, Augustine Asset Management Inc, Diversify Wealth Management, Llc, SOL Capital Management CO, United Capital Financial Advisers, Llc, Archvest Wealth Advisors, Inc., Tiaa-cref Individual & Institutional Services, Llc, Baer Investment Advisory LLC, Integrity Alliance, Llc., Detalus Advisors, LLC, Parsons Capital Management Inc/ri, Td Private Client Wealth Llc, och Elevated Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Certified Advisory Corp | 491 720 | 8,16 | 14 093 | 7,49 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 403 555 | 16,80 | 11 566 | 16,07 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 7 627 | 219 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 201 | 509,09 | 6 | |||||
| 2026-05-11 | 13F | Bailard, Inc. | 182 265 | 19,80 | 5 224 | 19,06 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 109 099 | 8,38 | 3 121 | 7,51 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 94 226 | 2,61 | 2 701 | 1,96 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 660 917 | 10,41 | 18 942 | 9,72 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 39 198 | 12,16 | 1 123 | 11,52 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 19 349 | 1,85 | 555 | 1,28 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 41 668 | 5,80 | 1 194 | 5,20 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 25 439 | 17,50 | 729 | 16,83 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 11 335 | 325 | ||||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 538 400 | 7,04 | 15 431 | 6,37 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 267 658 | 2,79 | 7 671 | 2,16 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 276 574 | 155,81 | 7 927 | 154,20 | ||||
| 2026-05-12 | 13F | Creative Planning | 216 875 | 1,78 | 6 216 | 1,14 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 327 557 | 2,65 | 9 388 | 2,01 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 199 291 | 129,96 | 5 712 | 128,53 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2 337 458 | 5 409,36 | 66 992 | 5 377,60 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7 828 032 | 27,21 | 224 351 | 26,42 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 9 205 | 26,10 | 264 | 25,24 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 87 344 | 123,94 | 2 503 | 122,69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 82 643 | 52,61 | 2 369 | 51,70 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 374 815 | 15,76 | 10 742 | 15,04 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 33 | 1 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 22 014 | 5,47 | 1 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 1 345 014 | 3,14 | 38 548 | 2,50 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 99 266 | 94,88 | 2 845 | 93,60 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 247 921 | 98,98 | 7 105 | 97,75 | ||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 157 420 | 10,11 | 4 512 | 9,46 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 133 324 | 5,64 | 3 821 | 5,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 3 997 338 | 668,28 | 114 564 | 663,50 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 11 119 | 319 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 719 455 | 245,37 | 20 620 | 243,25 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 3 411 524 | 1,57 | 97 774 | 0,94 | ||||
| 2026-04-29 | 13F | Burney Co/ | 9 981 | 7,14 | 286 | 6,72 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 387 106 | 6,38 | 11 094 | 5,71 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 25 | 1 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 37 207 | 28,85 | 1 066 | 28,13 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 4 341 | 0,60 | 124 | 0,00 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 419 | 0,72 | 12 | 0,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 208 552 | 342,33 | 5 977 | 339,81 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 19 392 | 7,46 | 555 | 6,53 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 24 520 | 703 | ||||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 1 121 967 | 5,49 | 32 156 | 4,83 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 16 566 | 74,07 | 475 | 72,99 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 515 830 | 11,68 | 14 841 | 11,26 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 9 390 | 1,23 | 269 | 0,75 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 815 | 614,91 | 0 | |||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 46 086 | 16,37 | 1 319 | 15,50 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 44 660 515 | 1,28 | 1 279 970 | 0,65 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1 345 325 | 5,53 | 38 557 | 4,87 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 18 350 | 2,15 | 526 | 1,35 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 5 356 793 | 10,10 | 153 526 | 9,41 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 2 868 259 | 82 204 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 226 688 | 14,63 | 6 497 | 13,90 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 418 366 | 108,25 | 11 990 | 106,97 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 59 352 | 28,05 | 1 701 | 27,32 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 7 500 | 215 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 4 915 972 | 5,82 | 140 892 | 5,16 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 255 313 | 133,80 | 7 320 | 133,09 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 60 776 | 9,46 | 1 742 | 8,74 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 15 606 | 447 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 8 899 | 255 | ||||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 60 520 | 24,10 | 1 735 | 23,24 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 273 366 | 7 835 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1 487 097 | 4,85 | 42 620 | 4,19 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 343 | 10 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 7 636 114 | 11,70 | 218 843 | 10,99 | ||||
| 2026-04-29 | 13F | Invested Advisors | 9 511 | 1,67 | 273 | 1,12 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10 588 | 100,23 | 303 | 99,34 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 11 508 | 0,01 | 330 | −0,60 | ||||
| 2026-05-11 | 13F | Municipal Employees' Retirement System of Michigan | 38 702 475 | 3,91 | 1 109 | 3,26 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 107 202 | 0,92 | 3 072 | 0,29 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 2 754 | 8,85 | 79 | 8,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 704 182 | 30,98 | 20 182 | 30,17 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 73 672 | 22,26 | 2 111 | 21,53 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1 206 128 | 26,93 | 34 568 | 26,14 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 153 536 | 62,00 | 4 400 | 61,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 194 334 | 19,11 | 5 570 | 18,36 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 7 301 | 0,23 | 209 | −0,48 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 19 831 | 0,66 | 568 | 0,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 215 749 | 0,06 | 6 184 | −0,56 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 38 773 | 10,35 | 1 111 | 9,67 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 10 392 | 298 | ||||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 80 570 | 2 309 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1 785 | 51 | ||||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 180 357 | 28,43 | 5 169 | 27,66 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 10 493 | 7,61 | 303 | 7,47 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 510 141 | 1,74 | 14 621 | 1,11 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 48 920 | 12,63 | 1 402 | 11,98 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 569 599 | 7,68 | 16 325 | 7,01 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 410 309 | 5,37 | 11 759 | 4,72 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 953 499 | 2,65 | 84 647 | 2,01 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 8 551 | 3,02 | 245 | 2,51 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 14 818 | 24,64 | 425 | 23,98 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 448 081 | 97,92 | 12 842 | 96,68 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 1 625 843 | 949,80 | 46 597 | 943,35 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 37 782 | 0,39 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 4 | 0 | ||||||
| 2026-02-09 | 13F | Quest Partners LLC | 1 670 793 | 643,69 | 48 186 | 642,22 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 866 477 | 5,39 | 24 833 | 4,73 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 34 | 3,03 | 1 | |||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 39 491 | 242,00 | 1 132 | 239,64 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 99 210 | 7,40 | 2 837 | 6,49 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7 996 | 0,43 | 229 | 0,00 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 868 583 | 6,65 | 24 894 | 5,99 | ||||
| 2026-04-06 | 13F | CX Institutional | 2 815 704 | 2,31 | 81 | 1,27 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 1 293 | 37 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 14 240 | 408 | ||||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 31 495 | 8,52 | 903 | 7,77 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 212 754 | 34,75 | 6 098 | 33,91 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 56 | 2 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1 613 | 0,50 | 46 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 12 847 946 | 104,29 | 368 222 | 203 337,57 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 181 144 | 1,20 | 5 192 | 0,56 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 69 946 | 2 005 | ||||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 90 961 | 3,07 | 2 607 | 2,40 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 793 244 | 54,57 | 22 734 | 53,61 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 151 169 | 16,86 | 4 333 | 16,14 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 986 785 | 18,10 | 28 281 | 17,56 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 78 331 | 5,51 | 2 245 | 4,81 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 943 734 | 3,97 | 27 047 | 3,32 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 11 459 | 98,94 | 328 | 97,59 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 44 689 | 2,59 | 1 281 | 1,91 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 511 714 | 5,62 | 14 758 | 105 307,14 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 717 831 | 0,77 | 20 573 | 0,15 | ||||
| 2026-05-15 | 13F | State Street Corp | 3 762 990 | 41,03 | 107 847 | 40,15 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1 107 517 | 1,50 | 31 741 | 0,87 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 133 266 | 9,78 | 3 819 | 9,11 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 12 256 | 351 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 1 846 575 | 2,06 | 52 923 | 1,43 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 38 051 | 2,31 | 1 091 | 1,68 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 326 220 | 69,90 | 9 349 | 68,85 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3 103 772 | 9,16 | 88 954 | 8,48 | ||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 335 006 | 3,79 | 9 601 | 3,15 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 23 302 | 3,83 | 668 | 3,09 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 5 456 | 0,31 | 156 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 922 964 | 14,50 | 26 452 | 13,79 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 108 044 | 100,69 | 3 097 | 99,48 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 53 878 | 1 547 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 189 | 5 | ||||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 30 586 | 5,14 | 877 | 4,65 | ||||
| 2026-05-13 | 13F | Objectivity Squared, LLC | 39 666 | 8,66 | 1 137 | 7,98 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 6 208 354 | 7,82 | 177 931 | 7,15 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 52 | 1 | ||||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 347 000 | 20,07 | 9 945 | 19,33 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 18 428 | 528 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 8 339 | 214,92 | 239 | 213,16 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 44 455 | 0,24 | 1 274 | −0,31 | ||||
| 2026-05-15 | 13F | Fmr Llc | 13 991 | 2,21 | 401 | 1,52 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 14 551 | 27,28 | 417 | 26,75 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 483 957 | 3,95 | 14 | 0,00 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 790 591 | 975,84 | 22 658 | 969,28 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 82 004 | 20,91 | 2 350 | 20,14 | ||||
| 2026-05-01 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 940 643 | 0,06 | 26 959 | −0,56 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 10 590 | 8,04 | 304 | 7,83 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 33 | 1 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 77 933 | 6,35 | 2 234 | 5,68 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1 037 541 | 0,61 | 29 736 | −0,02 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 470 046 | 1 565,71 | 13 472 | 1 556,95 | ||||
| 2026-05-11 | 13F | Collier Financial | 647 200 | 0,98 | 18 549 | 0,35 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 11 326 | 0,86 | 325 | 0,31 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 322 411 | 8,76 | 9 240 | 8,08 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 237 741 | 0,79 | 6 814 | 0,16 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 15 317 | 17,21 | 439 | 16,49 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 816 | 8 966,67 | 23 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 55 927 | 53,40 | 1 603 | 52,57 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1 575 | 45 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 112 690 | 10,09 | 3 230 | 9,38 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 483 268 | 0,13 | 13 850 | −0,50 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 80 662 | 0,70 | 2 312 | 0,04 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 104 | 12,43 | 290 | 11,58 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 2 822 | 0,61 | 81 | 0,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 0 | 0 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 11 513 | 0,16 | 330 | −0,60 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 8 860 | 5,51 | 254 | 4,55 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 1 075 418 | 3,62 | 30 821 | 2,97 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 54 | 2 | ||||||
| 2026-05-07 | 13F | Jefferson Bridge Capital, LLC | 31 714 | 5,09 | 909 | 4,37 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 301 892 | 8 652 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 879 342 | 236,00 | 25 202 | 233,92 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 47 | 1 | ||||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 10 172 | 0,61 | 292 | 0,00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 80 865 | 6,95 | 2 318 | 6,28 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2 033 | 4 048,98 | 58 | 5 700,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 5 485 248 | 61,73 | 157 207 | 60,72 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 10 215 | 0,04 | 293 | −0,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 53 851 890 | 10,32 | 1 543 395 | 9,64 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 24 314 | 697 | ||||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 5 924 374 | 5,38 | 169 793 | 4,72 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 101 001 | 2 895 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 229 | 35 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 10 392 | 298 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 190 | 5 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 4 179 | 48,35 | 0 | |||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 583 | 17 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2 063 334 | 7,20 | 59 135 | 6,53 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 372 330 | 12,82 | 10 671 | 12,12 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 397 | 317,01 | 40 | 333,33 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10 623 | 39,91 | 304 | 39,45 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5 569 | 822,02 | 160 | 835,29 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 32 986 | 1,08 | 951 | 0,85 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 1 136 477 | 5,94 | 32 571 | 5,29 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 7 674 | 221 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 16 085 | 0,03 | 461 | −0,65 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 430 834 | 6,87 | 12 348 | 6,20 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 27 479 | 59,39 | 788 | 58,35 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 29 233 | 34,65 | 838 | 33,71 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 41 794 | 0,06 | 1 198 | −0,58 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 15 005 | 428 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1 090 639 | 8,88 | 31 257 | 8,20 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 217 958 | 3,00 | 6 247 | 2,36 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 227 423 | 20,45 | 6 491 | 19,19 | ||||
| 2026-05-06 | 13F | Hanseatic Management Services Inc | 48 011 | 35,41 | 1 376 | 39,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 31 506 | 106,84 | 903 | 105,47 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 507 179 | 42,05 | 14 536 | 41,17 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 9 750 | 281 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 62 479 | 0,95 | 1 791 | 0,28 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 444 230 | 6,16 | 12 690 | 5,15 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 481 957 | 4,49 | 13 813 | 3,83 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 2 214 829 | 0,75 | 63 477 | 0,12 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 11 895 021 | 5,11 | 340 911 | 4,45 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 20 625 | 8,56 | 591 | 7,86 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 19 969 | 18,97 | 572 | 18,18 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 136 663 | 3,30 | 3 917 | 2,65 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1 362 930 | 6,61 | 39 307 | 6,61 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 41 146 | 18,78 | 1 179 | 18,02 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 10 846 | 311 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 14 293 | 0,01 | 410 | −0,73 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 1 398 461 | 2,24 | 40 080 | 1,60 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 32 686 | 38,95 | 937 | 38,05 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 129 408 | 3,62 | 3 709 | 2,97 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 146 229 | 3,80 | 4 189 | 2,15 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 52 | 1 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 385 737 | 521,46 | 11 055 | 517,60 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 30 981 | 0,61 | 888 | −0,11 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 616 859 | 2,42 | 18 | 0,00 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 38 730 | 1 110 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4 067 | 4,71 | 117 | 3,57 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 31 561 | 2,05 | 905 | 1,46 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 9 215 | 264 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 8 815 | 253 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 7 107 | 204 | ||||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 1 450 509 | 2,17 | 41 833 | 1,96 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 123 | 4 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 604 093 | 5,13 | 45 973 | 4,47 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 223 091 | 40,86 | 6 394 | 39,98 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 268 510 | 7 696 | ||||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 28 707 | 2,90 | 823 | 2,24 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 9 502 | 17,11 | 272 | 16,24 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 77 012 | 13,72 | 2 207 | 13,01 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 104 953 | 18,99 | 3 008 | 18,25 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 67 475 | 11,57 | 1 934 | 10,84 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 77 253 | 75,28 | 2 214 | 74,19 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 385 062 | 6,91 | 11 036 | 6,24 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1 093 | 1 924,07 | 31 | 3 000,00 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 216 700 | 367,03 | 6 211 | 364,13 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 1 751 198 | 16,68 | 50 189 | 15,95 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 396 000 | 5,35 | 11 349 | 4,70 |
