Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Capital Group Core Equity ETF, to m.in Ubs Asset Management Americas Inc, WJ Wealth Management, LLC, Vantus Wealth LLC, Two Sigma Investments, Lp, TCFG Investment Advisors, LLC, PCG Wealth Advisors, LLC, IHT Wealth Management, LLC, Capital Research Global Investors, Awm Capital, Llc, Regent Peak Wealth Advisors LLC, McKinney Capital Management, LLC, Avaii Wealth Management, Llc, Register Financial Advisors LLC, Hexagon Capital Partners LLC, Warren Averett Asset Management, LLC, Wealth Management Associates, Inc., January Capital Advisors LLC, Avant Capital LLC, Founders Financial Alliance, LLC, i Colonial River Wealth Management, 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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Assetmark, Inc | 1 323 220 | 13,08 | 50 838 | 8,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 422 818 | 2,93 | 16 245 | -1,70 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 312 421 | 17,87 | 12 003 | 12,57 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 169 303 | 1,72 | 6 505 | -2,85 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 305 373 | 5,38 | 11 732 | 0,64 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 81 522 | 22,33 | 3 132 | 16,87 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 19 856 | 6,99 | 763 | 2,14 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 559 108 | 19,14 | 21 481 | 13,78 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 422 910 | 7,14 | 16 248 | 2,32 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14 013 | 8,15 | 538 | 3,26 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 14 125 | 20,21 | 543 | 14,83 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 47 322 | 26,02 | 1 818 | 20,40 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 16 925 | 16,42 | 650 | 11,30 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 194 150 | 1,18 | 7 459 | -3,37 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 11 063 | 32,89 | 0 | |||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 51 748 | 5,65 | 1 988 | 0,91 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 13 786 | 13,17 | 534 | 8,78 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 12 674 | 62,82 | 487 | 55,27 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 11 756 | 222,70 | 452 | 208,90 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 551 | 13,38 | 60 | 7,27 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 38 309 | 167,17 | 1 541 | 138,54 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 44 847 | 25,39 | 1 727 | 20,10 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 331 958 | 5,37 | 12 754 | 0,62 | ||||
| 2026-04-24 | 13F | United Community Bank | 731 | 28 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 15 697 | 5,88 | 603 | 1,17 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 012 598 | 33,18 | 39 | 26,67 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 510 189 | 11,15 | 96 442 | 6,15 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 14 284 | 52,80 | 550 | 46,01 | ||||
| 2026-04-24 | 13F | Bayban | 1 585 | 61 | ||||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 18 718 | 2,98 | 719 | -1,64 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 17 705 | 7,00 | 778 | 16,99 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 996 057 | 3,05 | 38 269 | -1,58 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 10 179 | 13,28 | 391 | 8,31 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 280 091 | 32,13 | 10 761 | 26,18 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 118 175 | 3,44 | 4 540 | -1,22 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 48 153 | 4,47 | 1 850 | -0,22 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 168 809 | 12,15 | 7 185 | 16,45 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 144 007 | 12,15 | 5 533 | 7,11 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 25 049 | 7,61 | 962 | 2,78 | ||||
| 2026-04-23 | 13F | Auctus Advisors Llc | 13 284 | 2,40 | 510 | -2,11 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 117 269 | 3,02 | 4 505 | -1,62 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 411 277 | 32,03 | 15 353 | 22,52 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1 281 194 | 6,71 | 49 223 | 1,91 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5 336 | 7,23 | 215 | 9,18 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 1 848 | 71 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 461 | 163,43 | 18 | 142,86 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 295 487 | 30,47 | 11 353 | 24,60 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 35 350 | 16,98 | 1 358 | 11,77 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 56 136 | 15,52 | 2 157 | 10,28 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 17 273 | 4,21 | 664 | -0,45 | ||||
| 2026-04-17 | 13F | Investment Advisory Services Inc /tx /adv | 69 360 | 6,38 | 2 665 | 1,56 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 12 837 | 1,55 | 493 | -2,95 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 154 893 | 23,16 | 5 951 | 17,63 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 255 383 | 1,73 | 9 812 | -2,85 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 416 283 | 15 994 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 9 881 | 28,14 | 380 | 22,26 | ||||
| 2026-05-05 | 13F | PFG Advisors | 139 383 | 3,04 | 5 355 | -1,58 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8 024 | 35,56 | 318 | 33,61 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 37 939 | 16,72 | 1 458 | 11,48 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 24 519 | 42,38 | 942 | 36,13 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 74 637 | 0,19 | 2 868 | -4,31 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 177 465 | 2 456,76 | 6 818 | 2 343,73 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 82 609 | 102,59 | 3 174 | 93,48 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 11 473 | 0,62 | 441 | -3,93 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6 590 | 16,49 | 253 | 11,45 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 30 997 | 18,56 | 1 191 | 13,23 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 2 009 858 | 21,26 | 80 857 | 23,37 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 26 103 | 11,63 | 1 003 | 6,60 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 356 156 | 7,95 | 13 684 | 3,10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8 642 | 51,99 | 332 | 45,61 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 45 175 | 5,08 | 1 736 | 0,35 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 9 575 | 368 | ||||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 7 931 | 4,11 | 305 | -0,65 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 6 881 | 264 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 37 273 | 5,07 | 1 432 | 0,35 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 34 054 | 14,95 | 1 308 | 9,82 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 99 800 | 4,43 | 3 834 | -1,72 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 5 098 451 | 8,48 | 195 883 | 3,59 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 23 496 | 0,26 | 903 | -4,25 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3 933 197 | 7,49 | 158 233 | 109 783,33 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 316 940 | 42,43 | 12 177 | 36,01 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 20 524 | 13,98 | 789 | 8,84 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 488 | 19 | ||||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 4 914 | 207 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 5 616 | 216 | ||||||
| 2026-05-14 | 13F | McKinney Capital Management, LLC | 8 560 | 329 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 78 045 | 27,19 | 3 003 | 21,68 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 63 387 | 588,09 | 2 677 | 608,20 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 335 328 | 14,99 | 12 883 | 9,81 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 25 916 | 4,39 | 996 | -0,30 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1 121 | 2,28 | 43 | -2,27 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 5 362 | 206 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 39 427 | 11,27 | 1 515 | 6,25 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 6 314 257 | 6,29 | 242 594 | 1,51 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 86 570 | 7,11 | 3 326 | 6,26 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2 307 167 | 5,19 | 88 641 | 0,46 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 10 586 | 26,02 | 407 | 20,47 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 39 258 | 12,08 | 1 508 | 7,03 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 9 319 | 30,65 | 358 | 25,17 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 108 972 | 4,17 | 4 187 | -0,52 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 696 127 | 7,67 | 65 165 | 2,83 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 342 | 13 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 129 715 | 18,42 | 4 984 | 13,10 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 13 286 | 1,59 | 510 | -3,04 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 29 114 | 16,77 | 1 171 | 18,88 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 93 974 | 18,78 | 3 610 | 13,45 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2 611 | 100 | ||||||
| 2026-04-22 | 13F | tru Independence LLC | 14 869 | 10,32 | 571 | 5,35 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 95 723 | 6,94 | 3 678 | 2,14 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 14 912 | 14,88 | 573 | 9,58 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 16 378 | 6,63 | 629 | 1,94 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 2 500 | 96 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 47 064 | 0,87 | 1 808 | -3,62 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 91 174 | 51,98 | 3 668 | 54,60 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 21 785 | 2,07 | 837 | -2,56 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 29 759 | 6,93 | 1 143 | 2,14 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 157 577 | 22,46 | 6 054 | 16,96 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 194 228 | 2,68 | 7 462 | -1,94 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 665 | 48,68 | 141 | 41,41 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 196 885 | 65,83 | 7 921 | 68,73 | ||||
| 2026-04-10 | 13F | Boyer Financial Services, Inc. | 99 424 | 6,33 | 3 820 | 1,22 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 10 020 | 385 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 27 407 | 3,33 | 1 053 | -1,41 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 32 806 | 11,80 | 1 260 | 6,78 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 477 304 | 7 653,48 | 18 338 | 7 324,29 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8 803 989 | 20,47 | 338 249 | 15,05 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 40 657 | 100,48 | 1 566 | 92,02 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 603 | 23 | ||||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 1 053 091 | 7,93 | 40 460 | 3,08 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 17 601 | 93,57 | 676 | 85,21 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 5 336 | 205 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 977 976 | 17,65 | 37 574 | 12,36 | ||||
| 2026-05-15 | 13F | Fmr Llc | 5 241 | 5 359,38 | 201 | 6 600,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8 104 | 33,27 | 326 | 35,83 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 22 125 | 82,47 | 850 | 74,54 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 52 838 | 46,47 | 2 030 | 39,90 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 39 483 | 1 517 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 121 677 | 4 675 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 3 126 028 | 13,15 | 120 | 8,11 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 96 768 | 1,05 | 3 718 | -3,50 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 211 699 | 363,15 | 8 133 | 342,49 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 230 295 | 9,34 | 8 597 | 0,75 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 12 820 | 4,35 | 493 | -2,38 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 161 600 | 14,53 | 6 209 | 9,37 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 10 848 | 100,00 | 417 | 90,83 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 64 265 | 5,94 | 2 469 | 1,19 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 19 932 | 84,42 | 766 | 76,27 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 495 894 | 6,56 | 19 052 | 1,77 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1 333 129 | 100,47 | 51 219 | 91,45 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 663 333 | 239,85 | 26 583 | 238,55 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 26 787 | 7,20 | 1 029 | 2,39 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 160 247 | 3,96 | 6 157 | -0,73 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 25 463 | 2 266,45 | 978 | 2 174,42 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 80 285 | 12,92 | 3 085 | 7,83 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1 790 838 | 1,24 | 68 796 | -3,32 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 98 543 | 13,92 | 3 786 | 8,79 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 7 589 | 292 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 16 158 | 17,99 | 621 | 10,32 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 84 179 | 14,10 | 3 234 | 8,96 | ||||
| 2026-05-11 | 13F | Commerce Bank | 8 687 | 12,18 | 334 | 7,07 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 11 542 | 74,64 | 464 | 77,78 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 13 228 | 0,76 | 508 | -3,79 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 105 | 1 980,00 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 150 545 | 3,47 | 6 | 0,00 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 54 685 | 10,06 | 2 101 | 5,16 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 6 327 | 1,39 | 243 | -3,19 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 128 511 | 13,11 | 5 | 0,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 108 139 | 44,50 | 4 155 | 38,01 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 39 500 | 1 518 | ||||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 39 992 | 1,00 | 1 536 | -3,52 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 26 933 | 4,45 | 1 | 0,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 215 805 | 20,49 | 8 747 | 21,39 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 10 763 | 2,73 | 414 | -1,66 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 13 328 | 0,88 | 513 | -3,39 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1 692 | 65 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 49 114 | 5,89 | 1 887 | 1,07 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 394 659 | 44,22 | 15 163 | 37,72 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6 259 | 240 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 2 753 949 | 276,47 | 105 805 | 259,54 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 4 951 | 190 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 66 281 | 1,28 | 2 547 | -3,27 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 73 952 | 51,47 | 2 841 | 44,65 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 6 105 | 13,16 | 235 | 7,83 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 27 344 | 9,66 | 1 051 | 4,69 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 939 142 | 9,45 | 36 082 | 3,80 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 4 513 180 | 4,36 | 173 396 | -0,34 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1 029 931 | 12,91 | 39 570 | 7,83 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 56 409 | 60,26 | 2 167 | 53,04 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 46 828 | 0,80 | 1 799 | -3,69 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 479 677 | 5,04 | 18 429 | 0,32 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 13 947 010 | 20,96 | 535 844 | 15,51 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 6 542 | 5,96 | 252 | 1,21 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 5 835 | 224 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 109 791 | 13,19 | 4 218 | 8,10 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 24 197 | 930 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 465 073 | 5,18 | 17 868 | 0,44 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 365 474 | 3,12 | 14 042 | -1,52 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 598 699 | 2,78 | 23 002 | -1,84 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7 801 326 | 26,87 | 292 460 | 18,22 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 172 | 7 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 45 468 | 1 829 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 294 | 11 | ||||||
| 2026-04-22 | 13F | Motco | 3 727 | 143 | ||||||
| 2026-04-15 | 13F | Norden Group Llc | 56 890 | 8,34 | 2 186 | 3,46 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 81 070 | 0,85 | 3 115 | -3,68 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 107 304 | 12,52 | 4 123 | 7,46 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 333 002 | 22,35 | 12 801 | 16,91 | ||||
| 2026-05-13 | 13F | Capital Research Global Investors | 14 514 | 558 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 235 564 | 15,61 | 47 470 | 10,40 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 75 | 3 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 39 483 | 16,58 | 1 517 | 11,31 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 120 762 | 0,22 | 4 640 | -4,29 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 5 798 | 223 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 690 410 | 4,64 | 26 526 | -0,06 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 120 911 | 315,33 | 4 645 | 296,67 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 179 160 | 602,20 | 7 706 | 635,21 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 12 666 | 5,04 | 487 | 0,21 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 49 688 | 8,30 | 1 909 | 3,41 | ||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 294 009 | 1,03 | 11 296 | -3,52 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 28 053 759 | 18,20 | 1 077 825 | 12,88 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 623 810 | 22,26 | 23 967 | 16,76 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 23 132 | 133,56 | 889 | 123,12 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 63 813 | 4,98 | 2 452 | 0,25 | ||||
| 2026-04-22 | 13F | Vicus Capital | 37 355 | 13,67 | 1 435 | 8,55 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 69 295 | 13,17 | 2 662 | 8,08 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 30 543 | 25,67 | 1 173 | 20,06 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 97 067 | 11,57 | 3 729 | 6,54 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 60 507 | 2,20 | 2 325 | -2,39 | ||||
| 2026-01-29 | 13F | Comerica Bank | 20 461 | 21,05 | 823 | 23,20 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6 880 192 | 30,35 | 264 337 | 24,49 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 8 292 | 20,73 | 319 | 15,22 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 10 414 | 795,44 | 400 | 769,57 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 13 735 | 97,37 | 528 | 88,89 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 102 | 0,09 | 42 | -4,55 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 10 | 0 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 178 623 | 10,68 | 6 863 | 5,70 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 33 011 | 0,47 | 1 268 | -4,01 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 80 860 | 3 107 | ||||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 33 695 | 14,29 | 1 295 | 9,11 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 25 290 | 5,19 | 972 | 0,41 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 12 958 | 0,62 | 498 | -4,05 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 6 830 | 5,00 | 262 | 0,38 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 6 470 | 249 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 47 114 | 9,86 | 1 810 | 4,93 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 76 229 | 14,34 | 2 949 | 9,92 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 64 265 | 3,30 | 2 469 | -1,32 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 99 085 | 13,95 | 3 807 | 8,81 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 373 | 5,07 | 14 | 0,00 | ||||
| 2026-05-14 | 13F | Clg Llc | 18 340 | 14,61 | 705 | 9,49 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 35 255 | 3,07 | 1 354 | -1,60 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 139 125 | 20,19 | 5 345 | 14,80 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 15 474 | 0,05 | 595 | -4,50 | ||||
| 2026-05-13 | 13F | Capital International Investors | 6 049 852 | 0,05 | 232 435 | -4,45 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 111 267 | 1,58 | 4 275 | -3,00 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 536 231 | 26,36 | 20 602 | 20,67 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 64 500 | 7,27 | 2 478 | 2,44 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 38 507 | 7,78 | 1 479 | 2,92 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 40 952 | 21,06 | 1 573 | 15,66 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 168 276 | 13,98 | 6 | 20,00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 287 149 | 1,44 | 11 032 | -3,13 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 69 832 | 2 683 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 162 379 | 10,75 | 6 239 | 5,76 | ||||
| 2026-05-08 | 13F | Entruity Wealth, LLC | 346 342 | 4,66 | 13 306 | -0,05 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 299 069 | 29,22 | 11 | 22,22 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 85 802 | 19,89 | 3 297 | 14,48 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 6 056 | 233 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 1 279 570 | 8,57 | 49 228 | 3,85 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 34 373 | 8,89 | 1 321 | 4,02 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 36 889 | 29,95 | 1 417 | 24,08 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 70 120 | 11,07 | 2 694 | 6,10 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 28 707 | 15,21 | 1 103 | 9,98 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 191 778 | 34,91 | 7 368 | 28,86 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 7 041 | 271 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 23 435 | 16,10 | 900 | 10,84 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 14 900 | 572 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 6 109 | 235 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2 116 973 | 5,79 | 81 334 | 1,03 |
