Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares ESG Aware MSCI USA ETF, to m.in TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, SOL Capital Management CO, Oak Barrel Wealth Advisory LLC, Vanguard Advisers Inc, Gts Financial, Llc, Jeter Robert S II, Navigation Group, LLC, Clune & Associates, Ltd., Quent Long Short Global Small Cap Fund, LP, Napier Financial, LLC, Laird Norton Trust Company, Llc, Forefront Wealth Partners, LLC, GK Wealth Management LLC, Dwr Wealth Management, Llc, M3 Wealth Management, LLC, Panoramic Investment Advisors, Llc, Davis R M Inc, Vantus Wealth LLC, i Etesian Wealth Advisors, 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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14 651 | 60,61 | 2 183 | 64,31 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 11 713 | 0,45 | 1 745 | 2,83 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 4 323 | 9,80 | 695 | 18,43 | ||||
| 2026-05-15 | 13F | Fmr Llc | 275 852 | 18,02 | 39 011 | 12,03 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 105 744 | 0,36 | 15 | -6,67 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 8 572 | 4,18 | 1 212 | -1,06 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 4 777 | 0,25 | 676 | -4,80 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 2 278 | 339 | ||||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 102 | 14 | ||||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 7 013 | 2,35 | 1 086 | 6,37 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4 206 | 12,13 | 595 | 6,45 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 21 367 | 3 022 | ||||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 24 728 | 2,64 | 3 497 | -2,56 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67 280 | 7,69 | 9 515 | 2,22 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 3 322 | 1,71 | 470 | -3,50 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 1 725 | 0,23 | 244 | -6,18 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 21 228 | 283,52 | 3 290 | 292,95 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 2 871 | 3,05 | 406 | -2,17 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 9 224 | 2,71 | 1 304 | -2,47 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 271 | 0,37 | 38 | -5,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 183 376 | 1,83 | 167 353 | -3,34 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 7 021 | 90,84 | 993 | -4,89 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 704 | 100 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 27 431 | 5,83 | 3 879 | 0,47 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 8 656 | 0,84 | 1 224 | -4,23 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2 601 | 626,54 | 368 | 592,45 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 2 570 | 11,55 | 364 | 5,83 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 79 173 | 15,87 | 11 197 | 9,99 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 10 494 | 0,21 | 1 548 | -0,83 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 7 338 | 11,35 | 1 038 | 5,71 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 11 947 | 15,62 | 1 690 | 9,75 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 145 | -9,43 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1 156 | 163 | ||||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 3 841 | 34,16 | 543 | 27,46 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 1 784 | 17,52 | 252 | 11,50 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 10 933 | 0,46 | 1 546 | -4,63 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 4 414 | 2,27 | 633 | -1,71 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43 888 | 8,17 | 6 207 | 2,68 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 7 | 1 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 6 996 | 2,69 | 989 | -2,56 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 3 982 | 2,95 | 564 | -2,26 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 2 455 | 28,87 | 347 | 22,61 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 53 838 | 5,37 | 7 614 | 0,01 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 54 534 | 0,42 | 7 712 | -4,67 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3 287 | 6,82 | 465 | 1,31 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 6 994 | 1,63 | 989 | -3,51 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 35 598 | 14,83 | 5 034 | 9,01 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 21 696 | 2 494 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 2 402 | 340 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 287 | 1,77 | 41 | -4,76 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 344 533 | 10,06 | 48 724 | 4,47 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 70 | 10 | ||||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 17 569 | 0,71 | 2 485 | -4,39 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 17 193 | 0,29 | 2 431 | -4,78 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 3 221 | 5,16 | 456 | -0,22 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 3 460 | 489 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 28 804 | 1,99 | 4 073 | -3,19 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 74 909 | 78,83 | 10 594 | 69,76 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 3 045 | 10,93 | 431 | 5,39 | ||||
| 2026-05-12 | 13F | Creative Planning | 313 427 | 1,21 | 44 325 | -3,93 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 461 | 0,22 | 65 | -4,41 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 21 051 | 2 977 | ||||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 123 498 | 4,30 | 17 465 | -0,99 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 4 310 | 111,79 | 610 | 100,99 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6 035 | 853 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 2 600 | 1,36 | 368 | -3,93 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 501 | 1,83 | 71 | -4,11 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 4 257 | 825,43 | 671 | 872,46 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 6 971 | 1,95 | 1 | -100,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 4 963 | 27,29 | 702 | 20,86 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1 007 | 0 | ||||||
| 2026-04-01 | 13F | Bangor Savings Bank | 6 272 | 9,77 | 887 | 4,11 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 61 049 | 1,26 | 8 634 | -3,87 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 10 513 | 2,95 | 1 487 | -2,30 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 35 248 | 6,87 | 5 | 0,00 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 3 216 | 5,86 | 455 | 0,44 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 24 619 | 0,30 | 3 482 | -4,79 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 177 705 | 50,86 | 25 131 | 43,21 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 1 002 | 289,88 | 142 | 271,05 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 5 040 | 7,60 | 713 | 2,15 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 9 438 | 4,11 | 1 394 | 3,19 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1 613 | 0,25 | 228 | -4,60 | ||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 2 652 397 | 3,37 | 375 | -1,83 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 7 007 | 26,34 | 991 | 19,85 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 4 710 | 80,32 | 666 | 71,21 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 19 872 | 2,55 | 2 810 | -2,63 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 20 375 | 21,39 | 2 881 | 15,24 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 55 336 | 42,21 | 7 826 | 34,98 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 12 315 | 1 835 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1 399 | 198 | ||||||
| 2026-05-13 | 13F | Ci Investments Inc. | 6 600 | 14,78 | 933 | 9,00 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 35 | 5 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 1 985 | 0,40 | 281 | -4,76 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 9 558 | 0,59 | 1 352 | -5,92 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 176 960 | 0,20 | 25 026 | -4,88 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 2 342 | 48,70 | 331 | 41,45 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 5 689 | 0,26 | 805 | -4,85 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 18 270 | 2,48 | 2 584 | -2,75 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 20 338 | 7,08 | 2 876 | 1,66 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 33 023 | 4 670 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 9 210 | 460,56 | 1 303 | 433,61 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 128 256 | 1,31 | 18 138 | -3,83 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 78 418 | 0,26 | 11 090 | -4,83 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 5 289 | 849 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 5 191 | 12,85 | 734 | 7,15 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 6 074 | 741 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 28 983 | 1,25 | 4 099 | -3,89 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 697 197 | 2,76 | 98 598 | -2,46 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 6 425 | 72,30 | 1 | |||||
| 2026-05-05 | 13F | UBS Group AG | 299 510 | 1,75 | 42 357 | -3,41 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 17 986 | 19,50 | 2 544 | 13,43 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 2 115 | 8,29 | 299 | 3,10 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2 888 | 34,01 | 408 | 27,50 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 4 900 171 | 673 234 | ||||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 2 388 | 328 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 90 | 13 | ||||||
| 2026-04-14 | 13F | OLIO Financial Planning | 10 282 | 1,96 | 1 454 | -3,20 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 3 589 | 535 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1 557 | 0,06 | 220 | -4,76 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 2 682 | 16,91 | 379 | 11,14 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 348 203 | 3,84 | 49 243 | -1,43 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 48 044 | 1,91 | 6 809 | -3,05 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 304 | 74,71 | 43 | 68,00 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 621 | 28,31 | 0 | |||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 3 429 | 4,16 | 485 | -1,22 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 3 023 | 9,41 | 428 | 3,89 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 4 040 | 6,06 | 571 | 0,71 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 4 132 | 1,22 | 584 | -3,95 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 5 505 | 161,77 | 779 | 148,56 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 40 008 | 0,04 | 5 658 | -5,05 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 4 671 | 0,75 | 661 | -4,35 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 5 972 | 0,22 | 845 | -4,85 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 39 930 | 20,41 | 5 647 | 14,29 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 120 902 | 32,23 | 17 098 | 25,52 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11 427 | 10,33 | 1 702 | 12,94 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 7 139 | 0,01 | 1 010 | -5,08 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 18 753 | 321,79 | 2 652 | 300,60 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 660 | 0 | ||||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 23 132 | 24,47 | 3 271 | 18,17 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 53 836 | 3,94 | 7 613 | -1,33 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 15 655 | 22,84 | 2 214 | 16,65 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 3 863 | 3,29 | 546 | -1,97 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 3 257 | 2,04 | 461 | -3,16 | ||||
| 2026-05-11 | 13F | Commerce Bank | 4 016 | 10,18 | 568 | 4,42 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 239 938 | 24,89 | 34 | 17,86 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 531 | 29,20 | 72 | 16,39 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 4 046 469 | 0,78 | 572 252 | -4,34 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5 549 | 3,33 | 785 | -2,00 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 15 993 | 1,06 | 2 262 | -4,07 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 11 324 | 0,57 | 1 753 | 3,61 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 22 090 | 0,30 | 3 124 | -4,79 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4 627 | 23,95 | 659 | 18,53 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 1 822 | 8,84 | 258 | 3,21 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 7 784 | 0,14 | 1 101 | -5,01 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 469 | 0 | ||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 10 543 | 7,04 | 1 491 | 1,64 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 14 821 | 1,33 | 2 096 | -3,85 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 6 815 | 45,43 | 964 | 37,97 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 308 152 | 184 999 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 098 636 | 8,42 | 296 789 | 2,92 | ||||
| 2026-05-14 | 13F | Betterment LLC | 4 041 916 | 2,99 | 572 | -2,23 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 5 814 | 8,59 | 912 | 14,43 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10 973 | 206,00 | 1 552 | 190,45 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 3 319 | 0,64 | 469 | -4,48 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 6 565 | 38,44 | 928 | 31,44 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 64 963 | 0,87 | 9 187 | -4,24 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 64 783 | 58,53 | 9 162 | 50,48 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3 101 | 14,81 | 439 | 8,96 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 073 357 | 4,48 | 151 794 | -0,82 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 38 610 | 10,92 | 5 460 | 5,30 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3 839 | 0,03 | 543 | -5,08 | ||||
| 2026-05-06 | 13F | Eq Llc | 4 648 | 11,38 | 657 | 5,80 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 1 698 | 0,06 | 240 | -4,76 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 13 149 | 1,01 | 1 859 | -4,13 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 85 842 | 84,79 | 12 140 | 75,42 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 2 995 | 0,13 | 424 | -4,94 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 116 599 | 21,78 | 16 489 | 15,57 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 6 494 | 63,33 | 919 | 55,07 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 60 578 | 16,98 | 9 025 | 19,67 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 325 209 | 6,12 | 45 992 | 0,74 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 7 102 | 7,74 | 1 004 | 2,24 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 1 434 | 2,50 | 203 | -2,88 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 14 932 | 0,05 | 2 112 | -5,04 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3 700 | 143,10 | 523 | 131,42 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 1 816 | 271 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3 000 | 107,47 | 424 | 97,21 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 2 492 | 47,11 | 352 | 39,68 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 13 803 021 | 3,51 | 1 952 023 | -1,75 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 1 458 | 206 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 10 531 | 1,41 | 1 489 | -3,75 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 1 596 | 226 | ||||||
| 2026-05-12 | 13F | GGM Financials LLC | 1 399 | 0,21 | 198 | -4,83 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 90 738 | 25,82 | 12 832 | 17,23 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 21 196 | 0,37 | 2 998 | -4,74 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 18 875 | 2 298 | ||||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 136 408 | 1,97 | 19 291 | -3,21 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1 620 | 19,21 | 246 | 21,78 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 19 662 | 720,28 | 2 781 | 678,71 | ||||
| 2026-05-07 | 13F | Metis Global Partners, LLC | 6 212 | 13,13 | 879 | 7,33 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2 782 | 0,04 | 393 | -5,07 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9 638 | 831,21 | 1 363 | 784,42 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 27 454 | 20,70 | 4 | 0,00 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 12 728 | 1,91 | 1 800 | -3,23 | ||||
| 2026-05-15 | 13F | EFG International AG | 394 | 56 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 3 766 | 180,63 | 533 | 166,00 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 69 836 | 6,06 | 9 876 | 0,68 | ||||
| 2026-04-24 | 13F | Essex LLC | 1 435 | 1,77 | 203 | -3,81 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 25 775 | 0,08 | 3 645 | -4,98 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 4 235 | 599 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 1 641 | 14,36 | 232 | 8,92 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 6 320 | 2,28 | 894 | -2,93 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 243 482 | 39,82 | 36 274 | 39,82 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 49 522 | 10,46 | 7 003 | 4,85 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 14 | 2 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 56 755 | 15,20 | 8 026 | 9,38 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 412 | 58 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 356 917 | 12,05 | 333 315 | 6,37 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2 850 | 20,10 | 403 | 13,88 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 23 326 | 0,30 | 3 299 | -4,79 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 3 489 | 100,52 | 494 | 90,35 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 1 776 | 0,40 | 251 | -4,56 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 157 309 | 1,48 | 22 247 | -3,67 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1 549 | 219 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3 839 | 0,18 | 572 | 2,51 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12 275 | 0,49 | 1 736 | -4,62 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 7 907 | 0,97 | 1 118 | -4,12 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 3 291 | 3,52 | 465 | -1,69 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 5 108 | 0,06 | 722 | -5,00 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 5 | 1 | ||||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 2 755 | 5,03 | 390 | -0,26 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 2 068 | 5,35 | 293 | 0,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 144 193 | 8,59 | 20 392 | 3,08 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 30 637 | 1,11 | 4 333 | -4,03 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 4 639 | 0,41 | 656 | -4,65 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2 752 | 0,26 | 389 | -4,66 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 22 286 | 0,57 | 3 152 | -4,54 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3 335 | 7,96 | 497 | 10,47 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 10 050 | 27,73 | 1 385 | 18,17 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 50 748 | 12,61 | 7 177 | 6,88 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 16 331 | 7,83 | 2 310 | 2,35 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 6 086 | 0,05 | 861 | -5,08 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 4 696 | 0,56 | 664 | -4,46 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10 391 | 29,84 | 1 469 | 23,24 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 337 896 | 12 916,02 | 47 785 | 12 279,53 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 8 809 | 21,32 | 1 246 | 15,17 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14 956 | 11,24 | 2 115 | 5,59 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 3 412 | 163,68 | 534 | 177,60 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 22 383 | 1,44 | 3 165 | -3,71 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8 237 | 1,40 | 1 168 | -3,47 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 15 000 | 289,31 | 1 170 | 103,66 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 28 490 | 43,78 | 4 029 | 36,48 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10 656 | 7,78 | 1 507 | 2,24 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 10 195 | 0,78 | 1 442 | -4,38 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 7 840 | 946,73 | 1 109 | -5,14 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 2 680 | 2,52 | 379 | -2,57 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 2 754 | 19,27 | 389 | 13,41 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 9 426 | 1,56 | 1 333 | -3,55 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 3 696 | 19,65 | 456 | 1,34 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1 183 | 106,82 | 167 | 96,47 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 7 537 | 2,32 | 1 066 | -2,92 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 7 502 | 1,24 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 35 991 | 1,43 | 5 090 | -3,73 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 2 879 | 11,42 | 407 | 5,99 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 2 596 | 0,04 | 367 | -4,92 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 2 474 | 350 | ||||||
| 2026-04-15 | 13F | Weil Company, Inc. | 27 268 | 19,45 | 3 856 | 13,41 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2 676 | 9,72 | 378 | 4,13 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 088 | 154 | ||||||
| 2026-04-14 | 13F | Moller Financial Services | 1 772 | 0,34 | 251 | -4,94 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 61 618 | 0,71 | 8 714 | -4,40 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 1 420 | 0,14 | 201 | -5,21 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1 | 0 | ||||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 35 077 | 7,89 | 4 961 | 2,42 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 3 438 | 0,23 | 486 | -4,71 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 15 316 | 1,92 | 2 166 | -2,83 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 3 724 | 34,05 | 527 | 27,36 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 5 090 | 720 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 35 584 | 5,74 | 5 032 | 0,38 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 42 544 | 5,92 | 6 017 | 0,55 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 050 | 148 | ||||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 24 069 | 0,26 | 3 404 | -4,84 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 2 305 | 1,45 | 326 | -3,55 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 2 350 | 10,12 | 332 | 4,73 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 8 953 | 12,22 | 1 266 | 6,57 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 17 797 | 0,06 | 2 517 | -5,02 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 20 461 | 1,76 | 2 894 | -3,41 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 1 604 | 227 | ||||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 3 561 | 0,25 | 504 | -4,91 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 7 190 | 38,08 | 1 017 | 31,10 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 6 261 | 885 | ||||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 2 388 | 328 | ||||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 35 182 | 0,05 | 5 241 | 2,36 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 276 082 | 0,14 | 39 044 | -4,94 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 5 188 | 16,01 | 734 | 10,06 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 5 293 | 93,32 | 749 | 83,78 | ||||
| 2026-05-08 | 13F | Fire Capital Management LLC | 1 551 | 2,11 | 219 | -3,10 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 1 863 | 0,22 | 263 | -4,71 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 10 660 | 7,16 | 1 508 | 1,69 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 2 678 | 379 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 96 995 | 3,08 | 13 717 | -2,15 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 1 401 | 0,07 | 231 | 11,06 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 2 784 | 394 | ||||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 26 558 | 4,08 | 3 756 | -1,21 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 241 479 | 7,94 | 34 150 | 2,46 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 1 869 | 0,21 | 264 | -4,69 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3 393 | 0,27 | 0 | |||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 4 835 | 28,86 | 714 | 27,78 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 11 320 | 95,17 | 1 601 | 85,19 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 2 646 197 | 2,12 | 374 225 | -3,06 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 3 861 | 546 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4 035 | 1,08 | 571 | -4,04 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 1 916 | 271 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 32 494 | 401,22 | 4 595 | 376,17 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 29 722 | 5,73 | 4 203 | 0,38 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 1 511 | 6,56 | 214 | 0,95 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 16 607 | 0,22 | 2 574 | 4,25 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6 268 | 273,76 | 886 | 255,82 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 2 138 | 0,75 | 302 | -4,43 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 12 789 | 2,09 | 1 809 | -3,11 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 56 208 | 6,64 | 8 006 | 1,96 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 2 020 | 0,25 | 286 | -5,00 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 18 870 | 2,71 | 2 669 | -2,52 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 8 898 | 4,17 | 1 258 | -1,10 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 6 043 | 7,53 | 855 | 2,03 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 1 894 | 268 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 1 646 | 3,20 | 233 | -2,11 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 270 189 | 0,05 | 38 210 | -5,02 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 11 | 2 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4 439 | 1,25 | 628 | -3,98 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 3 324 | 94,27 | 470 | 85,04 |
