Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Dimensional ETF Trust - Dimensional Global Real Estate ETF, to m.in Platform Wealth Management, LLC, Veratis Advisors, Inc., Ubs Asset Management Americas Inc, CSP Financial Group, LLC, Cerity Partners LLC, AA Financial Advisors, LLC, E-Wealth Partners, LLC, Merit Financial Group, LLC, Virtu Financial LLC, Navigate Wealth Management, LLC, Mills Wealth Advisors LLC, Nicolet Bankshares Inc, Rsm Us Wealth Management Llc, Hrt Financial Lp, Larry Mathis Financial Planning, LLC, Selective Wealth Management, Inc., Fidelis Capital Partners, LLC, Canvas Wealth Advisors, LLC, Excelsior Advisor Network LLC, i 3 Factor Indexing, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Virtu Financial LLC | 27 213 | 1 | ||||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 102 956 | 0,03 | 2 737 | 0,63 | ||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 176 632 | 3,13 | 5 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 24 221 | 8 489,01 | 644 | 9 085,71 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 12 639 | 0,89 | 336 | 1,52 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 665 326 | 3,78 | 17 684 | 4,41 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 164 068 | 6,75 | 4 387 | 8,05 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 253 023 | 0,55 | 6 725 | 1,16 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 364 322 | 9 744 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 84 173 | 1,22 | 2 237 | 1,87 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 10 759 | 16,98 | 298 | 22,63 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 705 922 | 21,55 | 18 763 | 124 986,67 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 33 500 | 15,75 | 1 | |||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 194 292 | 72,06 | 5 164 | 73,11 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 280 | 7 | ||||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 358 613 | 7,17 | 9 532 | 7,80 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 178 855 | 12,10 | 4 754 | 12,76 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 171 325 | 12,88 | 4 554 | 13,54 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 14 909 | 425 | ||||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 19 257 | 34,83 | 512 | 35,54 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 211 347 | 9,93 | 5 618 | 10,61 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 62 418 | 1 659 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 74 205 | 13,55 | 1 972 | 14,25 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 24 744 | 1,67 | 658 | 2,18 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 12 495 | 108,18 | 332 | 110,13 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 51 247 | 11,90 | 1 362 | 12,56 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 346 201 | 11,66 | 9 257 | 13,01 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 244 197 | 8,60 | 6 491 | 9,26 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 54 844 | 19,14 | 1 458 | 19,82 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 146 346 | 5,06 | 3 890 | 5,68 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 359 686 | 3,41 | 9 560 | 4,04 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 39 577 | 16,62 | 1 052 | 17,30 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 205 466 | 10,54 | 5 461 | 11,22 | ||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 197 838 | 2,12 | 5 259 | 2,74 | ||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 9 429 | 251 | ||||||
| 2026-04-15 | 13F | marrick wealth, LLC | 51 869 | 1,91 | 1 379 | 2,53 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 375 364 | 5,38 | 9 977 | 6,03 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 110 206 | 8,61 | 2 929 | 9,29 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 314 019 | 12,40 | 8 347 | 13,07 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 60 427 | 3,45 | 1 606 | 4,08 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 905 321 | 3,65 | 24 063 | 4,28 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 601 668 | 197,08 | 15 992 | 198,92 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 411 583 | 37,49 | 10 940 | 38,33 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 13 387 | 1,45 | 380 | 8,91 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 42 997 | 3,25 | 1 143 | 3,82 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 17 521 862 | 5,31 | 465 731 | 5,94 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 80 838 | 20,45 | 2 149 | 21,15 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 476 086 | 0,13 | 12 654 | 0,73 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 47 552 | 76,33 | 1 264 | 77,39 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 101 572 | 14,04 | 2 700 | 14,70 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 33 325 | 26,42 | 886 | 27,16 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 783 | 21 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1 876 | 50 | ||||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 66 544 | 2,49 | 1 769 | 3,09 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 86 769 | 15,61 | 2 306 | 16,35 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 215 422 | 5,99 | 5 726 | 6,63 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 34 362 | 1,94 | 913 | 2,58 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 77 454 | 4,04 | 2 059 | 4,68 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 21 582 | 0,06 | 574 | 0,70 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2 462 | 65 | ||||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 2 784 684 | 4,90 | 74 017 | 5,54 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 10 688 | 0,56 | 284 | 1,43 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 50 858 | 2,55 | 1 352 | 3,13 | ||||
| 2026-01-29 | 13F | Comerica Bank | 133 | 5,56 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 43 106 | 26,97 | 1 146 | 27,79 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 908 | 24 | ||||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 3 454 | 92 | ||||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 11 820 | 2,23 | 314 | 2,95 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 820 150 | 2,21 | 21 800 | 2,83 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 444 723 | 5,01 | 11 821 | 5,64 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 898 | 78,53 | 24 | 84,62 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 12 000 | 319 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 2 755 256 | 0,46 | 73 235 | 1,07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 85 198 | 28,75 | 2 265 | 29,52 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 40 526 | 36,07 | 1 077 | 37,02 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 8 253 | 219 | ||||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 54 633 | 55,52 | 1 452 | 56,47 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 2 509 620 | 4,02 | 66 706 | 4,45 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 8 306 | 0,01 | 221 | 0,46 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 107 883 | 6,48 | 2 868 | 7,14 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 314 570 | 7,25 | 8 361 | 7,91 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 86 244 | 2,42 | 2 292 | 3,06 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 8 100 | 2,86 | 215 | 3,37 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 107 880 | 11,26 | 2 867 | 11,95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 634 | 266,47 | 17 | 300,00 | ||||
| 2026-05-13 | 13F | Invst, LLC | 11 483 | 5,72 | 305 | 6,64 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 39 134 | 1 034 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 59 836 | 21,34 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 53 312 | 2,16 | 1 417 | 2,83 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 64 207 | 18,12 | 1 707 | 18,80 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 1 006 511 | 11,68 | 26 753 | 12,36 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 982 | 62,99 | 53 | 62,50 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 58 059 | 8,67 | 1 543 | 9,36 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11 947 | 318 | ||||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 42 826 | 32,86 | 1 138 | 33,73 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10 766 | 0 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 908 | 24 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 329 549 | 10,66 | 8 759 | 11,34 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 17 763 | 39,28 | 469 | 32,86 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 13 531 | 6,95 | 360 | 7,49 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 267 340 | 81,11 | 7 106 | 78,47 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 336 697 | 24,38 | 8 949 | 25,14 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 70 908 | 13,77 | 1 885 | 14,46 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 166 463 | 8,01 | 4 | 0,00 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 10 324 | 10,43 | 274 | 10,93 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 16 639 | 23,81 | 442 | 24,51 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 587 | 1 050,98 | 16 | 1 400,00 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 898 626 | 11,55 | 23 885 | 12,23 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 195 171 | 5,21 | 5 188 | 4,85 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 46 008 | 6,05 | 1 223 | 6,63 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 2 798 216 | 7,16 | 74 377 | 7,81 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 161 710 | 0,28 | 4 225 | -0,82 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 263 | 7 | ||||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 608 166 | 6,82 | 16 165 | 7,47 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 37 514 | 389,67 | 997 | 393,56 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 12 526 | 14,27 | 333 | 14,88 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2 461 | 8,94 | 65 | 10,17 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 28 246 | 15,61 | 751 | 16,28 | ||||
| 2026-05-12 | 13F | Creative Planning | 70 354 | 4,45 | 1 870 | 5,06 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 51 802 | 11,06 | 1 377 | 11,69 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 104 439 | 12,60 | 2 776 | 13,27 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 128 | 33,33 | 3 | 50,00 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 25 866 | 38,03 | 692 | 39,60 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 333 037 | 4,20 | 8 852 | 4,84 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 114 599 | 5,21 | 3 046 | 5,87 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 107 915 | 5,40 | 2 868 | 6,07 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 25 415 | 15,31 | 721 | 22,03 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 22 333 | 1,08 | 594 | 1,72 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 13 290 | 353 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 67 371 | 3,14 | 1 791 | 3,77 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 41 222 | 13,06 | 1 096 | 13,71 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 6 320 | 11,72 | 168 | 12,08 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 000 | 53 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 338 740 | 79,43 | 9 004 | 80,53 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 19 009 | 4,49 | 502 | 1,21 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 808 | 21 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 89 855 | 21,28 | 2 388 | 22,02 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 99 972 | 18,23 | 2 657 | 18,99 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 269 415 | 4,10 | 7 161 | 4,74 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 18 975 | 9,31 | 504 | 10,04 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 47 575 | 145,87 | 1 265 | 147,36 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 124 103 | 25,79 | 3 299 | 26,55 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 11 716 | 6,10 | 311 | 6,87 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 139 040 | 37,26 | 3 696 | 38,08 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 152 889 | 4,11 | 4 064 | 4,74 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 52 837 | 0,04 | 1 404 | 0,65 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 119 652 | 5,68 | 3 180 | 6,32 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 274 860 | 118,86 | 7 306 | 120,16 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 7 841 | 208 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 25 610 | 1,44 | 681 | 1,95 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 42 596 | 20,15 | 1 132 | 20,94 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 24 103 | 18,04 | 641 | 18,74 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 113 828 | 1,79 | 3 026 | 0,46 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 193 518 | 5 113 | ||||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 235 258 | 7,24 | 6 253 | 7,90 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 190 634 | 28,34 | 5 067 | 29,13 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 881 680 | 2,91 | 23 435 | 3,54 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 60 428 | 1 606 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 562 453 | 24,75 | 14 950 | 25,51 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 12 335 | 10,17 | 328 | 10,85 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 102 694 | 0,52 | 2 910 | 5,78 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 178 255 | 4,10 | 4 738 | 4,73 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 1 893 | 0,21 | 50 | 2,04 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 93 451 | 2 677 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 32 825 | 21,08 | 873 | 21,79 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 218 381 | 4,41 | 32 385 | 5,04 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 4 662 | 124 | ||||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 546 636 | 1,04 | 14 530 | 1,66 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 210 | 0,48 | 6 | 0,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 28 383 | 3,78 | 754 | 4,43 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 418 758 | 8,31 | 11 064 | 110 530,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 13 834 | 855,39 | 368 | 865,79 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 1 109 900 | 7,79 | 29 501 | 8,44 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 963 275 | 3,42 | 25 604 | 4,04 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 22 237 | 19,11 | 591 | 19,88 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 263 669 | 11,19 | 7 008 | 11,86 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 23 392 | 39,55 | 622 | 40,50 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 85 390 | 3,29 | 2 270 | 3,89 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1 556 109 | 5,76 | 41 330 | 6,36 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 55 489 | 7,96 | 1 475 | 8,62 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 175 769 | 2,67 | 4 672 | 3,30 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 31 498 | 0,13 | 837 | 0,72 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 1 062 100 | 10,93 | 28 231 | 11,60 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 15 855 | 46,52 | 421 | 47,72 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 55 358 | 5,74 | 1 471 | 6,36 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 12 749 013 | 22,12 | 338 869 | 22,86 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 29 910 | 5,77 | 795 | 6,43 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 8 636 | 245 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 149 240 | 20,94 | 3 965 | 19,10 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 191 972 | 4,36 | 5 103 | 5,00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 5 921 | 113,68 | 157 | 115,07 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 254 363 | 7,10 | 6 761 | 7,75 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 35 129 | 25,34 | 934 | 26,08 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1 149 | 20,69 | 31 | 20,00 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 44 133 | 5,86 | 1 173 | 6,54 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 927 539 | 8,95 | 24 654 | 9,61 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 888 367 | 6,88 | 23 613 | 7,53 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 21 535 | 0,70 | 569 | 0,53 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 11 535 | 3,03 | 305 | -0,33 | ||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 79 101 | 0,11 | 2 292 | 9,82 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 23 248 | 11,38 | 618 | 11,98 | ||||
| 2026-05-14 | 13F | Betterment LLC | 144 297 | 2,44 | 4 | 0,00 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 176 715 | 5,10 | 4 697 | 5,74 | ||||
| 2026-05-06 | 13F | Tandemgrowth Financial Advisors Llc | 22 212 | 14,09 | 590 | 14,79 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 21 559 | 15,45 | 573 | 16,23 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 11 915 | 317 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 157 447 | 4,58 | 4 185 | 5,20 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 19 326 | 0,04 | 541 | 5,06 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 204 167 | 8,55 | 5 427 | 9,20 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 8 500 | 226 | ||||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 12 219 | 1,63 | 325 | 2,21 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 610 267 | 2,69 | 16 221 | 3,31 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4 804 | 128 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2 699 | 72 | ||||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 42 437 | 1 128 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 7 734 | 206 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 4 005 871 | 11,95 | 105 835 | 8,30 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 862 304 | 2,11 | 22 920 | 2,72 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 10 299 | 11,90 | 274 | 12,35 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 582 284 | 9,93 | 15 477 | 10,61 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 6 344 111 | 11,27 | 168 626 | 11,94 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 119 174 | 21,75 | 3 168 | 22,47 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 59 015 | 2,77 | 1 569 | 3,36 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 44 981 | 1 195 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3 819 | 102 | ||||||
| 2026-05-08 | 13F | Oath Planning, LLC | 21 197 | 9,84 | 563 | 10,61 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 606 | 16 | ||||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 24 815 | 5,43 | 660 | 6,12 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 21 944 | 9,01 | 583 | 9,79 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 38 514 | 1 024 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1 387 | 0,14 | 37 | 0,00 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 620 513 | 10,22 | 16 493 | 10,89 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 1 777 101 | 2 498,63 | 47 024 | 2 503,71 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 20 | 0,00 | ||||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 85 077 | 1,46 | 2 261 | 2,08 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1 839 517 | 1,30 | 48 894 | 1,91 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 434 842 | 31,85 | 11 558 | 32,65 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 42 403 | 4,96 | 1 127 | 5,62 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 4 747 | 1 487,63 | 126 | 1 700,00 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 190 966 | 10,08 | 5 076 | 10,74 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 99 167 | 4,41 | 2 636 | 5,02 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 29 298 | 61,07 | 779 | 62,08 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 330 207 | 2,03 | 9 566 | 11,88 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 66 905 | 372,16 | 1 778 | 375,40 |
