Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF inkluderar Cvfg Llc, Owl Creek Wealth Partners LLC, Navigation Group, LLC, Financial Solutions Advisory Group, Inc., Quent Long Short Global Small Cap Fund, LP, Seeds Investor Llc, Auxano Advisors, LLC, RiverFront Investment Group, LLC, Summit Financial Strategies, Inc., Tortoise Investment Management, LLC, Inspire Advisors, LLC, Evergreen Wealth Solutions, LLC, Tiaa-cref Individual & Institutional Services, Llc, NewEdge Wealth, LLC, Tompkins Financial Corp, Curat Global, LLC, Diversify Wealth Management, Llc, Pacific Excel Wealth Advisors, Inc., Unique Wealth, Llc, och Wbh Advisory Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | Cvfg Llc | 584 153 | 46 183 | ||||||
| 2026-04-23 | 13F | Orca Investment Management, LLC | 27 624 | 3,25 | 2 184 | −1,09 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 905 | 72 | ||||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 16 964 | 0,01 | 1 341 | −4,15 | ||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 3 207 | 254 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 497 | 0,40 | 39 | −2,50 | ||||
| 2026-04-22 | 13F | Crew Capital Management, Ltd. | 5 287 | 0,23 | 418 | −4,14 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 393 149 | 16,81 | 30 217 | 8,83 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 13 584 | 38,80 | 1 074 | 32,96 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 68 030 | 17,42 | 5 345 | 11,82 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 326 097 | 113,16 | 25 781 | 104,29 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 100 770 | 789,49 | 7 967 | 752,89 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 149 781 | 84,16 | 11 842 | 76,47 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 196 202 | 8,98 | 15 512 | 4,44 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 4 888 | 1,96 | 386 | −2,28 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 27 719 | 22,22 | 2 191 | 17,10 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 598 | 3,82 | 47 | 0,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 360 | 30 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 3 821 | 6,73 | 316 | 4,65 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 6 134 | 0,29 | 485 | −3,97 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2 820 | 11,90 | 223 | 7,25 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2 340 | 1,39 | 185 | −2,63 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 171 376 | 3,40 | 13 542 | 104 069,23 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 33 513 | 4,37 | 2 650 | 0,08 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 4 453 | 3,94 | 352 | −0,28 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 94 | 7 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 8 375 | 662 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 96 331 | 9,96 | 7 616 | 5,37 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 51 487 | 30,69 | 4 071 | 25,23 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 49 062 | 1,48 | 3 879 | −2,76 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 16 328 | 0,29 | 1 291 | −3,95 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 5 730 | 22,80 | 453 | 17,97 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 11 250 | 889 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 14 200 | 91,89 | 1 123 | 83,93 | |||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4 519 | 12,41 | 373 | 14,81 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 275 | 22 | ||||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 14 248 | 1,25 | 1 126 | −2,93 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 67 243 | 1,58 | 5 316 | −2,66 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 395 | 0,77 | 31 | −3,12 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3 397 | 8,39 | 269 | 3,88 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 903 126 | 71 401 | ||||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 34 885 | 21,62 | 2 758 | 14,25 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 649 255 | 3,15 | 51 330 | −1,15 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 20 245 | 0,22 | 1 601 | −3,96 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 426 768 | 4,25 | 33 740 | −0,10 | ||||
| 2026-05-12 | 13F | Creative Planning | 4 126 427 | 28,67 | 326 235 | 23,30 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 275 965 | 39,86 | 21 818 | 34,03 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 137 835 | 7,71 | 10 897 | 3,22 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2 654 | 210 | ||||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 15 008 | 0,82 | 1 187 | −3,42 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 85 878 | 2,55 | 6 789 | −1,72 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 40 674 | 0,03 | 3 216 | −4,14 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 170 744 | 1,68 | 13 499 | −2,56 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 92 755 | 1,91 | 7 333 | −2,34 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 29 522 | 15,04 | 2 334 | 10,25 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 12 538 | 4,10 | 991 | −0,20 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 12 349 | 19,85 | 976 | 14,82 | ||||
| 2026-04-21 | 13F | Curat Global, LLC | 6 200 | 490 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 10 | 1 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 37 465 | 6,66 | 2 962 | 2,21 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 231 614 | 2,31 | 18 311 | −1,96 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 3 264 | 0,12 | 258 | −3,73 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 3 748 | 1,74 | 296 | −3,90 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 65 631 | 2,50 | 5 | 0,00 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 214 | 17 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 57 637 | 1,06 | 4 617 | −3,17 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 42 502 | 0,22 | 3 360 | −3,95 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 494 999 | 70 422 | ||||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 3 586 | 4,40 | 284 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 31 536 | 17,33 | 2 493 | 12,45 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 1 086 692 | 5,85 | 86 | 1,19 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 52 608 | 9,41 | 4 159 | 4,87 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 462 465 | 7,32 | 36 563 | 2,85 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 10 191 | 2,56 | 806 | −1,71 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 19 376 | 105,80 | 1 532 | 97,29 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 6 204 | 83,71 | 490 | 76,26 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 291 | 7,38 | 23 | 0,00 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 7 600 | 0,03 | 601 | −4,15 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 1 523 | 2,63 | 120 | −1,64 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 173 087 | 1 030,11 | 13 684 | 983,45 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 6 217 | 96,55 | 492 | 88,85 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 7 696 | 0,30 | 608 | −3,95 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 5 863 | 18,13 | 464 | 13,20 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 18 388 | 12,75 | 1 454 | 8,03 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 2 781 | 220 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 261 458 | 15,07 | 20 671 | 10,27 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 336 170 | 0,88 | 26 774 | −2,61 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 5 321 | 0,28 | 421 | −3,89 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 1 219 | 96 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 997 | 1 977,08 | 79 | 2 533,33 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 398 | 0,76 | 31 | −3,12 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 107 | 9 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 15 797 | 1,97 | 1 249 | −2,35 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 3 774 | 301 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 314 766 | 6,39 | 24 885 | 1,95 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 9 581 | 7,21 | 757 | 2,71 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 66 024 | 5,36 | 5 220 | 0,97 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 14 396 | 0,03 | 1 138 | −4,13 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 25 824 | 1,99 | 2 042 | −2,25 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 160 522 | 171,59 | 12 697 | 160,22 | ||||
| 2026-05-14 | 13F | Betterment LLC | 42 608 | 10,38 | 3 | 0,00 | ||||
| 2026-04-29 | 13F | Isthmus Partners, Llc | 95 083 | 6,06 | 7 517 | 1,64 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 11 708 | 2,92 | 926 | −1,39 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 73 900 | 143,09 | 5 843 | 132,93 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6 696 | 6,83 | 529 | 2,32 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 5 659 | 0,05 | 447 | 41,90 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 12 312 | 2,85 | 973 | −1,42 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 169 | 13 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 34 357 | 2,55 | 2 716 | −1,74 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 20 446 | 1,80 | 1 616 | −2,47 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 5 882 | 640,81 | 465 | 615,38 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 288 385 | 8,95 | 22 800 | 4,40 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 11 062 | 114,96 | 875 | 106,13 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 4 608 | 0,02 | 364 | −4,21 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 17 417 | 1 377 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 9 815 | 776 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 45 586 | 15,65 | 3 604 | 10,83 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 9 157 | 724 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 154 | 108,11 | 12 | 100,00 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 102 183 | 4,77 | 8 079 | 0,40 | ||||
| 2026-04-08 | 13F | Tlwm | 14 551 | 4,29 | 1 150 | −0,09 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 212 710 | 8,35 | 16 817 | 3,83 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 23 942 | 0,64 | 2 069 | 3,97 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 7 045 | 0,04 | 557 | −4,14 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3 563 | 41,28 | 282 | 35,10 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 5 619 | 444 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 37 980 | 0,21 | 3 003 | −4,00 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 64 097 | 0,10 | 5 067 | −4,07 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 27 | 2 | ||||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 707 527 | 25,15 | 55 937 | 19,94 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 464 256 | 1,94 | 36 704 | −2,31 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 34 887 | 4,61 | 2 758 | 0,25 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 3 111 | 246 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 59 565 | 5,68 | 4 709 | 1,27 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2 939 835 | 2,54 | 232 423 | −1,74 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 190 833 | 1,07 | 15 744 | 104 853,33 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59 247 | 10,96 | 4 684 | 6,33 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 2 781 | 0,11 | 220 | −4,37 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 27 523 | 0,94 | 2 176 | −3,29 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 52 984 | 99,55 | 4 189 | 91,23 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 133 | 11 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 168 782 | 4,62 | 13 344 | 0,26 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 28 587 | 43,86 | 2 409 | 49,81 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 16 382 | 10,31 | 1 295 | 5,71 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 7 915 | 4,71 | 626 | 0,32 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 155 676 | 6,21 | 13 615 | 12,60 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 7 060 | 558 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 23 093 | 37,53 | 1 826 | 31,77 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 78 476 | 2,12 | 6 204 | −2,15 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 34 280 | 3,44 | 2 710 | −0,88 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 30 410 | 21,26 | 2 404 | 16,25 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 456 136 | 2,52 | 36 062 | −1,75 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1 143 | 60,53 | 90 | 55,17 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 27 584 | 1,88 | 2 181 | −2,37 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 7 198 | 13,96 | 569 | 9,21 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 22 070 | 2,77 | 1 745 | −1,52 | ||||
| 2026-05-15 | 13F | Fmr Llc | 117 590 | 11,76 | 9 297 | 7,10 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 20 759 | 16,58 | 1 641 | 11,78 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 87 634 | 7,32 | 6 928 | 2,85 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 1 032 092 | 1,20 | 81 597 | −3,02 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 13 137 | 9,97 | 1 039 | 5,38 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 5 436 214 | 97,79 | 429 787 | 89,54 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 784 | 0,26 | 62 | −3,12 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 9 984 | 11,93 | 789 | 7,35 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 12 230 | 31,48 | 967 | 25,95 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 9 301 | 223,06 | 735 | 210,13 | ||||
| 2026-05-14 | 13F | Aldebaran Financial Inc. | 104 353 | 5,96 | 8 250 | 0,81 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 638 870 | 2,21 | 50 509 | −2,05 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 10 191 | 77,64 | 806 | 70,19 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 17 374 | 6,04 | 1 374 | 1,63 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 22 482 | 1 777 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1 002 | 77 | ||||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 12 395 | 0,30 | 980 | −3,93 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 2 826 | 0,78 | 223 | −3,46 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 3 050 | 0,66 | 241 | −3,21 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 2 895 155 | 3,04 | 228 891 | −1,26 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 24 971 | 2 108 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 16 676 | 53,68 | 1 318 | 47,26 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 7 299 | 3,81 | 577 | −0,52 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 283 279 | 7,43 | 22 396 | 2,95 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2 226 | 176 | ||||||
| 2026-04-10 | 13F | Novem Group | 21 257 | 2,40 | 1 681 | −1,87 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 11 206 | 0,64 | 886 | −3,59 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 4 251 | 336 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 752 005 | 16,98 | 59 453 | 12,10 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 2 745 | 217 | ||||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 746 648 | 3,63 | 59 030 | −0,69 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 16 711 | 0,86 | 1 321 | −3,29 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 071 583 | 3,18 | 84 719 | −1,12 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 25 158 | 1,88 | 2 171 | 5,59 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 68 145 | 0,55 | 5 388 | −3,65 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 10 768 | 40,78 | 851 | 34,87 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 129 099 | 1,23 | 10 207 | −2,98 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 20 625 | 0,01 | 1 631 | −4,17 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 208 592 | 2,28 | 16 491 | −1,98 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 1 612 | 95,16 | 127 | 86,76 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 465 482 | 4,97 | 36 801 | 0,59 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 4 054 | 321 | ||||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 2 788 | 220 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 78 951 | 11,28 | 6 242 | 6,63 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 2 999 | 0,07 | 237 | −4,05 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3 349 506 | 2,55 | 264 812 | 98 342,75 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 166 770 | 14,58 | 13 185 | 9,79 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 4 | 0 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 5 840 | 462 | ||||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 145 | 158,93 | 11 | 175,00 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 5 060 | 104,20 | 400 | 96,08 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 360 | 28 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 39 712 | 127,50 | 3 155 | 119,10 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 530 737 | 6,94 | 121 020 | 2,49 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 7 341 | 20,23 | 580 | 14,17 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 122 642 | 86,98 | 9 696 | 79,19 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 184 884 | 4,91 | 15 253 | 7,32 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1 014 | 80 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 18 662 | 3,93 | 1 475 | −0,41 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 100 279 | 3,29 | 7 928 | −1,01 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 776 616 | 3,68 | 67 449 | 7,39 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 165 710 | 2,51 | 13 101 | −1,77 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 44 277 | 9,06 | 3 501 | 4,51 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 356 002 | 28 145 | ||||||
| 2026-05-12 | 13F | GGM Financials LLC | 325 | 0,31 | 26 | −3,85 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 18 969 | 0,02 | 1 500 | −4,16 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9 093 | 476,97 | 719 | 452,31 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 21 720 | 1,95 | 1 717 | −2,28 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 3 913 | 0,59 | 309 | −3,44 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 467 | 1,24 | 121 | 4,31 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 669 | 37,29 | 211 | 31,88 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 23 312 | 0,07 | 1 843 | −4,06 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 850 | 67 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 6 628 | 0,62 | 524 | −3,50 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 2 586 827 | 1,76 | 204 515 | −2,48 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 6 213 | 155,57 | 491 | 145,50 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 18 331 | 4,77 | 1 449 | 0,42 | ||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 317 457 | 2,65 | 27 536 | 7,93 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10 942 | 7,51 | 1 | |||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 5 122 | 20,01 | 405 | 14,77 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 502 | 136,79 | 40 | 129,41 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 8 501 799 | 2,41 | 672 152 | −1,86 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 139 395 | 3,69 | 11 500 | 6,08 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 181 575 | 4,50 | 14 355 | −2,01 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 19 309 | 2,43 | 1 527 | −1,86 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 4 688 | 371 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 39 135 | 5,44 | 3 094 | 1,05 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 2 300 | 177 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 32 047 | 10,32 | 2 534 | 5,72 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 127 942 | 15,83 | 10 115 | 11,01 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 8 844 | 0,97 | 699 | −3,19 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 9 | 1 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 144 319 | 2,82 | 11 410 | −1,47 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 110 219 | 110 119,00 | 8 714 | 108 812,50 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 153 512 | 13,75 | 12 137 | 9,54 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 5 645 | 488 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 29 031 | 3,77 | 2 295 | 1,73 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 8 728 | 0,07 | 690 | −4,03 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 248 618 | 281,01 | 19 656 | 265,13 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 57 447 | 25,17 | 4 542 | 19,94 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 3 760 | 10,01 | 300 | 6,41 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 825 503 | 3,96 | 65 264 | −0,37 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 23 429 | 0,39 | 1 852 | −3,79 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 443 363 | 58,61 | 35 052 | 52,00 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 15 232 | 2,78 | 1 204 | −1,47 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 62 577 | 37,75 | 4 947 | 32,03 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 14 741 | 7,56 | 1 165 | 3,10 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 39 599 | 1,59 | 3 131 | −2,64 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 207 | 344,06 | 174 | 324,39 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 56 115 | 79,68 | 4 436 | 72,20 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 8 212 | 0,31 | 649 | −3,85 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 128 874 | 27,63 | 10 189 | 22,30 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 34 657 | 65,72 | 2 740 | 58,78 | ||||
| 2026-04-27 | 13F | BCK Partners, Inc. | 4 466 | 5,28 | 353 | 1,15 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 10 725 | 12,14 | 848 | 7,35 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 8 | 1 | ||||||
| 2026-04-29 | 13F | Jericho Financial, Llp | 7 724 | 0,98 | 611 | −3,33 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 3 525 | 0,28 | 279 | −3,81 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 76 505 | 20,53 | 6 049 | 15,51 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 263 | 22 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 6 | 0 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 205 297 | 16 231 | ||||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 21 076 | 7,87 | 1 666 | 3,41 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 750 934 | 2,45 | 59 369 | −1,83 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 446 | 114 | ||||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 6 089 | 0,05 | 481 | −4,18 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 128 815 | 0,09 | 10 184 | −4,09 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 482 264 | 0,93 | 38 128 | −3,28 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 160 153 | 1,29 | 12 662 | −2,94 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 493 | 0,41 | 39 | −5,00 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 17 640 | 0,20 | 1 395 | −3,99 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 5 762 | 144,77 | 456 | 134,54 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 37 117 | 3 062 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 9 741 | 12,70 | 770 | 7,99 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 9 628 | 0,30 | 761 | −3,79 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 83 197 | 10,55 | 6 578 | 5,94 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 16 686 | 0,01 | 1 377 | 2,30 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 62 712 | 10,33 | 4 958 | 3,44 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 66 986 | 11,67 | 5 296 | 7,01 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 5 473 | 4,53 | 433 | 0,23 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 311 102 | 24 596 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 24 164 | 4,65 | 1 910 | 0,32 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 51 684 | 439,27 | 4 086 | 417,22 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 1 671 941 | 3,92 | 132 184 | −0,41 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4 478 | 40,99 | 354 | 35,11 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 3 200 | 0,31 | 253 | −4,18 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10 857 | 127,09 | 1 | |||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 8 938 | 707 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 118 409 | 0,43 | 9 361 | −3,76 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 592 | 1,37 | 47 | −4,17 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 15 848 | 2,05 | 1 253 | −2,26 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 3 682 | 0,63 | 291 | −3,32 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4 050 | 0,52 | 320 | −3,61 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8 672 | 1,13 | 686 | −3,11 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3 376 | 267 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 749 923 | 1,75 | 59 | −1,67 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 9 584 | 758 | ||||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 12 201 | 965 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 4 986 | 394 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 247 434 | 0,91 | 19 819 | −2,02 | ||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 6 521 | 516 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 77 472 | 9,81 | 5 988 | 2,89 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 15 965 | 1 262 | ||||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 678 821 | 1,15 | 54 000 | −2,69 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 89 740 | 32,64 | 7 095 | 27,11 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3 019 | 249 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 54 571 | −65,25 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 449 400 | 15,15 | 37 075 | 15,15 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 16 487 | 292,45 | 1 303 | 276,59 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 86 206 | 0,34 | 6 815 | −3,84 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 13 008 | 185,14 | 1 028 | 173,40 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 273 758 | 6,16 | 21 643 | 1,73 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 25 621 | 9,65 | 2 026 | 5,09 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 3 400 | 269 | |||||
| 2026-05-15 | 13F | FreeGulliver LLC | 98 584 | 1,94 | 7 794 | −2,31 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 427 | 0,95 | 33 | −8,57 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 18 966 | 309,81 | 1 499 | −2,73 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 202 760 | 0,69 | 16 030 | −3,50 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 363 505 | 4,40 | 28 739 | 0,05 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 192 | 16 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 25 594 | 16,69 | 2 023 | 11,83 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 572 | 0,35 | 45 | −4,26 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 47 346 | 18,85 | 3 743 | 13,91 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 52 100 | 48,43 | 4 119 | 42,28 | |||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 46 876 | 3 706 | ||||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 840 283 | 6,20 | 66 433 | 1,77 |
