MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF - Institutionellt ägande - Säljare

VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
US ˙ BATS ˙ US92189F6438

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.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-24 13F Boomfish Wealth Group, LLC 80 708 −3,89 7 570 2,42
2025-04-16 13F Thomasville National Bank 0 −100,00 0
2025-05-13 13F Coston, McIsaac & Partners 0 −100,00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-06 13F Founders Financial Securities Llc 0 −100,00 0
2025-08-07 13F Allworth Financial LP 82 605 −1,61 7 748 8,55
2025-08-05 13F Lifeworks Advisors, LLC 2 282 −65,61 214 −63,29
2025-07-30 13F Fiduciary Planning LLC 19 612 −17,67 1 839 −12,26
2025-05-12 13F Financial Services Advisory Inc 0 −100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 −100,00 0
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 175 −99,48 0 −100,00
2025-07-15 13F Regatta Capital Group, Llc 458 699 −14,14 43 021 −8,49
2025-07-28 13F Sagespring Wealth Partners, Llc 3 498 −22,83 328 −17,59
2025-07-29 13F Stratos Wealth Advisors, LLC 24 080 −2,30 2 259 4,10
2025-08-05 13F Bank Of Montreal /can/ 5 804 −3,35 544 3,03
2025-07-15 13F BKA Wealth Consulting, Inc. 119 008 −9,98 11 162 −4,00
2025-07-22 13F Autumn Glory Partners, LLC 2 601 −67,97 244 −65,97
2025-07-30 13F Lionsbridge Wealth Management LLC 28 186 −1,53 2 644 4,96
2025-08-12 13F Atlas Capital Advisors Llc 5 329 −23,20 500 −18,20
2025-08-13 13F Cresset Asset Management, LLC 4 269 −69,43 401 −67,43
2025-07-08 13F First International Bank & Trust 22 539 −95,56 2 114 −95,27
2025-07-02 13F HBW Advisory Services LLC 161 412 −3,34 15 139 3,02
2025-08-13 13F Legacy Capital Wealth Partners, LLC 2 435 −38,24 228 −34,10
2025-08-18 13F/A National Bank Of Canada /fi/ 18 615 −1,82 1 746 4,62
2025-08-05 13F Ceera Investments, Llc 511 976 −2,18 48 018 4,26
2025-08-12 13F Goepper Burkhardt LLC 48 501 −10,19 4 549 −4,29
2025-05-07 13F Miller Investment Management, LP 0 −100,00 0
2025-07-18 13F Tanager Wealth Management LLP 272 580 −45,03 25 565 −41,41
2025-08-14 13F Raymond James Financial Inc 3 837 339 −14,82 359 904 −9,22
2025-07-14 13F Abound Wealth Management 0 −100,00 0
2025-08-14 13F Wealth Preservation Advisors, LLC 0 −100,00 0
2025-08-13 13F IAG Wealth Partners, LLC 115 −36,11 11 −33,33
2025-07-28 13F RFG Advisory, LLC 6 739 −57,57 632 −54,76
2025-07-17 13F Archford Capital Strategies, LLC 34 687 −14,74 3 253 −9,13
2025-08-13 13F Copley Financial Group, Inc. 73 117 −4,43 6 858 1,86
2025-07-24 13F JNBA Financial Advisors 391 605 −39,71 36 729 −35,74
2025-07-21 13F DHJJ Financial Advisors, Ltd. 3 148 −28,06 295 −23,38
2025-08-13 13F Northern Trust Corp 15 702 −12,15 1 473 −6,36
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-09 13F Fermata Advisors, LLC 126 607 −8,22 11 874 −2,17
2025-08-08 13F Advyzon Investment Management, LLC 10 209 −2,19 958 4,25
2025-07-14 13F Sowell Financial Services LLC 2 768 −2,60 260 3,60
2025-08-04 13F Integrity Alliance, Llc. 5 941 −0,45 557 6,10
2025-07-11 13F Ttp Investments, Inc. 65 371 −84,88 6 131 −83,88
2025-08-14 13F CoreCap Advisors, LLC 2 533 −9,83 238 −4,05
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 266 054 −69,81 24 953 −67,82
2025-08-11 13F Landaas & Co /wi /adv 4 419 −1,65 414 4,81
2025-08-13 13F Congress Wealth Management LLC / DE / 94 783 −0,33 8 890 6,23
2025-08-14 13F Susquehanna International Group, Llp Put 0 −100,00 0
2025-08-25 13F/A Neuberger Berman Group LLC 2 610 −10,28 245 −4,31
2025-08-14 13F Betterment LLC 42 205 −45,95 4 −50,00
2025-07-08 13F Nbc Securities, Inc. 5 199 −8,37 0
2025-08-11 13F Summit Wealth Partners, LLC 15 241 −15,55 1 429 −10,01
2025-04-11 13F IAM Advisory, LLC 0 −100,00 0
2025-04-16 13F/A Avaii Wealth Management, Llc 0 −100,00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 208 088 −7,48 19 517 −1,39
2025-07-07 13F Accelerate Investment Advisors LLC 4 050 −5,22 380 0,80
2025-08-08 13F Thoroughbred Financial Services, Llc 43 371 −20,74 4 0,00
2025-08-12 13F Allen Capital Group, LLC 63 580 −12,57 5 963 −6,81
2025-07-23 13F Meitav Dash Investments Ltd 5 246 −25,31 488 −20,39
2025-08-05 13F Mission Wealth Management, Lp 5 869 −38,54 550 −34,52
2025-08-14 13F Ameriprise Financial Inc 1 125 742 −23,03 105 677 −17,95
2025-07-28 13F Rosenberg Matthew Hamilton 458 −9,84 43 −4,55
2025-08-14 13F White Knight Strategic Wealth Advisors, LLC 27 983 −1,53 2 625 4,96
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-14 13F Chris Bulman Inc 0 −100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 32 420 −52,06 3 041 −48,92
2025-08-14 13F Van Den Berg Management I, Inc 6 996 −9,11 656 −3,10
2025-07-23 13F Beaumont Asset Management, L.L.C. 232 928 −6,64 21 846 −0,50
2025-08-12 13F/A Cozad Asset Management Inc 14 518 −5,78 1 362 0,44
2025-07-09 13F Westshore Wealth, LLC 37 347 −1,42 3 503 5,07
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-17 13F Global Trust Asset Management, LLC 0 −100,00 0
2025-08-14 13F Wimmer Associates 1, Llc 63 329 −1,68 5 940 1,47
2025-07-22 13F Belpointe Asset Management LLC 4 838 −20,79 454 −15,64
2025-07-30 NP TAX - Cambria Tax Aware ETF 629 −4,55 56 −6,67
2025-07-24 13F Riverchase Wealth Management, Llc 0 −100,00 0
2025-05-15 13F Johnson Financial Group, Inc. 0 −100,00 0 −100,00
2025-08-14 13F Mml Investors Services, Llc 218 012 −15,22 20 −9,09
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-23 13F Lansing Street Advisors 0 −100,00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 0 −100,00 0
2025-07-15 13F Kentucky Trust Co 0 −100,00 0
2025-07-17 13F Patton Albertson Miller Group, Llc 58 862 −43,01 5 521 −39,26
2025-08-19 13F Anchor Investment Management, LLC 8 638 −2,87 810 3,58
2025-07-25 13F Sovereign Financial Group, Inc. 8 659 −5,16 812 1,12
2025-08-14 13F Palo Alto Wealth Advisors, Llc 127 530 −12,04 11 961 −9,22
2025-07-17 13F Venture Visionary Partners LLC 0 −100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 382 −15,67 36 −10,26
2025-08-14 13F EP Wealth Advisors, Inc. 32 925 −87,52 3 088 −86,70
2025-08-13 13F Gateway Wealth Partners, LLC 2 710 −17,35 254 −11,81
2025-04-29 13F SimpliFi, Inc. 0 −100,00 0
2025-07-24 13F Standard Life Aberdeen plc 12 008 −69,63 1 125 −67,39
2025-08-11 13F First American Trust, Fsb 2 719 −20,01 255 −14,72
2025-08-13 13F Summit Financial, LLC 246 382 −4,88 23 108 1,38
2025-07-16 13F Beaumont Financial Advisors, LLC 84 357 −68,66 7 912 −66,60
2025-07-21 13F Hilltop National Bank 0 −100,00 0
2025-08-11 13F Empowered Funds, LLC 2 153 −98,61 202 −98,52
2025-07-25 13F Concord Wealth Partners 187 −35,96 18 −32,00
2025-07-17 13F Oakworth Capital, Inc. 0 −100,00 0
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 62 265 −0,14 5 840 6,45
2025-07-15 13F Farrell Financial LLC 48 684 −1,14 4 566 5,38
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-08-13 13F Russell Investments Group, Ltd. 212 −56,47 20 −54,76
2025-08-06 13F AE Wealth Management LLC 5 725 −67,57 537 −65,49
2025-04-14 13F Bangor Savings Bank 0 −100,00 0
2025-08-07 13F SFE Investment Counsel 0 −100,00 0
2025-07-16 13F John W. Brooker & Co., CPAs 11 908 −78,22 1 161 −75,89
2025-08-12 13F Jaffetilchin Investment Partners, LLC 4 868 −0,06 457 6,54
2025-05-07 13F Phoenix Holdings Ltd. 0 −100,00 0
2025-08-11 13F Parametrica Management Ltd 0 −100,00 0
2025-08-14 13F LaSalle St. Investment Advisors, LLC 2 425 −10,19 0
2025-07-16 13F Perigon Wealth Management, LLC 79 076 −10,13 7 417 −4,22
2025-07-23 13F MADDEN SECURITIES Corp 15 000 −11,76 1 407 −6,02
2025-07-30 13F Principle Wealth Partners Llc 10 294 −1,91 966 4,55
2025-08-13 13F Brown Advisory Inc 13 579 −0,73 1 274 5,82
2025-08-08 13F Creative Planning 229 821 −6,41 21 555 −0,25
2025-08-04 13F Atria Investments Llc 13 187 −87,32 1 237 −86,50
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 18 480 −2,55 1 733 3,90
2025-08-04 13F Pensionmark Financial Group, Llc 16 920 −13,44 1 587 −7,79
2025-08-12 13F MAI Capital Management 189 078 −7,40 17 734 −1,31
2025-05-09 13F Belvedere Trading LLC Call 0 −100,00 0 −100,00
2025-07-25 13F NorthRock Partners, LLC 0 −100,00 0
2025-04-15 13F Kozak & Associates, Inc. 0 −100,00 0 −100,00
2025-07-29 13F Stephens Inc /ar/ 391 831 −1,69 36 750 4,77
2025-07-24 13F/A TFR Capital, LLC. 6 622 −17,32 621 −11,79
2025-08-06 13F Capasso Planning Partners LLC 2 726 −43,77 256 −40,14
2025-07-25 13F Tranquility Partners, LLC 56 783 −1,88 5 326 4,58
2025-08-11 13F Resurgent Financial Advisors LLC 6 755 −14,83 634 −9,18
2025-08-14 13F Colony Group, LLC 27 613 −2,68 2 590 3,73
2025-08-07 13F Sound View Wealth Advisors Group, LLC 5 581 −1,73 523 4,81
2025-08-14 13F Stifel Financial Corp 488 544 −2,72 45 821 3,68
2025-08-08 13F Avantax Advisory Services, Inc. 774 216 −5,36 72 614 0,87
2025-05-02 13F Whittier Trust Co 0 −100,00 0
2025-08-14 13F Money Concepts Capital Corp 0 −100,00 0
2025-08-13 13F VestGen Advisors, LLC 64 075 −2,90 6 032 3,87
2025-07-17 13F Eclectic Associates Inc /adv 5 526 −3,68 518 2,78
2025-08-04 13F Flagship Harbor Advisors, Llc 0 −100,00 0
2025-07-30 13F Onyx Bridge Wealth Group LLC 85 494 −37,57 8 019 −33,46
2025-08-04 13F Eubel Brady & Suttman Asset Management Inc 59 741 −0,44 6 0,00
2025-05-15 13F Hancock Whitney Corp 0 −100,00 0
2025-08-11 13F Perennial Investment Advisors, LLC 13 514 −4,80 1 267 1,44
2025-08-12 13F Accredited Wealth Management, LLC 82 794 −3,44 7 765 2,92
2025-08-12 13F Long Island Wealth Management, Inc. 17 610 −83,84 1 652 −82,79
2025-08-14 13F Mercer Global Advisors Inc /adv 44 380 −1,97 4 162 4,49
2025-07-25 13F Cwm, Llc 882 889 −21,33 83 −16,33
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-14 13F IHT Wealth Management, LLC 52 431 −23,15 4 917 −18,09
2025-08-14 13F Two Sigma Securities, Llc 2 830 −79,22 265 −77,88
2025-08-05 13F Snider Financial Group 0 −100,00 0
2025-07-10 13F Tompkins Financial Corp 51 512 −32,26 4 831 −27,81
2025-08-12 13F BlackRock, Inc. 2 272 −6,50 213 0,00
2025-04-23 13F GHP Investment Advisors, Inc. 0 −100,00 0
2025-08-13 13F Rsm Us Wealth Management Llc 8 053 −25,14 755 −20,19
2025-08-12 13F Argent Trust Co 54 558 −22,86 5 117 −17,79
2025-07-30 13F Cornerstone Advisory, LLC 89 677 −6,14 8 411 2,64
2025-07-15 13F BCS Wealth Management 16 538 −15,39 2 0,00
2025-08-14 13F First Foundation Advisors 876 292 −17,94 82 187 −12,54
2025-07-24 13F Us Bancorp \de\ 7 396 −28,67 694 −24,01
2025-08-08 13F SBI Securities Co., Ltd. 62 −11,43 6 −16,67
2025-07-10 13F Focus Financial Network, Inc. 20 204 −19,60 1 895 −14,34
2025-07-18 13F Trilogy Capital Inc. 6 091 −26,03 571 −21,13
2025-08-12 13F Financial Advocates Investment Management 0 −100,00 0
2025-08-15 13F Equitable Holdings, Inc. 102 940 −6,06 9 655 0,11
2025-07-15 13F Santori & Peters, Inc. 49 106 −0,50 4 606 6,03
2025-08-05 13F Sigma Planning Corp 117 698 −36,69 11 039 −32,53
2025-08-12 13F Calton & Associates, Inc. 9 608 −40,46 901 −36,55
2025-08-14 13F Family Office Research LLC 144 983 −1,37 13 598 5,11
2025-08-14 13F Glen Eagle Advisors, LLC 200 −92,80 19 −92,62
2025-08-12 13F LPL Financial LLC 6 560 799 −6,09 615 337 0,09
2025-05-13 13F Claudia M.p. Batlle, Crp (r) Llc 0 −100,00 0
2025-07-30 13F EnRich Financial Partners LLC 86 032 −9,85 8 069 −3,92
2025-08-14 13F Ruggaard & Associates LLC 0 −100,00 0
2025-08-14 13F Synovus Financial Corp 5 659 −1,94 531 4,54
2025-08-11 13F Private Advisor Group, LLC 412 204 −13,31 38 661 −7,61
2025-07-23 13F Madden Advisory Services, Inc. 3 466 −1,28 325 5,52
2025-07-10 13F Sovran Advisors, LLC 9 241 −11,17 891 5,69
2025-08-04 13F Mesirow Financial Investment Management, Inc. 2 668 567 −2,84 250 285 3,56
2025-08-14 13F Byrne Financial Freedom, Llc 36 092 −42,39 3 385 −38,60
2025-07-08 13F S.E.E.D. Planning Group LLC 144 028 −2,04 13 508 4,41
2025-07-08 13F Legacy Private Trust Co. 7 398 −0,66 694 5,80
2025-07-09 13F Defined Wealth Management, Llc 14 095 −2,72 1 322 3,61
2025-08-13 13F Lido Advisors, LLC 52 367 −6,15 4 912 0,02
2025-08-07 13F Sierra Ocean, Llc 130 252 −3,01 12 206 3,23
2025-08-07 13F Rollins Financial Advisors, LLC 18 005 −15,49 1 689 −9,93
2025-08-15 13F Kestra Advisory Services, LLC 76 370 −44,88 7 163 −41,26
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 92 914 −5,55 8 715 2,34
2025-07-28 13F Compass Advisory Group LLC 85 099 −1,68 7 981 4,79
2025-08-14 13F Federation des caisses Desjardins du Quebec 21 624 −51,73 2 028 −48,55
2025-08-11 13F One Capital Management, LLC 2 688 −6,63 252 −0,40
2025-07-31 13F Keeler THomas Management LLC 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 3 725 −29,44 349 −24,78
2025-05-15 13F Oxford Financial Group Ltd 0 −100,00 0
2025-07-24 13F Robertson Stephens Wealth Management, LLC 122 685 −6,41 11 507 −0,25
2025-08-14 13F Vivaldi Capital Management, LLC 3 314 −0,39 311 6,16
2025-05-15 13F Old Mission Capital Llc 0 −100,00 0 −100,00
2025-04-18 13F Edge Financial Advisors LLC 0 −100,00 0
2025-05-08 13F Regions Financial Corp 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 35 555 −10,39 3 335 −9,38
2025-08-13 13F Icapital Wealth Llc 89 716 −0,83 8 414 5,70
2025-08-12 13F Waddell & Associates, Llc 2 531 −2,54 237 3,95
2025-07-22 13F Hickory Asset Management, Inc. 13 683 −32,24 1 283 −27,76
2025-07-29 13F Activest Wealth Management 230 122 −1,33 21 583 5,16
2025-07-22 13F Berger Financial Group, Inc 17 109 −3,98 1 605 2,36
2025-08-14 13F MGB Wealth Management, LLC 8 674 −14,83 813 −9,16
2025-07-30 13F Drive Wealth Management, Llc 3 222 −2,36 302 4,14
2025-08-14 13F Qube Research & Technologies Ltd 159 −95,80 15 −95,80
2025-07-29 13F Creekside Partners 29 435 −0,48 2 761 6,07
2025-07-07 13F Peak Financial Advisors Llc 12 732 −43,44 1 194 −39,70
2025-08-14 13F Diversify Advisory Services, LLC 3 224 −5,23 313 7,56
2025-08-14 13F Kovitz Investment Group Partners, LLC 44 105 −6,15 4 137 0,02
2025-08-13 13F Flow Traders U.s. Llc 41 025 −23,99 4 −25,00
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22 580 −8,81 2 118 −2,49
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-07-22 13F Foguth Wealth Management, LLC. 253 582 −16,74 23 784 −11,27
2025-08-14 13F Benjamin Edwards Inc 0 −100,00 0
2025-07-31 13F/A Avion Wealth 167 −90,65 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 41 133 −15,21 3 620 −19,54
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 90 981 −3,83 8 524 2,39
2025-08-15 13F First Heartland Consultants, Inc. 5 722 −2,09 537 4,28
2025-07-23 13F Castle Rock Wealth Management, LLC 9 957 −7,87 960 1,48
2025-08-13 13F Financial Freedom, LLC 0 −100,00 0
2025-07-22 13F Coastal Investment Advisors, Inc. 22 522 −0,75 2 112 5,81
2025-08-04 13F Merkkuri Wealth Advisors LLC 10 784 −28,14 1 011 −23,41
2025-08-12 13F Steward Partners Investment Advisory, Llc 201 618 −32,41 18 910 −27,96
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-07-10 13F Signal Advisors Wealth, LLC 250 011 −13,17 23 449 −7,46
2025-07-31 13F Wealthfront Advisers Llc 26 845 −4,80 2 518 1,45
2025-08-12 13F Change Path, LLC 19 624 −17,18 1 840 −11,75
2025-07-10 13F SK Wealth Management, LLC 187 805 −10,35 18 148 8,11
2025-07-15 13F Financial Partners Group, Inc 51 308 −2,06 4 812 4,38
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 3 181 −12,92 298 −7,17
2025-07-07 13F RDA Financial Network 34 880 −0,97 3 271 5,55
2025-07-16 13F New Insight Wealth Advisors 3 680 −30,43 345 −25,81
2025-05-05 13F Morningstar Investment Services LLC 77 211 −24,61 7 −33,33
2025-08-07 13F Resources Investment Advisors, LLC. 551 715 −8,55 51 745 −2,53
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 9 974 −0,33 935 6,25
2025-08-06 13F Stonebridge Financial Planning Group, LLC 42 334 −4,93 3 971 1,33
2025-08-04 13F Spire Wealth Management 3 095 −16,89 290 −11,31
2025-07-14 13F Southland Equity Partners LLC 5 367 −0,11 503 6,57
2025-08-12 13F Integrated Advisors Network LLC 42 963 −12,50 4 029 −6,74
2025-07-16 13F Randolph Co Inc 2 531 −58,03 237 −55,28
2025-08-07 13F Aspen Wealth Strategies, LLC 186 319 −2,06 17 475 4,38
2025-07-10 13F Clare Market Investments LLC 2 478 −1,39 232 4,98
2025-08-08 13F ProVise Management Group, LLC 6 776 −12,86 636 −7,16
2025-08-12 13F PKS Advisory Services, LLC 14 125 −5,67 1 325 0,76
2025-08-14 13F TCG Advisory Services, LLC 2 294 −8,13 215 −1,83
2025-07-31 13F Buckingham Strategic Partners 5 847 −1,33 548 5,18
2025-04-25 13F Colonial River Wealth Management, LLC 0 −100,00 0
2025-05-01 13F Quest 10 Wealth Builders, Inc. 0 −100,00 0
2025-08-05 13F Welch & Forbes Llc 4 431 −4,83 416 1,47
2025-08-08 13F Laurel Wealth Planning LLC 64 883 −8,35 6 085 −2,31
2025-07-18 13F PFG Investments, LLC 11 866 −1,42 1 113 5,00
2025-07-29 13F Stratos Wealth Partners, LTD. 21 093 −39,29 1 978 −35,30
2025-07-11 13F Farther Finance Advisors, LLC 72 587 −20,65 6 808 −15,10
2025-08-07 13F Cahill Financial Advisors Inc 448 799 −1,09 42 093 5,42
2025-08-06 13F Moors & Cabot, Inc. 6 487 −0,92 608 5,56
2025-07-31 13F Oppenheimer & Co Inc 123 548 −3,06 11 588 3,33
2025-07-31 13F Nilsine Partners, LLC 0 −100,00 0
2025-05-14 13F bLong Financial, LLC 0 −100,00 0
2025-08-11 13F TRUE Private Wealth Advisors 4 670 −4,56 438 1,86
2025-07-17 13F Smith Anglin Financial, LLC 77 592 −5,90 7 277 0,29
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 6 061 −60,77 568 −58,20
2025-08-13 13F Transce3nd, LLC 308 −35,29 29 −31,71
2025-07-11 13F Bell Bank 2 491 −33,75 234 −29,39
2025-08-07 13F David R. Rahn & Associates Inc. 37 621 −29,14 3 528 −24,47
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-11 13F Trajan Wealth LLC 37 736 −1,48 3 539 5,01
2025-08-18 13F Goodman Advisory Group, LLC 5 −99,99 0 −100,00
2025-08-14 13F GWM Advisors LLC 151 014 −6,36 14 164 −0,20
2025-08-06 13F Savant Capital, LLC 2 964 −38,66 278 −34,82
2025-08-05 13F Atlas Wealth LLC 31 486 −15,08 3 006 −7,88
2025-07-21 13F Phraction Management LLC 9 095 −12,08 853 −6,26
2025-07-15 13F EWG Elevate Inc. 14 666 −32,91 1 376 −28,50
2025-08-13 13F Natixis Advisors, L.p. 0 −100,00 0
2025-08-11 13F Citigroup Inc 196 598 −11,25 18 439 −5,42
2025-07-29 13F Elevation Capital Advisory, LLC 16 333 −84,95 1 532 −83,97
2025-07-30 13F D.a. Davidson & Co. 68 147 −0,98 6 392 5,55
2025-08-14 13F Wells Fargo & Company/mn 2 406 645 −6,60 225 719 −0,45
2025-07-02 13F Howard Financial Services, Ltd. 86 295 −4,42 8 094 1,86
2025-07-15 13F McCarthy & Cox 39 115 −1,09 3 669 5,43
2025-04-22 13F Burt Wealth Advisors 0 −100,00 0
2025-07-24 13F Mengis Capital Management, Inc. 55 818 −1,75 5 235 4,72
2025-04-24 13F Elevated Capital Advisors, LLC 0 −100,00 0
2025-07-28 13F Virtus Wealth Solutions LLC 267 876 −0,14 25 124 6,43
2025-08-11 13F Root Financial Partners, LLC 9 648 −1,39 905 5,12
2025-07-14 13F AdvisorNet Financial, Inc 11 533 −81,38 1 082 −80,17
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 8 189 −15,03 768 −9,43
2025-08-14 13F CIBC World Markets Inc. 5 307 −54,45 498 −51,51
2025-07-22 13F Willner & Heller, Llc 2 284 −8,49 214 −2,28
2025-08-06 13F Prospera Financial Services Inc 223 339 −0,25 20 947 6,30
2025-07-15 13F Burns Matteson Capital Management, LLC 41 585 −11,14 3 900 −5,29
2025-08-04 13F Saxony Capital Management, LLC 2 165 −6,72 203 −0,49
2025-08-18 13F N.E.W. Advisory Services LLC 250 −13,79 23 −8,00
2025-08-07 13F Samalin Investment Counsel, LLC 7 498 −22,52 703 −17,39
2025-08-01 13F Centerpoint Advisors, LLC 450 −12,79 0
2025-08-14 13F Moneta Group Investment Advisors Llc 4 480 −1,32 420 5,26
2025-05-15 13F Mpwm Advisory Solutions, Llc 0 −100,00 0
2025-07-29 13F Kraft, Davis & Associates, LLC 41 617 −18,17 4 122 −0,77
2025-07-31 13F Trademark Financial Management, LLC 11 000 −29,27 1 032 −24,63
2025-08-13 13F QSV Equity Investors LLC 4 950 −1,06 464 5,45
2025-08-06 13F 360 Financial, Inc. 5 939 −0,93 557 5,50
2025-08-14 13F Headlands Technologies LLC 366 −63,33 34 −60,92
2025-08-05 13F GPS Wealth Strategies Group, LLC 29 927 −11,85 2 807 −6,06
2025-08-13 13F Cerity Partners LLC 335 445 −1,23 31 464 5,28
2025-08-11 13F Inspire Advisors, LLC 22 148 −1,93 2 077 4,53
2025-08-14 13F Modern Wealth Management, LLC 53 534 −1,17 5 021 5,33
2025-08-27 13F/A Brinker Capital Investments, LLC 35 486 −13,73 3 328 −8,04
2025-04-23 13F SFG Wealth Management, LLC. 0 −100,00 0
2025-07-16 13F ORG Partners LLC 0 −100,00 0
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-16 13F Minichmacgregor Wealth Management, Llc 41 510 −77,74 3 893 −76,27
2025-08-06 13F Smart Money Group LLC 10 075 −34,63 945 −30,38
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 398 233 −25,26 38 573 −17,74
2025-07-10 13F Financial Management Network Inc 500 000 −0,59 48 430 22,63
2025-08-14 13F Royal Bank Of Canada 765 074 −23,85 71 757 −18,84
2025-07-30 13F Insight Advisors, LLC/ PA 0 −100,00 0
2025-08-11 13F Western Wealth Management, LLC 51 864 −18,35 4 864 −12,99
2025-07-17 13F Sterling Investment Advisors, Ltd. 57 308 −12,25 5 375 −6,49
2025-08-06 13F Commonwealth Equity Services, Llc 1 799 219 −14,70 169 −9,19
2025-07-25 13F Hazlett, Burt & Watson, Inc. 11 070 −43,31 1 0,00
2025-09-02 13F/A FSC Wealth Advisors, LLC 7 681 −0,29 720 6,35
2025-07-14 13F Maryland Capital Advisors Inc. 714 −12,82 67 −8,33
2025-07-21 13F Warner Financial, Inc 12 203 −2,94 1 0,00
2025-08-13 13F StoneX Group Inc. 40 077 −11,79 3 759 −6,00
2025-08-15 13F Captrust Financial Advisors 34 949 −6,52 3 278 −0,40
2025-08-05 13F Tiaa Trust, National Association 2 715 −5,73 255 0,40
2025-07-23 13F Roundview Capital LLC 89 423 −10,69 8 387 −4,81
2025-07-10 13F Marshall Financial Group LLC 15 562 −11,09 1 493 −3,05
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-08-05 13F Beckerman Institutional, LLC 7 338 −3,99 1
2025-07-15 13F Buttonwood Financial Advisors Inc. 267 249 −2,23 25 065 4,21
2025-04-15 13F Members Wealth Llc 8 316 −22,16 732 −25,33
2025-08-14 13F Susquehanna International Group, Llp Call 5 500 −83,33 516 −82,27
2025-07-16 13F Essex Financial Services, Inc. 37 419 −50,68 3 510 −47,45
2025-04-15 13F Transform Wealth, LLC 33 316 −7,46 2 932 −12,19
2025-08-12 13F Wealthbridge Capital Management, Llc 4 326 −43,86 406 −40,27
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 2 446 −73,35 229 −71,62
2025-07-14 13F GAMMA Investing LLC 230 −77,11 22 −76,14
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-08-06 13F Wedbush Securities Inc 16 950 −17,69 2 0,00
2025-08-11 13F Plotkin Financial Advisors, LLC 115 496 −1,76 10 832 4,71
2025-08-12 13F Barings Llc 38 945 −27,33 3 653 −22,56
2025-08-12 13F Founders Financial Alliance, LLC 0 −100,00 0
2025-05-08 13F Hall Capital Management Co Inc 0 −100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 545 763 −40,19 51 187 −36,26
2025-07-30 13F Caliber Wealth Management, LLC / KS 16 616 −14,16 1 558 −8,51
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 604 739 −2,03 56 718 4,42
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-30 13F IMG Wealth Management, Inc. 11 426 −77,00 1 072 −75,50
2025-07-30 13F/A KPP Advisory Services LLC 10 355 −51,05 971 −47,82
2025-07-25 13F Atria Wealth Solutions, Inc. 68 191 −49,67 6 412 −46,21
2025-08-12 13F Gladstone Institutional Advisory LLC 61 874 −0,21 5 803 6,36
2025-08-14 13F/A Rockefeller Capital Management L.P. 118 683 −1,06 11 131 5,45
2025-08-14 13F Great Valley Advisor Group, Inc. 37 246 −26,62 3 493 −21,79
2025-08-12 13F Jpmorgan Chase & Co 145 061 −1,66 13 605 4,81
2025-05-09 13F Scotia Capital Inc. 0 −100,00 0
2025-08-14 13F Visionary Wealth Advisors 243 611 −12,09 22 848 −6,31
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-14 13F Beck Capital Management, Llc 6 044 −3,16 567 3,10
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 24 702 −3,33 2 317 3,02
2025-08-13 13F Cary Street Partners Financial Llc 47 948 −1,28 4 497 5,22
2025-04-22 13F World Equity Group, Inc. 0 −100,00 0
2025-08-14 13F Two Sigma Investments, Lp 0 −100,00 0
2025-08-15 13F Sugar Maple Asset Management, LLC 4 068 −52,62 382 −49,54
2025-07-14 13F Rooted Wealth Advisors, Inc. 33 796 −16,96 3 262 1,81
2025-07-30 13F Cookson Peirce & Co Inc 26 455 −15,90 2 481 −10,37
2025-07-10 13F Redhawk Wealth Advisors, Inc. 3 209 −6,31 301 −0,33
2025-07-14 13F Sentinel Pension Advisors Inc 19 389 −67,92 1 819 −65,81
2025-08-13 13F Baird Financial Group, Inc. 120 824 −10,13 11 332 −4,21
2025-07-15 13F Legacy Solutions, Llc 62 116 −1,20 5 826 5,30
2025-08-08 13F Cetera Investment Advisers 612 177 −24,11 57 416 −19,12
2025-08-07 13F New England Private Wealth Advisors LLC 162 934 −6,03 16 000 4,86
2025-08-06 13F Ethos Financial Group, LLC 222 102 −6,70 20 831 −5,64
2025-08-13 13F Boston Family Office Llc 58 641 −3,59 6 0,00
2025-08-13 13F WCG Wealth Advisors LLC 11 959 −2,10 1 122 4,38
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-14 13F Summit Trail Advisors, Llc 17 934 −10,06 1 682 −4,10
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-04-28 13F Milestone Investment Advisors LLC 0 −100,00 0
2025-08-06 13F Able Wealth Management LLC 14 562 −52,05 1 366 −48,91
2025-08-08 13F Larson Financial Group LLC 8 494 −9,39 797 −3,40
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0 −100,00
2025-05-12 13F Richard W. Paul & Associates, LLC 0 −100,00 0
2025-08-15 13F Morgan Stanley 6 783 496 −13,39 636 224 −7,69
2025-07-14 13F Oliver Luxxe Assets LLC 9 350 −18,75 877 −13,44
2025-08-14 13F Barnett & Company, Inc. 3 246 −3,39 304 3,05
2025-08-14 13F Bank Of America Corp /de/ 6 787 827 −6,07 636 630 0,11
2025-05-15 13F Gwn Securities Inc. 0 −100,00 0
2025-08-05 13F Prosperity Consulting Group, LLC 0 −100,00 0
2025-07-28 13F WealthPLAN Partners, LLC 43 505 −73,52 4 080 −71,78
2025-07-21 13F Ameritas Advisory Services, LLC 3 638 −72,99 341 −72,19
2025-07-14 13F Signature Securities Group Corporation 69 041 −45,01 6 475 −41,39
2025-08-14 13F Snowden Capital Advisors LLC 2 527 −8,44 237 −2,07
2025-07-25 13F Iron Financial, LLC 38 742 −0,01 3 634 6,57
2025-07-29 13F BXM Wealth LLC 26 174 −16,08 2 455 −10,50
2025-08-14 13F Warren Averett Asset Management, LLC 29 146 −5,06 2 734 1,18
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-07-30 13F Darrow Company, Inc. 79 734 −7,44 7 478 −1,35
2025-08-04 13F HBK Sorce Advisory LLC 0 −100,00 0
2025-07-18 13F Truist Financial Corp 59 478 −24,10 5 578 −19,11
2025-09-04 13F/A Advisor Group Holdings, Inc. 607 155 −15,08 56 957 −9,50
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-07-30 13F Brookstone Capital Management 328 477 −62,53 30 808 −60,06
2025-07-30 13F Princeton Global Asset Management LLC 5 428 −16,01 509 −10,39
2025-07-16 13F RWM Asset Management, LLC 0 −100,00 0
2025-07-10 13F YHB Investment Advisors, Inc. 47 047 −11,71 4 412 −5,91
2025-08-14 13F Main Street Financial Solutions, LLC 15 607 −3,36 1 464 2,96
2025-07-01 13F Private Client Services, Llc 0 −100,00 0
2025-08-14 13F Aqr Capital Management Llc 18 607 −13,55 1 745 −7,87
2025-07-29 13F Crux Wealth Advisors 20 423 −16,50 1 915 −11,01
2025-07-16 13F Maridea Wealth Management LLC 10 298 −61,41 966 −58,90
2025-07-28 13F Cornerstone Wealth Group, LLC 7 983 −5,25 749 0,94
2025-08-07 13F Panoramic Investment Advisors, Llc 33 650 −8,50 3 156 −2,47
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 737 123 −8,44 69 −1,43
2025-08-14 13F Arete Wealth Advisors, LLC 3 423 −50,80 0
2025-07-28 13F Lunt Capital Management, Inc. 52 446 −6,94 4 919 −0,83
2025-08-29 13F Centaurus Financial, Inc. 43 440 −8,99 4 0,00
2025-04-15 13F Accurate Wealth Management, LLC 0 −100,00 0
2025-07-17 13F Fifth Third Securities, Inc. 52 490 −1,61 4 923 4,88
2025-07-09 13F Mirador Capital Partners LP 0 −100,00 0
2025-08-04 13F IFG Advisory, LLC 0 −100,00 0
2025-04-21 13F Ronald Blue Trust, Inc. 0 −100,00 0 −100,00
2025-08-13 13F Keystone Financial Group 10 514 −2,59 986 3,90
2025-08-11 13F Farrow Financial Inc. 105 318 −0,20 9 878 6,36
2025-07-24 13F Blair William & Co/il 37 851 −7,20 3 550 −1,09
2025-07-28 13F Mutual Advisors, LLC 41 197 −13,72 4 087 0,59
2025-08-19 13F National Asset Management, Inc. 37 891 −33,75 3 554 −33,00
2025-07-28 13F Rik Saylor Financial, Inc. 14 785 −0,12 1 387 6,45
2025-07-17 13F Sound Income Strategies, LLC 422 −20,97 40 −15,22
2025-07-23 13F Ameliora Wealth Management Ltd. 0 −100,00 0
2025-07-18 13F Provident Wealth Management, LLC 23 404 −7,45 2 195 −1,35
2025-08-07 13F Davidson Capital Management Inc. 0 −100,00 0
2025-08-08 13F Advisors Capital Management, LLC 3 982 −16,55 373 −10,98
2025-08-13 13F SageView Advisory Group, LLC 14 385 −13,71 1 425 −2,93
2025-08-07 13F PCG Wealth Advisors, LLC 10 882 −3,79 1 021 2,51
2025-07-23 13F Objectivity Squared, LLC 0 −100,00 0
2025-08-15 13F Provenance Wealth Advisors, LLC 918 696 −17,58 86 164 −12,16
2025-08-05 13F Freestone Capital Holdings, LLC 2 438 −20,79 229 −15,56
2025-07-28 13F Holistic Planning, LLC 13 352 −4,85 1 252 1,46
2025-08-11 13F United Advisor Group, LLC 7 868 −23,38 738 −18,38
2025-08-08 13F Pnc Financial Services Group, Inc. 25 084 −9,79 2 353 −3,84
2025-07-30 13F Patten Group, Inc. 10 447 −23,88 980 −18,89
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-22 13F Berkshire Money Management, Inc. 211 852 −16,59 19 870 −11,10
2025-07-17 13F Tritonpoint Wealth, Llc 3 080 −18,43 289 −13,25
2025-08-05 13F Flynn Zito Capital Management, Llc 4 735 −1,40 444 5,21
2025-08-12 13F Auxano Advisors, LLC 2 419 −0,17 227 6,10
2025-08-14 13F Comerica Bank 64 848 −19,26 6 082 −13,94
2025-07-15 13F Bfsg, Llc 90 −60,00 8 −57,89
2025-07-29 13F Chicago Partners Investment Group LLC 16 076 −5,86 1 583 7,25
2025-07-22 13F DAVENPORT & Co LLC 182 666 −9,80 17 132 −3,86
2025-07-21 13F Future Financial Wealth Managment LLC 2 899 −9,94 272 −4,24
2025-08-06 13F SOUTH STATE Corp 8 −99,56 1 −100,00
2025-08-14 13F Ausdal Financial Partners, Inc. 6 380 −6,18 598 0,00
2025-08-05 13F Magnolia Capital Advisors Llc 84 440 −8,87 7 920 −2,88
2025-07-03 13F Fiduciary Financial Group, Llc 15 947 −91,96 1 522 −90,40
2025-07-23 13F Kingswood Wealth Advisors, Llc 18 029 −6,95 1 691 −0,53
2025-07-08 13F Lowe Wealth Advisors, LLC 2 134 −14,09 200 −8,26
2025-07-24 13F Vantage Point Financial LLC 29 655 −18,55 2 781 −13,20
2025-07-29 13F Altus Wealth Group LLC 176 384 −4,67 16 543 1,60
2025-07-31 13F Leelyn Smith, LLC 483 503 −1,01 45 348 5,50
2025-05-12 13F Meridian Wealth Management, LLC 0 −100,00 0
2025-07-15 13F Retireful, LLC 4 926 −66,64 462 −73,23
2025-08-07 13F Kestra Private Wealth Services, Llc 243 476 −5,41 22 836 0,82
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