Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Aware USD Corporate Bond ETF inkluderar Skyline Advisors, Inc., Cerity Partners LLC, Navigation Group, LLC, Csenge Advisory Group, Vantus Wealth LLC, Resolute Wealth Advisor, Inc., Gts Financial, Llc, GreatBanc Trust CO, Perennial Investment Advisors, LLC, American Capital Advisory, LLC, Wellington Grp LLC, GW&K Investment Management, LLC, Capital Investment Advisory Services, LLC, och Silver Grove Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 10 424 | 4,06 | 241 | 2,99 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 11 579 | 0,56 | 268 | −0,74 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 31 312 | 1,38 | 727 | 0,55 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 11 708 | 11,03 | 271 | 9,76 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 268 193 | 5,65 | 6 | 20,00 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 411 | 5,01 | 56 | 3,77 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 51 360 | 4,20 | 1 188 | 3,13 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 96 649 | 2,14 | 2 236 | 1,08 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 45 852 | 1,43 | 1 061 | 0,28 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 54 597 | 61,02 | 1 262 | 58,62 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 27 625 | 1,11 | 639 | 0,16 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 318 544 | 1,08 | 7 370 | 0,01 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13 735 | 1,95 | 318 | 0,63 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 21 545 | 9,03 | 499 | 7,79 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 25 095 | 26,73 | 581 | 25,27 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 11 991 | 0,86 | 280 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 239 270 | 26,63 | 5 536 | 25,31 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 061 700 | 14,10 | 24 565 | 12,90 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 73 608 | 1 703 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 341 489 | 8,53 | 77 314 | 7,39 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 30 308 | 0,75 | 701 | −0,28 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 11 195 | 2,31 | 261 | 2,35 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 59 648 | 15,04 | 1 380 | 13,86 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 98 579 | 2 281 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 44 419 | 49,03 | 1 028 | 47,56 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 184 364 | 3,26 | 4 266 | 2,16 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 32 | 1 | ||||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 23 440 | 1,55 | 542 | 0,56 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 203 701 | 1,21 | 4 763 | 118 975,00 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 222 | 3,26 | 5 | 0,00 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 10 331 | 2,01 | 239 | 1,27 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 144 273 | 0,54 | 3 338 | −0,51 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 44 588 | 2,21 | 1 032 | 1,08 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 16 062 | 4,28 | 372 | 3,06 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 3 750 | 0,75 | 87 | −1,15 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 218 857 | 27,53 | 5 064 | 26,16 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 139 | 157,41 | 3 | 200,00 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1 213 | 28 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 252 770 | 0,74 | 5 849 | −0,32 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 680 | 10,75 | 16 | 7,14 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 20 386 | 7 563,91 | 470 | 7 733,33 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 29 | 1 | ||||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 13 442 | 0,19 | 0 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 41 146 | 9,71 | 952 | 8,55 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 1 800 | 12,50 | 42 | 10,81 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 30 586 | 106,75 | 708 | 104,93 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 15 514 | 8,38 | 359 | 7,19 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 114 | 26 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 77 581 | 7,06 | 1 795 | 5,96 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 20 589 | 1,16 | 476 | −0,21 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 12 713 | 1,31 | 294 | −0,34 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 56 462 | 277,60 | 1 320 | 275,00 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 57 934 | 5,26 | 1 340 | 4,12 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 55 067 | 9,64 | 1 274 | 8,52 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 204 823 | 5,08 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 17 210 | 0,01 | 398 | −1,00 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 23 566 | 5,69 | 545 | 4,61 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 83 847 | 6,47 | 1 940 | 5,38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 180 943 | 310,22 | 4 187 | 306,01 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 28 483 | 2,31 | 659 | 1,23 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 469 317 | 2,48 | 10 859 | 1,40 | ||||
| 2026-05-05 | 13F | UBS Group AG | 3 172 247 | 685,11 | 73 399 | 676,87 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 13 649 | 0,73 | 316 | −0,32 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 72 177 | 3,77 | 1 670 | 2,71 | ||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 1 028 616 | 0,75 | 24 | 0,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4 351 | 13,96 | 101 | 12,36 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2 158 124 | 1,84 | 49 934 | 0,77 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 16 516 | 0,17 | 0 | |||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 37 716 | 0,47 | 873 | −0,57 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 818 823 | 22,93 | 18 946 | 126 200,00 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 30 651 | 2,48 | 709 | 1,43 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 46 629 | 1,06 | 1 079 | 0,00 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2 317 | 10,86 | 54 | 10,42 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 9 976 | 231 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 6 297 | 0,74 | 146 | −0,68 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 9 216 | 213 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4 549 638 | 1,42 | 104 664 | −0,23 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 351 109 | 15,31 | 8 124 | 14,09 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 10 714 | 248 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 48 960 | 20,30 | 1 133 | 19,03 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 38 535 | 6,64 | 892 | 5,44 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9 339 | 8,07 | 216 | 6,93 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 8 707 | 201 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 271 606 | 0,58 | 6 | 0,00 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 56 392 | 28,02 | 1 305 | 26,60 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 17 169 | 19,64 | 397 | 18,51 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 689 | 1,56 | 39 | 2,63 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 9 927 434 | 4,92 | 229 698 | 3,81 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 433 360 | 23,11 | 10 027 | 21,81 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 14 570 | 2,75 | 337 | 1,81 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 93 | 0 | ||||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 314 454 | 9,87 | 7 276 | 8,71 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 2 111 | 2,03 | 49 | 0,00 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 86 139 | 277,82 | 1 993 | 273,92 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 2 057 | 15,37 | 48 | 14,63 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 131 | 1 355,56 | 3 | |||||
| 2026-05-08 | 13F | Maia Wealth LLC | 14 829 | 0,40 | 343 | −1,15 | ||||
| 2026-05-06 | 13F | Eq Llc | 23 259 | 13,49 | 538 | 12,32 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 22 668 | 2,51 | 524 | 1,35 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 47 390 | 8,97 | 1 096 | 7,24 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 54 275 | 1 256 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 10 566 | 244 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 30 882 | 4,30 | 715 | 3,18 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 19 715 | 4,67 | 456 | 3,64 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 68 249 | 5,79 | 1 579 | 4,71 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 10 234 | 239 | ||||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 91 152 | 1,98 | 2 109 | 0,91 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 53 084 | 12,44 | 1 228 | 11,23 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 14 504 | 22,54 | 339 | 21,94 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 383 281 | 1,07 | 8 868 | 0,01 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 6 305 | 146 | ||||||
| 2026-05-12 | 13F | GGM Financials LLC | 4 014 | 0,73 | 93 | −1,08 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 861 162 | 3,07 | 19 925 | 1,98 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 1 086 | 7,52 | 25 | 8,70 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 14 189 | 328 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 880 | 2,21 | 20 | 0,00 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 35 868 | 19,88 | 830 | 18,60 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 832 845 | 4,77 | 19 270 | 3,67 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 6 439 | 3,27 | 149 | 2,07 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 121 067 | 4,41 | 2 801 | 3,02 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 24 928 | 0,59 | 577 | −0,52 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 127 395 | 26,09 | 2 948 | 24,77 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 10 962 | 0,91 | 253 | −0,79 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 27 327 | 108,92 | 632 | 107,21 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 22 292 | 47,48 | 516 | 44,66 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 138 | 3 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 41 262 | 7,22 | 954 | 6,24 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 4 | 0 | ||||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 23 045 | 3,13 | 533 | 2,11 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 98 454 | 3,43 | 2 278 | 2,38 | ||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 603 397 | 5,34 | 13 961 | 4,23 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 59 785 | 4,81 | 1 383 | 3,75 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 62 030 | 1,80 | 1 435 | 0,77 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 3 744 | 135,77 | 87 | 132,43 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 18 880 | 3,23 | 437 | 2,11 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 16 816 | 25,38 | 392 | 24,84 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 9 777 | 0,32 | 226 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 36 706 | 35,95 | 840 | 33,12 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2 896 | 3 267,44 | 68 | 3 250,00 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 9 991 | 31,96 | 231 | 30,51 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 2 785 | 64 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1 013 | 0,80 | 23 | 0,00 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 74 717 | 4,44 | 1 729 | 3,35 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 11 768 | 1,61 | 272 | 0,74 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 48 613 | 18,86 | 1 125 | 17,57 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3 273 | 1,24 | 77 | 0,00 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 49 799 | 7,56 | 1 152 | 6,47 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 9 463 | 7,21 | 219 | 5,83 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 14 664 | 2,50 | 339 | 0,89 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1 142 | 4 865,22 | 26 | 0,00 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 13 897 | 6,65 | 322 | 5,59 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 6 794 | 43,03 | 157 | 41,44 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 243 091 | 3,02 | 5 625 | 1,92 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 48 098 | 6,11 | 1 113 | 4,91 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 26 250 | 1,55 | 607 | 0,50 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 25 496 | 70,39 | 590 | 68,77 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 202 382 | 0,64 | 4 696 | −0,13 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 16 136 | 0,74 | 373 | −0,27 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 31 968 | 37,79 | 740 | 36,35 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 9 259 | 2,11 | 217 | 1,41 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 19 579 | 3,52 | 453 | 2,49 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 76 668 | 0,92 | 1 774 | −0,17 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 464 978 | 12,30 | 10 759 | 11,11 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 33 826 | 783 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 826 | 0,73 | 19 | 0,00 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 52 141 | 2,53 | 1 206 | 1,43 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 156 770 | 1,97 | 3 666 | 1,21 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 54 099 | 3,07 | 1 252 | 1,96 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 25 224 | 1,97 | 584 | 0,87 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 32 484 | 101,10 | 752 | 99,20 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 5 196 | 120 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 91 237 | 3,08 | 2 111 | 2,03 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 67 772 | 11,79 | 1 568 | 10,66 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 19 014 | 0,36 | 0 | |||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 3 110 | 72 | ||||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 053 | 0,67 | 24 | 0,00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 60 257 | 8,52 | 1 394 | 7,40 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5 383 | 2,03 | 125 | 0,81 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 7 950 | 14,39 | 184 | 12,96 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 22 927 | 18,88 | 530 | 17,78 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 320 249 | 15,39 | 7 411 | 14,19 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 27 137 | 6,15 | 628 | 5,03 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 9 000 | 208 | ||||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 9 967 | 1,94 | 231 | 0,88 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 181 359 | 2,08 | 4 196 | 1,01 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 58 124 | 1 345 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1 308 868 | 6,29 | 30 284 | 5,17 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 3 306 | 76 | ||||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 38 307 | 1,47 | 886 | 0,45 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 571 618 | 825,16 | 13 226 | 815,93 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 638 | 3,07 | 15 | 0,00 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 38 903 | 5,86 | 900 | 4,77 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 14 378 | 0,24 | 331 | −1,19 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 13 839 | 5,77 | 320 | 4,92 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 928 326 | 0,69 | 21 479 | −0,38 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 21 968 | 7,14 | 508 | 6,05 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 15 634 | 0,26 | 362 | −0,82 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 68 941 | 30,00 | 1 589 | 28,15 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 222 983 | 8,82 | 5 214 | 8,83 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 244 396 | 369,49 | 5 655 | 364,59 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 741 792 | 1,53 | 17 | 0,00 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 902 | 0,78 | 21 | 0,00 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 13 214 | 5,23 | 306 | 4,10 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 12 014 | 20,60 | 278 | 19,40 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 39 719 | 4,88 | 919 | 3,84 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 41 751 | 0,01 | 966 | −1,02 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 65 299 | 82,42 | 1 511 | 80,41 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 88 | 2 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 12 014 | 2,36 | 278 | 1,09 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 72 495 | 6,19 | 1 677 | 5,08 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 33 548 | 198,36 | 776 | 196,18 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 9 022 | 1,69 | 209 | 0,48 |
