Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Russell Mid-Cap Value ETF, to m.in Tiaa-cref Individual & Institutional Services, Llc, Sentinel Advisory Group, LLC, Monument Capital Management, Vanguard National Trust Co, TIAA Wealth Investment Management LLC, Nomura Asset Management Co Ltd, Vertrix Wealth Management, LLC, Ipswich Investment Management Co., Inc., SB Capital Management Inc, Canandaigua National Corp, Oak Asset Management, LLC, R.H. Investment Group, LLC, Vanguard Advisers Inc, Evolve Private Wealth, Llc, Level Wealth Management LLC, Prudent Investors Network, Diversify Wealth Management, Llc, Fragasso Group Inc., Belvedere Trading LLC, i Synergy Financial Group, LTD .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Root Financial Partners, LLC | 996 | 1,53 | 145 | 5,07 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3 262 | 53,72 | 475 | 58,86 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 1 152 | 7,97 | 168 | 11,33 | ||||
| 2026-05-14 | 13F | Ariel Investments, Llc | 1 145 | 167 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 17 385 | 24,53 | 2 534 | 28,64 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 41 | 6 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 117 673 | 0,78 | 17 150 | 4,13 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 108 057 | 0,43 | 15 748 | 3,77 | ||||
| 2026-04-20 | 13F | City State Bank | 444 | 2,30 | 65 | 4,92 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 33 008 | 1,16 | 4 811 | 4,52 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 2 503 | 365 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 259 124 | 80,91 | 38 | 85,00 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 4 052 | 0,07 | 591 | 3,33 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5 344 | 57,13 | 754 | 58,53 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 55 | 8 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 2 087 | 38,03 | 304 | 42,72 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 17 223 | 1,84 | 2 510 | 5,24 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 112 144 | 3,89 | 16 344 | 7,34 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 3 503 | 0,06 | 510 | 3,45 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 92 | 13 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 1 942 | 0,15 | 283 | 3,66 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 22 | 3 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 516 | 73 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3 599 | 117,59 | 524 | 124,89 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 8 123 | 3,11 | 1 265 | 13,77 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 7 562 | 4,27 | 1 102 | 7,83 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 2 281 | 0,04 | 332 | 3,43 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 2 208 | 322 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 182 | 13,75 | 27 | 18,18 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2 413 | 11,40 | 352 | 15,08 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 498 | 108,37 | 73 | 118,18 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 50 732 | 196,04 | 7 418 | 206,87 | ||||
| 2026-05-14 | 13F | Peloton Wealth Strategists | 13 931 | 1,69 | 2 | 100,00 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 4 920 | 18,01 | 717 | 21,94 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 92 | 13 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 11 471 | 0,17 | 1 672 | 3,47 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 2 155 | 2,42 | 314 | 6,08 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 81 | 189,29 | 12 | 266,67 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 17 081 | 739,36 | 2 489 | 767,25 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 846 | 0,36 | 123 | 4,24 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1 980 | 305 | ||||||
| 2026-05-12 | 13F | Matters Capital Llc | 15 746 | 0,20 | 2 295 | 3,52 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3 489 | 10,73 | 508 | 14,41 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 22 401 | 3,14 | 3 265 | 6,56 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 4 377 | 1,46 | 638 | 4,77 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 76 894 | 15,53 | 11 206 | 19,38 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 27 684 | 1,51 | 4 035 | 4,89 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 13 618 | 1 938 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 6 489 | 0,67 | 946 | 3,96 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 5 908 | 1,70 | 941 | 14,77 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 2 510 | 0,04 | 366 | 3,40 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 56 530 | 480,99 | 7 974 | 487,11 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 1 377 | 201 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17 940 | 47,39 | 2 615 | 52,33 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 5 939 | 28,55 | 866 | 32,87 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16 638 | 963,13 | 2 425 | 1 001,82 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 1 686 | 2,74 | 0 | |||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 2 982 | 7,65 | 435 | 11,28 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 17 636 | 192,37 | 2 570 | 202,35 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 18 489 | 3,33 | 2 695 | 6,78 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 140 799 | 0,54 | 20 523 | 3,88 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 3 898 | 6,62 | 568 | 10,29 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 4 341 | 86,55 | 633 | 92,68 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 68 811 | 1,36 | 10 029 | 4,73 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 4 | 1 | ||||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 15 362 | 7,22 | 2 239 | 10,79 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 277 | 2,16 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 203 918 | 71,34 | 29 719 | 77,04 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 2 130 | 5,24 | 310 | 8,77 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 21 | 3 | ||||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 1 922 | 280 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 10 982 | 27,73 | 1 601 | 32,01 | ||||
| 2026-04-14 | 13F | R.H. Investment Group, LLC | 2 688 | 408 | ||||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 3 211 | 0,28 | 468 | 3,55 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 12 600 | 1 836 | ||||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 3 587 | 2,60 | 523 | 5,88 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 131 986 | 0,64 | 19 166 | 3,61 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 26 225 | 34,34 | 3 822 | 38,83 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 412 | 206 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6 470 | 111,71 | 943 | 118,56 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 7 553 | 3 168 | 57,56 | |||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 13 972 | 12,24 | 2 036 | 16,01 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 1 559 | 3,38 | 227 | 7,08 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 178 501 | 3,82 | 26 015 | 7,27 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 41 499 | 2,12 | 6 048 | 5,53 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 16 699 | 38,43 | 2 434 | 43,03 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 5 | 1 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 17 908 | 0,28 | 2 610 | 3,61 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 36 654 | 5 342 | ||||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 1 185 | 0,25 | 173 | 3,61 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 7 922 | 2,11 | 1 155 | 5,48 | ||||
| 2026-05-14 | 13F | Tcw Group Inc | 13 345 | 26,36 | 1 945 | 30,56 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 4 715 | 1,70 | 687 | 5,21 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 4 305 | 1,97 | 627 | 5,38 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 056 | 154 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 195 387 | 66,93 | 28 476 | 72,48 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 1 712 | 0,88 | 249 | 4,18 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 800 | 2,70 | 117 | 6,42 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 21 916 | 0,10 | 3 194 | 3,43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 171 130 | 7,82 | 24 941 | 11,40 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20 644 | 16,17 | 3 009 | 20,03 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 5 295 | 1,15 | 772 | 4,47 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 5 026 | 22,41 | 732 | 26,42 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 296 327 | 533,96 | 43 187 | 555,13 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 236 511 | 18,14 | 33 360 | 19,32 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8 611 | 50,65 | 1 255 | 55,58 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 6 418 | 0,02 | 935 | 3,31 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 9 937 | 1 448 | ||||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 1 547 | 196,93 | 225 | 208,22 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 392 | 55 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2 072 | 302 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 12 990 | 7,36 | 1 893 | 10,96 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1 726 | 252 | ||||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 9 312 | 5,03 | 1 357 | 8,56 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 19 731 | 83,14 | 2 876 | 89,27 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 34 | 183,33 | 5 | 400,00 | ||||
| 2026-04-29 | 13F | Invested Advisors | 3 152 | 0,13 | 459 | 3,38 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 7 897 | 1 151 | ||||||
| 2026-04-30 | 13F | First Horizon Corp | 92 925 | 6,66 | 13 543 | 10,21 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 7 736 | 12,13 | 1 127 | 15,83 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 1 789 | 0,06 | 261 | 3,17 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2 633 | 1,70 | 384 | 4,93 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 591 | 29,32 | 86 | 34,38 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14 613 | 6,87 | 2 130 | 10,43 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24 049 | 227,20 | 3 505 | 238,22 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 572 | 0,18 | 83 | 3,75 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3 018 | 1,38 | 440 | 4,77 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 3 931 | 4,52 | 573 | 7,92 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 12 104 | 0,74 | 1 764 | 4,13 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 3 934 | 7,19 | 573 | 10,83 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 246 982 | 3,01 | 181 735 | 6,44 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 169 103 | 0,83 | 24 645 | 4,19 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 128 659 | 2,71 | 18 751 | 6,12 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 10 938 | 5,93 | 1 594 | 9,48 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 13 693 | 141,37 | 1 996 | 149,38 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 96 | 39,13 | 0 | |||||
| 2026-05-14 | 13F | Campion Asset Management LLC | 1 390 | 203 | ||||||
| 2026-05-04 | 13F | First Foundation Advisors | 21 206 | 20,11 | 3 091 | 24,10 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 21 473 | 0,45 | 3 129 | 3,78 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 60 | 9 | ||||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 4 289 | 0,12 | 671 | 10,93 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 247 | 7,86 | 36 | 9,38 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 10 444 | 43,23 | 1 524 | 48,15 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 19 130 | 36,74 | 2 698 | 36,75 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 4 861 | 0,73 | 708 | 4,12 | ||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 2 505 | 365 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 6 | 1 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 10 990 | 149,77 | 1 602 | 158,23 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 75 215 | 0,55 | 10 962 | 3,89 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 9 891 | 6,63 | 1 442 | 10,17 | ||||
| 2026-04-10 | 13F | Ipswich Investment Management Co., Inc. | 7 920 | 1 154 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 380 308 | 0,75 | 55 426 | 4,10 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 497 | 8,52 | 72 | 12,50 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 738 | 0,27 | 108 | 3,88 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1 324 | 131,87 | 193 | 140,00 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 737 | 5,29 | 107 | 9,18 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 21 128 | 12,57 | 3 079 | 16,32 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 21 568 | 6,49 | 3 143 | 10,05 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 2 363 | 13,01 | 344 | 17,01 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 2 395 | 0,04 | 349 | 3,56 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3 700 | 0,03 | 539 | 3,45 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11 734 | 2 | ||||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4 838 | 705 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 4 056 | 2,84 | 591 | 6,29 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 2 163 | 0,09 | 328 | 2,18 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 1 405 | 205 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2 673 419 | 389 624 | ||||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 7 411 | 16,21 | 1 080 | 20,13 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 1 471 | 214 | ||||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 252 907 | 7,54 | 36 859 | 11,11 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 2 189 | 0,09 | 319 | 3,25 | ||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 144 | 21 | ||||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 38 288 | 5 580 | ||||||
| 2026-05-14 | 13F | Ade, Llc | 7 574 | 0,08 | 1 104 | 3,37 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 14 467 | 3,51 | 2 109 | 6,95 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 2 712 | 6,60 | 395 | 10,34 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 1 375 | 200 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 104 483 | 3,46 | 15 227 | 6,91 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 10 219 | 2,04 | 1 489 | 5,45 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 285 | 0 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 33 656 | 17,23 | 4 905 | 21,14 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 3 010 | 1,69 | 439 | 5,04 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 3 720 | 38,24 | 542 | 43,01 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 38 633 | 5,95 | 5 630 | 9,49 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 9 112 | 0,01 | 1 328 | 3,27 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 39 | 30,00 | 6 | 25,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 4 192 | 16,48 | 654 | 28,80 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 141 496 | 0,50 | 19 958 | 1,49 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 933 330 | 0,41 | 573 244 | 3,75 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 12 112 | 1 765 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3 149 | 459 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 5 | 1 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3 494 | 34,49 | 509 | 39,07 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 67 792 | 0,19 | 9 880 | 3,53 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 8 280 | 23,34 | 1 207 | 27,48 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 2 916 | 0,07 | 425 | 3,41 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 202 955 | 25,77 | 29 590 | 29,95 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 5 679 | 828 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 18 878 | 22,81 | 2 770 | 27,72 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 1 902 | 282 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1 913 | 3,07 | 279 | 6,51 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2 841 | 62,44 | 401 | 63,93 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 76 849 | 16,04 | 11 200 | 19,91 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 32 597 | 70,75 | 4 598 | 72,43 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 1 700 | 248 | |||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 406 | 59 | ||||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 9 718 | 1,96 | 1 416 | 5,36 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 100 | 15 | |||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 614 | 19,46 | 89 | 23,61 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 3 712 | 65,27 | 541 | 70,89 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 679 | 0,30 | 99 | 4,21 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 8 466 | 0,01 | 1 234 | 3,35 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 8 280 | 23,34 | 1 207 | 27,48 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 778 173 | 8,43 | 259 151 | 12,03 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 1 698 | 247 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 6 100 | 889 | |||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2 546 | 371 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 171 | 116,46 | 25 | 118,18 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 39 362 | 28,00 | 5 737 | 32,26 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 12 123 | 7,58 | 1 767 | 11,14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 5 200 | 147,62 | 758 | 155,74 | |||
| 2026-04-28 | 13F | Golden State Equity Partners | 2 363 | 344 | ||||||
| 2026-04-16 | 13F | Rockland Trust Co | 4 734 | 3,18 | 690 | 6,49 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 152 784 | 5,72 | 22 270 | 9,24 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2 002 | 6,15 | 292 | 9,40 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 40 134 | 185,51 | 5 849 | 195,11 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 9 559 | 0,42 | 1 393 | 3,80 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 36 183 | 46,41 | 5 274 | 51,13 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 6 835 | 19,77 | 996 | 23,88 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 26 056 | 0,59 | 3 797 | 3,94 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 114 135 | 6,25 | 16 634 | 9,79 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 485 | 261,94 | 71 | 288,89 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 24 261 | 2,04 | 3 536 | 5,43 | ||||
| 2026-04-14 | 13F | Cohen Capital Management, Inc. | 2 530 | 0,08 | 369 | 3,37 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 4 308 | 3,06 | 628 | 6,45 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 1 969 | 7,36 | 287 | 11,24 | ||||
| 2026-04-30 | 13F | Conning Inc. | 59 718 | 24,30 | 8 703 | 28,44 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 321 226 | 6,88 | 46 816 | 10,60 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 164 471 | 5,66 | 23 970 | 9,18 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 7 372 | 1,29 | 1 074 | 4,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 2 700 | 393 | |||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 4 864 | 2,08 | 709 | 5,36 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 10 811 | 1 576 | ||||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 122 | 18 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 98 615 | 3 272,61 | 14 372 | 3 388,35 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 65 328 | 9 521 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 14 198 | 36,53 | 2 069 | 41,13 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 3 600 | 0,31 | 525 | 3,56 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 3 088 | 450 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 1 389 | 202 | ||||||
| 2026-05-12 | 13F | KilterHowling LLC | 2 316 | 0,30 | 338 | 3,69 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 1 692 | 0,53 | 247 | 3,80 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 555 | 173,25 | 518 | 183,06 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 16 691 | 6,77 | 2 433 | 10,29 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 22 173 | 130,99 | 3 231 | 138,80 | ||||
| 2026-05-14 | 13F | Risk Paradigm Group, LLC | 11 690 | 3,85 | 1 704 | 7,31 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 3 811 | 555 | ||||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 125 473 | 9,60 | 18 286 | 13,25 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 52 760 | 0,13 | 7 689 | 3,46 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 3 518 | 13,05 | 541 | 18,16 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 241 839 | 2,14 | 35 246 | 5,53 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 578 | 863,33 | 84 | 950,00 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 31 271 | 90,07 | 4 557 | 96,42 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 1 410 | 205 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 4 222 | 2,78 | 615 | 6,22 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 50 161 | 12,48 | 7 | 16,67 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 2 432 | 354 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 5 194 | 757 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 16 217 | 0,29 | 2 364 | 3,64 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 144 | 21 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 5 182 | 1,15 | 755 | -3,21 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 218 629 | 0,04 | 31 863 | 3,37 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 6 105 | 0,31 | 890 | 3,61 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 1 661 | 0,12 | 242 | 3,42 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 2 797 | 0,21 | 408 | 3,56 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 16 | 2 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 692 | 0,44 | 101 | 3,09 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3 045 | 3,15 | 444 | 6,49 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 3 735 | 21,38 | 544 | 25,35 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 1 396 | 204 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 164 113 | 22,18 | 23 918 | 27,48 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 2 393 | 20,86 | 349 | 24,73 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 4 752 | 33,37 | 671 | 32,15 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 5 600 | 94,78 | 816 | 101,48 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 3 356 | 0,96 | 489 | 4,49 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 44 200 | 262,30 | 6 442 | 274,48 | ||||
| 2026-04-15 | 13F | City Holding Co | 27 004 | 1,33 | 3 936 | 4,71 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7 941 | 188,66 | 1 157 | 198,20 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 1 833 | 267 | ||||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 8 976 | 0,82 | 1 308 | 4,22 | ||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 2 050 | 15,17 | 299 | 18,73 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 1 675 | 244 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 98 615 | 3,70 | 14 372 | 7,15 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1 023 739 | 1,85 | 149 200 | 5,24 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 1 415 | 206 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 113 106 | 1,75 | 16 484 | 5,13 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 11 281 | 2,34 | 1 644 | 5,79 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 18 231 | 0,11 | 2 657 | 3,43 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2 060 | 0,88 | 302 | 4,86 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 545 471 | 1,07 | 79 497 | 4,43 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 1 398 | 204 | ||||||
| 2026-05-01 | 13F | Bensler, LLC | 4 311 | 0,02 | 628 | 3,46 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 55 480 | 1,58 | 8 086 | 4,96 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 15 597 | 2 273 | ||||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 1 861 | 13,48 | 271 | 17,32 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 4 030 | 0,30 | 587 | 3,71 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 81 606 | 2,60 | 11 893 | 6,01 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 29 083 | 3,12 | 4 239 | 6,56 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 2 708 | 10,26 | 395 | 13,87 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 7 933 | 0,32 | 1 156 | 3,68 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3 344 | 7,21 | 487 | 10,93 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 308 | 2,67 | 45 | 4,76 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 5 350 | 0,30 | 780 | 3,59 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 1 455 | 212 | ||||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 40 670 | 4,31 | 5 927 | 7,78 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 1 802 | 0,33 | 263 | 3,56 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 37 945 | 5,65 | 5 530 | 9,16 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 337 | 0 | ||||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 2 327 | 2,06 | 357 | 5,62 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 344 | 0,29 | 50 | 4,17 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 163 760 | 22,07 | 23 098 | 23,27 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 12 801 | 49,56 | 1 866 | 54,52 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 7 411 | 1 045 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 13 145 | 9,81 | 1 916 | 13,45 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 521 | 3,17 | 76 | 2,70 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 3 901 | 0,03 | 568 | 3,27 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 246 | 0,82 | 36 | 2,94 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 24 262 | 1,02 | 3 536 | 4,37 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 2 448 | 357 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 200 | 29 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 1 438 | 210 | ||||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 3 245 | 0,43 | 473 | 3,74 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 386 | 0,26 | 56 | 3,70 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 9 641 | 9,38 | 1 405 | 13,03 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 8 546 | 4,04 | 1 245 | 7,51 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 24 084 | 8,63 | 3 803 | 12,79 | ||||
| 2026-04-16 | 13F | Friday Financial | 6 852 | 2,62 | 999 | 6,06 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 300 | 40 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 885 | 0,50 | 1 003 | 3,83 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 9 177 | 1,93 | 1 337 | 5,36 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 357 500 | 52 102 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1 128 | 5,82 | 164 | 9,33 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 6 001 | 0,52 | 875 | 3,80 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 2 346 | 7,57 | 342 | 11,07 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 4 122 | 0,02 | 627 | 6,81 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 1 413 | 206 | ||||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 713 481 | 0,16 | 103 983 | 3,49 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 45 930 | 6 694 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 50 516 | 525,51 | 7 362 | 546,36 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 93 493 | 2,42 | 13 626 | 5,82 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 902 | 131 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2 602 | 6,64 | 382 | 10,76 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 3 229 | 0,03 | 471 | 3,30 |
