Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF inkluderar Tiaa-cref Individual & Institutional Services, Llc, TIAA Wealth Investment Management LLC, CIBC Bancorp USA Inc., Spartan Wealth Advisory Services LLC, XML Financial, LLC, Boulder Wealth Advisors, LLC, WESPAC Advisors, LLC, Fort Washington Investment Advisors Inc /oh/, Gateway Wealth Partners, LLC, Ballentine Partners, LLC, Arkadios Wealth Advisors, Tower Bridge Advisors, TrueWealth Financial Partners, Quent Long Short Global Small Cap Fund, LP, Arvest Bank Trust Division, Fragasso Group Inc., Aprio Wealth Management, LLC, Centerline Wealth Advisors, LLC, DiMeo Schneider & Associates, L.L.C., och Visionary Horizons, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Principal Securities, Inc. | 9 041 | 11,82 | 848 | 13,54 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1 245 | 0,08 | 117 | 1,75 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 195 | 18 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 4 465 | 419 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 9 314 | 3,08 | 873 | 4,68 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 52 122 | 3,79 | 4 886 | 5,39 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 915 963 | 1,48 | 85 862 | 3,07 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 10 789 | 28,98 | 1 012 | 30,96 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 2 258 | 212 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 26 151 759 | 129,03 | 2 451 466 | 132,61 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 9 620 | 902 | ||||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 9 509 | 48,90 | 891 | 51,27 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 29 521 | 22,14 | 2 767 | 24,08 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 119 | 11 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 55 488 | 14,89 | 5 201 | 16,69 | ||||
| 2026-05-08 | 13F | Boulder Wealth Advisors, LLC | 42 588 | 3 992 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 6 462 | 12,38 | 606 | 14,15 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 31 069 | 0,44 | 2 912 | 2,00 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 15 743 | 0,20 | 1 476 | 0,96 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 242 978 | 23,98 | 210 257 | 25,91 | ||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 13 049 | 60,96 | 1 347 | 67,12 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 13 579 | 87,19 | 1 273 | 90,13 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 49 628 | 1,73 | 4 652 | 3,31 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 482 | 50 | ||||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 1 195 | 72,44 | 112 | 75,00 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 2 821 | 0,04 | 264 | 1,54 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 387 183 | 3,40 | 39 427 | 14,07 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 964 | 7,23 | 90 | 9,76 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 6 099 | 0,33 | 572 | 1,78 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 453 813 | 69,60 | 42 540 | 72,25 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 126 880 | 143,49 | 11 894 | 147,31 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3 573 | 77,58 | 335 | 80,54 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 32 609 | 3,71 | 3 | 50,00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 5 784 848 | 542 272 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 3 771 | 382 | ||||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 5 422 | 132,21 | 532 | 147,44 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 128 633 | 6,09 | 12 058 | 7,75 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 234 493 | 21,06 | 21 981 | 22,95 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 2 801 | 263 | ||||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 4 577 | 429 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 21 472 | 13,61 | 2 013 | 15,37 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 3 042 | 0,13 | 285 | 1,79 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 3 070 | 0 | ||||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 47 161 | 16,91 | 4 421 | 18,72 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 30 709 | 14,88 | 2 879 | 16,66 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 72 873 | 3,64 | 6 831 | 5,25 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 2 583 | 242 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 7 449 | 1,49 | 698 | 3,10 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 229 | 18,04 | 21 | 23,53 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 18 019 | 27,18 | 1 689 | 29,23 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 11 028 | 11,41 | 1 034 | 13,14 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 7 450 | 688 | ||||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 9 700 | 164,95 | 909 | 169,73 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 53 231 | 3,08 | 5 | 0,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 717 | 0,44 | 1 005 | 2,03 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 42 092 | 123 700,00 | 3 946 | 131 400,00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 54 351 | 18,47 | 5 095 | 20,31 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 42 | 4 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 319 347 | 4,35 | 29 476 | 7,77 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12 537 | 1 175 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 4 080 | 6,28 | 382 | 7,91 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 3 520 | 29,89 | 330 | 31,60 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 3 842 | 360 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2 955 832 | 7,01 | 272 823 | 10,52 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 4 470 | 419 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2 833 | 278,74 | 0 | |||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 3 639 | 341 | ||||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 61 505 | 8,16 | 5 765 | 9,85 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2 022 | 161,58 | 190 | 166,20 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2 334 | 219 | ||||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 29 656 | 4,71 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Maseco Llp | 757 | 0,40 | 71 | 2,90 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 279 | |||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 1 623 | 0,43 | 152 | 2,01 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 327 053 | 3,58 | 30 187 | 6,98 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 65 377 | 11,06 | 6 128 | 12,79 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 566 284 | 96,72 | 52 177 | 96,38 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 7 657 | 718 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 226 | 20,86 | 21 | 23,53 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 179 | 0,56 | 17 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 40 192 | 0,73 | 3 768 | 2,31 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 432 | 11,34 | 40 | 14,29 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 130 262 | 11,99 | 12 211 | 13,73 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 215 270 | 5,24 | 20 179 | 6,88 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 163 761 | 107,66 | 15 351 | 110,92 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 455 687 | 3,08 | 42 716 | 4,69 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 2 361 | 2,52 | 221 | 4,25 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3 505 | 24,47 | 329 | 26,64 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 7 881 | 49,80 | 739 | 52,16 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 19 420 | 0,02 | 1 820 | 1,56 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 4 005 | 0,43 | 375 | 1,90 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 2 583 | 242 | ||||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 17 069 | 119,99 | 1 600 | 123,46 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 78 238 | 38,48 | 7 334 | 40,66 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 339 962 | 10,62 | 31 864 | 12,33 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 433 | 9,22 | 134 | 10,74 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 40 970 | 8,41 | 3 841 | 10,09 | ||||
| 2026-05-04 | 13F | Sentinel Wealth Management, Inc. | 79 261 | 3,82 | 7 430 | 5,44 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 305 | 47,10 | 217 | 50,69 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 577 | 0,35 | 54 | 1,89 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 3 525 | 0 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 2 295 | 215 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 8 341 | 133,64 | 782 | 137,39 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 937 175 | 7,73 | 139 405 | 73,61 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 76 312 | 1,03 | 7 154 | 2,61 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 227 986 | 33,40 | 21 | 40,00 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 12 309 | 149,42 | 1 154 | 153,41 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10 977 | 1 029 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 23 930 | 120,27 | 2 243 | 123,85 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 13 062 | 26,34 | 1 224 | 28,30 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 72 732 | 6 818 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 31 311 151 | 1 080,03 | 2 935 107 | 1 098,44 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3 931 | 62,84 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 10 375 | 53,34 | 973 | 55,77 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 176 058 | 39,96 | 110 261 | 42,16 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 858 | 80 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 48 186 | 0,37 | 4 517 | 1,92 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 2 444 | 229 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 9 851 | 3,10 | 923 | |||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 402 | 38 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 4 412 | 0,05 | 414 | 1,47 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 2 889 | 2,48 | 271 | 3,85 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 69 852 | 2,56 | 6 548 | 4,15 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 199 | 19 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 11 | 0 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 16 228 | 0,53 | 1 521 | 2,15 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 284 | 27 | ||||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 17 440 | 5,93 | 1 635 | 7,57 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 27 373 | 9,61 | 2 566 | 11,28 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 3 938 | 0,43 | 369 | 2,22 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 51 970 | 166,19 | 4 797 | 197,70 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 2 528 | 237 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 626 | 0,48 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 33 552 | 1,56 | 3 145 | 3,15 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1 392 | 970,77 | 130 | 1 081,82 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 147 825 | 22,49 | 13 575 | 20,96 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 6 490 | 18,91 | 608 | 20,87 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4 116 | 386 | ||||||
| 2026-05-12 | 13F | Centric Wealth Management | 120 933 | 2,87 | 12 179 | 6,52 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4 380 | 18,03 | 411 | 19,88 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 130 460 | 404,49 | 12 | 500,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 40 180 | 3 767 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 550 370 | 4,67 | 51 592 | 6,30 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 8 969 | 2,27 | 841 | 3,83 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2 394 | 226 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 4 786 | 0,69 | 449 | 2,28 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 15 012 | 1,37 | 1 407 | 3,00 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 2 683 | 10,41 | 252 | 12,05 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 3 620 | 17,72 | 339 | 19,79 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 40 420 | 0,10 | 3 789 | 1,66 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 817 | 5,83 | 77 | 7,04 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 17 887 | 1 677 | ||||||
| 2026-05-06 | 13F | Eq Llc | 2 145 | 201 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 2 114 | 198 | ||||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 131 630 | 15,15 | 12 339 | 16,94 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 16 559 | 9,37 | 1 552 | 11,10 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 533 338 | 46,15 | 49 995 | 48,44 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 14 195 | 3,83 | 1 331 | 5,47 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 3 741 | 5,65 | 351 | 7,36 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 2 536 | 238 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 5 586 | 524 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 45 395 | 310,74 | 4 255 | 317,16 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 3 034 | 0,46 | 284 | 2,16 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 160 278 | 15 008 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 27 792 | 4,02 | 2 605 | 5,68 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 148 142 | 15,23 | 13 887 | 17,02 | ||||
| 2026-04-20 | 13F | First American Bank | 6 007 | 50,14 | 563 | 52,57 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 19 858 | 6,12 | 1 862 | 7,76 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 1 086 914 | 24,00 | 101 887 | 25,93 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 73 | 7 | ||||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 9 603 | 37,97 | 900 | 40,19 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 97 100 | 10,97 | 9 102 | 12,70 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8 546 | 69,97 | 801 | 71,52 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 3 632 | 58,60 | 341 | 61,14 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 162 | 0,62 | 15 | 7,14 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 12 734 | 0,58 | 1 194 | 2,23 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 19 298 | 0,16 | 1 809 | 1,69 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 2 362 | 221 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 2 783 | 16,79 | 261 | 18,72 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 595 | 25,26 | 56 | 27,91 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 658 257 | 12,25 | 60 448 | 11,68 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 277 249 | 19,88 | 25 989 | 21,75 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 398 463 | 3,07 | 37 352 | 4,68 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 708 137 | 12,12 | 66 379 | 13,87 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 16 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 709 | 66 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 3 971 | 0,25 | 372 | −2,37 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 548 170 | 0,87 | 145 125 | 2,44 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 2 270 | 213 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10 745 | 55,61 | 992 | 60,62 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 38 300 | 45,74 | 3 590 | 48,04 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 130 339 | 12,05 | 12 218 | 13,80 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5 753 | 39,23 | 539 | 41,47 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 50 737 | 27,95 | 4 756 | 29,98 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 14 473 | 8,52 | 1 357 | 10,15 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 36 303 | 2,09 | 3 403 | 3,69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 118 862 | 33,65 | 11 142 | 35,81 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 84 600 | 397,65 | 7 930 | 405,42 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 444 888 | 4,64 | 133 363 | 108 325,20 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 63 828 | 32,05 | 5 983 | 34,12 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 18 114 | 1 698 | ||||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 44 610 | 3,51 | 4 182 | 5,13 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 27 347 | 107,28 | 2 564 | 110,60 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 11 516 | 1 080 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 44 241 | 4 147 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 6 136 | 178,02 | 575 | 183,25 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 5 741 | 546 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 20 652 | 19,57 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 2 363 | 222 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 35 | 3 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 505 856 | 4,68 | 47 419 | 6,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 172 | −65,38 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 252 054 | 0,32 | 23 628 | 1,88 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 13 028 | 0,75 | 1 221 | 2,35 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 6 494 | 0,28 | 609 | 1,84 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 3 843 | 1,34 | 360 | 2,86 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 9 498 | 0,35 | 890 | 1,95 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 377 087 | 27,62 | 35 348 | 29,61 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 206 738 | 18 986 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 58 | 5 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 397 | 37 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 333 782 | 0,76 | 31 289 | 2,33 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 | 0 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 78 147 | 52,00 | 7 325 | 53,56 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 28 130 | 2 637 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 1 821 200 | 23,71 | 170 719 | 25,64 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 3 486 | 45,67 | 327 | 48,18 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 70 929 | 3,48 | 6 585 | 3,42 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 2 200 | 206 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 4 359 | 0,44 | 409 | 2,00 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 2 789 | 0,43 | 261 | 1,95 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2 989 | 280 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 312 240 | 1,47 | 29 269 | 3,06 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4 137 | 2,99 | 388 | 4,59 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 23 314 | 2 185 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 2 162 | 203 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 10 410 | 267,45 | 976 | 273,56 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 173 975 | 4,82 | 16 308 | 6,46 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 23 977 | 27,63 | 2 248 | 29,66 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 15 385 | 0,07 | 1 442 | 1,62 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 113 162 | 4,04 | 10 608 | 5,66 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 315 | 30 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 569 045 | 11,90 | 147 082 | 13,65 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 079 | 282,65 | 382 | 289,80 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 40 181 | 3 767 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 104 434 | 1,03 | 9 790 | 2,60 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 41 106 | 10,41 | 3 853 | 12,14 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 3 131 | 318 | ||||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 17 870 | 0,94 | 1 675 | 2,57 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 11 427 | 32,96 | 1 174 | 48,05 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10 420 | 259,81 | 977 | 265,54 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 47 256 | 5,95 | 4 340 | 4,63 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2 551 | 4,04 | 239 | 5,75 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 7 803 | 5,15 | 717 | 4,68 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 26 921 | 3,20 | 2 524 | 2,69 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 96 000 | 11,11 | 8 999 | 12,85 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 28 | 7,69 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 5 861 | 549 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 71 609 | 7,57 | 6 713 | 9,24 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5 745 624 | 3,99 | 538 595 | 5,62 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 142 348 | 13 240,96 | 13 139 | 13 729,47 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 4 802 | 7,96 | 494 | 15,69 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 3 468 | 330 | ||||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 235 430 | 7,65 | 22 069 | 9,33 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 127 567 | 11 958 | ||||||
| 2026-05-12 | 13F | Creative Planning | 2 989 279 | 3 944,76 | 280 215 | 4 008,11 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 357 336 | 14 764,23 | 33 497 | 15 056,56 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 19 905 | 165,40 | 1 866 | 169,51 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 24 071 | 197,58 | 2 256 | 212,03 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 26 190 | 43,24 | 2 455 | 45,52 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 5 083 | 476 | ||||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 76 053 | 2,22 | 7 129 | −0,68 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 47 710 | 23,41 | 4 472 | 25,34 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 3 927 | 368 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6 595 856 | 394,70 | 618 296 | 402,42 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 6 408 | 601 | ||||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 44 595 | 206,83 | 4 180 | 211,71 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 25 333 | 124,88 | 2 375 | 128,49 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 2 182 | 205 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 228 | 209 | ||||||
| 2026-04-28 | 13F | Hapanowicz & Associates Financial Services, Inc | 615 768 | 0,93 | 57 722 | 2,50 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 94 858 | 2,10 | 8 892 | 3,69 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 151 | 14 | ||||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 3 204 | 236 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 8 756 | 3,68 | 821 | 5,26 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 306 | 29 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 48 456 | 7,12 | 4 542 | 8,79 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 78 962 | 0,52 | 7 402 | 2,08 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 37 672 | 3,77 | 3 531 | 5,40 | ||||
| 2026-04-22 | 13F | Brandywine Asset Management, Inc. | 96 915 | 0,44 | 9 210 | −2,36 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 111 534 | 44,51 | 10 455 | 46,78 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 14 747 | 0,39 | 1 382 | 1,99 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 718 133 | 3,63 | 161 | 5,23 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 307 467 | 15,40 | 28 822 | 17,20 |
