Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Dimensional ETF Trust - Dimensional US Large Cap Value ETF, to m.in Quent Long Short Global Small Cap Fund, LP, Waterloo Capital, L.P., West Financial Advisors, LLC, Compass Advisory Group LLC, McKinley Carter Wealth Services, Inc., Navigate Wealth Management, LLC, WJ Wealth Management, LLC, SB Capital Management Inc, Commerce Bank, Sage Mountain Advisors LLC, Quadrature Capital Ltd, Integras Partners LLC, Wilkerson Advisory Group LLC, Vestmark Advisory Solutions, Inc., LifeSteps Financial, Inc., Forum Finance Group S.A., Wright Fund Managment, LLC, Tyche Wealth Partners LLC, Everest Financial Group LLC, i Everhart Financial Group, Inc. .
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 | Cloud Capital Management, LLC | 18 629 | 58,53 | 1 | |||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 66 575 | 0,59 | 2 377 | 4,99 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 32 027 | 12,34 | 1 144 | 17,23 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 16 053 | 15,89 | 573 | 21,14 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2 191 034 | 5,58 | 78 242 | 10,21 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 781 835 | 5,28 | 27 919 | 9,90 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 1 326 195 | 45 369 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 65 124 | 3,62 | 2 326 | 8,14 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 28 052 | 308,39 | 1 002 | 327,78 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 554 098 | 2,47 | 19 787 | 6,97 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 22 649 | 0,02 | 809 | 4,39 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 192 204 | 0,14 | 6 864 | 4,52 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 397 623 | 13,33 | 14 199 | 18,30 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 4 591 120 | 3,39 | 163 949 | 7,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 221 072 | 300,88 | 8 | 600,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1 136 931 | 17,40 | 40 600 | 122 927,27 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 28 930 | 0,22 | 1 033 | 4,66 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 244 911 | 5,50 | 44 456 | 10,12 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 291 137 | 10 868 | ||||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 427 260 | 5,19 | 15 257 | 9,80 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 16 194 | 45,47 | 578 | 52,11 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 7 030 | 240 | ||||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 127 214 | 1,70 | 4 543 | 6,15 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 781 347 | 2,20 | 27 902 | 6,68 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 10 948 | 406,62 | 476 | 4,40 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 393 | 14 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 48 601 | 1,52 | 1 736 | 5,99 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 15 092 | 42,57 | 565 | 56,08 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 130 052 | 16,85 | 4 644 | 21,99 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 762 244 | 12,16 | 27 220 | 17,08 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 6 770 021 | 8,09 | 241 610 | 12,76 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15 410 | 36,21 | 550 | 42,12 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 63 541 | 2 269 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 123 350 | 0,27 | 4 405 | 4,66 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 225 065 | 17,89 | 8 037 | 23,06 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 5 807 | 207 | ||||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 26 751 | 1 | ||||||
| 2026-04-21 | 13F | Sensible Money, LLC | 14 770 | 2,26 | 527 | 6,68 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 91 678 | 3,97 | 3 274 | 2,54 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 32 773 | 60,83 | 1 170 | 65,96 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 3 585 713 | 5,14 | 128 046 | 9,75 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 9 880 | 164 566,67 | 353 | |||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 129 154 | 15,69 | 4 612 | 20,76 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 691 191 | 15,20 | 24 682 | 20,25 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 535 | 18 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6 688 | 239 | ||||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 119 468 | 37,90 | 4 266 | 43,98 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 213 633 | 5,80 | 7 629 | 10,44 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1 135 924 | 20,52 | 40 563 | 25,80 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 10 887 | 389 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 906 845 | 1,02 | 32 383 | 5,45 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 669 753 | 31,63 | 23 914 | 37,38 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 202 145 | 21,40 | 7 219 | 26,72 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 12 322 | 19,84 | 440 | 25,36 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 9 531 | 342 | ||||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 41 324 | 1,54 | 1 476 | 5,96 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 42 496 | 215,00 | 1 518 | 229,07 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 2 995 202 | 106 959 | ||||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 294 720 | 9,03 | 10 524 | 13,81 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 4 432 | 20,34 | 158 | 26,40 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 104 639 | 24,07 | 3 737 | 29,50 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 5 939 | 212 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 2 388 | 2,67 | 85 | 7,59 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 936 769 | 0,13 | 33 452 | 4,52 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 99 457 | 36,96 | 3 552 | 42,95 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 784 607 | 11,69 | 28 018 | 16,59 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 18 989 | 8,89 | 678 | 13,76 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 147 534 | 543,52 | 5 269 | 572,07 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3 143 873 | 14,56 | 112 268 | 19,59 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 229 013 | 3,19 | 8 178 | 7,72 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1 463 782 | 6,54 | 52 272 | 11,21 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 96 871 | 9,28 | 3 459 | 14,08 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 33 605 | 3,06 | 1 150 | 7,18 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 80 371 | 2 870 | ||||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 554 370 | 19 797 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 62 730 | 62,30 | 2 240 | 69,44 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 66 711 | 8,90 | 2 382 | 13,70 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 23 709 | 50,60 | 847 | 57,25 | ||||
| 2026-04-16 | 13F/A | Wright Fund Managment, LLC | 21 300 | 761 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 31 284 | 5,60 | 1 117 | 10,27 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2 400 | 86 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 113 320 | 14,79 | 4 047 | 19,81 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 31 619 | 1 129 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 160 | 6 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 233 457 | 14,96 | 8 337 | 19,99 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 174 681 | 9,53 | 6 238 | 14,34 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9 809 | 99,09 | 350 | 108,33 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 141 | 5 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9 464 | 0,37 | 338 | 4,66 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2 933 | 75,94 | 105 | 82,46 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 080 | 39 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 615 545 | 262,12 | 21 981 | 278,01 | ||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 6 821 | 4,23 | 244 | 8,97 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 974 | 58,37 | 35 | 61,90 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1 602 | 0,06 | 57 | 5,56 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 1 475 653 | 11,27 | 52 696 | 16,15 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 916 445 | 19,31 | 32 726 | 24,54 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 9 103 | 0,08 | 325 | 4,50 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 122 759 | 0,60 | 4 509 | 8,00 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 115 034 | 75,48 | 3 935 | 82,51 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 275 360 | 5,47 | 9 833 | 10,10 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 222 848 | 10,53 | 7 958 | 15,37 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 12 382 | 442 | ||||||
| 2026-05-12 | 13F | Operose Advisors LLC | 9 235 | 1,95 | 330 | 6,47 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 462 490 | 6,98 | 16 516 | 11,67 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 61 598 | 7,32 | 2 | 100,00 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 14 491 | 0,33 | 517 | 4,66 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 843 190 | 30 110 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 380 318 | 5 119,13 | 13 581 | 5 354,22 | ||||
| 2026-05-12 | 13F | Creative Planning | 581 934 | 1,89 | 20 781 | 6,36 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 331 896 | 2,28 | 11 852 | 6,77 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 95 430 | 1,06 | 3 408 | 5,48 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 913 706 | 2,26 | 33 615 | 8,64 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 6 856 | 245 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 13 887 | 496 | ||||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 128 656 | 4,50 | 4 594 | 9,10 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 20 702 | 166,54 | 739 | 178,87 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 115 841 | 5,44 | 4 137 | 10,06 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 74 900 | 2 675 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 135 922 | 1,89 | 4 854 | 6,36 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 20 076 | 0,24 | 717 | 4,53 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 58 239 | 31,76 | 2 080 | 37,50 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 299 575 | 3,72 | 10 698 | 8,27 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 25 031 | 11,86 | 894 | 16,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6 490 | 232 | ||||||
| 2026-05-05 | 13F | Premier Financial Group | 1 138 949 | 0,28 | 40 883 | 4,72 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 109 128 | 3,92 | 3 897 | 8,46 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 271 | 1 593,75 | 10 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 226 582 | 17,00 | 8 091 | 22,15 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 14 378 | 12,63 | 513 | |||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 122 262 | 6,06 | 4 366 | 10,70 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 45 305 | 1 618 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 851 | 30 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 426 999 | 50,00 | 15 248 | 56,58 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 312 637 | 11 164 | ||||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 15 491 | 12,50 | 553 | 17,41 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 209 434 | 18,95 | 7 479 | 24,16 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 21 531 | 6,44 | 769 | 10,98 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 126 404 | 18,60 | 4 514 | 23,78 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 10 193 | 364 | ||||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 10 832 | 0,02 | 387 | 4,32 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 31 054 | 23,51 | 1 109 | 28,84 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 98 242 | 25,97 | 3 508 | 31,48 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 149 453 | 3,53 | 5 337 | 8,06 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 601 058 | 13,85 | 21 464 | 18,84 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 356 345 | 4,57 | 12 725 | 9,16 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 571 794 | 20 419 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 12 280 | 439 | ||||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 432 188 | 0,49 | 15 433 | 4,89 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 26 459 | 73,95 | 945 | 81,54 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 28 375 | 4,63 | 1 013 | 9,28 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 696 762 | 5,35 | 24 881 | 9,97 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 110 100 | 95,13 | 3 932 | 103,68 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 381 397 | 2,11 | 13 620 | 6,59 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 1 368 350 | 13,49 | 48 864 | 18,46 | ||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 894 899 | 0,38 | 31 957 | 4,78 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 667 183 | 5,46 | 23 825 | 10,09 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 532 232 | 73 109,35 | 19 006 | 79 091,67 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 174 594 | 2,81 | 6 235 | 7,32 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 153 699 | 18,54 | 5 489 | 23,74 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 59 009 | 26,94 | 2 107 | 32,52 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 154 716 | 1,83 | 5 525 | 6,29 | ||||
| 2026-04-20 | 13F | City State Bank | 84 176 | 21,11 | 3 006 | 26,42 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 30 235 | 12,33 | 1 080 | 17,28 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 63 463 | 2 266 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 94 883 | 0,37 | 3 388 | 4,76 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 76 318 | 2,97 | 2 725 | 7,50 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 14 550 | 0,37 | 520 | 4,85 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 808 994 | 13,91 | 64 599 | 18,90 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 617 575 | 3,15 | 22 054 | 7,68 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 8 985 | 0,01 | 321 | 4,23 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 28 439 | 1 016 | ||||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 15 266 | 46,09 | 545 | 52,66 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 17 075 | 88,67 | 610 | 97,09 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 154 425 | 18,95 | 5 515 | 21,51 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 68 994 | 29,13 | 2 464 | 34,81 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 363 171 | 11,77 | 12 969 | 16,67 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 17 264 | 616 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 248 126 | 4,08 | 8 488 | 121 157,14 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 75 389 | 1,22 | 2 692 | 5,49 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 39 849 | 12,00 | 1 423 | 16,93 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 351 235 | 11,64 | 12 016 | 16,09 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 9 895 | 353 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 4 858 | 173 | ||||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 51 589 | 180,66 | 3 011 | 379,46 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 165 869 | 36,72 | 5 920 | 36,88 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 9 109 | 0,16 | 325 | 4,50 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 2 408 269 | 9,41 | 85 999 | 14,20 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 136 991 | 9,50 | 4 892 | 14,30 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 284 823 | 5,73 | 10 171 | 10,37 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 367 119 | 8,11 | 13 110 | 12,85 | ||||
| 2026-05-11 | 13F | Commerce Bank | 117 518 | 4 197 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4 003 | 102,48 | 137 | 109,23 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 19 316 | 690 | ||||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 931 589 | 80,41 | 33 267 | 88,32 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 6 689 | 239 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 6 369 | 227 | 176,83 | |||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 72 973 | 9,55 | 2 606 | 14,35 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 9 006 | 27,89 | 322 | 33,75 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 20 622 687 | 17,86 | 736 436 | 23,03 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 111 469 | 6,64 | 3 981 | 11,33 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 9 653 | 345 | ||||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 19 753 | 14,53 | 705 | 19,49 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 62 659 | 877,82 | 2 238 | 921,46 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 18 807 | 59,29 | 672 | 66,50 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 93 620 | 117,59 | 3 343 | 127,26 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 2 713 | 123,84 | 97 | 134,15 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 48 120 | 0,37 | 1 718 | 4,76 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 106 502 | 3 803 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 811 170 | 9,52 | 29 | 12,00 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 42 299 | 5,77 | 1 510 | 10,38 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3 906 | 0,10 | 139 | 4,51 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 7 726 | 0,38 | 276 | 4,56 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 11 618 | 415 | ||||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 161 810 | 13,30 | 5 778 | 18,28 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 139 619 | 0,28 | 4 986 | 4,68 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1 147 | 41 | ||||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 238 609 | 8 521 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 163 877 | 6,29 | 5 852 | 10,96 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 227 306 | 14,59 | 8 117 | 19,61 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 50 | 2 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2 166 874 | 23,08 | 77 379 | 28,47 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 24 418 | 1,46 | 872 | 5,83 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 27 429 | 1,95 | 979 | 6,41 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 22 146 | 194,22 | 791 | 207,39 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 290 577 | 5,83 | 10 377 | 10,47 | ||||
| 2026-05-14 | 13F | Clg Llc | 112 713 | 8,19 | 4 025 | 12,91 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 295 228 | 13,94 | 10 543 | 18,94 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 7 095 | 253 | ||||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 286 884 | 4,42 | 10 245 | 8,99 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 225 | 28,57 | 8 | 60,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 270 266 | 5,89 | 9 246 | 10,11 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 599 600 | 0,83 | 21 412 | 5,26 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 944 372 | 3,18 | 33 724 | 7,71 | ||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 8 645 | 309 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 69 520 | 2,85 | 2 483 | 7,35 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 838 061 | 120,40 | 29 927 | 130,07 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 224 042 | 7 664 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3 667 210 | 57,99 | 130 956 | 64,91 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 163 392 | 2,36 | 5 848 | 7,09 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 8 508 | 304 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 1 326 979 | 40,29 | 47 386 | 46,44 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 76 600 | 20,66 | 2 735 | 25,98 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 248 840 | 6,62 | 8 886 | 11,30 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 46 515 | 3,97 | 1 661 | 8,56 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 12 317 | 440 | ||||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 5 857 | 209 | ||||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 26 327 | 0,11 | 940 | 4,56 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 49 472 | 332,22 | 1 767 | 351,66 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 160 572 | 5 726 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 238 540 | 13,09 | 8 047 | 11,53 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 103 757 | 106,60 | 3 705 | 115,66 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 380 080 | 1,75 | 13 573 | 6,21 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 102 082 | 2,36 | 3 645 | 6,86 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 141 654 | 22,98 | 5 058 | 28,38 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 16 479 | 0,73 | 588 | 5,19 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 5 750 | 212 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1 464 732 | 11,06 | 54 708 | 21,25 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 260 194 | 11,30 | 9 292 | 16,18 |
