Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i NEOS ETF Trust - NEOS S&P 500 High Income ETF inkluderar Centurion Wealth Management LLC, Sentinel Advisory Group, LLC, Steel Peak Wealth Management LLC, Rsm Us Wealth Management Llc, Northeast Financial Group, Inc., Integrity Wealth Partners, LLC, Prota Financial, LLC, Massar Capital Management, LP, SG Americas Securities, LLC, LightSquare Wealth Management, LLC, West Michigan Advisors, Llc, Centaurus Financial, Inc., Regal Investment Advisors LLC, Studio Investment Management Llc, CIBC Bancorp USA Inc., Vann Equity Management LLC, Clear Creek Financial Management, LLC, McKinney Capital Management, LLC, CIBC Private Wealth Group, LLC, och Clay Northam 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Plan Group Financial, LLC | 17 150 | 847 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 8 014 | 59,04 | 396 | 49,62 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 19 | 5,56 | 1 | |||||
| 2026-05-05 | 13F | PFG Advisors | 88 722 | 208,14 | 4 380 | 189,68 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 65 414 | 23,47 | 3 420 | 24,69 | ||||
| 2026-01-29 | 13F | Comerica Bank | 8 502 | 4,95 | 447 | 5,44 | ||||
| 2026-05-15 | 13F | Massar Capital Management, LP | 82 483 | 4 072 | ||||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 5 170 | 264 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 30 682 | 10,18 | 1 515 | 3,56 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 21 469 | 27,04 | 1 060 | 19,39 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 16 034 | 101,20 | 792 | 89,23 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 26 209 | 5,41 | 1 294 | −1,00 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 62 113 | 32,59 | 3 067 | 24,63 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 5 543 | 274 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 6 268 | 34,85 | 309 | 26,64 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 208 039 | 229,92 | 10 928 | 364 166,67 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 16 285 | 14,28 | 804 | 7,35 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 28 569 | 10,29 | 1 410 | 3,68 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 27 729 | 25,89 | 1 369 | 18,24 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 161 913 | 1,08 | 7 994 | −5,00 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 13 361 | 59,29 | 660 | 49,77 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 8 | 0 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 11 941 | 14,04 | 590 | 6,32 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5 024 | 248 | ||||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 15 000 | 7,14 | 741 | 0,68 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1 420 | 70 | ||||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 17 112 | 11,95 | 845 | 5,24 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 10 | 66,67 | 0 | |||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 75 000 | 4 | ||||||
| 2026-04-22 | 13F | Motco | 135 | 7 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5 086 | 13,37 | 251 | 6,81 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 4 962 | 245 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 62 516 | 14,73 | 3 083 | 154 000,00 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 16 433 | 3,47 | 856 | 2,64 | ||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 5 063 | 26,70 | 250 | 18,57 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 53 766 | 24,75 | 2 654 | 17,28 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 97 642 | 4 821 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1 270 | 54,88 | 63 | 44,19 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 79 695 | 2,62 | 3 935 | −3,55 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 249 900 | 89,17 | 12 338 | 77,79 | |||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 63 118 | 0,95 | 3 116 | −5,12 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3 868 | 20,80 | 191 | 13,10 | ||||
| 2026-04-09 | 13F | Prota Financial, LLC | 102 584 | 5 065 | ||||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 127 718 | 14,71 | 6 305 | 7,81 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 4 371 | 216 | ||||||
| 2026-05-12 | 13F | Chung Wu Investment Group, LLC | 142 890 | 19,61 | 7 054 | 12,41 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 536 814 | 36,64 | 26 503 | 28,43 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 5 399 | 7,98 | 267 | 1,53 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 16 662 | 183,03 | 823 | 166,02 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 560 | 43,22 | 28 | 35,00 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 7 250 | 358 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 31 151 | 70,47 | 1 538 | 60,27 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 18 132 | 107,77 | 895 | 95,41 | ||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 11 279 | 2,04 | 557 | −4,96 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 172 485 | 102,73 | 8 516 | 90,53 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 30 189 | 3,07 | 1 586 | 3,53 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 6 383 | 315 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 10 110 | 0,02 | 499 | −5,85 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 12 762 | 0,45 | 630 | −5,55 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 18 626 | 110,42 | 920 | 98,06 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 968 | 3,09 | 48 | −4,08 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 6 967 | 3,11 | 344 | −3,11 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 11 525 | 1,42 | 569 | −4,70 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 231 | 196,15 | 11 | 175,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 40 439 | 0,18 | 1 996 | −5,85 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 22 171 | 55,82 | 1 095 | 46,45 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 6 024 | 297 | ||||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 7 134 | 352 | ||||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 8 862 | 438 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 203 426 | 8 508,80 | 10 043 | 7 999,19 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 8 054 | 398 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 27 806 | 27,45 | 1 373 | 19,72 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 7 923 | 80,07 | 391 | 69,26 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 10 000 | 4,82 | 494 | −1,60 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 4 370 | 7,37 | 216 | 0,94 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 850 | 42 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 577 | 79,19 | 28 | 75,00 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 158 074 | 16,74 | 7 804 | 9,73 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 40 450 | 26,41 | 1 997 | 18,87 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 62 687 | 47,30 | 3 095 | 38,43 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1 936 | 96 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 8 037 | 386 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 52 015 | 3 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 600 133 | 9,97 | 29 629 | 3,35 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 839 | 288 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 103 262 | 25,55 | 5 098 | 18,01 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 50 660 | 2 501 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8 316 | 22,85 | 445 | 25,07 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 65 282 | 1 373,97 | 3 223 | 1 288,79 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 40 543 | 1,14 | 2 002 | −4,94 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 6 539 | 11,28 | 323 | 4,55 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 98 | 5 | ||||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 11 642 | 612 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 52 670 | 67,82 | 2 600 | 57,77 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 44 900 | 100,45 | 2 217 | 88,44 | |||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 261 973 | 1 396,39 | 13 006 | 1 315,13 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 73 300 | 86,99 | 3 619 | 75,72 | |||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 70 589 | 7,87 | 3 485 | 1,37 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 49 465 | 62,70 | 2 442 | 52,91 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 45 423 | 2 243 | ||||||
| 2026-04-16 | 13F | Lee Johnson Capital Management, Llc | 178 254 | 350,89 | 8 800 | 323,89 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 20 311 | 37,22 | 1 003 | 28,96 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 688 839 | 14,54 | 34 008 | 7,65 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 061 491 | 14,48 | 52 406 | 7,59 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 1 519 | 32,78 | 75 | 23,33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 45 941 | 18,21 | 2 268 | 11,12 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 173 | 0 | ||||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 89 470 | 151,68 | 4 417 | 136,58 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 2 839 | 140 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 20 736 | 4,15 | 1 024 | −2,11 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 17 403 | 1,18 | 859 | −4,87 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 394 | 2,87 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 16 540 | 2,60 | 817 | −3,55 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 229 643 | 48,61 | 11 337 | 39,67 | ||||
| 2026-05-14 | 13F | McKinney Capital Management, LLC | 19 177 | 947 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 55 233 | 35,97 | 2 727 | 27,26 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 41 935 | 31,25 | 2 070 | 23,36 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 9 167 | 98,81 | 453 | 86,78 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 162 | 26,56 | 8 | 16,67 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 51 990 | 3,15 | 2 567 | −3,06 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 2 938 | 16,54 | 145 | 9,85 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 27 250 | 12,32 | 1 345 | 5,57 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 66 315 | 3,63 | 3 274 | −2,62 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 42 720 | 81,89 | 2 227 | 78,45 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 8 581 | 10,52 | 424 | 3,93 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 48 149 | 0,73 | 2 377 | −5,30 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 29 347 | 98,29 | 1 454 | 87,00 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 5 000 | 247 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 8 760 | 432 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 59 174 | 12,83 | 2 921 | 6,06 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 53 643 | 7,19 | 2 648 | 0,76 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 4 486 | 221 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 34 621 | 28,77 | 1 789 | 26,63 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 8 417 | 2,94 | 416 | −3,26 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 31 725 | 213,02 | 1 566 | 194,36 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 89 | 4,71 | 4 | 0,00 | ||||
| 2026-04-20 | 13F | Independence Wealth Advisors, LLC | 106 485 | 3,60 | 5 257 | −2,63 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 6 253 | 12,89 | 309 | 6,21 | ||||
| 2026-04-28 | 13F | Clay Northam Wealth Management, LLC | 17 461 | 862 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 40 691 | 6,03 | 2 009 | −0,35 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 5 108 | 11,94 | 252 | 5,44 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 80 894 | 441,42 | 3 994 | 409,31 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 2 877 | 8,53 | 142 | 2,16 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 100 | 5 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 184 628 | 66,40 | 9 115 | 56,40 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 435 538 | 27,61 | 21 503 | 19,94 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 9 560 | 472 | ||||||
| 2026-04-21 | 13F | PDS Planning, Inc | 28 774 | 4,96 | 1 421 | −1,39 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 38 477 | 5,75 | 2 008 | 5,08 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 13 955 | 689 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4 618 | 230 | ||||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 38 009 | 11,51 | 1 877 | 4,80 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 536 366 | 25,91 | 26 480 | 18,33 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 4 204 | 208 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 105 494 | 39,61 | 5 208 | 31,22 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 12 890 | 1 519,35 | 636 | 1 451,22 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 8 516 | 420 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 82 994 | 7,67 | 4 097 | 1,19 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 161 834 | 789,10 | 7 990 | 735,67 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 23 181 | 5 204,58 | 1 144 | 5 100,00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 20 956 | 3,06 | 1 035 | −3,18 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 25 302 | 77,17 | 1 249 | 66,53 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 233 512 | 36,88 | 11 528 | 28,65 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 278 178 | 15,65 | 13 734 | 8,69 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 119 000 | 781,48 | 5 875 | 728,63 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 24 300 | 34,25 | 1 200 | 26,21 | |||
| 2026-05-14 | 13F | Allworth Financial LP | 8 264 | 8,14 | 408 | 1,75 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 22 812 | 24,09 | 1 126 | 16,68 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 7 340 | 6,92 | 362 | 0,56 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 24 198 | 1 195 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 303 | 15 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 10 859 | 2,51 | 536 | −3,60 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 60 071 | 14,83 | 2 966 | 7,90 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 54 504 | 122,44 | 2 691 | 109,01 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 46 293 | 7,10 | 2 285 | 0,66 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 121 640 | 6 005 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 10 158 | 16,80 | 1 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 344 100 | 832,52 | 16 988 | 776,57 | ||||
| 2026-05-11 | 13F | Palacios Wealth Management, LLC | 109 093 | 106,19 | 5 716 | 105,69 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 17 176 | 848 | ||||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 27 006 | 1 333 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 4 301 671 | 37,00 | 212 373 | 28,76 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 54 547 | 74,42 | 2 841 | 72,92 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 91 134 | 25,66 | 4 499 | 123,83 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10 684 | 527 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 78 168 | 11,06 | 3 859 | 4,38 | ||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 20 004 | 82,63 | 1 051 | 83,57 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 19 023 | 8,78 | 999 | 9,30 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 38 772 | 216,76 | 1 914 | 198,13 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 8 328 | 84,74 | 411 | 74,15 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 72 416 | 2,67 | 3 575 | −3,51 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 75 145 | 6,10 | 3 728 | 0,22 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 12 421 | 114,82 | 422 | 38,94 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 56 850 | 2,05 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 5 206 | 1,92 | 257 | −4,81 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 15 401 | 760 | ||||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 340 419 | 3,17 | 18 182 | 4,24 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 116 510 | 48,11 | 5 752 | 39,21 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 216 | 109 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 15 593 | 23,83 | 770 | 16,34 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 95 127 | 2,77 | 4 696 | −3,41 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6 411 | 2,74 | 317 | −3,36 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 7 626 | 376 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 185 | 6,32 | 9 | 0,00 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 20 | 1 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 500 | 79 | ||||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 40 990 | 2 024 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 28 | 3,70 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 9 845 | 25,80 | 517 | 26,41 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 40 | 2 | ||||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 51 793 | 296,91 | 2 557 | 273,28 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 15 996 | 129,50 | 790 | 115,57 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 14 089 | 53,88 | 696 | 44,79 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 17 826 | 54,98 | 880 | 45,70 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2 566 | 32,20 | 127 | 24,75 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 151 804 | 7 495 | ||||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 11 | 120,00 | 1 | |||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 10 247 | 1,08 | 506 | −5,08 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 23 537 | 157,04 | 1 162 | 141,58 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 14 313 | 4 372,81 | 707 | 4 312,50 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 81 532 | 2,32 | 4 025 | −3,82 | ||||
| 2026-04-23 | 13F | ELCO Management Co., LLC | 19 125 | 75,06 | 944 | 64,75 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 4 839 | 15,77 | 239 | 8,68 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 74 750 | 17,26 | 3 691 | 10,22 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 87 262 | 383,93 | 4 332 | 352,66 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 20 938 | 1 034 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 4 999 | 30,49 | 247 | 22,39 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 460 074 | 3,47 | 22 714 | −2,76 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3 174 | 43,30 | 157 | 34,48 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 525 470 | 15,85 | 25 942 | 8,89 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 30 580 | 2,92 | 1 510 | −3,39 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 28 477 | 98,54 | 1 406 | 86,59 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 168 328 | 20,27 | 8 310 | 13,05 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 572 | 28 | ||||||
| 2026-04-23 | 13F | URS Advisory LLC | 268 418 | 4,15 | 13 252 | −2,11 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 145 291 | 26,78 | 7 173 | 19,17 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 7 580 | 22,65 | 374 | 15,43 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 6 085 | 292 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 18 458 | 79,92 | 911 | 69,33 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1 601 | 537,85 | 79 | 507,69 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 525 | 28 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 66 837 | 18,29 | 3 300 | 11,15 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 4 106 | 899,03 | 203 | 861,90 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 52 563 | 67,48 | 2 595 | 57,46 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2 172 | 1,69 | 107 | −4,46 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 190 | 9 | ||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 113 495 | 5 603 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 210 514 | 10 393 | ||||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 57 229 | 0,83 | 2 825 | −5,23 | ||||
| 2026-05-06 | 13F | Storgate, LLC | 12 285 | 126,45 | 607 | 113,38 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 14 433 | 27,57 | 713 | 19,87 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 28 725 | 11,62 | 1 418 | 4,96 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 30 324 | 22,95 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4 259 | 210 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 680 | 83 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 35 735 | 2 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 361 | 18 | ||||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 109 998 | 7,87 | 5 431 | 1,38 | ||||
| 2026-05-14 | 13F | Betterment LLC | 12 239 | 169,76 | 1 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 30 829 | 2 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 127 593 | 6 299 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 15 792 | 8,37 | 780 | 1,83 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 7 022 | 62,96 | 359 | 58,41 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 5 616 | 2,88 | 277 | −3,15 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 25 526 | 46,54 | 1 260 | 37,70 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 5 414 | 267 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 4 075 | 94,05 | 201 | 82,73 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 31 462 | 1 553 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 31 080 | 9,85 | 1 534 | 3,23 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 41 013 | 42,60 | 2 025 | 34,04 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 800 | 39 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 2 783 | 72,11 | 137 | 63,10 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 8 776 | 7,26 | 433 | 0,93 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13 492 | 9,19 | 666 | 2,62 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 38 | −5,13 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 51 935 | 242,99 | 2 564 | 222,52 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 223 414 | 8,43 | 11 030 | 1,90 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 4 686 | 231 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 17 874 | 939 | ||||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 771 | 38 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 6 599 | 10,04 | 326 | 3,17 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 56 154 | 1,00 | 2 772 | −5,07 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 78 | 4 | ||||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 22 558 | 1 114 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 217 668 | 18,97 | 10 746 | 11,82 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 96 087 | 19,72 | 4 744 | 12,50 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 6 785 | 335 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 50 680 | 203,64 | 2 502 | 185,62 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 30 888 | 93,83 | 1 525 | 82,08 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 8 205 | 16,42 | 405 | 9,46 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 9 508 | 23,16 | 469 | 15,80 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 5 998 | 128,67 | 315 | 129,93 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 203 127 | 12,43 | 10 028 | 5,67 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 41 104 | 0,46 | 703 | −67,29 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 64 082 | 21,24 | 3 164 | 13,94 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 110 836 | 377,49 | 5 472 | 348,81 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 1 214 307 | 927,47 | 65 439 | 952,92 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 4 763 | 4,47 | 235 | −1,67 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 118 594 | 5 856 | ||||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 4 757 | 8,73 | 235 | 2,18 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 92 949 | 0,46 | 4 589 | −5,60 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4 662 | 230 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 69 333 | 39,11 | 3 423 | 30,71 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 29 702 | 96,13 | 1 466 | 84,40 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2 841 | 80,27 | 140 | 70,73 |
