MX:AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF – Własność instytucjonalna – Kupujący

Global X Funds - Global X Artificial Intelligence & Technology ETF
MX ˙ BMV ˙ US37954Y6326
Własność instytucjonalna i funduszowa – Kupujący

Główni posiadacze, którzy otworzyli nowe pozycje w Global X Funds - Global X Artificial Intelligence & Technology ETF, to m.in FIL Ltd, Arch Global Advisors, LLC, Modern Wealth Management, LLC, GFS Advisors, LLC, Bienville Capital Management, LLC, BOCHK Asset Management Ltd, Fosun International Ltd, Antonelli Financial Advisors, LLC, U.S. Capital Wealth Advisors, LLC, Baer Investment Advisory LLC, Savvy Advisors, Inc., Prevail Innovative Wealth Advisors, Llc, BOK Financial Private Wealth, Inc., Ciovacco Capital Management LLC, E-Wealth Partners, LLC, Point72 Asset Management, L.P., Mather Group, Llc., Vectors Research Management, LLC, Calamos Advisors LLC, i Courier Capital Llc .

Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

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Data pliku Źródło Inwestor Typ Średnia cena
(Est)
Akcje Akcje; Δ 
(%)
Zgłoszono
Wartość
($1000)
Wartość; Δ 
(%)
Przydział portu
(%)
2026-05-12 13F Moneta Group Investment Advisors Llc 8 012 12,67 374 3,32
2026-05-14 13F We Are One Seven, LLC 74 741 3,35 3 488 -5,17
2026-05-11 13F Commerce Bank 14 939 61,64 697 48,30
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 35 446 1 654
2026-04-23 13F J.w. Cole Advisors, Inc. 79 213 15,66 3 697 392,14
2026-05-04 13F Brookwood Investment Group LLC 12 405 109,61 579 92,67
2026-04-30 13F Financial Freedom, LLC 8 256 0,04 385 -8,11
2026-05-08 13F Sound Financial Strategies Group, LLC 10 962 2 391,36 512 2 222,73
2026-05-07 13F MONECO Advisors, LLC 5 722 267
2026-05-04 13F Texas Yale Capital Corp. 19 300 11,56 901 2,39
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 29 656 8,73 1 384 -0,22
2026-04-28 13F ORG Wealth Partners, LLC 126 6
2026-05-14 13F Synergy Investment Management, LLC 284 13
2026-05-14 13F Baird Financial Group, Inc. 92 974 11,73 4 339 2,53
2026-05-15 13F Smartleaf Asset Management LLC 739 27,85 33 13,79
2026-03-12 13F Nalls Sherbakoff Group, Llc 185 9
2026-05-11 13F Fortis Capital Management LLC 17 647 249,65 824 221,48
2026-04-23 13F North Star Investment Management Corp. 1 366 19,30 64 8,62
2026-04-17 13F United Advisor Group, LLC 6 903 7,11 322 -1,53
2026-04-13 13F 5T Wealth, LLC 84 037 0,20 3 922 -8,04
2026-04-17 13F RFG Advisory, LLC 31 993 51,75 1 493 39,27
2026-05-06 13F Elyxium Wealth, LLC 17 973 96,36 839 80,22
2026-05-15 13F Basso Capital Management, L.p. 886 41
2026-04-30 13F Acorn Wealth Advisors, LLC 10 292 25,50 480 15,11
2026-05-11 13F TD Capital Management LLC 473 22
2026-05-15 13F Quadcap Wealth Management, LLC 193 021 7,85 9 008 -1,11
2026-05-15 13F Van Eck Associates Corp 356 54,78 0
2026-05-14 13F Northern Trust Corp 5 499 257
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 43 098 104,93 2 011 88,12
2026-05-01 13F Arq Wealth Advisors, Llc 21 053 17,07 983 7,44
2026-05-06 13F Hurley Capital, LLC 797 0,13 37 -7,50
2026-04-28 13F Stephens Inc /ar/ 39 433 12,50 1 840 3,25
2026-05-11 13F Rossby Financial, LCC 1 827 53,66 87 43,33
2026-04-22 13F Harbor Asset Planning, Inc. 4 066 5,04 190 -3,57
2026-04-10 13F Centurion Wealth Management LLC 132 549 4,85 6 186 -3,78
2026-05-14 13F Fosun International Ltd 41 689 1 946
2026-05-12 13F Creative Planning 102 717 20,79 4 794 10,85
2026-05-13 13F NewEdge Wealth, LLC 21 966 7,80 1 025 -1,06
2026-04-24 13F Heritage Investors Management Corp 7 038 1,44 0
2026-05-04 13F Calamos Advisors LLC 8 614 402
2026-05-26 13F Summit Financial Wealth Advisors, LLC 34 570 6,47 1 613 -2,30
2026-04-29 13F Steele Capital Management, Inc. 214 100 4,21 9 992 -4,46
2026-05-15 13F Ameriflex Group, Inc. 1 615 30,24 75 19,05
2026-05-13 13F Mpwm Advisory Solutions, Llc 802 8,09 37 0,00
2026-05-04 13F Savant Capital, LLC 6 156 14,23 287 4,74
2026-04-21 13F Mayfair Advisory Group, LLC 10 434 0,02 487 -9,33
2026-04-30 13F Kestra Advisory Services, LLC 587 768 5,43 27 431 -3,26
2026-05-12 13F Jane Street Group, Llc Call 19 200 56,10 896 43,36
2026-05-15 13F Harbour Investments, Inc. 33 093 62,06 1 544 48,75
2026-05-12 13F Jane Street Group, Llc Put 21 000 311,76 980 278,38
2026-05-13 13F Wealth Management Associates, Inc. 83 056 9,76 3 876 0,73
2026-05-15 13F Intelligence Driven Advisers, LLC 156 427 2,21 7 300 -6,21
2026-05-13 13F Strategic Financial Concepts, LLC 8 811 411
2026-04-14 13F Nbc Securities, Inc. 26 349 0,06 1 230 -8,22
2026-04-13 13F Global X Japan Co., Ltd. 196 782 9 184
2026-04-15 13F Curran Financial Partners, LLC 24 347 16,48 1 136 6,87
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 82 852 12,83 3 867 3,54
2026-05-06 13F BOCHK Asset Management Ltd 44 000 2 053
2026-05-04 13F Calamos Wealth Management LLC 8 614 36,93 402 26,02
2026-04-08 13F Arlington Trust Co LLC 4 070 190
2026-04-28 13F Whittier Trust Co Of Nevada Inc 1 189 0,59 57 -9,68
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 656 31
2026-05-06 13F Hallmark Capital Management Inc 748 911 15,03 34 952 5,56
2026-02-17 13F SageView Advisory Group, LLC 2 615 133
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 131 300 11,27 6 128 2,10
2026-05-15 13F Integrated Wealth Concepts LLC 42 856 447,26 2 000 402,51
2026-05-18 13F Arkadios Wealth Advisors 8 101 16,01 378 6,48
2026-04-28 13F Stratos Wealth Advisors, LLC 16 008 0,38 747 -7,89
2026-04-27 13F Pensionmark Financial Group, Llc 11 962 7,99 558 -0,89
2026-05-15 13F Trexquant Investment LP 5 328 249
2026-05-15 13F Flow Traders U.s. Llc 202 636 9
2026-05-15 13F Equitable Holdings, Inc. 85 177 3,57 4 332 3,56
2026-04-20 13F Courier Capital Llc 8 199 383
2026-05-13 13F Principal Securities, Inc. 178 748 4,02 8 342 -4,54
2026-04-29 13F Richmond Investment Services, LLC 19 401 1,98 906 -6,41
2026-05-15 13F Qube Research & Technologies Ltd 145 237 6 778
2026-05-11 13F Grantvest Financial Group LLC 6 841 6,99 319 -1,85
2026-05-08 13F Aspen Wealth Strategies, LLC 54 863 6,18 2 560 -2,55
2026-05-13 13F Mariner, LLC 49 313 10,61 2 301 1,50
2026-04-27 13F Colonial River Wealth Management, LLC 20 699 3,56 966 -4,92
2026-04-30 13F First Horizon Corp 10 826 8,68 505 -0,20
2026-05-13 13F B&D White Capital Company, LLC 5 478 0,07 256 -8,27
2026-04-17 13F James J. Burns & Company, LLC 23 257 9,95 1 085 0,93
2026-04-20 13F Eagle Strategies LLC 58 397 270,54 2 725 240,20
2026-05-01 13F Fifth Third Bancorp 17 762 829
2026-04-27 13F Soltis Investment Advisors LLC 9 309 6,98 434 -1,81
2026-05-14 13F Cwm, Llc 27 019 5,80 1 261 125 900,00
2026-05-18 13F Centaurus Financial, Inc. 25 815 0,23 1 0,00
2026-04-07 13F Hobart Private Capital, LLC 137 220 1,18 6 404 -7,15
2026-02-13 13F Colony Group, LLC 30 163 114,39 1 536 121,18
2026-04-10 13F Sage Investment Advisers LLC 6 109 38,28 289 29,02
2026-04-14 13F Twelve Points Wealth Management LLC 5 900 49,40 275 32,85
2026-05-14 13F Gts Securities Llc 169 210 7 897
2026-04-21 13F OneAscent Financial Services LLC 13 829 8,83 645 -0,15
2026-05-13 13F AE Wealth Management LLC 38 427 49,66 1 793 37,39
2026-02-05 13F Tucker Asset Management Llc 689 4,24 35 9,38
2026-05-15 13F Aqr Capital Management Llc 26 224 1,55 1 224 -6,85
2026-05-14 13F Dana Investment Advisors, Inc. 8 383 6,91 391 -1,76
2026-05-15 13F Point72 Asset Management, L.P. Call 32 300 95,76 1 507 79,62
2026-05-15 13F Point72 Asset Management, L.P. Put 10 400 485
2026-05-01 13F Sovran Advisors, LLC 15 659 0,33 875 7,10
2026-05-19 13F Western Wealth Management, LLC 21 192 60,57 989 47,39
2026-05-13 13F E-Wealth Partners, LLC 12 429 632
2026-02-12 13F FineMark National Bank & Trust 5 708 7,41 290 10,69
2026-04-09 13F PFS Partners, LLC 402 3 920,00 19
2026-04-15 13F Arch Global Advisors, LLC 184 112 8 593
2026-04-01 13F Bangor Savings Bank 52 2
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 18 336 856
2026-04-24 13F American Institute for Advanced Investment Management, LLP 30 249 1,54 1 412 -6,86
2026-05-19 13F McIlrath & Eck, LLC 4 000 187
2026-04-28 13F Flagship Harbor Advisors, Llc 10 378 3,90 484 -4,54
2026-04-20 13F Fiduciary Alliance LLC 69 009 5,07 3 638 8,92
2026-05-11 13F COFG Advisors, LLC 25 333 6,71 1 182 -2,07
2026-05-11 13F Manchester Capital Management LLC 2 225 104
2026-04-23 13F Accurate Wealth Management, LLC 20 341 32,25 1 004 24,26
2026-04-22 13F JNBA Financial Advisors 19 639 0,13 917 -8,12
2026-05-15 13F Strive Financial Group ,LLC 13 1
2026-02-17 13F Main Street Financial Solutions, LLC 5 165 263
2026-05-04 13F Y.D. More Investments Ltd 5 650 7,62 262 -1,87
2026-05-11 13F Savvy Advisors, Inc. 20 959 978
2026-05-11 13F Daymark Wealth Partners, Llc 8 230 1,23 384 -7,02
2026-05-13 13F Cetera Investment Advisers 1 564 363 5,75 73 009 -2,96
2026-04-20 13F Sowell Financial Services LLC 13 805 10,09 644 1,10
2026-05-01 13F Sage Private Wealth Group, Llc 13 434 13,23 627 3,81
2026-04-14 13F Beacon Investment Advisory Services, Inc. 300 14
2026-04-07 13F Farther Finance Advisors, LLC 100 984 14,38 4 781 6,46
2026-04-29 13F ArborFi Advisors, LLC 39 939 2,86 1 864 -5,62
2026-04-14 13F Wealthcare Advisory Partners LLC 21 968 1,15 1 025 -7,16
2026-05-14 13F Us Bancorp \de\ 730 10,11 34 3,03
2026-04-14 13F Zrc Wealth Management, Llc 3 179 0,06 148 -8,07
2026-04-14 13F Granite Group Advisors, LLC 24 200 450,00 1 158 418,83
2026-04-15 13F Bright Futures Wealth Management, LLC. 6 146 287
2026-04-17 13F Discipline Wealth Solutions, LLC 5 302 3,92 247 -4,63
2026-05-07 13F Northwestern Mutual Wealth Management Co 1 723 735 8,07 80 447 -0,84
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 8 740 8,30 408 -0,73
2026-04-14 13F Madrona Financial Services, LLC 324 089 2,10 15 125 -6,31
2026-04-13 13F Richard P Slaughter Associates Inc 277 008 13,03 12 928 3,71
2026-05-06 13F LPL Financial LLC 4 967 564 3,68 231 836 -4,86
2026-05-12 13F Benjamin Edwards Inc 6 085 9,05 284 0,35
2026-05-11 13F Ashton Thomas Private Wealth, LLC 14 282 0,66 667 -7,76
2026-05-29 13F Keel Point, LLC 17 567 326,18 820 291,87
2026-05-14 13F Taylor Securities Services, Inc. 187 465 10,43 8 749 1,33
2026-05-15 13F Royal Bank Of Canada 1 408 404 18,06 65 729 8,33
2026-04-16 13F Brookstone Capital Management 126 548 12,29 5 906 3,05
2026-05-13 13F Lowery Thomas, Llc 13 617 0,83 635 -7,43
2026-05-13 13F Franklin Resources Inc 100 5
2026-01-14 13F ORG Partners LLC 320 83,91 16 100,00
2026-05-07 13F Paradigm, Strategies in Wealth Management, LLC 15 264 1,05 712 -7,29
2026-04-20 13F McKinley Carter Wealth Services, Inc. 127 047 7,60 5 929 -1,27
2026-05-08 13F Pnc Financial Services Group, Inc. 27 168 276 16,53 1 267 943 6,93
2026-04-28 13F Golden State Equity Partners 320 15
2026-05-05 13F Vectors Research Management, LLC 9 191 429
2026-05-15 13F Citadel Advisors Llc Put 73 700 24,07 3 440 13,84
2026-04-24 13F FRG Family Wealth Advisors LLC 71 354 0,28 3 330 -7,96
2026-04-06 13F CX Institutional 9 560 0,08 0
2026-05-12 13F Insigneo Advisory Services, Llc 33 744 7,46 1 575 -1,44
2026-05-01 13F Wealthspire Advisors, LLC 22 724 0,85 1 061 -7,42
2026-05-15 13F Citadel Advisors Llc 74 332 3 469
2026-05-06 13F Bartlett & Co. Wealth Management Llc 155 72,22 9 100,00
2026-05-05 13F PFG Advisors 14 025 21,62 655 11,60
2026-05-11 13F Wells Fargo & Company/mn 1 512 383 19,60 70 583 9,74
2026-05-12 13F Ameritas Advisory Services, LLC 52 683 0,21 2 459 -8,04
2026-05-14 13F Modern Wealth Management, LLC 134 730 6 378
2026-04-22 13F Bravera Wealth 44 243 10,13 2 065 1,03
2026-05-04 13F Geneos Wealth Management Inc. 27 360 21,42 1 277 11,34
2026-04-29 13F Cary Street Partners Financial Llc 5 155 0,02 241 -8,40
2026-05-05 13F Almanack Investment Partners, LLC. 18 781 3,48 876 -5,09
2026-04-08 13F Dynamic Advisor Solutions LLC 41 799 3,08 1 951 -5,43
2026-05-14 13F O'ROURKE & COMPANY, Inc 6 258 292
2026-04-13 13F Mather Group, Llc. 9 897 462
2026-04-22 13F Apollon Wealth Management, LLC 20 563 1,78 960 -6,62
2026-05-04 13F Conservest Capital Advisors, Inc. 7 411 19,76 346 9,87
2026-04-24 13F TSG Advice Partners, LLC 15 752 4,94 735 -3,67
2026-02-06 13F Global Retirement Partners, LLC 12 278 65,00 624 70,03
2026-05-15 13F FIL Ltd 826 411 38 569
2026-05-11 13F Founders Financial Alliance, LLC 2 203 103
2026-05-01 13F Thrivent Financial For Lutherans 125 767 83,75 6 66,67
2026-05-15 13F/A Independent Financial Group, Llc 45 090 10,36 2 104 1,25
2026-05-08 13F Endowment Wealth Management, Inc. 19 472 15,46 909 5,95
2026-04-08 13F Evanson Asset Management, LLC 7 073 15,70 330 6,45
2026-04-13 13F Cyndeo Wealth Partners, LLC 5 928 277
2026-04-10 13F Perigon Wealth Management, LLC 38 894 13,31 1 815 4,01
2026-04-17 13F Bell Investment Advisors, Inc 197 9
2026-05-05 13F Capital Investment Advisory Services, LLC 3 984 3,32 186 -5,61
2026-05-08 13F Vontobel Holding Ltd. 24 740 10,50 1 155 1,41
2026-04-28 13F Berger Financial Group, Inc 8 836 30,09 412 19,42
2026-05-13 13F Keystone Financial Group 17 066 4,19 796 -4,44
2026-04-28 13F Integrated Advisors Network LLC 21 074 15,44 984 5,93
2026-04-10 13F Green Ridge Wealth Planning LLC 74 949 5,79 3 498 -2,94
2026-05-04 13F Sigma Planning Corp 26 641 31,74 1 243 20,45
2026-05-06 13F Assetmark, Inc 528 890 17,90 24 683 8,19
2026-04-08 13F BOS Asset Management, LLC 17 022 0,16 794 -8,10
2026-04-27 13F Baer Investment Advisory LLC 29 245 1 365
2026-05-15 13F Ancora Advisors, LLC 13 243 2,00 618 -6,36
2026-05-08 13F/A JPL Wealth Management, LLC 2 775 130
2026-05-11 13F Clarendon Private LLC 15 727 0,08 734 -8,14
2026-05-15 13F MAI Capital Management 14 152 338,55 660 302,44
2026-05-08 13F SHP Wealth Management 3 112 0,03 145 -8,23
2026-05-06 13F NovaPoint Capital, LLC 37 033 14,07 1 728 4,66
2026-05-12 13F CIBC Bancorp USA Inc. 14 516 3,22 677 -2,45
2026-04-15 13F DAVENPORT & Co LLC 37 175 10,93 1 735 1,76
2026-05-04 13F Fell Capital Management /adv 12 521 47,64 584 35,50
2026-05-11 13F Pathstone Holdings, LLC 13 535 38,83 632 27,47
2026-04-29 13F Skopos Labs, Inc. 8 684 6,81 405 -3,11
2026-05-01 13F Pittenger & Anderson Inc 80 4
2026-05-15 13F Cerity Partners LLC 86 581 69,58 4 040 55,56
2026-04-23 13F Financial Guidance Group, Inc. 51 921 10,23 2 423 1,17
2026-04-30 13F Griffin Asset Management, Inc. 4 908 0,08 229 -8,03
2026-05-04 13F Concentrum Wealth Management 50 110 11,57 2 339 2,36
2026-04-08 13F Stonebridge Financial Group, LLC 4 633 2,18 216 -6,09
2026-05-08 13F Core Wealth Partners LLC 8 294 0,01 387 -8,08
2026-05-15 13F Principal Street Partners, LLC 22 150 0,09 1 034 -8,18
2026-05-15 13F Susquehanna International Group, Llp Call 69 300 65,39 3 234 51,76
2026-04-28 13F Bogart Wealth, LLC 356 39,06 17 23,08
2026-04-28 13F Antonelli Financial Advisors, LLC 35 473 1 656
2026-05-15 13F Susquehanna International Group, Llp Put 151 900 707,98 7 089 641,53
2026-04-30 13F Csenge Advisory Group 37 250 571,78 1 738 516,31
2026-05-13 13F Visionary Wealth Advisors 12 702 3,79 593 -4,82
2026-05-05 13F Milestone Investment Advisors LLC 16 600 16,70 775 7,05
2026-05-06 13F World Equity Group, Inc. 5 006 19,67 234 9,91
2026-05-11 13F Umb Bank N A/mo 452 21
2026-05-15 13F Morgan Stanley 4 927 074 2,25 229 947 -6,17
2026-04-08 13F WealthCare Investment Partners, LLC 18 652 26,60 893 17,97
2026-05-12 13F Stifel Financial Corp 322 962 7,20 15 073 -1,63
2026-05-11 13F Estate Planners Group, LLC 78 958 3,01 3 685 -5,49
2026-05-21 13F Vestor Capital, Llc 1 500 26,26 0
2026-01-29 13F Concurrent Investment Advisors, LLC 26 919 2,70 1 369 5,80
2026-05-19 13F Silicon Valley Capital Partners 102 5
2026-05-01 13F Compass Financial Services Inc 6 678 43,34 312 31,78
2026-05-13 13F Parkside Financial Bank & Trust 345 16
2026-05-20 13F Leigh Baldwin & Co., Llc 9 592 0,26 448 -8,21
2026-05-15 13F Summit Financial, LLC 481 095 3,41 22 453 -5,19
2026-05-13 13F Ameritas Investment Partners, Inc. 11 416 2,39 533 -6,17
2026-05-14 13F Betterment LLC 15 441 64,69 1
2026-04-22 13F AtlasMark Financial, Inc 5 091 259
2026-02-10 13F Transatlantique Private Wealth Llc 11 477 8,05 584 11,26
2026-05-12 13F Mission Financial Group, LLC 11 877 33,40 554 22,57
2026-05-15 13F/A EverSource Wealth Advisors, LLC 3 432 0,38 160 -7,51
2026-05-15 13F Beck Capital Management, Llc 6 477 0,19 302 -7,93
2026-05-12 13F M Holdings Securities, Inc. 33 931 2,86 2 0,00
2026-04-17 13F Wealthbridge Capital Management, Llc 8 702 11,31 406 2,27
2026-04-21 13F Pinnacle Associates Ltd 7 425 2,63 347 -5,72
2026-04-21 13F Nemes Rush Group LLC 604 0,17 28 -6,67
2026-01-16 13F Trust Co Of Vermont 325 17
2026-04-20 13F Ronald Blue Trust, Inc. 65 800 3,56 3 071 -4,98
2026-05-11 13F Prudent Investors Network 235 495 8,15 10 991 -0,76
2026-05-12 13F BOK Financial Private Wealth, Inc. 13 550 632
2026-04-20 13F Financial Enhancement Group LLC 61 988 10,47 3 354 15,14
2026-05-15 13F Huntington National Bank 53 70,97
2026-05-14 13F Raymond James Financial Inc 1 200 414 12,75 56 023 3,46
2026-04-10 13F Magnus Financial Group LLC 15 950 3,74 744 -4,74
2026-05-15 13F Glen Eagle Advisors, LLC 1 440 3,97 67 -4,29
2026-05-11 13F HBK Sorce Advisory LLC 11 013 686
2026-05-14 13F PlanVest Financial, Inc 715 33
2026-04-27 13F Victory Financial Group, Llc 29 245 12,32 1 365 3,02
2026-05-07 13F Avidian Wealth Solutions, LLC 14 279 52,57 666 40,21
2026-05-15 13F United Capital Financial Advisers, Llc 14 700 6,50 686 -2,28
2026-05-01 13F Valmark Advisers, Inc. 12 545 31,82 585 20,87
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 20 663 11,53 964 2,34
2026-05-15 13F Fmr Llc 37 092 46,17 1 731 34,19
2026-05-08 13F Steward Partners Investment Advisory, Llc 58 830 23,76 2 746 13,57
2026-05-15 13F Two Sigma Securities, Llc 12 709 593
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 227 972 14,27 11 0,00
2026-04-27 13F Truist Financial Corp 61 673 7,55 2 878 -1,30
2026-05-08 13F Curtis Advisory Group, LLC 142 881 0,04 6 668 -8,19
2026-05-11 13F Adapt Wealth Advisors, Llc 214 719 3,68 10 021 -4,87
2026-05-15 13F CI Private Wealth, LLC 9 413 56,21 288 -5,88
2026-04-27 13F HB Wealth Management, LLC 41 797 10,82 1 951 1,67
2026-05-15 13F Larson Financial Group LLC 8 716 53,64 407 40,97
2026-05-12 13F Rsm Us Wealth Management Llc 11 824 3,90 552 -5,65
2026-04-24 13F Essex Financial Services, Inc. 8 820 0,01 412 -8,26
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 500 23
2026-05-12 13F Independent Advisor Alliance 15 696 733
2026-05-15 13F National Bank Of Canada /fi/ 8 326 28,45 389 18,24
2026-04-16 13F Capital Advisors, Ltd. LLC 44 948 7 623,02 2
2026-04-27 13F Byrne Financial Freedom, Llc 68 209 1,86 3 183 -6,52
2026-05-05 13F UBS Group AG 4 002 646 0,75 186 803 -7,55
2026-02-17 13F Snowden Capital Advisors LLC 20 524 73,93 1 045 79,38
2026-04-30 13F Manning & Napier Advisors Llc 1 295 111,26 58 83,87
2026-04-28 13F Grange Capital, LLC 33 869 0,01 1 581 -8,25
2026-05-15 13F Bank Of America Corp /de/ 8 800 960 6,80 410 741 -2,00
2026-02-12 13F CIBC Private Wealth Group, LLC 11 812 34,44 601 38,57
2026-05-12 13F Atlantic Union Bankshares Corp 886 22 050,00 41
2026-05-14 13F Missouri Trust & Investment Co 700 136,49 33 113,33
2026-04-20 13F Balance Wealth, LLC 119 743 140,39 5 588 120,61
2026-05-07 13F Rothschild Investment Llc 2 378 152,98 111 134,04
2026-05-14 13F Proficio Capital Partners LLC 302 873 0,20 14 166 -7,86
2026-04-03 13F Adirondack Trust Co 7 053 0,03 329 -8,10
2026-05-04 13F Westside Investment Management, Inc. 17 934 2,57 838 -5,84
2026-05-12 13F Leavell Investment Management, Inc. 7 747 11,00 362 1,69
2026-04-13 13F Successful Portfolios LLC 6 788 26,45 316 11,70
2026-05-07 13F Pacific Sun Financial Corp 8 876 33,96 414 22,85
2026-05-04 13F Envestnet Asset Management Inc 550 730 18,05 25 703 8,33
2026-04-07 13F Cooper Financial Group 328 349 8,46 15 324 -0,47
2026-04-30 13F Sequoia Financial Advisors, LLC 11 987 1,31 559 -6,99
2026-05-14 13F Allworth Financial LP 12 594 0,40 588 -7,85
2026-05-12 13F Innovative Asset Advisors Group, LLC 100 5
2026-05-12 13F/A Signature Securities Group Corporation 8 541 98,58 399 82,57
2026-04-13 13F Gill Capital Partners, Llc 2 859 133
2026-04-10 13F Country Trust Bank 266 10,37 12 0,00
2026-05-05 13F Cullen/frost Bankers, Inc. 165 8
2026-05-11 13F Great Valley Advisor Group, Inc. 57 776 109,47 2 697 92,30
2026-04-28 13F Stratos Wealth Partners, LTD. 89 464 0,07 4 175 -8,16
2026-04-27 13F Moran Wealth Management, LLC 47 341 27,92 2 209 17,38
2026-05-11 13F Ciovacco Capital Management LLC 12 564 586
2026-05-05 13F Solutions 4 Wealth, Ltd 48 733 130,10 2 274 111,14
2026-05-06 13F Modera Wealth Management, LLC 7 622 356
2026-05-13 13F Lido Advisors, LLC 383 462 11,79 17 896 2,99
2026-05-15 13F Goldman Sachs Group Inc 5 304 248
2026-05-12 13F Riggs Asset Managment Co. Inc. 79 016 2,32 3 688 -6,11
2026-05-15 13F Gateway Wealth Partners, LLC 9 796 98,74 457 82,80
2026-05-12 13F Kingsview Wealth Management, LLC 24 992 5,12 1 166 -3,56
2026-05-13 13F Bienville Capital Management, LLC 66 117 3 086
2026-05-01 13F Hantz Financial Services, Inc. 513 1,18 0
2026-04-22 13F Peak Planning Group, LLC 13 417 2,31 626 -6,01
2026-05-08 13F Prime Capital Investment Advisors, LLC 18 173 50,85 848 38,56
2026-05-15 13F National Philanthropic Trust 125 346 11,42 5 850 2,24
2026-04-23 13F Fortune Financial Group, Inc. 15 194 114,06 709
2026-04-13 13F IFP Advisors, Inc 17 109 39,79 798 28,30
2026-05-15 13F Trask Adam Roland 1 547 72
2026-05-14 13F Hudson Portfolio Management LLC 10 176 84,51 475 69,29
2026-04-09 13F Acropolis Investment Management, LLC 25 160 452,85 1 174 408,23
2026-04-14 13F Prospera Financial Services Inc 35 272 10,49 1 646 1,42
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 10 514 146,75 491 126,85
2026-05-15 13F Jones Financial Companies Lllp 360 385 19,53 16 387 6,86
2026-04-30 13F GFS Advisors, LLC 131 000 1 677
2026-04-23 13F Columbia Advisory Partners Llc 6 021 2,50 281 -5,70
2026-05-14 13F Captrust Financial Advisors 14 535 26,87 678 16,49
2026-05-15 13F Cresset Asset Management, LLC 39 725 29,69 1 854 18,86
2026-05-13 13F Cornerstone Select Advisors, LLC 5 795 35,78 270 24,42
2026-05-12 13F IPG Investment Advisors LLC 6 400 20,75 299 10,78
2026-05-27 13F Security Financial Services, INC. 28 791 26,77 1 344 16,28
2026-05-15 13F Tradition Wealth Management, LLC 50 720 16,23 2 367 6,67
2026-04-28 13F Winthrop Capital Management, LLC 373 646,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 177 357 212,33 8 277 186,60
2026-04-21 13F Unique Wealth, Llc 19 092 9,79 891 0,79
2026-05-05 13F Smith, Moore & Co. 61 144 9,16 2 854 0,18
2026-05-13 13F Ubs Asset Management Americas Inc 4 083 352,16 191 322,22
2026-04-14 13F Arvest Investments, Inc. 102 389 37,36 4 778 26,04
2026-05-15 13F Alliancebernstein L.p. 178 104 9 058
2026-05-11 13F Fountainhead AM, LLC 24 160 1 128
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