COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF - Institutionellt ägande - Säljare

Pacer Funds Trust - Pacer US Cash Cows 100 ETF
US ˙ BATS ˙ US69374H8815

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

Uppgraderaför att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-04-17 13F Nautilus Advisors LLC 4 879 −3,75 305 0,00
2026-04-24 13F Private Advisor Group, LLC 546 695 −1,70 34 201 2,20
2026-04-27 13F BIP Wealth, LLC 4 125 −2,99 258 1,18
2026-04-08 13F Mma Asset Management Llc 11 322 −0,48 708 3,51
2026-05-05 13F Prosperity Consulting Group, LLC 104 487 −2,12 6 537 1,76
2026-04-17 13F Investment Advisory Services Inc /tx /adv 173 191 −2,79 10 835 1,06
2026-05-15 13F Kcm Investment Advisors Llc 0 −100,00 0
2026-05-14 13F Venture Visionary Partners LLC 31 474 −3,13 1 969 0,72
2026-05-04 13F Carrera Capital Advisors 5 099 −8,44 319 −5,92
2026-05-08 13F Pnc Financial Services Group, Inc. 8 931 −0,29 559 3,72
2026-04-29 13F WealthPLAN Partners, LLC 93 204 −16,81 5 831 −13,51
2026-05-15 13F AlphaCore Capital LLC 640 968 −1,07 40 099 1,82
2026-04-22 13F Onyx Bridge Wealth Group LLC 147 347 −11,12 9 218 −7,75
2026-04-20 13F First PREMIER Bank 58 612 −10,40 4 0,00
2026-05-15 13F Mercer Global Advisors Inc /adv 366 642 −59,18 22 937 −57,56
2026-04-15 13F Exchange Traded Concepts, Llc 10 253 −12,22 641 −8,69
2026-05-01 13F Compass Financial Services Inc 0 −100,00 0
2026-05-14 13F Jacobi Capital Management LLC 0 −100,00 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 7 643 470 −4,20 478 176 −0,40
2026-05-14 13F Ted Buchan & Co 143 904 −0,65 9 003 3,29
2026-05-07 13F Crewe Advisors LLC 1 460 −3,57 91 0,00
2026-05-14 13F StoneX Group Inc. 44 220 −66,31 2 766 −65,49
2026-04-24 13F SOL Capital Management CO 0 −100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 154 127 −43,75 9 642 −41,52
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 −100,00 0
2026-05-04 13F Modus Advisors, LLC 114 802 −2,86 7 182 1,01
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 14 443 −6,38 904 −2,69
2026-04-20 13F RiverTree Advisors, LLC 64 492 −1,14 4 035 2,78
2026-04-17 13F Certified Advisory Corp 452 564 −7,03 28 312 −3,34
2026-04-21 13F Paradigm Financial Partners, Llc 0 −100,00 0
2026-05-07 13F Commonwealth Financial Services, LLC 13 180 −0,36 825 3,65
2026-05-08 13F Wilkerson Advisory Group LLC 39 450 −92,47 2 468 −92,17
2026-05-14 13F EP Wealth Advisors, Inc. 19 686 −5,72 1 232 −1,99
2026-05-15 13F White Knight Strategic Wealth Advisors, LLC 23 130 −13,98 1 447 −10,51
2026-05-19 13F McIlrath & Eck, LLC 1 785 −31,11 112 −28,39
2026-04-09 13F TruWealth Advisors, LLC 19 900 −3,92 1 245 −0,16
2026-04-30 13F Csenge Advisory Group 186 058 −8,49 11 640 −4,86
2026-04-17 13F BCS Wealth Management 76 580 −50,30 4 791 −48,33
2026-04-22 13F Janney Montgomery Scott LLC 783 476 −2,52 49 2,08
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1 165 −34,92 73 −32,71
2026-04-21 13F Next Level Wealth Planning, LLC 6 982 −26,66 437 −23,78
2026-05-05 13F BCGM Wealth Management, LLC 8 536 −1,05 534 2,89
2026-02-13 13F Stark Wealth Management LLC 4 088 −5,59 246 −1,21
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 11 480 −2,51 718 1,41
2026-04-15 13F QTR Family Wealth, LLC 34 575 −0,34 2 144 −3,29
2026-05-06 13F LPL Financial LLC 18 606 409 −0,55 1 164 017 3,40
2026-05-05 13F BlueChip Wealth Advisors LLC 20 883 −43,18 1 288 −41,79
2026-04-30 13F LRI Investments, LLC 1 874 −5,54 117 −1,68
2026-01-12 13F Wealth Management Partners, LLC 0 −100,00 0 −100,00
2026-04-28 13F Berger Financial Group, Inc 10 825 −3,52 677 0,30
2026-02-11 13F Parallel Advisors, LLC 0 −100,00 0
2026-05-06 13F IMA Wealth, Inc. 0 −100,00 0
2026-04-22 13F Traphagen Investment Advisors Llc 53 490 −7,82 3 346 −4,15
2026-01-21 13F Indiana Trust & Investment Management CO 0 −100,00 0
2026-04-10 13F IAM Advisory, LLC 28 974 −2,24 1 813 1,63
2026-05-15 13F Burns Matteson Capital Management, LLC 176 260 −3,47 11 027 0,36
2026-05-14 13F Raymond James Financial Inc 8 171 215 −7,63 511 191 −3,96
2026-01-05 13F Chesapeake Asset Management Llc 0 −100,00 0
2026-05-14 13F Tempo Wealth, LLC 105 135 −0,60 6 577 3,35
2026-05-05 13F Smith, Moore & Co. 62 663 −9,81 3 920 −6,22
2026-04-28 13F Whittier Trust Co Of Nevada Inc 0 −100,00 0
2026-05-01 13F Pittenger & Anderson Inc 0 −100,00 0
2026-05-05 13F Soundwatch Capital LLC 5 949 −22,60 372 −19,48
2026-04-10 13F RTD Financial Advisors, Inc. 0 −100,00 0
2026-05-15 13F Intelligence Driven Advisers, LLC 265 519 −23,34 16 611 −20,30
2026-05-15 13F Ballast, Inc. 198 841 −0,75 12 439 3,19
2026-01-26 13F Independent Wealth Network Inc. 0 −100,00 0
2026-05-11 13F OpenArc Corporate Advisory, LLC 4 854 −30,84 304 −28,20
2026-05-01 13F Holistic Planning, LLC 7 730 −7,68 484 −3,98
2026-05-04 13F Savant Capital, LLC 6 133 −33,31 384 −30,74
2026-05-07 13F ODonnell Financial Services, LLC 79 311 −1,68 4 962 2,23
2026-05-13 13F Intrepid Financial Planning Group LLC 7 546 −26,99 472 −23,99
2026-05-13 13F Headlands Technologies LLC 0 −100,00 0
2026-04-16 13F Ballast Rock Private Wealth LLC 11 123 −0,78 696 2,06
2026-05-01 13F Sachetta, LLC 125 −9,42 8 −12,50
2026-05-11 13F Citigroup Inc 623 967 −11,95 39 035 −8,46
2026-05-08 13F LaSalle St. Investment Advisors, LLC 11 285 −0,77 706
2026-04-08 13F RVW Wealth, LLC 103 405 −11,25 6 469 −7,72
2026-05-12 13F Bnp Paribas Arbitrage, Sa 200 005 −50,00 12 512 −48,01
2026-05-14 13F Level Four Advisory Services, Llc 218 891 −7,91 13 694 −4,26
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 193 073 −8,65 12 079 −5,02
2026-04-14 13F Searcy Financial Services Inc /adv 0 −100,00 0
2026-05-06 13F Dunhill Financial, LLC 0 −100,00 0
2026-05-13 13F First Trust Advisors Lp 5 595 −43,96 350 −41,67
2026-05-13 13F Wealth Management Associates, Inc. 4 949 −0,42 310 3,34
2026-04-27 13F Moneywise, Inc. 57 403 −19,73 3 591 −16,53
2026-05-04 13F Procyon Private Wealth Partners, LLC 126 265 −5,77 7 899 −2,02
2026-01-27 13F Summit Wealth Partners, LLC 0 −100,00 0
2026-05-14 13F Spectrum Strategic Capital Management, LLC 0 −100,00 0
2026-04-28 13F Bravias Capital Group, LLC 9 660 −1,33 604 2,55
2026-05-14 13F Tripletail Wealth Management, LLC 18 727 −28,27 1 171 −25,48
2026-04-27 13F Revisor Wealth Management LLC 14 730 −2,77 922 −0,54
2026-05-11 13F SCS Capital Management LLC 67 574 −32,85 4 227 −30,89
2026-05-15 13F NCM Capital Management, LLC 37 341 −1,17 2 336 2,77
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 15 803 −0,04 989 3,89
2026-05-11 13F Salomon & Ludwin, LLC 1 665 −3,53 104 −0,95
2026-04-15 13F Cypress Wealth Services, LLC 16 193 −3,39 1 013 0,50
2026-04-21 13F Pinnacle Associates Ltd 0 −100,00 0
2026-05-15 13F Trexquant Investment LP 0 −100,00 0
2026-04-24 13F ERn Financial, LLC 32 608 −1,00 2 040 2,93
2026-05-14 13F Bare Financial Services, Inc 0 −100,00 0
2026-05-15 13F Citadel Advisors Llc 61 962 −37,82 3 876 −35,36
2026-05-15 13F CI Private Wealth, LLC 120 753 −48,68 6 376 −54,97
2026-04-17 13F Cora Capital Advisors Llc 160 735 −25,73 10 056 −22,78
2026-04-21 13F Laurel Oak Wealth Management, Llc 21 037 −6,27 1 316 −2,52
2026-05-05 13F Coquina Private Wealth LLC 27 812 −16,13 1 740 −12,83
2026-05-07 13F True North Advisors, LLC 0 −100,00 0
2026-05-15 13F Wealth Watch Advisors, INC 0 −100,00 0
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 113 758 −1,94 7 117 1,95
2026-04-24 13F Root Financial Partners, LLC 0 −100,00 0
2026-05-04 13F Bleakley Financial Group, LLC 0 −100,00 0
2026-01-07 13F Qp Wealth Management, Llc 0 −100,00 0
2026-04-22 13F Kennedy Investment Group 3 667 −4,95 229 −1,29
2026-05-05 13F West Michigan Advisors, Llc 6 404 −30,61 401 −28,57
2026-02-05 13F Plante Moran Financial Advisors, LLC 0 −100,00 0
2026-04-07 13F Cooper Financial Group 14 162 −8,05 886 −4,43
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 0 −100,00 0
2026-04-24 13F Capital Asset Advisory Services LLC 950 031 −2,65 60 023 −0,10
2026-05-15 13F DV Trading LLC 0 −100,00 0
2026-04-07 13F Investment Partners Asset Management, Inc. 27 710 −2,60 1 734 1,29
2026-04-23 13F Financial Guidance Group, Inc. 69 305 −2,54 4 336 1,33
2026-02-10 13F Quantbot Technologies LP 0 −100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 14 833 −35,95 928 −33,97
2026-05-13 13F Triumph Capital Management 1 968 −3,15 123 0,82
2026-05-19 13F Sonoma Allocations LLC 15 110 −22,39 942 −22,55
2026-02-12 13F Commonwealth Equity Services, Llc 3 318 661 −12,17 199 684 91 919,82
2026-04-27 13F Sierra Summit Advisors Llc 0 −100,00 0
2026-04-23 13F American National Bank 206 −42,13 13 −42,86
2026-01-12 13F Foster Group, Inc. 0 −100,00 0
2026-04-21 13F Trilogy Capital Inc. 28 727 −1,90 1 797 2,04
2026-04-24 13F Keybank National Association/oh 4 531 −22,07 283 −18,91
2026-04-23 13F Oregon Pacific Wealth Management, LLC 4 233 −57,53 265 −55,93
2026-02-04 13F Fortem Financial Group, Llc 0 −100,00 0
2026-05-13 13F Cetera Investment Advisers 5 612 900 −2,53 351 143 1,34
2026-01-27 13F Proffitt & Goodson Inc 0 −100,00 0
2026-05-15 13F Morgan Stanley 14 637 220 −4,41 915 705 −0,61
2026-05-07 13F Dakota Wealth Management 6 164 −28,86 386 −26,10
2026-02-17 13F Two Sigma Investments, Lp 0 −100,00 0
2026-05-04 13F Copia Wealth Management 44 869 −33,52 2 807 −30,88
2026-05-08 13F Evolution Wealth Advisors, LLC 33 978 −0,67 2 126 3,26
2026-05-11 13F Oxford Wealth Group, LLC 118 407 −5,53 7 408 −1,78
2026-05-15 13F Summit Financial, LLC 110 451 −3,92 6 910 −1,13
2026-04-28 13F Encompass More Asset Management 0 −100,00 0
2026-05-11 13F Plotkin Financial Advisors, LLC 5 222 −1,36 327 2,52
2026-05-16 13F Sunbelt Securities, Inc. 190 −4,04 12 0,00
2026-04-10 13F Novem Group 9 108 −12,65 570 −9,25
2026-01-23 13F Legacy Financial Strategies, LLC 0 −100,00 0
2026-01-02 13F Global Wealth Strategies & Associates 0 −100,00 0
2026-04-23 13F Drucker Wealth 3.0, LLC 358 283 −0,25 22 414 3,71
2026-04-16 13F Swisher Financial Concepts, Inc. 43 053 −1,21 2 693 2,71
2026-04-28 13F Atticus Wealth Management, Llc 0 −100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 249 363 −8,18 15 600 −4,53
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 151 159 −0,12 9 457 −2,16
2026-05-12 13F Sfmg, Llc 566 250 −40,42 35 425 −38,05
2026-02-06 13F GPS Wealth Strategies Group, LLC 451 −96,77 27 −96,63
2026-02-12 13F Fortress Private Ledger, Llc 0 −100,00 0
2026-04-13 13F IFP Advisors, Inc 120 320 −4,07 7 527 −0,25
2026-05-14 13F Simplex Trading, Llc 155 −71,24 10 −71,87
2026-05-05 13F Sanctuary Advisors, LLC 299 346 −6,47 18 727 −2,75
2026-04-22 13F Coastal Investment Advisors, Inc. 3 068 −8,25 192 −4,98
2026-04-22 13F Vicus Capital 19 020 −0,82 1 190 3,12
2026-05-15 13F Mission Wealth Management, Lp 0 −100,00 0
2026-05-13 13F NewEdge Wealth, LLC 3 417 −29,36 214 −26,80
2026-04-21 13F Unique Wealth, Llc 76 910 −18,87 4 811 −15,64
2026-04-08 13F Clarus Wealth Advisors 111 862 −1,79 6 973 −1,05
2026-04-15 13F WESPAC Advisors SoCal, LLC 3 775 −1,26 236 2,61
2026-04-30 13F Millstone Evans Group, LLC 11 929 −2,13 746 1,77
2026-05-05 13F Atria Investments Llc 56 349 −7,41 3 525 −3,71
2026-04-16 13F Diversified Trust Co 29 448 −10,17 1 842 −6,59
2026-04-16 13F IVC Wealth Advisors LLC 12 734 −23,31 797 −20,32
2026-05-14 13F Broadleaf Partners, LLC 52 064 −2,73 3 257 1,15
2026-04-29 13F Cary Street Partners Financial Llc 108 369 −26,10 6 780 −23,16
2026-05-14 13F Hrt Financial Lp 0 −100,00 0
2026-04-20 13F Tranquility Partners, LLC 8 661 −0,08 542 3,84
2026-05-14 13F Gwn Securities Inc. 32 547 −6,12 2 036 −2,35
2026-05-16 13F Arete Wealth Advisors, LLC 0 −100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 56 807 −8,11 3 554 −4,46
2026-02-04 13F Rollins Financial Advisors, LLC 0 −100,00 0
2026-05-06 13F World Equity Group, Inc. 22 844 −17,22 1 429 −13,92
2026-05-14 13F Captrust Financial Advisors 469 115 −5,17 29 348 −1,40
2026-05-15 13F Wellspring Financial Advisors, LLC 15 416 −27,49 964 −24,75
2026-05-01 13F Diversify Advisory Services, LLC 0 −100,00 0
2026-01-21 13F SJS Investment Consulting Inc. 0 −100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 −100,00 0
2026-04-28 13F Whittier Trust Co 3 196 −1,42 200 0,00
2026-05-07 13F Perissos Private Wealth Management, LLC 3 739 −68,40 234 −67,23
2026-05-04 13F Fagan Associates, Inc. 74 822 −2,01 4 681 1,87
2026-05-01 13F Kraft, Davis & Associates, LLC 8 540 −92,79 542 −92,60
2026-05-04 13F HBW Advisory Services LLC 267 761 −14,89 16 751 −11,51
2026-04-23 13F Signature Securities Group Corporation 0 −100,00 0
2026-04-16 13F Capital Advisors, Ltd. LLC 7 562 −3,51 0
2026-05-14 13F Us Bancorp \de\ 23 214 −34,80 1 452 −32,21
2026-05-12 13F Ellis Investment Partners, LLC 39 107 −2,95 2 447 0,91
2026-05-01 13F International Assets Investment Management, Llc 32 702 −14,42 2 038 −11,35
2026-05-11 13F Pathstone Holdings, LLC 67 849 −38,50 4 245 −36,40
2026-05-08 13F Equity Wealth Partners, LLC 7 538 −21,26 472 −18,09
2026-04-22 13F MFA Wealth Services 4 694 −60,02 294 −58,50
2026-04-17 13F/A Founders Financial Securities Llc 37 183 −23,25 2 311 −20,75
2026-02-24 13F Astoria Portfolio Advisors LLC. 0 −100,00 0 −100,00
2026-05-04 13F Rps Advisory Solutions Llc 0 −100,00 0
2026-04-27 13F Truist Financial Corp 704 939 −0,00 44 101 3,97
2026-04-20 13F Heritage Wealth Management, Inc. 33 177 −0,11 2 076 3,85
2026-05-07 13F Sagespring Wealth Partners, Llc 34 527 −14,67 2 160 −11,26
2026-04-21 13F Mayfair Advisory Group, LLC 23 385 −23,92 1 463 −21,27
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-05-12 13F Liberty Wealth Management Llc 8 091 −28,74 506 −25,92
2026-05-08 13F Moors & Cabot, Inc. 108 228 −3,87 6 771 −0,06
2026-02-17 13F Fountainhead AM, LLC 0 −100,00 0
2026-04-07 13F GK Wealth Management LLC 0 −100,00 0
2026-04-15 13F Seacrest Wealth Management, Llc 3 652 −10,00 228 −8,06
2026-05-05 13F PFG Advisors 101 547 −11,36 6 353 −7,85
2026-04-22 13F Bay Capital Advisors, LLC 5 352 −21,10 335 −18,14
2026-02-05 13F Requisite Capital Management, LLC 0 −100,00 0
2026-05-11 13F Accordant Advisory Group Inc 175 495 −1,84 10 979 2,05
2026-05-19 13F Western Wealth Management, LLC 41 370 −15,65 2 588 −12,30
2026-05-14 13F Baird Financial Group, Inc. 994 456 −4,65 62 213 −0,87
2026-04-23 13F Accurate Wealth Management, LLC 6 092 −11,97 375 −12,62
2026-04-27 13F USAdvisors Wealth Management, LLC 62 516 −20,07 4 −25,00
2026-04-16 13F GEN Financial Management, INC. 201 184 −0,83 12 586 2,73
2026-02-02 13F Essex Savings Bank 0 −100,00 0
2026-04-10 13F Financial Partners Group, Inc 214 099 −2,01 13 394 −1,56
2026-05-05 13F UBS Group AG 4 410 982 −7,54 275 951 −3,87
2026-05-14 13F American Alpha Advisors, LLC 63 843 −28,04 3 994 −25,18
2026-02-05 13F Bright Futures Wealth Management, LLC. 0 −100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 25 636 −64,55 1 543 −62,89
2026-04-22 13F Spire Wealth Management 5 719 −25,36 358 −22,56
2026-05-01 13F Wealthspire Advisors, LLC 3 666 −62,80 229 −61,32
2026-04-20 13F Penobscot Wealth Management 6 721 −83,46 420 −82,82
2026-05-15 13F Advisor Group Holdings, Inc. 3 704 931 −7,00 231 860 −3,32
2026-05-08 13F Russell Investments Group, Ltd. 6 937 −24,68 434 −21,84
2026-04-29 13F Centerpoint Advisory Group 10 800 −2,20 676 1,66
2026-05-06 13F American Financial & Tax Strategies Inc 110 060 −1,30 6 885 2,62
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 0 −100,00 0
2026-04-20 13F YANKCOM Partnership 0 −100,00 0
2026-05-13 13F Green Harvest Asset Management LLC 8 078 −3,28 505 0,60
2026-05-14 13F Allworth Financial LP 68 982 −9,63 4 315 −6,03
2026-05-14 13F Gladstone Institutional Advisory LLC 26 880 −1,78 1 682 2,13
2026-05-13 13F Brinker Capital Investments, LLC 795 303 −0,94 49 754 3,00
2026-05-14 13F Cwm, Llc 322 904 −0,11 20 201 106 215,79
2026-02-17 13F Imprint Wealth LLC 0 −100,00 0
2026-05-14 13F Modern Wealth Management, LLC 490 944 −25,40 30 601 −22,72
2026-04-20 13F Kestra Private Wealth Services, Llc 449 759 −10,71 28 137 −7,16
2026-05-15 13F IHT Wealth Management, LLC 353 082 −1,19 22 089 2,73
2026-05-13 13F Calton & Associates, Inc. 111 340 −13,00 6 965 −9,55
2026-04-14 13F Cathy Pareto & Associates, Inc 97 984 −5,74 6 129 −2,01
2026-05-11 13F Wbi Investments, Inc. 0 −100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 85 478 −2,09 5 348 1,79
2026-04-06 13F CX Institutional 0 −100,00 0
2026-05-07 13F Symphony Financial Services, Inc. 61 354 −14,89 3 838 −11,51
2026-02-12 13F Leigh Baldwin & Co., Llc 0 −100,00 0 −100,00
2026-05-13 13F Signature Equity Partners, LLC 24 865 −10,72 1 556 −7,16
2026-05-06 13F Fidelis Capital Partners, LLC 33 730 −28,19 2 110 −25,34
2026-04-09 13F Teamwork Financial Advisors, LLC 8 701 −20,52 544 −17,33
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 2 791 −22,60 175 −19,44
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 3 154 181 −3,21 197 0,51
2026-04-20 13F McKinley Carter Wealth Services, Inc. 35 953 −0,73 2 249 3,21
2026-04-22 13F Apollon Financial, LLC 41 378 −0,47 2 589 3,48
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 77 370 −1,50 4 840 0,96
2026-04-22 13F Harbor Asset Planning, Inc. 14 444 −7,38 904 −3,73
2026-01-29 13F West Bancorporation Inc 0 −100,00 0 −100,00
2026-05-11 13F National Wealth Management Group, LLC 28 755 −11,85 1 799 −8,36
2026-05-13 13F/A Atlas Wealth LLC 117 412 −0,13 7 345 3,83
2026-05-07 13F MONECO Advisors, LLC 135 874 −22,99 8 500 −19,93
2026-04-22 13F Pasadena Private Wealth, LLC 37 020 −2,23 2 316 1,62
2026-05-11 13F Wells Fargo & Company/mn 6 513 020 −7,18 407 455 −3,49
2026-04-21 13F Echo Wealth Management, LLC 25 811 −47,82 1 615 −45,77
2026-05-15 13F Coppell Advisory Solutions LLC 0 −100,00 0
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 −100,00 0
2026-01-21 13F Future Financial Wealth Managment LLC 0 −100,00 0
2026-04-13 13F Arwa Llc 15 996 −11,78 994 −8,89
2026-03-31 13F Sankala Group LLC 3 920 −8,50 244 −12,59
2026-04-22 13F Aspire Capital Advisors LLC 87 326 −1,69 5 463 2,23
2026-04-21 13F Claro Advisors LLC 12 712 −0,24 795 3,79
2026-01-26 13F Provenance Wealth Advisors, LLC 0 −100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 20 894 −7,42 1 307 −3,68
2026-04-17 13F Braeburn Wealth Management LLC 14 621 −5,73 915 −2,04
2026-05-06 13F Decker Wealth Management LLC 0 −100,00 0 −100,00
2026-05-12 13F CIBC Bancorp USA Inc. 3 397 −28,51 213 −22,34
2026-05-12 13F Red Reef Advisors Llc 4 003 −1,36 250 2,46
2026-05-14 13F VestGen Advisors, LLC 137 796 −13,87 8 691 −9,72
2026-01-29 13F Obermeyer Wood Investment Counsel, Lllp 0 −100,00 0 −100,00
2026-05-04 13F Paragon Advisors, LLC 27 459 −12,33 1 718 −8,86
2026-05-08 13F Sofos Investments, Inc. 763 −20,85 48 −18,97
2026-05-14 13F Marble Wealth, LLC 208 564 −39,11 13 048 −36,70
2026-04-16 13F Smith Thornton Advisors LLC 45 409 −0,08 2 841 3,88
2026-05-07 13F Tidemark, LLC 0 −100,00 0
2026-05-04 13F Brookwood Investment Group LLC 8 977 −31,72 562 −29,08
2026-05-12 13F Centric Wealth Management 9 654 −41,23 611 −40,55
2026-05-11 13F Foundations Investment Advisors, LLC 29 450 −1,82 1 842 2,11
2026-04-30 13F BRYN MAWR TRUST Co 412 637 −11,76 25 815 −8,26
2026-05-05 13F Cherry Tree Wealth Management, LLC 320 −21,95 20 −16,67
2026-01-14 13F ORG Partners LLC 24 505 −2,92 1 476 1,58
2026-01-21 13F MBL Wealth, LLC 0 −100,00 0
2026-04-28 13F Core Wealth Advisors, Llc 0 −100,00 0
2026-05-13 13F Mariner, LLC 454 459 −24,61 28 431 −21,62
2026-02-17 13F Optiver Holding B.V. 0 −100,00 0
2026-05-27 13F Capasso Planning Partners LLC 5 278 −15,86 330 −12,47
2026-05-15 13F Cape Investment Advisory, Inc. 0 −100,00 0
2026-04-21 13F Strategic Equity Management 21 046 −25,59 1 317 −22,63
2026-04-27 13F PFG Investments, LLC 9 582 −7,02 599 −3,39
2026-05-15 13F Weaver Consulting Group 5 110 −3,00 320 0,95
2026-05-07 13F Legacy Capital Wealth Management, Llc 19 972 −0,83 1 249 3,14
2026-04-15 13F Wright Fund Managment, LLC 0 −100,00 0
2026-05-07 13F Scarborough Advisors, LLC 0 −100,00 0
2026-05-11 13F BankPlus Trust Department 13 843 −0,53 866 3,46
2026-05-13 13F PKS Advisory Services, LLC 26 927 −33,25 1 685 −30,61
2026-04-29 13F WealthPlan Investment Management, LLC 116 749 −43,98 7 304 −41,76
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 284 856 −26,41 17 796 −23,69
2026-05-05 13F Capital Investment Advisory Services, LLC 29 347 −33,33 1 836 −30,70
2026-05-12 13F Kovack Advisors, Inc. 98 809 −13,98 6 180 −10,59
2026-05-04 13F Mml Investors Services, Llc 1 372 593 −19,16 85 869 −15,95
2026-05-14 13F Trustmark National Bank Trust Department 91 202 −21,13 5 706 −18,00
2026-04-22 13F Gerber, Llc 0 −100,00 0
2026-04-21 13F Avaii Wealth Management, Llc 9 870 −1,52 617 2,32
2026-04-27 13F Altus Wealth Group LLC 160 777 −34,74 10 058 −32,15
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 67 190 −12,82 4 238 −9,54
2026-02-18 13F First Citizens Bank & Trust Co 0 −100,00 0
2026-05-04 13F Sigma Planning Corp 236 308 −5,71 14 783 −2,09
2026-05-06 13F Pacer Advisors, Inc. 282 298 −1,88 17 661 2,02
2026-05-15 13F Royal Bank Of Canada 2 147 267 −21,66 134 333 −18,55
2026-05-15 13F Glen Eagle Advisors, LLC 45 492 −6,83 2 846 −3,10
2026-01-20 13F Toth Financial Advisory Corp 0 −100,00 0
2026-05-12 13F Chicago Wealth Management, Inc. 10 343 −1,92 647 2,05
2026-05-14 13F Quattro Advisors LLC 0 −100,00 0
2026-05-07 13F VisionPoint Advisory Group, LLC 9 630 −0,71 602 3,26
2026-04-21 13F HCR Wealth Advisors 5 158 −1,86 323 1,90
2026-05-15 13F Advisory Services Network, LLC 222 835 −1,25 13 941 2,67
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0
2026-05-15 13F Bank Of America Corp /de/ 36 325 339 −6,04 2 272 513 −2,31
2026-05-15 13F Aqr Capital Management Llc 17 327 −20,61 1 084 −17,52
2026-05-15 13F/A Independent Financial Group, Llc 349 193 −5,61 21 846 −1,86
2026-04-28 13F PCG Wealth Advisors, LLC 29 711 −2,10 1 859 1,81
2026-02-13 13F Colony Group, LLC 634 064 −8,21 38 148 −3,91
2026-05-07 13F Advisor Resource Council 4 800 −31,13 300 −28,40
2026-04-24 13F ProCore Advisors, LLC 3 482 −8,10 218 −4,41
2026-04-29 13F Navalign, LLC 0 −100,00 0
2026-05-15 13F Susquehanna International Group, Llp 0 −100,00 0
2026-05-04 13F Wsfs Capital Management, Llc 203 645 −13,54 12 740 −10,10
2026-04-08 13F Capital Advisors Wealth Management, LLC 3 911 −26,36 245 −23,51
2026-04-23 13F J.w. Cole Advisors, Inc. 318 908 −8,65 19 951 0,51
2026-05-08 13F Align Financial, LLC 170 −98,34 11 0,00
2026-05-08 13F Firestone Capital Management 46 723 −7,53 2 923 −3,88
2026-05-15 13F Ameriprise Financial Inc 3 063 031 −11,50 191 668 −7,94
2026-04-16 13F Sentinel Pension Advisors Inc 4 136 −0,77 259 3,20
2026-04-21 13F Welch Financial Planning, LLC 7 109 −12,55 445 −9,20
2026-05-13 13F Hudock, Inc. 30 278 −40,47 1 894 −38,10
2026-05-14 13F Insight Wealth Partners, LLC 24 186 −4,56 1 513 −0,72
2026-04-29 13F Schmidt P J Investment Management Inc 9 346 −10,43 585 −6,86
2026-01-28 13F Milestone Asset Management, Llc 0 −100,00 0
2026-05-13 13F Tandem Investment Partners LLC 96 965 −0,44 6 066 3,52
2026-04-29 13F Strategic Blueprint, LLC 167 155 −1,03 10 457 2,90
2026-01-26 13F Ferguson Shapiro LLC 0 −100,00 0
2026-04-10 13F Wealth Group Ltd 311 724 −0,76 19 501 3,18
2026-04-15 13F Journey Strategic Wealth Llc 13 142 −4,75 822 −0,96
2026-05-12 13F Benson Wealth Management INC 3 685 −1,34 231 2,68
2026-05-22 13F WNY Asset Management, LLC 53 466 −27,38 3 345 −20,96
2026-05-15 13F GLOBALT Investments LLC / GA 22 068 −0,68 1 381 3,29
2026-04-16 13F Annex Advisory Services, LLC 26 513 −22,63 1 659 −19,59
2026-01-13 13F Capital Investment Advisors, LLC 0 −100,00 0
2026-05-14 13F Dana Investment Advisors, Inc. 20 085 −6,07 1 256 −2,33
2026-05-15 13F Warren Averett Asset Management, LLC 65 035 −29,99 4 069 −27,21
2026-04-15 13F Silverlake Wealth Management Llc 19 340 −4,66 1 210 −0,90
2026-04-07 13F CoreCap Advisors, LLC 3 153 −2,95 197 1,03
2026-04-17 13F Provident Wealth Management, LLC 817 861 −0,23 51 165 3,74
2026-05-14 13F Atomi Financial Group, Inc. 256 749 −11,54 16 062 −8,02
2026-04-22 13F Clear Creek Financial Management, LLC 118 848 −1,52 7 435 2,40
2026-01-29 13F Comerica Bank 67 446 −18,75 4 058 −14,93
2026-04-30 13F Titleist Asset Management, Llc 23 912 −57,50 1 496 −55,83
2026-04-10 13F Perigon Wealth Management, LLC 65 113 −4,72 4 073 −0,95
2026-05-11 13F Prudent Investors Network 13 888 −35,47 869 −32,92
2026-04-20 13F One + One Wealth Management, Llc 52 990 −7,19 3 315 −3,49
2026-05-12 13F First Western Trust Bank 0 −100,00 0
2026-05-15 13F Two Sigma Securities, Llc 11 584 −63,65 725 −62,23
2026-02-13 13F Retirement Financial Solutions, Llc 0 −100,00 0
2026-05-13 13F BlackRock, Inc. 50 068 −2,07 3 132 1,82
2026-05-15 13F MidFirst Bank 765 −18,53 48 −16,07
2026-05-07 13F Z3 Capital Partners, LLC 53 731 −1,08 3 361 2,85
2026-05-14 13F Rubicon Advisors, GP 16 168 −10,29 1 011 −6,73
2026-04-29 13F Nilsine Partners, LLC 15 683 −12,26 981 −8,84
2026-04-30 13F Socha Financial Group, LLC 5 715 −4,53 358 −0,83
2026-02-12 13F CIBC Private Wealth Group, LLC 3 259 −31,42 196 −28,21
2026-04-14 13F Focus Financial Network, Inc. 28 838 −4,65 1 804 −1,85
2026-05-07 13F Jefferies Financial Group Inc. 93 306 −16,34 5 837 −13,01
2026-05-11 13F Insight Advisors, LLC/ PA 0 −100,00 0
2026-05-11 13F Fairscale Capital, LLC 57 553 −0,75 3 601 2,16
2026-05-01 13F Sovran Advisors, LLC 15 489 −2,16 984 −0,20
2026-05-15 13F Beacon Pointe Advisors, LLC 15 647 −17,86 979 −14,66
2026-05-18 13F IFS Group,LLC 24 075 −12,18 1 506 −4,98
2026-05-11 13F Integrity Alliance, Llc. 13 809 −24,42 864 −21,47
2026-04-14 13F Nova Wealth Management, Inc. 4 444 −12,36 278 −8,85
2026-05-15 13F GWM Advisors LLC 506 863 −0,08 2 193 −92,82
2026-04-23 13F Next Level Private LLC 25 220 −22,79 1 578 −19,75
2026-02-12 13F Jane Street Group, Llc 0 −100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 261 870 −4,71 16 383 −0,93
2026-01-16 13F Standard Life Aberdeen plc 0 −100,00 0
2026-05-11 13F L & S Advisors Inc 5 771 −5,55 361 −1,63
2026-04-21 13F Long Island Wealth Management, Inc. 12 192 −6,42 763 −2,68
2026-05-04 13F Avantax Planning Partners, Inc. 16 256 −1,29 1 017 2,63
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 21 988 −3,15 1 376 0,73
2026-05-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2026-05-01 13F Mutual Advisors, LLC 12 703 −2,90 795 0,89
2026-05-15 13F Cerity Partners LLC 91 234 −33,32 5 708 −30,67
2026-04-14 13F Nbc Securities, Inc. 9 660 −5,09 604 −1,31
2026-04-20 13F Global Financial Private Client, LLC 22 394 −0,58 1 401 3,32
2026-05-15 13F XTX Topco Ltd 27 324 −10,06 1 709 −6,46
2026-05-15 13F Fwl Investment Management, Llc 9 318 −0,62 583 3,19
2026-05-15 13F Keating Financial Advisory Services, Inc. 6 521 −75,99 408 −75,09
2026-02-13 13F Icon Wealth Advisors, LLC 0 −100,00 0
2026-04-24 13F Saxony Capital Management, LLC 0 −100,00 0
2026-05-11 13F Adapt Wealth Advisors, Llc 5 737 −26,20 359 −23,34
2026-05-06 13F Sound View Wealth Advisors Group, LLC 17 108 −27,07 1 070 −24,17
2026-05-07 13F Ofc Financial Planning, Llc 31 442 −0,53 1 967 3,47
2026-05-06 13F Cornerstone Planning Group LLC 10 465 −5,77 666 −3,48
2026-04-24 13F KPP Advisory Services LLC 3 720 −9,36 233 −5,69
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 16 894 −65,85 1 057 −64,52
2026-05-05 13F SFI Advisors, LLC 29 898 −37,26 1 870 −34,78
2026-05-01 13F Team Financial Group, LLC 106 652 −9,03 6 672 −5,42
2026-05-12 13F Thoroughbred Financial Services, Llc 333 726 −0,52 21 0,00
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 19 434 −22,48 1 216 −19,43
2026-02-13 13F Pine Valley Investments Ltd Liability Co 51 829 −27,51 3 136 −23,69
2026-05-07 13F Grant Street Asset Management, Inc. 8 077 −6,07 505 −2,32
2026-05-13 13F Delta Investment Management, LLC 3 376 −15,77 211 −12,45
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 785 815 −43,93 49 137 −43,05
2026-05-13 13F 49 Wealth Management, Llc 18 309 −2,86 1 145 0,97
2026-04-13 13F Fortress Wealth Group, LLC 10 430 −35,92 652 −35,64
2026-05-14 13F Novak & Powell Financial Services, Inc. 3 582 −12,18 224 −8,57
2026-04-15 13F Register Financial Advisors LLC 525 −8,70 33 −5,88
2026-01-12 13F AllSquare Wealth Management LLC 23 595 −0,30 1 356 4,07
2026-05-05 13F Newbridge Financial Services Group, Inc. 203 −76,93 13 −76,92
2026-04-15 13F Dedeker Financial LLC 19 318 −27,03 1 209 −24,12
2026-04-10 13F Field & Main Bank 0 −100,00 0
2026-04-23 13F Columbia Advisory Partners Llc 8 960 −45,46 561 −43,32
2026-01-22 13F O'Brien Wealth Partners LLC 831 660 −0,18 50 041 4,51
2026-02-10 13F Brentview Investment Management LLC 0 −100,00 0
2026-04-23 13F Bridge Generations Wealth Management Llc 0 −100,00 0
2026-04-30 13F Owen LaRue, LLC 183 087 −0,75 11 454 3,19
2026-04-21 13F Wedbush Securities Inc 80 490 −1,15 5 25,00
2026-05-15 13F Smartleaf Asset Management LLC 707 −4,20 44 −2,27
2026-04-29 13F Northwest Wealth Advisors, LLC 6 989 −1,69 437 2,34
2026-05-04 13F Chicago Partners Investment Group LLC 103 375 −10,62 6 510 −9,31
2026-05-13 13F/A Jpmorgan Chase & Co 172 140 −12,54 10 654 −10,04
2026-04-29 13F BEAM Asset Management, LLC 14 655 −3,13 917 0,66
2026-05-06 13F Brio Consultants, LLC 33 714 −4,63 2 146 0,89
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista