ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF - Institutionellt ägande - Säljare

iShares Trust - iShares U.S. Aerospace & Defense ETF
US ˙ BATS ˙ US4642887602

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
(%)
2026-04-24 13F Swmg, Llc 0 −100,00 0
2026-04-27 13F Apeiron RIA LLC 3 493 −67,39 764 −69,13
2026-04-29 13F LiftPoint Family Wealth Advisors LLC 4 309 −57,07 943 −56,29
2026-04-14 13F Value Investment Professionals, LLC 0 −100,00 0
2026-04-30 13F Private Trust Co Na 3 680 −5,74 805 −3,94
2026-04-22 13F Aspire Private Capital, LLC 0 −100,00 0
2026-05-12 13F Family Legacy, Inc. 9 579 −15,53 2 095 −13,93
2026-05-14 13F Capital Fund Management S.a. Put 0 −100,00 0
2026-05-04 13F One Wealth Capital Management, Llc 2 183 −74,41 472 −74,28
2026-04-29 13F Axxcess Wealth Management, Llc 0 −100,00 0
2026-04-10 13F Centurion Wealth Management LLC 3 856 −2,94 844 −1,06
2026-05-04 13F Flaharty Asset Management, LLC 0 −100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 7 581 −15,24 1 658 −13,65
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 300 −8,26 66 −7,14
2026-05-13 13F SRS Capital Advisors, Inc. 170 −35,61 37 −33,93
2026-04-17 13F AdvisorNet Financial, Inc 2 231 −7,35 488 −5,43
2026-04-27 13F JB Capital LLC 3 844 −97,60 841 −97,56
2026-05-13 13F Visionary Wealth Advisors 1 108 −9,62 242 −7,98
2026-05-06 13F Juno Financial Group LLC 1 916 −6,17 419 −4,34
2026-05-05 13F BCGM Wealth Management, LLC 1 014 −92,21 222 −92,10
2026-04-22 13F Genesee Capital Advisors, LLC 7 385 −7,85 1 616 −6,10
2026-02-06 13F GPS Wealth Strategies Group, LLC 90 −92,64 19 −92,55
2026-06-02 13F/A Parallel Advisors, LLC 0 −100,00 0 −100,00
2026-04-24 13F Heritage Oak Wealth Advisors Llc 0 −100,00 0
2026-04-29 13F Richmond Investment Services, LLC 1 018 −47,17 223 −46,25
2026-05-13 13F Franklin Resources Inc 1 404 −1,75 307 0,33
2026-02-13 13F Marshall Wace, Llp 0 −100,00 0
2026-05-21 13F Raab & Moskowitz Asset Management LLC 6 015 −8,53 1 316 −6,80
2026-04-29 13F Cary Street Partners Financial Llc 15 537 −3,23 3 399 −1,39
2026-05-15 13F Point72 Asset Management, L.P. Put 106 200 −15,71 23 231 −14,12
2026-05-13 13F Picton Mahoney Asset Management 0 −100,00 0
2026-04-28 13F Nbt Bank N A /ny 100 −53,49 22 0,00
2026-05-15 13F Safe Harbor Fiduciary, LLC 4 619 −0,11 1 010 1,81
2026-02-10 13F Financially Speaking Inc 0 −100,00 0
2026-03-12 13F Vericrest Private Wealth 0 −100,00 0
2026-04-30 13F Simplicity Wealth,LLC 0 −100,00 0
2026-05-01 13F Emerald Investment Partners, Llc 2 445 −83,92 535 −83,64
2026-05-29 13F Asset Dedication, LLC 0 −100,00 0
2026-04-24 13F Medallion Wealth Advisors, LLC 779 −5,80 171 −3,93
2026-05-07 13F Key Capital Management, INC 0 −100,00 0
2026-05-08 13F Walleye Trading LLC Put 0 −100,00 0
2026-04-27 13F Mosley Wealth Management 1 131 −14,83 237 −17,19
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 1 763 −0,11 386 1,85
2026-05-15 13F KM Capital Management Ltd. 0 −100,00 0
2026-04-09 13F Lantz Financial LLC 0 −100,00 0
2026-05-08 13F Prime Capital Investment Advisors, LLC 21 430 −2,90 4 688 −1,08
2026-05-13 13F/A Jpmorgan Chase & Co 578 027 −15,40 121 843 −16,93
2026-05-15 13F United Capital Financial Advisers, Llc 4 627 −95,61 1 011 −95,53
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 1 912 −88,50 418 −88,29
2026-04-08 13F Cadent Capital Advisors, LLC 85 744 −10,95 18 757 −9,27
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 14 559 −8,96 3 185 −7,25
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 82 808 −45,59 18 376 −47,56
2026-04-29 13F Strategic Blueprint, LLC 1 411 −45,52 309 −44,60
2026-05-11 13F WFA of San Diego, LLC 378 −5,74 83 −4,65
2026-05-13 13F Cetera Investment Advisers 381 674 −39,76 83 491 −38,62
2026-04-09 13F Tompkins Financial Corp 0 −100,00 0
2026-04-15 13F Avondale Wealth Management 5 550 −5,93 1 214 −4,11
2026-05-04 13F Wealthgarden F.s. Llc 3 407 −1,16 745 −7,34
2026-05-13 13F Intrepid Financial Planning Group LLC 9 479 −2,52 2 074 −0,67
2026-02-11 13F Mirae Asset Securities (usa) Inc. 0 −100,00 0
2026-02-11 13F Mirae Asset Securities (usa) Inc. Put 0 −100,00 0
2026-05-07 13F Florida Financial Advisors, Llc 1 825 −53,52 399 −52,61
2026-05-05 13F Harmony Asset Management Llc 933 −1,27 204 0,99
2026-05-12 13F Stifel Financial Corp 215 949 −33,30 47 246 −32,04
2026-05-05 13F Steel Peak Wealth Management LLC 0 −100,00 0
2026-05-06 13F Cornerstone Planning Group LLC 1 264 −71,70 272 −73,92
2026-05-04 13F Two West Capital Advisors LLC 0 −100,00 0
2026-05-04 13F Beckerman Institutional, LLC 8 435 −1,06 1 845 0,82
2026-01-14 13F BFI Infinity Ltd. Put 0 −100,00 0 −100,00
2026-05-08 13F Tandem Financial, LLC 12 872 −12,51 2 816 31,67
2026-04-28 13F Integrated Advisors Network LLC 3 014 −2,77 659 −0,90
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-04-28 13F Winthrop Capital Management, LLC 10 959 −3,21 2 0,00
2026-05-14 13F We Are One Seven, LLC 12 031 −12,70 2 632 −11,05
2026-04-15 13F Massachusetts Wealth Management 7 935 −0,71 1 736 1,17
2026-04-20 13F Hoxton Planning & Management, LLC 0 −100,00 0
2026-05-04 13F Modus Advisors, LLC 0 −100,00 0
2026-04-28 13F Whittier Trust Co 12 754 −0,31 2 872 −2,48
2026-05-15 13F JT Stratford LLC 2 865 −27,56 627 −26,27
2026-04-15 13F Milestone Asset Management, Llc 2 057 −42,86 450 −41,71
2026-05-13 13F Edmond De Rothschild Holding S.a. 220 −23,34 48 −21,31
2026-04-21 13F Patton Albertson Miller Group, Llc 9 660 −5,96 2 113 −4,17
2026-05-11 13F Citigroup Inc 114 778 −34,17 25 108 −32,92
2026-05-11 13F Insight Advisors, LLC/ PA 953 −56,20 209 −55,46
2026-04-28 13F Cobblestone Asset Management LLC 0 −100,00 0
2026-05-15 13F Gateway Wealth Partners, LLC 3 470 −53,23 759 −52,35
2026-04-28 13F Kingswood Wealth Advisors, Llc 6 188 −14,44 1 354 −12,82
2026-05-15 13F/A EverSource Wealth Advisors, LLC 2 592 −10,77 567 −8,99
2026-04-30 13F Csenge Advisory Group 15 534 −25,65 3 398 −24,24
2026-05-14 13F Us Bancorp \de\ 9 552 −81,83 2 090 −81,49
2026-01-27 13F Friedenthal Financial 0 −100,00 0
2026-04-29 13F Navalign, LLC 0 −100,00 0
2026-05-12 13F Bnp Paribas Arbitrage, Sa 59 388 −77,39 12 991 −76,97
2026-05-04 13F Geneos Wealth Management Inc. 8 112 −68,13 1 774 −67,53
2026-04-16 13F Lee Johnson Capital Management, Llc 8 482 −1,29 1 855 0,60
2026-05-11 13F Kestra Investment Management, LLC 0 −100,00 0
2026-02-03 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2026-05-04 13F Optima Capital Llc 0 −100,00 0
2026-04-08 13F Wisconsin Wealth Advisors, LLC 4 558 −0,13 997 1,84
2026-05-06 13F Pekin Hardy Strauss, Inc. 2 432 −39,53 532 −38,35
2026-04-30 13F First Horizon Corp 754 −24,98 165 −23,72
2026-04-13 13F Moody Lynn & Lieberson, Llc 19 054 −4,95 4 168 −3,14
2026-04-13 13F ONE Advisory Partners, LLC 1 065 −23,60 233 −22,41
2026-05-12 13F IFG Advisory, LLC 0 −100,00 0
2026-05-04 13F Chicago Partners Investment Group LLC 5 346 −0,04 1 172 −6,84
2026-01-26 13F WorthPointe, LLC 0 −100,00 0
2026-05-04 13F Wsfs Capital Management, Llc 8 804 −5,79 1 926 −4,04
2026-04-07 13F Park Avenue Securities Llc 85 107 −82,71 19 −82,86
2026-04-21 13F TigerOak Management, L.L.C. 17 861 −0,53 3 907 1,35
2026-05-01 13F Midwest Trust Co 3 213 −1,11 703 0,72
2026-05-06 13F LPL Financial LLC 2 321 685 −26,35 507 869 −24,96
2026-04-28 13F PUREfi Wealth, LLC 0 −100,00 0
2026-05-14 13F Hilltop Holdings Inc. 4 604 −10,04 1 007 −8,29
2026-04-27 13F PAX Financial Group, LLC 0 −100,00 0
2026-04-29 13F W Advisors, Llc 0 −100,00 0
2026-05-01 13F Coordinated Financial Services, Inc. 2 015 −5,58 441 −3,93
2026-05-14 13F Raymond James Financial Inc Call 0 −100,00 0 −100,00
2026-02-05 13F Accredited Investors Inc. 0 −100,00 0
2026-01-20 13F Stratos Wealth Advisors, LLC 0 −100,00 0 −100,00
2026-05-14 13F Captrust Financial Advisors 9 272 −14,72 2 028 −13,11
2026-05-14 13F Keebeck Wealth Management, LLC 2 927 −76,82 640 −76,38
2026-04-14 13F Bay Harbor Wealth Management, LLC 136 −98,88 30 −98,89
2026-04-28 13F Belpointe Asset Management LLC 4 130 −5,30 903 −3,53
2026-04-28 13F Raleigh Capital Management Inc. 23 −99,11 5 −99,28
2026-04-09 13F Veracity Capital LLC 0 −100,00 0
2026-05-13 13F Anson Capital, Inc. 1 774 −1,66 388 0,26
2026-05-15 13F Verition Fund Management LLC 0 −100,00 0
2026-05-05 13F Atria Investments Llc 45 381 −51,07 9 927 −50,15
2026-05-15 13F Advisory Services Network, LLC 59 432 −36,93 13 001 −35,75
2026-01-05 13F Union Bancaire Privee, UBP SA 0 −100,00 0
2026-04-30 13F Selective Wealth Management, Inc. 0 −100,00 0
2026-05-07 13F Principle Wealth Partners Llc 25 867 −1,52 5 658 0,34
2026-05-14 13F Cwm, Llc 37 986 −91,63 8 309 8 465,98
2026-04-13 13F IFP Advisors, Inc 107 384 −5,50 23 490 −3,71
2026-05-01 13F Concord Wealth Partners 0 −100,00 0
2026-04-15 13F Merit Financial Group, LLC 43 164 −16,44 9 442 −14,85
2026-04-24 13F National Asset Management, Inc. 7 174 −25,63 1 512 −26,99
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 0 −100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 53 094 −37,13 11 316 −45,03
2026-01-27 13F WealthCollab, LLC 0 −100,00 0
2026-05-15 13F AlphaCore Capital LLC 134 383 −6,27 29 396 −4,50
2026-05-04 13F Lifeworks Advisors, LLC 0 −100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 167 916 −0,13 37 0,00
2026-04-30 13F Griffin Asset Management, Inc. 2 026 −5,68 443 −3,90
2026-05-15 13F London & Capital Asset Management Ltd 2 651 −0,19 580 1,58
2026-04-27 13F Lodestar Private Asset Management Llc 9 750 −0,42 2 133 1,43
2026-02-17 13F Bulltick Wealth Management, LLC 0 −100,00 0 −100,00
2026-02-12 13F Logan Capital Management Inc 0 −100,00 0 −100,00
2026-05-06 13F Assetmark, Inc 12 853 −14,37 2 812 −12,76
2026-04-17 13F Vermillion Wealth Management, Inc. 1 832 −39,93 401 −38,84
2026-04-07 13F Investment Partners Asset Management, Inc. 2 527 −14,11 553 −12,52
2026-04-17 13F RFG Advisory, LLC 1 945 −74,25 425 −73,78
2026-05-06 13F Kesler, Norman & Wride, LLC 2 569 −1,87 562 0,00
2026-05-12 13F Thoroughbred Financial Services, Llc 2 081 −1,56 0
2026-05-11 13F Ewing Morris & Co. Investment Partners Ltd. 0 −100,00 0
2026-04-16 13F Ironwood Financial, llc 1 405 −6,08 307 −13,03
2026-05-21 13F Verus Capital Partners, Llc 3 002 −18,91 657 −17,38
2026-04-08 13F Sharkey, Howes & Javer 0 −100,00 0
2026-05-13 13F BCJ Capital Management, LLC 1 162 −93,47 254 −93,35
2026-04-17 13F Legacy Wealth Partners, LLC 0 −100,00 0
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 723 −4,99 158 −3,07
2026-04-27 13F Pensionmark Financial Group, Llc 21 667 −9,86 4 740 −8,16
2026-04-13 13F Kelly Financial Services LLC 0 −100,00 0
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 990 −67,36 217 −66,82
2026-04-28 13F Stephens Inc /ar/ 7 164 −0,83 1 567 1,10
2026-04-21 13F RCS Financial Planning, LLC 0 −100,00 0
2026-04-24 13F Semus Wealth Partners LLC 0 −100,00 0
2026-04-08 13F Asempa Wealth Advisors 955 −2,55 214 1,43
2026-05-06 13F Berkeley Capital Partners, LLC 2 851 −0,52 624 1,30
2026-05-15 13F Quadrature Capital Ltd 17 410 −92,08 3 808 −91,93
2026-02-12 13F Mission Creek Capital Partners, Inc. 0 −100,00 0
2026-04-13 13F Accelerate Investment Advisors LLC 0 −100,00 0
2026-05-06 13F Hartland & Co., LLC 2 984 −8,91 653 −7,25
2026-04-22 13F Avantra Family Wealth, Inc. 0 −100,00 0
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 6 441 −0,49 1 410 1,44
2026-05-20 13F Leigh Baldwin & Co., Llc 2 983 −38,70 653 −37,61
2026-05-12 13F Ausdal Financial Partners, Inc. 17 084 −24,41 3 737 −22,96
2026-05-06 13F World Equity Group, Inc. 1 936 −49,73 424 −48,79
2026-05-08 13F Minot DeBlois Advisors LLC 15 −40,00 3 −40,00
2026-05-15 13F/A Tudor Financial Inc. 17 649 −1,40 3 861 0,47
2026-04-16 13F BridgePort Financial Solutions, LLC 5 492 −26,73 1 201 −25,36
2026-05-12 13F WCG Wealth Advisors LLC 32 863 −1,46 7 189 0,41
2026-04-28 13F Robertson Stephens Wealth Management, LLC 5 437 −3,26 1 189 −1,41
2026-05-07 13F Virtue Capital Management, LLC 0 −100,00 0 −100,00
2026-04-27 13F Commonwealth Equity Services, Llc 0 −100,00 0 −100,00
2026-02-13 13F Invictus Private Wealth, Llc 0 −100,00 0
2026-05-04 13F Inlight Wealth Management, LLC 0 −100,00 0
2026-04-20 13F Jfs Wealth Advisors, Llc 592 −81,63 130 −81,33
2026-05-07 13F TCTC Holdings, LLC 0 −100,00 0
2026-04-28 13F Dumont & Blake Investment Advisors Llc 9 897 −4,71 2 165 108 100,00
2026-05-04 13F Legacy Financial Group LLC 0 −100,00 0
2026-05-15 13F Squarepoint Ops LLC Call 7 300 −72,86 1 597 −72,36
2026-05-12 13F Ellis Investment Partners, LLC 3 536 −1,94 774 −0,13
2026-04-29 13F Cary Street Partner Investment Advisory Llc 551 −56,03 121 −55,39
2026-04-15 13F Financial Management Professionals, Inc. 8 072 −3,12 1 766 −1,29
2026-05-15 13F Transamerica Financial Advisors, Inc. 0 −100,00 0
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1 205 −6,81 264 −5,05
2026-04-16 13F Brookstone Capital Management 11 531 −45,19 2 522 −44,17
2026-04-15 13F Adamsbrown Wealth Consultants Llc 0 −100,00 0
2026-04-22 13F Vicus Capital 22 041 −3,96 4 822 −2,15
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4 612 −0,32 1 009 1,51
2026-05-13 13F Kingdom Financial Group LLC. 2 951 −2,06 646 −0,15
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 −100,00 0
2026-05-15 13F Susquehanna International Group, Llp Put 117 600 −50,53 25 725 −49,59
2026-02-03 13F McIlrath & Eck, LLC 0 −100,00 0
2026-04-22 13F Onyx Bridge Wealth Group LLC 4 167 −2,11 912 −0,22
2026-04-08 13F Moulton Wealth Management, Inc 5 130 −46,43 1 143 −46,28
2026-05-08 13F Coldstream Capital Management Inc 4 728 −29,26 1 034 −27,89
2026-05-19 13F Western Wealth Management, LLC 26 860 −10,27 5 876 −8,57
2026-04-23 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2026-04-28 13F Fortitude Advisory Group L.L.C. 0 −100,00 0
2026-05-11 13F Eddie Patel Inc 0 −100,00 0
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 34 −99,40 7 −99,42
2026-05-08 13F Gen-Wealth Partners Inc 6 542 −2,02 1 431 −0,14
2026-02-18 13F Caitlin John, LLC 0 −100,00 0 −100,00
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 9 405 −8,06 2 057 −6,33
2026-05-12 13F Benjamin Edwards Inc 9 961 −16,41 2 179 −14,82
2026-05-08 13F Bruce G. Allen Investments, LLC 0 −100,00 0
2026-05-14 13F VestGen Advisors, LLC 4 504 −79,07 1 015 −78,03
2026-04-29 13F Patron Partners Advisors, Llc 0 −100,00 0
2026-05-05 13F Sanctuary Advisors, LLC 31 180 −50,44 6 821 −49,50
2026-05-01 13F International Assets Investment Management, Llc 3 823 −23,29 855 −20,11
2026-02-17 13F Two Sigma Securities, Llc 0 −100,00 0
2026-05-12 13F Absolute Capital Management, LLC 10 663 −28,22 2 333 −26,87
2026-05-15 13F Barnes Wealth Management Group, Inc 0 −100,00 0
2026-04-30 13F Costello Asset Management, INC 421 −17,45 92 −15,60
2026-05-21 13F Vestor Capital, Llc 208 −74,29 0
2026-04-20 13F Independent Wealth Network Inc. 6 648 −0,43 1 454 1,47
2026-05-15 13F Cape Investment Advisory, Inc. 0 −100,00 0
2026-04-13 13F Garrett Investment Advisors LLC 2 406 −2,67 526 −0,75
2026-01-13 13F Stonehage Fleming Financial Services Holdings Ltd 0 −100,00 0
2026-04-13 13F Lake Street Financial Llc 3 799 −10,55 831 −8,89
2026-04-28 13F SeaBridge Investment Advisors LLC 4 356 −9,17 953 −7,48
2026-05-14 13F LifePlan Investment Advisors, Inc. 0 −100,00 0
2026-04-27 13F Platform Technology Partners 1 444 −1,63 316 0,00
2026-05-08 13F Steward Partners Investment Advisory, Llc 75 819 −16,37 16 585 −14,80
2026-04-20 13F Cardinal Point Capital Management, ULC 8 270 −9,81 1 809 −8,08
2026-02-13 13F Pine Valley Investments Ltd Liability Co 1 434 −0,14 308 2,33
2026-05-06 13F Hurley Capital, LLC 0 −100,00 0
2026-04-15 13F Brendel Financial Advisors LLC 0 −100,00 0
2026-04-16 13F True Vision MN LLC 1 004 −88,03 220 −87,83
2026-02-13 13F LGT Financial Advisors LLC 0 −100,00 0
2026-05-15 13F Coppell Advisory Solutions LLC 0 −100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 188 154 −33,63 41 −31,67
2026-04-16 13F Sheets Smith Wealth Management 10 135 −2,34 2 217 −0,49
2026-05-14 13F CIBC World Markets Inc. 10 224 −10,21 2 236 −8,51
2026-05-11 13F Foundations Investment Advisors, LLC 12 975 −92,62 2 838 −92,48
2026-05-05 13F Allspring Global Investments Holdings, LLC 2 941 −5,28 655 −6,43
2026-02-06 13F Tortoise Investment Management, LLC 0 −100,00 0
2026-05-01 13F Global Assets Advisory, LLC 0 −100,00 0
2026-05-01 13F FLC Capital Advisors 7 602 −3,31 1 663 −1,48
2026-04-22 13F Apollon Wealth Management, LLC 26 685 −11,23 5 837 −9,55
2026-05-12 13F Ballast Advisors Llc 0 −100,00 0
2026-04-14 13F Patriot Investment Management Inc. 4 371 −1,24 956 0,63
2026-02-09 13F Choate Investment Advisors 0 −100,00 0
2025-12-16 13F Garde Capital, Inc. 0 −100,00 0
2026-04-15 13F DAVENPORT & Co LLC 7 094 −10,16 1 552 −8,50
2026-05-12 13F Great Diamond Partners, LLC 11 856 −8,02 2 594 −6,29
2026-04-10 13F Perigon Wealth Management, LLC 2 725 −31,55 596 −30,21
2026-04-14 13F Beacon Investment Advisory Services, Inc. 2 206 −2,22 483 −0,41
2026-02-17 13F MGB Wealth Management, LLC 3 299 −6,38 708 −3,54
2026-05-13 13F Transcend Wealth Collective, Llc 0 −100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 19 291 −3,08 4 142 −0,58
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 −100,00 0
2026-05-11 13F Howard Wealth Management, Llc 6 409 −2,81 1 402 −0,92
2026-04-23 13F Littlejohn Financial Services, Inc. 24 091 −7,47 5 270 −5,73
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 23 475 −94,40 5 135 −94,29
2026-05-08 13F Camelot Portfolios, LLC 0 −100,00 0
2026-05-07 13F AlTi Global, Inc. 1 033 −12,61 226 −11,07
2026-05-12 13F Liberty Wealth Management Llc 0 −100,00 0
2026-04-15 13F Compagnie Lombard Odier SCmA 2 000 −37,50 437 −36,20
2026-04-09 13F TrueWealth Advisors, LLC 1 385 −15,19 303 −13,71
2026-05-04 13F Archer Investment Corp 0 −100,00 0
2026-05-06 13F Arcus Capital Partners, LLC 0 −100,00 0
2026-05-12 13F Centric Wealth Management 1 395 −9,00 299 −15,82
2026-02-23 13F Vinland Capital Management Gestora de Recursos LTDA. 0 −100,00 0 −100,00
2026-05-06 13F Dunhill Financial, LLC 129 −1,53 28 0,00
2026-05-14 13F Blalock Williams, Llc 0 −100,00 0
2026-05-15 13F J. Goldman & Co LP 0 −100,00 0
2026-04-15 13F Wright Fund Managment, LLC 0 −100,00 0
2026-04-27 13F Cresta Advisors, Ltd. 0 −100,00 0
2026-02-11 13F Janney Capital Management LLC 104 562 −1,55 22 0,00
2026-04-22 13F Richard Bernstein Advisors LLC 638 −1,54 140 0,00
2026-04-08 13F FOCUS Wealth Advisors, LLC 34 018 −4,20 7 441 −2,39
2026-05-01 13F Thrivent Financial For Lutherans 79 322 −12,08 17 −10,53
2026-05-08 13F Resources Investment Advisors, LLC. 3 237 −36,76 708 −35,52
2026-04-09 13F Herbst Group, Llc 18 558 −0,02 4 059 1,88
2026-05-04 13F Envestnet Asset Management Inc 697 903 −85,20 152 666 −84,92
2026-05-15 13F Integrated Wealth Concepts LLC 27 812 −23,69 6 084 −22,25
2026-05-01 13F Avion Wealth 254 −49,60 0
2026-05-04 13F Cornerstone Advisory, LLC 7 204 −6,45 1 576 −4,72
2026-02-12 13F Tillman Hartley LLC 0 −100,00 0
2026-05-12 13F Hrc Wealth Management, Llc 2 892 −2,00 633 −0,16
2026-04-27 13F Arrien Investments, Inc. 33 061 −0,32 7 232 1,57
2026-05-13 13F NewEdge Wealth, LLC 15 129 −0,33 3 309 1,57
2026-05-06 13F Keystone Financial Services 0 −100,00 0
2026-01-16 13F Surience Private Wealth Llc 0 −100,00 0
2026-05-15 13F Goldman Sachs Group Inc 173 088 −12,01 37 863 −10,35
2026-04-08 13F First Heartland Consultants, Inc. 2 654 −50,13 581 −49,21
2026-05-14 13F Milestone Asset Management Group, LLC 1 336 −0,22 292 1,74
2026-04-21 13F Wedbush Securities Inc 7 880 −1,62 2 0,00
2026-04-28 13F Core Wealth Advisors, Llc 0 −100,00 0
2026-05-14 13F Allworth Financial LP 9 123 −1,12 1 996 0,76
2026-05-14 13F Guardian Asset Advisors, LLC 3 583 −0,31 784 1,56
2026-05-15 13F Ameriflex Group, Inc. 166 −7,26 36 −5,26
2026-05-15 13F Tower Research Capital LLC (TRC) 45 −99,72 10 −99,74
2026-06-01 13F Concorde Asset Management, LLC 2 272 −5,10 497 −3,12
2026-05-06 13F Shared Vision Wealth Group LLC 0 −100,00 0
2026-05-04 13F Alta Wealth Advisors LLC 0 −100,00 0
2026-04-23 13F Mayflower Financial Advisors, LLC 0 −100,00 0
2026-05-14 13F Rhodes Investment Advisors Inc /adv 0 −100,00 0
2026-04-22 13F Morris Retirement Advisors, LLC 37 593 −0,11 8 223 1,78
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 3 498 −40,02 765 −38,90
2026-05-14 13F Regal Investment Advisors LLC 1 384 −91,99 303 −91,86
2026-05-12 13F Chicago Wealth Management, Inc. 74 340 −1,20 16 262 0,66
2026-04-20 13F Axecap Investments, LLC 931 −78,18 204 −77,84
2026-04-07 13F St. Louis Financial Planners Asset Management, LLC 0 −100,00 0
2026-04-21 13F BCU Wealth Advisors, LLC 0 −100,00 0
2026-04-14 13F SigFig Wealth Management, LLC 0 −100,00 0
2026-05-13 13F Signature Equity Partners, LLC 5 −91,38 1 −91,67
2026-04-07 13F CoreCap Advisors, LLC 2 078 −62,66 455 −61,98
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-02-11 13F SOUTH STATE Corp 0 −100,00 0
2026-05-15 13F Teucrium Investment Advisors, LLC 0 −100,00 0
2026-05-11 13F REAP Financial Group, LLC 268 −8,22 59 −6,45
2026-05-07 13F Fedenia Advisers LLC 1 531 −48,54 335 −47,65
2026-05-11 13F Integrity Alliance, Llc. 28 442 −10,88 6 222 −9,20
2026-05-04 13F Mml Investors Services, Llc 334 192 −53,91 73 104 −53,04
2026-05-13 13F Hudock, Inc. 3 446 −4,62 754 −2,84
2026-05-08 13F Walleye Trading LLC 0 −100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 12 596 −74,86 2 755 −74,39
2026-04-22 13F BigSur Wealth Management LLC 17 607 −23,30 3 852 −21,85
2026-05-05 13F Sharpepoint Llc 14 896 −2,07 3 258 −0,21
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 13 886 −41,93 3 023 −41,21
2026-04-24 13F Tcfg Wealth Management, Llc 1 705 −0,58 373 1,09
2026-05-01 13F New Republic Capital, LLC 111 −72,39 24 −72,09
2026-05-01 13F Sovran Advisors, LLC 9 097 −38,97 1 988 −44,70
2026-05-14 13F Simplex Trading, Llc 0 −100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 8 546 −55,79 1 911 −53,94
2026-01-26 13F United Advisor Group, LLC 0 −100,00 0
2026-04-20 13F Heritage Wealth Management, Inc. 0 −100,00 0
2026-05-13 13F Lido Advisors, LLC 21 253 −7,84 4 649 −3,85
2026-04-15 13F Cypress Wealth Services, LLC 1 872 −80,86 410 −80,52
2026-02-11 13F Group One Trading, L.p. 0 −100,00 0
2026-04-21 13F HCR Wealth Advisors 1 904 −3,45 416 −1,65
2026-02-11 13F Twin Tree Management, LP Call 0 −100,00 0 −100,00
2026-05-11 13F Commonwealth Retirement Investments LLC 0 −100,00 0
2026-05-01 13F Mission Hills Financial Advisory, LLC 3 503 −0,09 766 1,86
2026-05-14 13F Endeavor Private Wealth, Inc. 2 526 −73,65 553 −73,18
2026-05-14 13F Greenline Wealth Management LLC 0 −100,00 0
2026-04-23 13F Partners Wealth Management, Llc 2 220 −3,81 486 −2,02
2026-04-21 13F J.M. Arbour, LLC 0 −100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 3 818 −0,78 835 1,09
2026-04-24 13F UMA Financial Services, Inc. 95 −20,17 21 −20,00
2026-05-05 13F Marks Group Wealth Management, Inc 0 −100,00 0
2026-05-05 13F Fisher Asset Management, LLC 10 708 −5,92 2 343 −4,13
2026-05-08 13F Grand Wealth Management, Llc 0 −100,00 0
2026-05-05 13F Bank of New York Mellon Corp 56 112 −68,90 12 275 −68,31
2026-05-15 13F Gotham Asset Management, LLC 12 267 −0,06 2 683 1,82
2026-04-17 13F Sovereign Financial Group, Inc. 0 −100,00 0
2026-05-06 13F Meridian Wealth Management, LLC 1 694 −31,17 370 −29,92
2026-05-11 13F Phoenix Holdings Ltd. 5 793 −70,43 1 267 −69,88
2026-04-13 13F Gateway Investment Advisers Llc 0 −100,00 0
2026-05-14 13F Gts Securities Llc 1 650 −95,63 361 −95,56
2026-05-13 13F Somerset Group LLC 8 800 −0,09 2 041 2,36
2026-04-16 13F Aurora Private Wealth, Inc. 1 920 −5,97 0
2026-05-15 13F Chilton Investment Co Llc 0 −100,00 0
2026-04-08 13F Miracle Mile Advisors, LLC 1 211 −2,26 265 −0,75
2026-04-29 13F Schmidt P J Investment Management Inc 3 231 −0,49 707 1,29
2026-04-16 13F ARS Investment Partners, LLC 2 124 −82,22 465 −81,90
2026-04-06 13F Highline Wealth Partners Llc 80 −44,83 18 −45,16
2026-04-15 13F Signature Estate & Investment Advisors Llc 5 665 −10,14 1 239 −8,43
2026-05-05 13F Ridgeline Wealth Planning, LLC 6 939 −1,46 1 518 0,40
2026-05-12 13F Advyzon Investment Management, LLC 5 037 −48,24 1 102 −47,30
2026-05-14 13F Modern Wealth Management, LLC 2 710 −79,10 606 −78,23
2026-04-21 13F Gilpin Wealth Management, Llc 0 −100,00 0
2026-04-22 13F Sykon Capital Llc 7 324 −4,39 1 602 −2,55
2026-04-27 13F Nvwm, Llc 3 448 −9,48 754 −7,71
2026-05-04 13F Procyon Private Wealth Partners, LLC 1 176 −2,16 257 −0,39
2026-02-13 13F Barclays Plc 0 −100,00 0
2026-04-06 13F Private Client Services, Llc 2 429 −1,90 531 0,00
2026-05-14 13F Davis Wealth Advisors, LLC 0 −100,00 0
2026-05-13 13F Dynamic Wealth Strategies, LLC 1 064 −2,30 233 −0,43
2026-04-27 13F Sound Income Strategies, LLC 1 326 −14,12 296 −21,28
2026-04-07 13F Retirement Wealth Solutions LLC 2 981 −47,63 652 −46,64
2026-04-10 13F Octavia Wealth Advisors, LLC 2 422 −11,70 530 −10,03
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 −100,00 0
2026-04-28 13F Interactive Financial Advisors 11 398 −3,14 2 493 −1,31
2026-04-24 13F Private Advisor Group, LLC 57 572 −0,05 12 594 1,84
2026-05-15 13F Toroso Investments, LLC 0 −100,00 0
2026-05-15 13F Balyasny Asset Management Llc 0 −100,00 0
2026-04-09 13F Firethorn Wealth Partners, Llc 0 −100,00 0
2026-04-22 13F Matauro, Llc 1 404 −14,65 307 −13,03
2026-05-05 13F Mcmorgan & Co Llc 987 −7,06 216 −5,26
2026-05-13 13F Invst, LLC 0 −100,00 0
2026-05-16 13F Sunbelt Securities, Inc. 13 504 −1,67 2 954 0,17
2026-05-14 13F Capital Analysts, Inc. 188 −98,18 0 −100,00
2026-01-21 13F McElhenny Sheffield Capital Management, LLC 0 −100,00 0
2026-04-14 13F Capital Asset Managemnet, LLC 0 −100,00 0
2026-06-04 13F Midwest Financial Network, LLC 6 475 −22,48 1 416 −21,03
2026-05-07 13F Avidian Wealth Solutions, LLC 3 374 −31,27 738 −29,91
2026-05-13 13F DRW Securities, LLC 0 −100,00 0
2026-05-12 13F Jane Street Group, Llc 23 143 −60,21 5 063 −59,46
2026-05-13 13F Principal Securities, Inc. 15 748 −51,26 3 445 −50,35
2026-05-14 13F August Group Capital Ltd 0 −100,00 0
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 555 −94,08 121 −94,50
2026-05-01 13F Ferguson Wellman Capital Management, Inc 66 679 −2,09 14 586 −0,23
2026-02-13 13F Bank Of Nova Scotia Put 0 −100,00 0 −100,00
2026-06-01 13F Foguth Wealth Management, LLC. 1 128 −12,22 266 −7,02
2026-05-08 13F Vontobel Holding Ltd. 6 830 −58,47 1 494 −57,71
2026-02-12 13F Stonegate Management LLC 0 −100,00 0
2026-04-08 13F Archer Investment Management, LLC 1 003 −80,80 219 −80,46
2026-04-22 13F Capital Investment Management, Inc. 0 −100,00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 8 162 −17,47 1 786 −15,92
2026-05-14 13F Wealth Alliance 5 961 −78,98 1 304 −78,58
2026-05-12 13F Icon Wealth Advisors, LLC 11 887 −78,22 2 534 −78,38
2026-04-08 13F Lineweaver Wealth Advisors, LLC 25 016 −0,45 5 472 1,45
2026-04-27 13F Truist Financial Corp 186 144 −20,06 40 719 −18,55
2026-04-02 13F Fulcrum Equity Management 0 −100,00 0
2026-04-28 13F Quent Capital, LLC 19 −65,45 4 −63,64
2026-04-17 13F Burns J W & Co Inc/ny 7 185 −1,40 1 572 0,45
2026-04-28 13F WESPAC Advisors, LLC 1 901 −6,86 416 −5,25
2026-05-12 13F PCM Encore, LLC 0 −100,00 0
2026-04-23 13F Interchange Capital Partners, LLC 2 676 −55,72 407 −68,60
2026-05-12 13F Barometer Capital Management Inc. 0 −100,00 0
2026-04-30 13F Owen LaRue, LLC 8 188 −2,66 1 791 −0,83
2026-04-21 13F Polaris Investment Advisors, LLC 5 095 −37,11 1 115 −35,94
2026-05-14 13F Jump Financial, LLC 2 372 −46,07 519 −45,13
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