Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF, to m.in Caisse De Depot Et Placement Du Quebec, Silverleafe Capital Partners, LLC, Aristeia Capital Llc, Sona Asset Management (us) Llc, Gateway Wealth Partners, LLC, Beta Wealth Group, Inc., LightSquare Wealth Management, LLC, Savant Capital, LLC, American Money Management, LLC, Hourglass Capital, Llc, Blue Capital, Inc., Sanchez Gaunt Capital Management, LLC, Heirloom Wealth Management, John W. Brooker & Co., CPAs, Three Seasons Wealth, LLC, FF Advisors,LLC, Warren Averett Asset Management, LLC, Fountainhead AM, LLC, Axq Capital, Lp, i Van Diest Capital, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Mount Lucas Management LP | 22 574 | 10,50 | 2 161 | 8,82 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2 390 | 20,52 | 229 | 18,75 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 6 435 | 616 | ||||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3 730 215 | 8,43 | 357 056 | 6,77 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 12 605 | 5,44 | 1 207 | 3,79 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 73 827 | 7 067 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 524 | 98,48 | 50 | 100,00 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 132 824 | 3,24 | 12 714 | 1,66 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 51 506 | 15,82 | 4 930 | 13,36 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 19 707 | 6,09 | 1 886 | 4,49 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 21 320 | 129,84 | 2 041 | 126,42 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 14 106 | 26,65 | 1 350 | 24,77 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11 203 | 1,82 | 1 072 | 0,28 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 18 735 | 65,69 | 1 793 | 63,15 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 6 867 | 8,09 | 657 | 6,48 | ||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 3 | 0 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 257 | -17,68 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 9 200 | 113,95 | 881 | 110,53 | |||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 19 034 | 0,70 | 1 822 | -0,87 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 9 700 | 14,12 | 928 | 12,35 | |||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 6 965 | 0,75 | 667 | -0,89 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 372 660 | 2 872,96 | 35 671 | 2 828,65 | ||||
| 2026-05-05 | 13F | UBS Group AG | 452 228 | 37,82 | 43 287 | 35,71 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 4 993 | 7,19 | 478 | 5,53 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 25 820 | 30,27 | 2 471 | 28,30 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 26 | 420,00 | 0 | |||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 19 967 | 1,54 | 1 911 | 0,00 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 2 930 | 0,31 | 278 | -2,12 | ||||
| 2026-05-13 | 13F | Axq Capital, Lp | 2 245 | 215 | ||||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 2 883 | 0,35 | 278 | -1,42 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 2 460 | 235 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 6 106 | 19,66 | 584 | 17,74 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 11 834 | 1,51 | 1 133 | -0,09 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 819 | 53,95 | 78 | 52,94 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 296 086 | 5,57 | 28 341 | 3,95 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 2 970 | 1,12 | 284 | -0,35 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6 251 676 | 584,60 | 598 411 | 574,11 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 4 903 | 469 | ||||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 35 735 | 112,82 | 3 421 | 109,56 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 337 | 41,00 | 32 | 39,13 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 378 | -0,53 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 845 991 | 13,02 | 80 978 | 11,29 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 11 388 | 1,63 | 1 090 | 0,09 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 40 456 | 7,04 | 3 873 | 5,39 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 30 958 | 0,63 | 2 963 | -0,90 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 35 002 | 9,90 | 3 392 | 9,60 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 821 437 | 3,56 | 174 348 | 1,97 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 3 989 | 382 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 23 349 | 2 235 | ||||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 1 016 | |||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 3 601 | 345 | ||||||
| 2026-04-20 | 13F | TFB Advisors LLC | 20 756 | 3,57 | 1 987 | 1,95 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 19 061 | 38,15 | 1 825 | 36,02 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 37 365 | 195,03 | 3 577 | 190,50 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 38 157 | 15,05 | 691 | -78,57 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 28 000 | 382,76 | 2 680 | 376,02 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 11 100 | 48,00 | 1 062 | 45,68 | |||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 214 | 2,39 | 20 | 0,00 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 321 | 78,33 | 31 | 76,47 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 27 000 | 2 584 | ||||||
| 2026-05-14 | 13F | Cedrus Wealth Group LLC | 8 402 | 3,10 | 804 | 1,52 | ||||
| 2026-05-13 | 13F | CNO Financial Group, Inc. | 259 200 | 24,50 | 24 811 | 22,59 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 285 | 27 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 2 389 | 229 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 3 523 | 337 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 89 | 1,14 | 9 | 0,00 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 14 310 | 115,74 | 1 370 | 112,58 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1 566 | 4,12 | 152 | 3,42 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 79 075 | 6,66 | 7 569 | 5,04 | ||||
| 2026-05-07 | 13F | Meeder Asset Management Inc | 516 867 | 49 475 | ||||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 7 507 | 719 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5 710 514 | 4,87 | 546 610 | 3,26 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 5 065 | 1,12 | 485 | -0,41 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 2 965 | 284 | ||||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 6 863 | 24,92 | 653 | 22,28 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 82 381 | 18,40 | 7 886 | 16,59 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 55 029 | 1 017,34 | 5 267 | 1 001,88 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 62 217 | 189,34 | 5 955 | 184,93 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 13 898 | 14,93 | 1 351 | 14,10 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 25 | 4,17 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 5 887 | 6,47 | 563 | 4,84 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 2 244 | 215 | ||||||
| 2026-04-06 | 13F | CX Institutional | 3 180 | 0,86 | 0 | |||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 3 120 | 299 | ||||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 172 651 | 10,63 | 16 526 | 8,94 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13 907 | 215,14 | 1 331 | 210,98 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 225 768 | 1,74 | 21 611 | 0,19 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1 614 | 7,67 | 154 | 6,21 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 162 677 | 17,49 | 111 319 | 15,73 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 13 411 | 8,63 | 1 284 | 6,92 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 7 036 | 3,46 | 673 | 1,82 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 20 832 | 36,59 | 2 007 | 35,54 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 2 956 989 | 9 822,45 | 32 | -98,93 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 21 718 | 55,83 | 2 079 | 53,47 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 134 783 | 1,39 | 12 901 | -0,16 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 2 530 | 242 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 24 430 | 3,57 | 2 339 | 1,96 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 13 965 | 3,20 | 1 337 | 1,60 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 19 595 | 1 876 | ||||||
| 2026-05-15 | 13F | Sona Asset Management (us) Llc | 83 950 | 8 036 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 48 178 | 247,65 | 4 610 | 242,50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 21 812 | 4,57 | 2 120 | 3,77 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 26 767 | 2 562 | ||||||
| 2026-05-11 | 13F | Td Asset Management Inc | 2 180 482 | 164,66 | 208 716 | 160,60 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 116 395 | 4,12 | 11 141 | 111 310,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 41 110 | 253,42 | 3 935 | 248,23 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 4 326 | 7,42 | 414 | 5,88 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 3 965 | 0,86 | 380 | -0,79 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 2 171 | 208 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 12 255 | 1,56 | 1 173 | 0,00 | ||||
| 2026-05-04 | 13F | Nwam Llc | 15 986 | 4,74 | 1 530 | 2,41 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 148 | 14 | ||||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 6 772 | 16,52 | 648 | 13,88 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 4 153 | 397 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 16 174 | 10,69 | 1 548 | 9,01 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 400 | 39 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 151 | 3 675,00 | 14 | |||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 4 729 | 1,13 | 453 | -0,44 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 210 | 87,02 | 116 | 85,48 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 31 044 | 3,86 | 2 972 | 2,17 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 7 664 | 7,22 | 734 | 5,62 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4 557 | 79,98 | 436 | 77,24 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 22 362 | 9,87 | 2 140 | 8,19 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 110 | 11 | ||||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 3 717 | 356 | ||||||
| 2026-05-12 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2 162 115 | 4,66 | 206 768 | 2,80 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 830 | 1,22 | 80 | -1,25 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 5 834 | 137,15 | 559 | 133,47 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 58 263 | 1,03 | 5 577 | -0,52 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 111 | 11 000,00 | 11 | |||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 5 218 | 15,42 | 507 | 14,45 | ||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 4 054 | 7,19 | 388 | 5,72 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 6 396 | 1,49 | 612 | 0,00 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 133 442 | 4,43 | 12 773 | 2,83 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 2 196 | 0,92 | 210 | -0,47 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 2 659 | 8,75 | 255 | 7,17 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 163 | 1 711,11 | 16 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 28 256 | 9,97 | 2 705 | 8,29 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 2 430 | 7,00 | 233 | 5,45 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 6 660 | 1,40 | 637 | -0,16 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 7 568 | 0,68 | 724 | -0,82 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 2 795 | 19,50 | 268 | 17,62 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 303 | 29 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 2 813 | 0,82 | 269 | -0,74 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 3 535 | 0,26 | 338 | -1,17 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 6 396 | 175,93 | 612 | 172,00 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 102 175 | 3,58 | 9 780 | 2,00 | ||||
| 2026-05-07 | 13F | Beta Wealth Group, Inc. | 33 909 | 3 246 | ||||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 2 295 | 0,35 | 220 | -1,35 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 5 884 | 94,45 | 563 | 91,50 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 50 956 | 6,58 | 4 877 | 4,95 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 39 091 | 13,22 | 3 742 | 11,47 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 124 | 12 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 644 | 62 | ||||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 12 315 | 6,05 | 1 179 | 3,61 | ||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 20 642 | 4,17 | 1 976 | 2,54 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 33 040 | 36,24 | 3 163 | 34,04 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 12 493 | 25,19 | 1 196 | 23,20 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 3 275 | 313 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 55 899 | 33,32 | 5 351 | 31,29 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 69 956 | 3,72 | 6 696 | 2,14 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 9 210 | 494,19 | 882 | 487,33 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 132 853 | 4,95 | 12 717 | 3,34 | ||||
| 2026-05-04 | 13F | Hourglass Capital, Llc | 9 500 | 909 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 12 373 | 1,43 | 1 187 | -0,25 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 44 363 | 17,48 | 4 246 | 15,69 | ||||
| 2026-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 1 471 100 | 140 814 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 361 961 | 29,68 | 34 647 | 27,69 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 240 | -1,65 | ||||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 48 853 | 1,21 | 4 676 | -0,34 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 17 149 | 0,92 | 1 642 | -0,61 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 41 | 2,50 | 4 | 0,00 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 33 | 3,12 | 0 | |||||
| 2026-05-12 | 13F | First Western Trust Bank | 12 843 | 0,18 | 1 229 | -1,36 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 7 808 | 1,79 | 747 | 0,27 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 8 780 | 26,57 | 840 | 24,81 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 70 | 9,38 | 7 | 0,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 192 967 | 4 289,60 | 18 471 | 4 225,53 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 5 875 122 | 3,37 | 562 367 | 1,79 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 15 497 | 0,96 | 1 483 | -0,60 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 26 720 | 11,51 | 2 558 | 9,79 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 5 414 | 2,29 | 518 | 0,78 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 67 372 | 287,46 | 6 449 | 281,54 | ||||
| 2026-01-29 | 13F | Comerica Bank | 41 661 | 0,04 | 4 050 | -0,76 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 381 608 | 19,64 | 36 526 | 17,80 | ||||
| 2026-05-15 | 13F | Aristeia Capital Llc | 160 130 | 15 328 | ||||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 3 337 | 3,89 | 319 | 2,24 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 158 604 | 12,55 | 15 | 15,38 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 169 193 | 16 195 | ||||||
| 2026-05-07 | 13F | Lorne Steinberg Wealth Management Inc. | 12 750 | 1 220 | ||||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 68 063 | 0,78 | 6 515 | -0,76 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 1 965 | 0 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 20 | 2 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1 671 | 117,58 | 160 | 114,86 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 17 148 | 22,62 | 1 641 | 20,75 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 14 175 | 1 357 | ||||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 2 225 | 213 | ||||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 19 065 | 42,33 | 1 825 | 40,09 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 6 470 | 24,88 | 629 | 24,06 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 5 796 | 12,46 | 555 | 10,58 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 217 | 1,40 | 21 | 0,00 | ||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 137 140 | 13 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 8 | 1 | ||||||
| 2026-05-12 | 13F | ESG Planning | 111 333 | 2,05 | 10 657 | 0,48 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 986 | 3,25 | 94 | 2,17 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 3 124 | 19,05 | 300 | 17,25 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 42 582 | 1,50 | 4 076 | -0,07 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 426 | 0,24 | 41 | -2,44 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 47 961 | 4 662 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 3 197 | 10,05 | 0 | |||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 17 291 | 12,01 | 1 655 | 10,33 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 429 | 1,18 | 41 | 0,00 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 4 033 | 386 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 202 796 | 8,76 | 19 412 | 7,09 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 3 459 | 10,05 | 331 | 8,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 232 978 | 33,12 | 22 307 | 31,06 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 79 754 | 24,46 | 7 634 | 22,56 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 746 | 8,75 | 71 | 7,58 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 18 638 | 38,28 | 1 784 | 36,11 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 3 531 | 38,20 | 338 | 35,89 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 14 448 | 35,07 | 1 383 | 33,11 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 6 667 | 140,43 | 638 | 137,17 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 3 307 | 14,35 | 317 | 12,46 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 35 494 | 7,73 | 3 398 | 6,09 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 44 527 | 7 024,32 | 4 262 | 7 003,33 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 465 378 | 7,32 | 140 266 | 5,68 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 6 955 | 75,37 | 666 | 72,73 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 12 377 | 1 185 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1 299 558 | 0,16 | 124 | -1,59 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 2 255 | 216 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 11 594 | 6,50 | 1 119 | 5,17 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 26 084 | 2 497 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 131 586 | 52,29 | 13 | 50,00 | ||||
| 2026-05-14 | 13F | American Family Investments, Inc. | 3 565 000 | 70,74 | 341 242 | 68,12 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 2 090 | 200 | ||||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 23 978 | 125,59 | 2 295 | 122,17 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 26 553 | 26,06 | 2 535 | 23,84 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 40 671 | 37,85 | 3 893 | 35,75 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 11 000 | 1 053 | ||||||
| 2026-04-27 | 13F | FF Advisors,LLC | 2 552 | 247 | ||||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 420 | 40 | ||||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 584 549 | 6,25 | 55 953 | 4,63 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 8 896 | 78,56 | 852 | 75,83 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 11 384 | 0,19 | 1 090 | -1,36 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 8 004 | 766 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 12 881 | 10,79 | 1 233 | 9,03 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 29 884 | 31,49 | 2 809 | 27,12 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 258 568 | 2,01 | 24 750 | 0,45 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 49 992 | 2,06 | 4 785 | 0,50 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 6 117 | 1,12 | 586 | -0,51 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 3 261 | 2,81 | 312 | 1,30 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 9 630 | 4,70 | 922 | 3,02 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 5 981 | 0,25 | 573 | -1,21 | ||||
| 2026-05-11 | 13F | Eddie Patel Inc | 18 165 | 236,26 | 1 739 | 231,05 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 77 790 | 11,94 | 7 446 | 10,23 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 15 386 | 2,27 | 1 473 | 0,68 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 58 | 6 | ||||||
| 2026-05-12 | 13F | Creative Planning | 18 583 | 139,19 | 1 779 | 135,50 | ||||
| 2026-05-13 | 13F | Virtus Fixed Income Advisers, LLC | 61 012 | 202,76 | 5 840 | 198,26 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 920 | 13,30 | 88 | 11,39 | ||||
| 2026-05-15 | 13F | Infrastructure Capital Advisors, Llc | 2 960 | 282 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 2 281 | 219 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 4 350 | 2,55 | 416 | 0,97 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 21 | 10,53 | 2 | 100,00 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 49 567 | 1,12 | 4 745 | -0,42 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 3 287 | 10,38 | 315 | 8,65 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 180 | 17 | ||||||
| 2026-05-05 | 13F | Legacy Financial Independent Advisors Llc | 2 139 | 205 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 37 413 | 4,46 | 3 581 | 2,87 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 5 547 | 1,82 | 531 | 0,19 | ||||
| 2026-05-15 | 13F/A | Strive Financial Group ,LLC | 0 | 0 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 3 630 | 347 | ||||||
| 2026-04-28 | 13F | Ti-trust, Inc | 25 897 | 7,26 | 2 479 | 5,58 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 62 765 | 6 008 |
