Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Dimensional ETF Trust - Dimensional US Small Cap Value ETF, to m.in Ubs Asset Management Americas Inc, CSP Financial Group, LLC, Navigate Wealth Management, LLC, AA Financial Advisors, LLC, Summit Financial, LLC, Quent Long Short Global Small Cap Fund, LP, Horizon Investments, LLC, Commerce Bank, Royal Harbor Partners, LLC, Hudson Value Partners, LLC, Sage Mountain Advisors LLC, Pacific Park Financial, Inc., Rsm Us Wealth Management Llc, Canvas Wealth Advisors, LLC, Miracle Mile Advisors, LLC, TCFG Investment Advisors, LLC, MSA Advisors, LLC, Segall Bryant & Hamill, Llc, Vantus Wealth LLC, i Freedom Day Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | WorthPointe, LLC | 77 654 | 1,09 | 2 721 | 7,68 | ||||
| 2026-04-20 | 13F | Emprise Bank | 70 540 | 8,73 | 2 472 | 15,85 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 911 843 | 31 750 | ||||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 32 635 | 418,18 | 1 144 | 452,17 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 11 096 | 0,85 | 389 | 7,48 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 290 494 | 22,84 | 10 | 42,86 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3 292 | 461,77 | 108 | 500,00 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 848 590 | 29,04 | 29 735 | 37,48 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 9 318 | 1,64 | 326 | 8,31 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 95 312 | 3 340 | ||||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 42 281 | 4,04 | 1 482 | 10,85 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 428 670 | 759,61 | 15 882 | 868,41 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2 229 989 | 1,64 | 78 139 | 8,28 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 66 687 | 4,00 | 2 471 | 17,12 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 234 152 | 8 694 | ||||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 67 723 | 184,56 | 2 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10 405 | 3,66 | 365 | 10,30 | ||||
| 2026-05-05 | 13F | UBS Group AG | 114 652 | 57 226,00 | 4 017 | 66 850,00 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 124 227 | 13,69 | 4 677 | 30,17 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 135 285 | 1,62 | 4 740 | 8,27 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 27 634 | 109,73 | 968 | 6,14 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 223 527 | 74,96 | 7 832 | 86,39 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 41 232 | 17,03 | 1 445 | 24,70 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14 853 | 49,31 | 520 | 59,02 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 863 575 | 8,50 | 30 260 | 15,59 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 76 000 | 128,63 | 2 663 | 143,64 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 7 627 | 267 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 705 604 | 1,34 | 24 724 | 7,97 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 113 668 | 17,87 | 3 983 | 25,58 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 42 168 | 9,10 | 1 478 | 16,21 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 7 337 993 | 0,55 | 256 992 | 7,06 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 11 568 | 2,35 | 405 | 9,16 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1 173 | 41 | ||||||
| 2026-05-11 | 13F | Scratch Capital Llc | 403 955 | 7,33 | 14 155 | 14,35 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 12 476 | 0,21 | 437 | 6,85 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 154 956 | 2,40 | 5 430 | 9,08 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 52 687 | 3,10 | 1 906 | 10,31 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 169 013 | 19,80 | 5 934 | 27,92 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 316 525 | 52,35 | 11 091 | 62,32 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 49 257 | 0,29 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 183 771 | 11,81 | 6 838 | 26,51 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 334 878 | 3,93 | 11 734 | 10,73 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 64 651 | 9,04 | 2 265 | 16,15 | ||||
| 2026-04-28 | 13F | Schubert & Co | 103 031 | 5,04 | 3 610 | 11,90 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 299 230 | 10 485 | ||||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 28 120 | 87,52 | 809 | 77,41 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 47 651 | 104,39 | 1 670 | 117,89 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 13 376 | 469 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 143 601 | 2,23 | 5 032 | 8,90 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 9 705 | 340 | ||||||
| 2026-05-08 | 13F | Truepoint, Inc. | 1 341 481 | 0,32 | 47 006 | 6,88 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 151 885 | 5 322 | ||||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 32 333 | 32,94 | 1 133 | 41,68 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 468 270 | 9,23 | 16 408 | 16,37 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 184 703 | 2,56 | 6 472 | 9,25 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 550 318 | 4,89 | 19 283 | 11,75 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 45 101 | 91,41 | 1 580 | 104,13 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 447 931 | 8,04 | 15 695 | 15,11 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 176 484 | 16,01 | 6 184 | 23,61 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 26 020 | 14,16 | 912 | 21,63 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 25 040 | 4,39 | 877 | 11,29 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 397 | 300,29 | 49 | 336,36 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 438 206 | 20,31 | 15 355 | 28,16 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1 884 | 62 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 92 609 | 3 245 | ||||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 23 800 | 197,50 | 834 | 216,73 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 92 610 | 0,79 | 3 434 | 13,60 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 5 959 | 209 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 27 844 | 1 | ||||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 342 530 | 1,90 | 12 002 | 8,57 | ||||
| 2026-05-14 | 13F | Alpha Advisors, LLC/VA | 84 023 | 2,32 | 2 944 | 9,04 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 53 850 | 1,26 | 1 887 | 7,83 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 94 846 | 180,78 | 3 323 | 199,10 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 114 291 | 17,29 | 4 005 | 24,97 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 93 870 | 0,77 | 3 289 | 7,38 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 262 236 | 0,81 | 9 189 | 7,40 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 2 370 | 83 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 997 993 | 34 970 | ||||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 165 274 | 5,17 | 5 791 | 12,05 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1 475 | 52 | ||||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 901 546 | 1,56 | 31 590 | 8,20 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 118 139 | 3 886 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 23 333 | 2,95 | 818 | 9,66 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 43 680 | 18,64 | 1 531 | 26,45 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 8 027 | 29,01 | 281 | 35,75 | ||||
| 2026-05-11 | 13F | Boston Partners | 41 975 | 0,68 | 1 471 | 7,22 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 2 620 | 92 | ||||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 19 877 | 13,93 | 697 | 21,47 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 67 505 | 2,22 | 2 365 | 8,89 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2 342 | 82 | ||||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 134 617 | 0,07 | 4 717 | 6,60 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 9 615 | 0,33 | 337 | 6,67 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 942 259 | 4,64 | 68 057 | 11,48 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 40 172 | 11,19 | 1 408 | 18,43 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 17 122 | 600 | ||||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 6 448 | 0,12 | 226 | 6,64 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 3 200 | 112 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 45 639 | 2,27 | 1 599 | 9,00 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6 047 | 212 | ||||||
| 2026-04-15 | 13F | Avondale Wealth Management | 20 363 | 0,18 | 714 | 6,74 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 223 158 | 0,63 | 7 819 | 7,21 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 14 668 | 0,17 | 514 | 6,65 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 49 860 | 63,69 | 1 747 | 74,53 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 23 395 | 810 | ||||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 48 299 | 3,26 | 1 692 | 10,01 | ||||
| 2026-05-04 | 13F | Sentinel Wealth Management, Inc. | 269 892 | 5,67 | 9 457 | 12,58 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 8 252 | 289 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 5 905 | 207 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 990 589 | 3,81 | 34 710 | 10,59 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 81 507 | 2,61 | 2 856 | 9,30 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 83 377 | 11,07 | 2 922 | 18,31 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 625 569 | 4,16 | 21 920 | 10,97 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 39 966 | 9,43 | 1 400 | 16,57 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 539 | 0,37 | 19 | 5,88 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8 022 | 504,52 | 281 | 553,49 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 127 767 | 3,49 | 4 477 | 10,25 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 170 517 | 20,92 | 5 975 | 28,83 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 72 522 | 6,68 | 2 541 | 13,69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 150 224 | 12,42 | 5 264 | 19,80 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 2 813 | 99 | ||||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 3 600 | 260,00 | 126 | 293,75 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 44 553 | 9,54 | 1 561 | 16,75 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 30 268 | 2,75 | 1 061 | 9,50 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 6 846 | 0,32 | 240 | 6,70 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 51 619 | 5,30 | 1 809 | 12,16 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 89 257 | 3,01 | 3 128 | 9,76 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 6 110 | 214 | ||||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 236 681 | 17,44 | 8 293 | 18,35 | ||||
| 2026-05-13 | 13F | Forefront Analytics, LLC | 6 341 | 222 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 120 664 | 4 228 | ||||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 695 442 | 7,69 | 24 368 | 14,74 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 80 806 | 23,24 | 2 831 | 31,31 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 24 094 | 0,22 | 844 | 6,84 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 19 685 | 0,22 | 690 | 6,82 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 91 624 | 44,88 | 3 014 | 49,68 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 3 967 | 24,83 | 139 | 33,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 288 564 | 10,38 | 80 191 | 17,60 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 45 117 | 1 581 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3 569 | 83,40 | 125 | 98,41 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 572 422 | 0,15 | 55 098 | 6,69 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 657 521 | 0,70 | 23 040 | 7,28 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 94 442 | 3,25 | 3 309 | 10,01 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 4 862 | 170 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 19 656 | 14,43 | 689 | 21,99 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 59 679 | 11,78 | 2 091 | 19,08 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 108 420 | 18,07 | 3 799 | 25,79 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 7 768 | 272 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 205 | 48,55 | 7 | 75,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 674 902 | 23,04 | 23 649 | 31,08 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 8 641 | 1,60 | 303 | 8,24 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 364 867 | 3,89 | 12 785 | 10,68 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 337 032 | 4,39 | 11 810 | 11,21 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 463 438 | 15,85 | 16 239 | 23,42 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 31 359 | 0,78 | 1 099 | 7,33 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 86 288 | 5,23 | 3 024 | 12,13 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 47 504 | 3,24 | 1 665 | 9,98 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 5 244 | 5,88 | 184 | 12,96 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 421 021 | 4,89 | 14 466 | 6,56 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 9 283 | 23,05 | 325 | 31,05 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 866 631 | 26,54 | 30 367 | 34,80 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 9 510 | 19,20 | 333 | 27,10 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 37 318 | 15,66 | 1 308 | 23,19 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 220 818 | 17,89 | 7 737 | 25,60 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 26 870 | 5,06 | 942 | 11,89 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 146 886 | 7 522,52 | 5 147 | 8 068,25 | ||||
| 2025-12-16 | 13F | Lindenwold Advisors | 70 465 | 51,73 | 2 244 | 64,20 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 89 200 | 3 126 | ||||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 38 427 | 7,12 | 1 390 | 16,62 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 82 929 | 4,14 | 2 906 | 10,92 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 60 511 | 5,53 | 2 120 | 12,47 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1 756 | 62 | ||||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 203 594 | 3,02 | 7 134 | 9,74 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 6 050 | 212 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 77 600 | 2,57 | 2 719 | 9,28 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 100 353 | 3,10 | 3 301 | 6,49 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 185 156 | 3,06 | 6 488 | 9,80 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1 487 000 | 3,68 | 52 104 | 10,45 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 60 459 | 10,98 | 2 118 | 18,26 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 9 735 | 0,27 | 341 | 6,90 | ||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 6 091 | 213 | ||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 46 582 | 79,02 | 1 632 | 90,88 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 10 539 | 22,55 | 347 | 26,74 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 744 | 26 | ||||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 72 812 | 1,37 | 2 551 | 8,00 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 387 114 | 0,95 | 13 564 | 7,55 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 136 186 | 0,08 | 4 772 | 1,60 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 124 378 | 19,52 | 4 358 | 27,35 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 29 681 | 1 040 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 000 | 70 | ||||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 2 248 | 3,59 | 79 | 9,86 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 6 863 | 0,09 | 240 | 6,67 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 127 153 | 7,63 | 4 455 | 14,67 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 22 | 1 | ||||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 42 063 | 28,24 | 1 474 | 36,64 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 24 918 | 873 | ||||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1 393 | 49 | ||||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 68 259 | 56,97 | 2 521 | 56,33 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 176 496 | 12,78 | 6 184 | 20,17 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 21 | 40,00 | 1 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 326 531 | 15,61 | 11 442 | 23,17 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 14 362 | 14,37 | 503 | 21,79 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 100 | 3 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8 531 | 15,94 | 299 | 23,14 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 20 156 | 0,90 | 706 | 7,46 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 19 828 | 652 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 51 880 | 2,38 | 1 886 | 13,15 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 191 475 | 26,24 | 6 709 | 34,50 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 47 839 | 17,22 | 1 676 | 24,89 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 13 531 | 118,91 | 474 | 133,50 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 6 163 | 216 | ||||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 17 153 | 601 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1 345 | 47,64 | 47 | 62,07 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 31 444 | 1 102 | ||||||
| 2026-05-01 | 13F | Concord Wealth Partners | 8 932 | 801,31 | 313 | 875,00 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 1 114 611 | 8,51 | 39 056 | 15,61 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 294 810 | 2,26 | 10 330 | 8,95 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 159 712 | 16,25 | 5 596 | 16,15 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 48 285 | 16,62 | 1 692 | 24,25 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 207 985 | 6,18 | 7 288 | 13,12 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 870 735 | 97,43 | 30 511 | 110,34 | ||||
| 2026-05-15 | 13F | MSA Advisors, LLC | 24 793 | 869 | ||||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 62 257 | 8,10 | 2 181 | 15,15 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 23 539 | 26,57 | 883 | 27,83 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 13 733 | 3,92 | 452 | 7,38 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 702 217 | 10,54 | 24 606 | 17,76 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1 005 | 0,70 | 35 | 9,38 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 325 397 | 1,82 | 11 402 | 8,48 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 289 877 | 1,11 | 10 157 | 7,72 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 51 125 | 449,67 | 1 791 | 487,21 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 9 403 | 0,23 | 329 | 6,82 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 8 755 | 1,45 | 307 | 8,13 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 19 660 | 4,80 | 689 | 11,69 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 127 257 | 29,52 | 4 459 | 38,01 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 2 761 776 | 8,01 | 96 773 | 15,07 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 265 269 | 9 295 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 18 558 | 37,47 | 650 | 46,40 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 142 833 | 17,26 | 5 005 | 24,91 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 15 014 | 12,97 | 526 | 20,37 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 925 | 32 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 342 025 | 2,47 | 11 985 | 9,16 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 480 383 | 5,96 | 16 833 | 12,88 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 684 | 24 | ||||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 23 943 | 47,02 | 839 | 56,64 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 1 424 | 0,28 | 50 | 6,52 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 348 003 | 229,69 | 12 194 | 251,31 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 572 540 | 3,21 | 21 281 | 9,40 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 47 451 | 1 663 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 24 423 | 59,36 | 856 | 69,64 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 158 830 | 16,77 | 5 565 | 24,41 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 620 862 | 12,78 | 21 755 | 120 761,11 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 690 600 | 1,38 | 24 199 | 8,01 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 280 152 | 1,38 | 9 817 | 8,01 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 2 029 | 20,34 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 65 288 | 811,08 | 2 288 | 873,19 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 15 910 | 4,81 | 1 | |||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 412 992 | 2,07 | 14 471 | 8,75 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 45 279 | 37,28 | 1 587 | 46,31 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 284 843 | 2,07 | 10 610 | 5,44 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 969 277 | 4,90 | 33 963 | 11,76 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 18 914 | 5,00 | 663 | 11,82 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 388 364 | 0,46 | 13 608 | 7,02 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 212 668 | 4,87 | 77 532 | 11,72 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 82 312 | 46,01 | 2 884 | 55,56 | ||||
| 2026-05-12 | 13F | Creative Planning | 2 212 917 | 6,00 | 77 541 | 12,93 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 30 396 | 0,72 | 1 065 | 7,36 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 13 169 | 488 | ||||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 10 853 | 357 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 655 965 | 20,37 | 21 575 | 126 805,88 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 19 767 | 0,62 | 693 | 7,12 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 8 257 | 289 | ||||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 3 | 50,00 | 0 | |||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 48 096 | 23,55 | 1 685 | 31,64 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 18 022 | 0,61 | 631 | 7,13 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 202 209 | 28,56 | 6 983 | 34,99 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 56 774 | 67,49 | 1 989 | 73,56 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 145 127 | 5,53 | 5 085 | 12,43 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 368 | 13 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 302 774 | 8,11 | 10 608 | 6,70 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 3 977 | 0,33 | 139 | 6,92 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 104 016 | 3 645 | ||||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 26 332 | 250,16 | 923 | 273,28 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 9 822 | 13,88 | 344 | 21,55 | ||||
| 2026-05-11 | 13F | Nkcfo Llc | 119 750 | 35,39 | 4 | 100,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 59 259 | 1,70 | 1 949 | 5,07 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 2 763 501 | 3,87 | 96 833 | 10,66 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 91 394 | 0,13 | 3 202 | 6,66 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 25 804 | 0,45 | 904 | 7,11 | ||||
| 2026-04-14 | 13F | Hudson Value Partners, LLC | 66 770 | 2 340 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 5 723 | 201 | ||||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 134 316 | 14,96 | 4 706 | 22,49 | ||||
| 2026-05-11 | 13F | Commerce Bank | 97 935 | 3 432 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 20 300 | 7,24 | 668 | 7,23 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 396 | 14 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 18 877 994 | 17,38 | 661 485 | 25,05 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 12 216 | 12,87 | 428 | 20,56 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 45 506 | 6,82 | 1 595 | 13,78 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 365 165 | 2,28 | 13 | 9,09 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 290 014 | 3,72 | 10 162 | 10,50 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 72 544 | 315,94 | 2 542 | 343,46 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 102 388 | 3 588 | ||||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 9 424 | 330 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 339 357 | 7,15 | 11 891 | 14,16 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 26 178 | 4,74 | 917 | 11,56 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 487 996 | 6,63 | 17 099 | 13,60 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 57 172 | 49,24 | 2 003 | 59,09 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 36 208 | 0,04 | 1 269 | 6,55 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 943 | 68 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 684 | 0,29 | 24 | 4,55 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 2 103 436 | 1,17 | 73 704 | 7,78 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 14 795 | 5,72 | 518 | 12,61 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 33 788 | 2,09 | 1 184 | 8,73 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 464 053 | 2,59 | 15 263 | 5,97 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 53 769 | 1 884 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 447 734 | 2,93 | 16 | 7,14 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 54 287 | 0,01 | 1 902 | 6,55 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 2 607 | 50,26 | 91 | 59,65 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 55 876 | 8,77 | 1 958 | 15,87 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 82 315 | 18,48 | 2 884 | 26,21 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 581 269 | 4,64 | 20 368 | 11,48 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 97 791 | 12,78 | 3 427 | 20,17 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 212 895 | 7 460 | ||||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 7 416 | 0,32 | 260 | 6,58 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 431 045 | 7,13 | 14 177 | 10,67 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 203 381 | 4,53 | 7 126 | 11,36 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 80 767 | 76,62 | 2 830 | 88,29 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 17 256 | 2,57 | 605 | 9,22 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 138 300 | 9,97 | 4 846 | 17,17 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 11 285 | 7,63 | 395 | 14,83 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2 900 | 102 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 22 765 | 0,57 | 798 | 7,12 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 296 092 | 0,93 | 10 375 | 7,52 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4 307 741 | 13,16 | 150 943 | 20,55 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 30 461 | 43,54 | 1 067 | 53,08 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 76 791 | 3,60 | 2 691 | 10,38 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3 857 508 | 6,61 | 135 167 | 13,58 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 16 568 | 3,13 | 581 | 9,85 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 39 922 | 3,50 | 1 399 | 10,25 | ||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 762 655 | 1,46 | 26 723 | 1,81 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 47 014 | 13,82 | 1 647 | 21,28 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 676 217 | 17,37 | 24 | 27,78 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 6 191 354 | 6,15 | 216 945 | 13,09 | ||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 899 209 | 1,73 | 31 508 | 8,38 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 10 091 | 0,62 | 354 | 7,29 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 14 813 | 2,01 | 519 | 8,81 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 586 | 0 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 4 310 926 | 20,32 | 141 786 | 24,03 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 216 046 | 10,00 | 7 570 | 17,20 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 5 778 | 202 | ||||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 330 577 | 5,00 | 11 583 | 11,86 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 457 040 | 12,56 | 16 047 | 20,16 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 39 215 | 3,78 | 1 374 | 10,63 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 136 148 | 14,36 | 4 780 | 22,07 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 29 749 | 7,23 | 1 042 | 2,66 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 45 324 | 1,63 | 1 588 | 8,32 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 6 983 | 4,69 | 245 | 11,42 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 92 256 | 300,64 | 3 233 | 326,95 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 12 314 | 1,69 | 431 | 8,29 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 2 108 702 | 9,21 | 73 867 | 16,31 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 47 917 | 10,17 | 1 679 | 17,41 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 72 494 | 0,11 | 2 540 | 6,68 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 2 797 372 | 35,39 | 98 020 | 44,25 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 16 497 | 9,05 | 578 | 16,30 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 17 006 | 559 | ||||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 8 484 | 0,01 | 297 | 6,45 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 123 316 | 3,13 | 4 321 | 9,87 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 41 839 | 6,59 | 1 466 | 13,64 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3 888 709 | 61,33 | 136 260 | 71,88 |
