SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF - Institutionellt ägande - Säljare

iShares Trust - iShares MSCI EAFE Small-Cap ETF
US ˙ NasdaqGM ˙ US4642882736

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
(%)
2026-05-19 13F Causey Wealth LLC 0 −100,00 0 −100,00
2026-05-12 13F Athena Investment Management 7 380 −3,40 579 −2,36
2026-01-12 13F Horizon Financial Services, Llc 0 −100,00 0
2026-04-17 13F Morris Financial Concepts, Inc. 19 696 −10,33 1 544 −9,28
2026-01-09 13F Dynamic Advisor Solutions LLC 0 −100,00 0
2026-05-07 13F TCTC Holdings, LLC 0 −100,00 0
2026-04-15 13F Wealthcare Capital Management Llc 16 154 −0,84 1 267 0,24
2026-04-16 13F Upper Left Wealth Management, LLC 3 462 −2,51 271 −1,45
2026-05-04 13F Sigma Planning Corp 3 215 −2,43 252 −1,18
2026-05-11 13F Foundations Investment Advisors, LLC 4 593 −1,52 360 −0,28
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 19 584 −3,19 1 536 −2,10
2026-05-12 13F Creative Planning 3 924 370 −1,92 307 710 −0,80
2026-05-15 13F Larson Financial Group LLC 59 510 −3,22 4 666 −2,12
2026-01-16 13F PICTET BANK & TRUST Ltd 0 −100,00 0
2026-04-20 13F Schwab Charitable Fund 9 213 −5,65 722 −4,62
2026-05-11 13F Legacy Edge Advisors, LLC 3 849 −22,49 302 −21,82
2026-05-15 13F Ameriprise Financial Inc 126 252 −13,61 9 902 −12,50
2026-05-04 13F Greenspring Advisors, LLC 3 536 −8,16 277 −7,05
2026-05-06 13F Modera Wealth Management, LLC 894 861 −2,33 70 166 −1,23
2026-05-11 13F Linscomb & Williams, Inc. 3 475 −6,69 272 −5,56
2026-04-17 13F CENTRAL TRUST Co 850 −1,16 67 0,00
2026-04-09 13F Acropolis Investment Management, LLC 35 965 −0,71 2 820 0,43
2026-05-05 13F Plante Moran Financial Advisors, LLC 16 −68,63 1 −66,67
2026-05-11 13F Sage Mountain Advisors LLC 1 695 −18,39 133 −18,01
2026-04-23 13F Forum Financial Management, LP 9 107 −8,96 714 −7,87
2026-05-06 13F May Hill Capital, LLC 7 011 −7,07 550 −5,99
2026-05-05 13F Capital Investment Advisory Services, LLC 1 009 −3,90 79 −2,47
2026-05-06 13F LPL Financial LLC 848 780 −0,89 66 553 0,23
2026-04-29 13F Tilson Financial Group, Inc. 12 764 −1,92 1 001 −0,79
2026-05-13 13F/A Quadrant Capital Group Llc 18 776 −23,42 1 472 −22,53
2026-05-11 13F Pathstone Holdings, LLC 152 270 −0,61 11 939 0,52
2026-05-07 13F JMG Financial Group, Ltd. 7 519 −0,29 590 0,86
2026-05-15 13F Advisory Services Network, LLC 40 503 −23,54 3 176 −22,67
2026-04-20 13F Segment Wealth Management, LLC 3 170 −35,70 249 −35,08
2026-05-08 13F Align Financial, LLC 534 −98,71 42 0,00
2026-05-13 13F Schoolcraft Capital LLC 111 144 −2,71 8 715 −1,61
2026-04-17 13F New Covenant Trust Company, N.A. 2 552 −3,70 200 −3,38
2026-04-29 13F CFS Investment Advisory Services, LLC 3 777 −3,23 322 6,29
2026-05-13 13F Freestone Capital Holdings, LLC 3 375 −16,97 265 −16,19
2026-05-07 13F Cutler Investment Counsel Llc 8 057 −4,16 632 −3,07
2026-05-06 13F American Financial & Tax Strategies Inc 26 959 −0,94 2 114 0,14
2026-05-12 13F Ellis Investment Partners, LLC 0 −100,00 0
2026-04-24 13F Private Advisor Group, LLC 58 875 −8,41 4 616 −7,37
2026-04-23 13F Granite Harbor Advisors, Inc. 2 761 −6,06 216 −4,85
2026-05-04 13F Westside Investment Management, Inc. 1 041 −32,45 82 −31,67
2026-05-11 13F/A GFS Advisors, LLC 9 385 −28,59 736 −27,80
2026-04-13 13F Compass Ion Advisors, LLC 5 060 −9,11 397 −8,12
2026-04-29 13F Efficient Advisors, LLC 18 583 −8,71 1 457 −7,67
2026-05-14 13F CIBC World Markets Inc. 8 252 −2,57 647 −1,37
2026-04-20 13F Williams & Novak, LLC 9 043 −0,19 721 2,56
2026-05-15 13F Warren Averett Asset Management, LLC 77 682 −4,50 6 091 −3,41
2026-04-27 13F Latitude Advisors, LLC 4 276 −1,06 335 0,00
2026-05-05 13F D.a. Davidson & Co. 33 916 −1,62 2 659 −0,49
2026-05-12 13F Disciplined Investments, LLC 38 493 −1,14 3 018 0,00
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 5 270 −4,96 413 −3,73
2026-05-04 13F Optima Capital Llc 0 −100,00 0
2026-05-14 13F HighPoint Advisor Group LLC 2 819 −9,88 221 −8,68
2026-05-05 13F Beaumont Financial Advisors, LLC 0 −100,00 0
2026-01-29 13F Comerica Bank 61 043 −0,47 4 733 0,57
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 −100,00 0
2026-05-05 13F Allspring Global Investments Holdings, LLC 3 795 −97,17 299 −97,16
2026-04-22 13F Samalin Investment Counsel, LLC 5 462 −3,10 428 −2,06
2026-05-01 13F Anchor Investment Management, LLC 42 −75,72 3 −76,92
2026-04-13 13F Creative Financial Designs Inc /adv 1 065 −0,37 84 1,22
2026-05-01 13F Holistic Planning, LLC 4 502 −18,25 353 −17,37
2026-05-13 13F Tobias Financial Advisors, Inc. 12 653 −2,15 992 −1,00
2026-05-15 13F Beacon Pointe Advisors, LLC 95 916 −4,84 7 521 −3,76
2026-04-13 13F Trust Co 0 −100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 −100,00 0
2026-05-12 13F Werba Rubin Papier Wealth Management 2 842 −19,94 223 −19,27
2026-04-28 13F Nbt Bank N A /ny 50 167 −0,15 3 934 1,08
2026-05-08 13F Resources Investment Advisors, LLC. 2 958 −0,10 232 0,87
2026-05-13 13F/A Jpmorgan Chase & Co 208 764 −84,21 15 883 −84,50
2026-05-11 13F Umb Bank N A/mo 18 255 −9,22 1 431 −8,21
2026-04-10 13F Financial Advisory Corp 581 867 −1,87 45 624 −0,75
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 23 045 −3,46 1 807 −5,25
2026-05-12 13F Rsm Us Wealth Management Llc 314 114 −3,42 24 630 −2,76
2026-05-14 13F Allworth Financial LP 65 810 −1,18 5 160 −0,06
2026-04-10 13F Brucke Financial, Inc. 7 501 −0,77 588 0,34
2026-05-08 13F Wilkerson Advisory Group LLC 0 −100,00 0
2026-05-13 13F Acadian Asset Management Llc 65 559 −32,23 5 −28,57
2026-05-14 13F EP Wealth Advisors, Inc. 14 797 −10,28 1 160 −9,23
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2026-04-22 13F Stone Point Wealth LLC 3 508 −0,34 275 1,10
2026-01-13 13F Synergy Financial Management, LLC 0 −100,00 0
2026-04-29 13F KERR FINANCIAL PLANNING Corp 220 −50,00 18 −47,06
2026-04-21 13F Meridian Financial, LLC 3 974 −11,18 312 −10,12
2026-05-14 13F Peloton Wealth Strategists 6 051 −79,23 0 −100,00
2026-05-13 13F Parkside Financial Bank & Trust 70 268 −0,13 5 510 0,99
2026-04-13 13F Reston Wealth Management Llc 30 929 −8,97 2 425 −7,93
2026-04-14 13F Plancorp, LLC 414 374 −0,10 34 314 6,70
2026-04-29 13F Cary Street Partners Financial Llc 22 533 −1,52 513 −4,12
2026-05-04 13F Procyon Private Wealth Partners, LLC 8 709 −7,99 683 −6,96
2026-04-23 13F Bestgate Wealth Advisors, LLC 4 160 −14,96 326 −13,98
2026-05-06 13F Windward Private Wealth Management Inc. 8 475 −10,10 665 −9,04
2026-05-08 13F Mosaic Financial Group, Llc 3 097 −1,28 0
2026-02-27 13F Compass Financial Services Inc 0 −100,00 0
2026-04-21 13F Falcon Wealth Planning 18 893 −2,77 1 481 −1,66
2026-01-05 13F Noble Wealth Management PBC 0 −100,00 0
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 37 457 −11,52 2 937 −10,51
2026-04-06 13F GAMMA Investing LLC 1 481 −24,59 116 −23,68
2026-05-05 13F Signet Financial Management, Llc 0 −100,00 0
2026-05-04 13F Envestnet Asset Management Inc 576 958 −1,56 45 239 −0,45
2026-05-11 13F Citigroup Inc 4 626 −21,51 363 −20,61
2026-05-14 13F Us Bancorp \de\ 95 892 −0,27 7 526 0,86
2026-05-14 13F Jacobs Equity LLC 3 684 −3,15 289 −2,04
2026-02-02 13F Cornerstone Planning Group LLC 0 −100,00 0
2026-04-09 13F Kelly Financial Group Llc 14 101 −1,68 1 106 −0,54
2026-04-22 13F Accretive Wealth Partners, LLC 10 163 −0,12 797 1,02
2026-04-21 13F Morton Capital Management LLC/CA 6 878 −10,28 539 −9,26
2026-05-19 13F McIlrath & Eck, LLC 0 −100,00 0
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-05-13 13F Bank Of Montreal /can/ 531 686 −25,98 41 689 −25,14
2026-05-11 13F SCS Capital Management LLC 18 480 −5,16 1 449 −4,04
2026-02-13 13F Total Wealth Planning, Llc 4 373 −94,78 339 −94,73
2026-04-24 13F Argent Advisors, Inc. 0 −100,00 0
2026-01-15 13F PFG Private Wealth Management, LLC 0 −100,00 0 −100,00
2026-04-21 13F Columbus Macro, LLC 3 355 −8,86 263 −7,72
2026-05-01 13F Mutual Advisors, LLC 7 286 −5,35 571 −4,19
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 200 781 −1,16 15 743 −0,04
2026-05-05 13F Putnam Fl Investment Management Co 13 143 −5,78 1 031 −4,72
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 97 322 −16,45 7 687 −16,74
2026-04-29 13F Bank Of Stockton 89 429 −5,13 7 012 −4,05
2026-05-04 13F Modus Advisors, LLC 0 −100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 −100,00 0
2026-05-12 13F M&t Bank Corp 122 424 −4,39 9 599 −3,30
2026-04-15 13F DAVENPORT & Co LLC 27 168 −2,17 2 130 −1,07
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0 −100,00 0 −100,00
2026-04-27 13F Victory Financial Group, Llc 0 −100,00 0
2026-02-13 13F Maia Wealth LLC 0 −100,00 0
2026-02-17 13F XTX Topco Ltd 0 −100,00 0
2026-04-22 13F McLean Asset Management Corp 10 429 −18,78 818 −20,68
2026-01-15 13F apricus wealth, LLC 0 −100,00 0
2026-02-10 13F Measured Wealth Private Client Group, LLC 0 −100,00 0
2026-02-13 13F/A Alberta Investment Management Corp 0 −100,00 0
2026-04-30 13F First Horizon Corp 7 074 −21,50 555 −20,63
2026-02-12 13F Jane Street Group, Llc 0 −100,00 0
2026-05-15 13F Hancock Whitney Corp 48 667 −6,95 4 068 0,32
2026-04-17 13F Integrated Capital Management, LLC 2 974 −26,09 233 −25,08
2026-05-08 13F Glenview Trust Co 12 674 −4,51 994 −3,40
2026-05-12 13F Coyle Financial Counsel LLC 30 044 −0,38 2 356 0,73
2026-02-04 13F Dynamic Wealth Strategies, LLC 0 −100,00 0 −100,00
2026-04-28 13F Brighton Jones Llc 0 −100,00 0
2026-05-14 13F Empower Advisory Group, LLC 5 741 −33,38 450 −32,63
2026-04-27 13F Sound Income Strategies, LLC 667 −17,76 53 −18,46
2026-05-01 13F Eq Wealth Advisors, Llc 0 −100,00 0
2026-04-16 13F Kavar Capital Partners Group, Llc 4 637 −2,11 364 −1,09
2026-05-15 13F Wealth Watch Advisors, INC 0 −100,00 0
2026-05-15 13F CI Private Wealth, LLC 491 436 −0,16 37 294 −2,30
2026-04-16 13F Fiduciary Advisors, Inc. 4 581 −46,38 359 −45,77
2026-05-08 13F McAdam, LLC 9 077 −16,46 712 −15,56
2026-01-26 13F Single Point Partners, LLC 0 −100,00 0
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 375 064 −2,04 29 409 −0,93
2026-04-28 13F Berger Financial Group, Inc 2 764 −0,68 217 0,47
2026-04-09 13F Elmwood Wealth Management, Inc. 30 348 −2,22 2 380 −1,12
2026-05-15 13F Cresset Asset Management, LLC 24 812 −0,41 1 946 0,73
2026-04-16 13F Montecito Bank & Trust 5 605 −4,95 439 −3,94
2026-04-24 13F rebel Financial LLC 45 174 −4,06 3 542 −2,96
2026-04-20 13F Ritholtz Wealth Management 71 059 −5,94 5 572 −4,87
2026-04-23 13F TFC Financial Management 1 861 −18,95 146 −18,08
2026-05-07 13F Meeder Advisory Services, Inc. 0 −100,00 0
2026-04-22 13F Foundation Wealth Management, LLC\PA 31 712 −4,61 2 487 −3,53
2026-05-06 13F Financiere des Professionnels - Fonds d,investissement inc. 61 500 −60,80 4 822 −60,36
2026-05-08 13F First National Advisers, LLC 0 −100,00 0
2026-05-04 13F Copia Wealth Management 855 −29,34 67 −27,96
2026-04-22 13F Ifrah Financial Services, Inc. 114 202 −2,35 8 955 −1,24
2026-04-30 13F Sequoia Financial Advisors, LLC 175 414 −6,25 13 754 −5,18
2026-04-28 13F Golden State Wealth Management, LLC 1 887 −2,93 148 −1,33
2026-04-21 13F Wedbush Securities Inc 4 974 −2,76 0
2026-05-15 13F MidFirst Bank 25 −48,98 2 −66,67
2026-02-12 13F Great Lakes Advisors, Llc 0 −100,00 0
2026-05-14 13F Klingman & Associates, LLC 156 770 −0,57 12 292 0,56
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 2 872 −83,93 225 −83,75
2026-05-06 13F Dunhill Financial, LLC 230 −14,81 18 −10,00
2026-04-28 13F Integrated Advisors Network LLC 5 371 −2,49 421 −1,41
2026-04-02 13F Collective Family Office Llc 4 477 −6,88 351 −5,65
2026-04-23 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2026-04-22 13F DORVAL Corp 129 498 −4,34 10 154 −3,26
2026-05-08 13F Pnc Financial Services Group, Inc. 496 916 −2,96 38 963 −1,86
2026-01-20 13F Austin Private Wealth, LLC 52 598 −9,65 4 078 −8,71
2026-04-24 13F Stock Yards Bank & Trust Co 26 771 −1,15 2 099 0,00
2026-05-15 13F Peapack Gladstone Financial Corp 7 945 −1,06 1
2026-02-11 13F Global Alpha Capital Management Ltd. 0 −100,00 0
2026-04-29 13F Nicholas Hoffman & Company, LLC. 33 384 −0,23 2 618 0,89
2026-05-14 13F Mill Creek Capital Advisors, LLC 241 779 −9,61 18 958 −8,59
2026-01-20 13F Toth Financial Advisory Corp 0 −100,00 0
2026-04-24 13F Merited Wealth, LLC 0 −100,00 0
2026-04-16 13F Capital Advisors, Ltd. LLC 1 729 −24,37 0
2026-04-13 13F Lee Financial Co 19 245 −1,86 1 509 −0,72
2026-05-29 13F Mullaney, Keating & Wright, Inc. 4 139 −4,23 325 −3,28
2026-01-16 13F Trust Co Of Vermont 1 274 −22,03 99 −21,60
2026-05-15 13F Ascent Group, LLC 8 050 −0,59 631 0,64
2026-05-01 13F BKD Wealth Advisors, LLC 576 024 −3,09 45 166 −1,99
2026-04-08 13F Partnership Wealth Management, LLC 37 168 −3,88 2 914 −2,77
2026-04-10 13F RTD Financial Advisors, Inc. 170 857 −0,84 13 397 0,28
2026-05-06 13F Aire Advisors, Llc 26 711 −0,09 2 094 1,06
2026-02-13 13F Colony Group, LLC 1 295 833 −1,46 100 241 −0,64
2026-04-27 13F GenTrust, LLC 0 −100,00 0
2026-04-17 13F Boston Private Wealth Llc 60 367 −0,25 4 733 0,87
2026-05-13 13F American Financial Advisors, LLC 31 068 −8,58 2 436 −7,52
2026-05-01 13F Blume Capital Management, Inc. 0 −100,00 0
2026-05-11 13F Smith Partners Wealth Management, LLC 9 502 −6,15 745 −4,97
2026-02-17 13F SageView Advisory Group, LLC 21 268 −0,75 1 649 0,30
2026-02-04 13F Ameritas Advisory Services, LLC 0 −100,00 0
2026-04-27 13F Meramec Financial Planners, LLC 15 090 −10,17 1 276 −8,73
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 13 559 −5,49 1 063 −4,41
2026-05-11 13F Brand Asset Management Group, Inc. 139 741 −5,94 10 957 −4,87
2026-02-13 13F Palisade Asset Management, LLC 0 −100,00 0
2026-04-21 13F Pinnacle Associates Ltd 42 009 −10,41 3 294 −9,41
2026-05-13 13F Buckingham Strategic Partners 50 272 −45,48 3 942 −44,87
2026-05-15 13F Toronto Dominion Bank 9 −78,57 1 −100,00
2026-04-13 13F True Wealth Design, LLC 0 −100,00 0
2026-04-10 13F Harbor Group, Inc. 9 113 −4,39 715 −3,25
2026-05-01 13F Strategic Wealth Advisors LLC 39 496 −2,71 3 0,00
2026-04-27 13F BIP Wealth, LLC 30 625 −10,52 2 401 −9,50
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 94 685 −2,14 7 442 −0,75
2026-02-12 13F Strive Asset Management, LLC 0 −100,00 0
2026-02-13 13F Flow Traders U.s. Llc 0 −100,00 0
2026-05-04 13F Bedel Financial Consulting, Inc. 10 595 −0,94 831 0,12
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 −100,00 0
2026-05-14 13F Pinnacle Financial Partners, Inc. 8 044 −1,07 631 0,00
2026-05-11 13F Partners in Financial Planning 49 851 −1,07 3 909 0,05
2026-04-09 13F Aletheian Wealth Advisors LLC 13 967 −0,63 1 095 1,58
2026-01-30 13F First Citizens Investor Services, Inc. 30 187 −0,89 2 340 0,17
2026-01-22 13F FSC Wealth Advisors, LLC 0 −100,00 0
2026-01-20 13F Maryland Capital Advisors Inc. 782 −15,91 61 −15,49
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 32 151 −6,72 2 521 −5,69
2026-04-24 13F Essex Financial Services, Inc. 3 147 −1,72 247 −0,81
2026-05-15 13F Quantinno Capital Management LP 14 683 −8,18 1 151 −7,10
2026-04-07 13F Park Avenue Securities Llc 0 −100,00 0
2026-04-28 13F Howe & Rusling Inc 129 −5,84 10 0,00
2026-01-08 13F Armstrong Advisory Group, Inc 0 −100,00 0
2026-05-11 13F Brooklyn FI, LLC 102 087 −1,70 8 005 −0,58
2026-05-15 13F Wealth Architects, LLC 175 076 −2,72 13 728 −1,61
2026-04-06 13F Highline Wealth Partners Llc 1 766 −13,56 138 −12,66
2026-04-07 13F CoreCap Advisors, LLC 3 104 −0,35 243 0,83
2026-04-20 13F Clune & Associates, Ltd. 6 694 −7,09 525 −6,09
2026-05-11 13F 1015 Capital Partners, LLC 170 −84,94 13 −85,06
2026-04-28 13F Quent Capital, LLC 60 103 −2,70 4 713 −1,59
2026-02-13 13F Barclays Plc 0 −100,00 0
2026-04-23 13F Embree Financial Group 4 647 −0,06 364 1,11
2026-05-13 13F Richard W. Paul & Associates, LLC 46 446 −1,12 3 642 0,00
2026-04-22 13F Spire Wealth Management 1 901 −0,68 149 0,68
2026-05-04 13F Brickley Wealth Management 6 143 −2,09 482 −1,03
2026-05-15 13F Royal Bank Of Canada 143 446 −5,98 11 248 −4,90
2026-04-29 13F Strategic Blueprint, LLC 7 722 −7,27 605 −6,20
2026-04-27 13F Pensionmark Financial Group, Llc 50 087 −9,20 3 927 −8,16
2026-04-15 13F Braun-Bostich & Associates Inc. 5 736 −4,13 450 −3,02
2026-05-15 13F Strategic Advocates LLC 0 −100,00 0
2026-04-10 13F Waldron Private Wealth LLC 46 535 −1,70 3 649 −0,60
2026-02-17 13F Glenmede Trust Co Na 48 069 −22,27 3 727 −5,14
2026-04-03 13F Investors Research Corp 59 156 −9,82 4 638 −8,79
2026-04-15 13F Exchange Traded Concepts, Llc 0 −100,00 0
2026-05-04 13F Mml Investors Services, Llc 74 030 −5,06 5 805 −3,99
2026-05-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2026-05-05 13F Steel Peak Wealth Management LLC 16 875 −0,49 1 323 0,68
2026-02-06 13F Hi-Line Capital Management, LLC 0 −100,00 0
2026-05-06 13F Sterling Financial Planning, Inc. 16 559 −6,25 1 298 −5,19
2026-05-06 13F Atlantic Trust, LLC 13 −91,16 1 −90,91
2026-05-13 13F Arvest Bank Trust Division 313 649 −1,53 24 593 −0,41
2026-05-14 13F Rockefeller Capital Management L.P. 19 779 −13,82 1 551 −12,87
2026-05-14 13F Grantham, Mayo, Van Otterloo & Co. LLC 4 446 −7,57 349 −6,45
2026-04-08 13F Eagle Rock Investment Company, Llc 3 835 −0,10 301 1,01
2026-02-13 13F North Ridge Wealth Advisors, Inc. 0 −100,00 0
2026-04-24 13F Berkeley, Inc 15 204 −10,85 1 192 −9,83
2026-05-07 13F Cassaday & Co Wealth Management LLC 1 258 490 −1,01 98 678 0,12
2026-05-14 13F Galvin, Gaustad & Stein, LLC 4 450 −6,90 349 −5,95
2026-02-05 13F Fingerlakes Wealth Management, Inc. 0 −100,00 0
2026-05-14 13F Modern Wealth Management, LLC 3 992 −7,81 318 −5,07
2026-05-04 13F Checchi Capital Advisers, LLC 169 123 −8,27 13 261 −7,23
2026-04-22 13F Vannoy Advisory Group, Inc. 4 327 −1,01 339 0,30
2026-05-13 13F DRW Securities, LLC 0 −100,00 0
2026-04-28 13F Busey Wealth Management 13 352 −5,87 1 047 −4,82
2026-05-13 13F Adviser Investments LLC 68 818 −11,90 5 396 −10,90
2026-05-15 13F Quadrature Capital Ltd 0 −100,00 0
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 167 −60,89 13 −60,61
2026-05-14 13F Thryve Wealth Management Llc 3 312 −13,91 260 −13,09
2026-05-15 13F Equitable Holdings, Inc. 98 325 −3,88 7 623 −3,87
2026-04-15 13F Michael Brady & Co., LLC 5 449 −0,40 427 0,71
2026-05-15 13F Harbour Investments, Inc. 4 396 −0,77 345 0,29
2026-05-08 13F Cornerstone Financial Management LLC 3 551 −15,43 278 −14,46
2026-05-15 13F Pinney & Scofield, Inc. 2 390 −31,14 187 −30,48
2026-04-22 13F Sterling Capital Management LLC 84 128 −9,29 6 596 −8,26
2026-04-28 13F Goldstein Advisors, LLC 56 383 −2,46 4 421 −1,36
2026-04-24 13F Newton One Investments LLC 151 −30,09 12 −31,25
2026-04-10 13F Prosperity Planning, Inc. 30 503 −2,88 2 392 −1,81
2026-05-14 13F Bank Of Hawaii 68 697 −3,43 5 387 −2,34
2026-05-04 13F Retirement Planning Group 6 838 −23,55 536 −22,66
2026-05-08 13F Camelot Portfolios, LLC 0 −100,00 0
2026-02-05 13F Security National Bank 0 −100,00 0
2026-05-06 13F Bartlett & Co. Wealth Management Llc 34 731 −8,25 2 871 −2,15
2026-05-05 13F Cullen/frost Bankers, Inc. 135 482 −8,35 10 623 −7,30
2026-04-30 13F Simplicity Wealth,LLC 5 776 −5,70 453 −4,64
2026-05-12 13F Invesco Ltd. 9 008 −3,29 706 −2,22
2026-05-12 13F Tiaa Trust, National Association 196 512 −98,73 15 409 −98,72
2026-04-16 13F Annex Advisory Services, LLC 3 170 −7,07 249 −6,06
2026-04-08 13F Shore Point Advisors, LLC 62 957 −48,29 4 937 −47,70
2026-05-12 13F Reyes Financial Architecture, Inc. 0 −100,00 0
2026-05-12 13F Index Fund Advisors, Inc. 6 372 −5,22 500 −4,22
2026-05-07 13F REDW Wealth LLC 9 476 −11,33 743 −10,27
2026-05-05 13F Wealthfront Advisers Llc 3 229 −0,77 253 0,40
2026-05-12 13F Guidance Point Advisors, LLC 17 104 −1,01 1 343 0,07
2026-02-10 13F Rice Partnership, LLC 0 −100,00 0
2026-04-23 13F Oppenheimer & Co Inc 9 892 −0,01 776 1,04
2026-02-12 13F Hrt Financial Lp 0 −100,00 0
2026-02-12 13F Hm Payson & Co 0 −100,00 0
2026-04-27 13F Commonwealth Equity Services, Llc 0 −100,00 0 −100,00
2026-04-23 13F McElhenny Sheffield Capital Management, LLC 0 −100,00 0
2026-04-08 13F Archer Investment Management, LLC 0 −100,00 0
2026-05-14 13F Financial Engines Advisors L.L.C. 14 268 −0,47 1 119 0,63
2026-04-24 13F UMA Financial Services, Inc. 13 044 −2,74 1 023 −1,64
2026-05-11 13F Montis Financial, LLC 2 650 −0,82 208 0,00
2026-05-13 13F First Citizens Bank & Trust Co 197 137 −2,10 15 458 −0,99
2026-04-17 13F United Advisor Group, LLC 2 623 −2,24 206 −1,44
2026-05-13 13F Clearwater Capital Advisors, LLC 60 698 −2,27 4 759 −1,16
2026-05-13 13F Triumph Capital Management 0 −100,00 0
2026-04-27 13F Exencial Wealth Advisors, Llc 179 876 −1,20 14 104 −0,08
2026-04-14 13F Arvest Investments, Inc. 94 578 −0,72 7 416 0,41
2026-05-13 13F Heritage Trust Co 58 255 −5,36 4 568 −4,30
2026-04-30 13F William Howard & Co Financial Advisors Inc 8 774 −0,28 688 0,73
2026-03-16 13F Osbon Capital Management Llc 0 −100,00 0
2026-05-14 13F Ballentine Partners, LLC 290 142 −0,87 22 750 0,26
2026-04-30 13F BRYN MAWR TRUST Co 861 100 −1,75 67 519 −0,63
2026-05-12 13F Benjamin Edwards Inc 2 556 −90,75 200 −90,67
2026-04-22 13F Continuum Advisory, LLC 17 302 −3,10 1 357 −2,02
2026-05-11 13F TAGStone Capital, Inc. 15 911 −1,98 1 248 −0,87
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 35 943 −3,07 2 811 −1,99
2026-01-13 13F Presilium Private Wealth, Llc 0 −100,00 0
2026-04-15 13F 21 West Wealth Management LLC 10 031 −2,63 787 −1,50
2026-05-04 13F Integrity Wealth Solutions LLC 7 536 −0,40 591 0,68
2026-04-22 13F Janney Montgomery Scott LLC 0 −100,00 0
2026-05-15 13F Boothbay Fund Management, Llc Put 0 −100,00 0
2026-02-13 13F River Wealth Advisors LLC 0 −100,00 0
2026-04-10 13F Magnus Financial Group LLC 14 285 −1,48 1 120 −0,36
2026-02-10 13F Future Fund LLC 0 −100,00 0
2026-04-07 13F Abacus Planning Group, Inc. 36 143 −4,09 2 834 −3,01
2026-04-17 13F Forefront Wealth Partners, LLC 6 200 −1,04 486 0,21
2026-04-20 13F KFA Private Wealth Group, LLC 4 067 −6,36 319 −5,36
2026-02-13 13F Integrity Financial Corp /WA 0 −100,00 0
2026-05-15 13F Vance Wealth, Inc. 29 421 −3,72 2 307 −2,66
2026-05-15 13F Laird Norton Trust Company, Llc 20 226 −4,95 1 586 −3,88
2026-05-05 13F Tortoise Investment Management, LLC 15 552 −3,42 1 219 −2,32
2026-04-06 13F CX Institutional 137 −62,97 0
2026-05-11 13F Atlas Capital Advisors Llc 25 995 −0,22 2 038 0,94
2026-05-12 13F Aspiriant, Llc 46 145 −12,74 3 618 −11,76
2026-04-08 13F Lpwm Llc 3 316 −0,03 260 1,17
2026-05-13 13F Alesco Advisors Llc 143 111 −2,23 11 221 −1,12
2026-05-14 13F Fca Corp /tx 59 496 −6,73 4 665 −5,66
2026-05-07 13F Avidian Wealth Solutions, LLC 15 351 −1,71 1 204 −0,58
2026-05-04 13F Nwam Llc 6 365 −0,39 499 −3,11
2026-02-05 13F HighMark Wealth Management LLC 0 −100,00 0
2026-04-20 13F Foster Victor Wealth Advisors, LLC 3 044 −13,99 256 −10,84
2026-05-14 13F Rialto Wealth Management, LLC 24 188 −26,03 1 897 −25,21
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-05-15 13F Rehmann Capital Advisory Group 7 278 −6,36 529 −25,11
2026-01-13 13F Stonehearth Capital Management, LLC 0 −100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 4 099 −2,05 318 −1,25
2026-04-24 13F Michels Family Financial, LLC 2 944 −1,24 231 −0,43
2026-04-10 13F Cooke Wealth Management, LLC 55 019 −0,33 4 314 −2,62
2026-04-08 13F Sapient Capital Llc 0 −100,00 0
2026-05-08 13F Coldstream Capital Management Inc 70 755 −2,03 5 548 −0,93
2026-05-05 13F Financial Harvest, LLC 7 534 −2,89 591 −1,83
2026-05-15 13F State of Tennessee, Treasury Department 625 924 −0,01 49 079 −4,11
2026-04-23 13F Harbor Investment Advisory, Llc 16 599 −0,52 1 302 0,62
2026-05-01 13F Citizens Financial Group Inc/ri 27 579 −3,46 2 162 −2,35
2026-04-21 13F Creekside Partners 42 465 −2,48 3 330 −1,36
2026-04-27 13F Truist Financial Corp 206 205 −6,60 16 168 −5,54
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